Service — Workflow Automation s/03

AI agents in the tools your team already uses.

We build AI agents that plug into Gmail, Slack, Notion, HubSpot, and your CRM — and take over the repetitive parts of the work. Triage, drafting, classification, reporting, research. Your team gets hours back per week.

01 / you'll recognise this

Symptoms.

  • Your team spends the first hour of every day triaging an inbox.
  • Someone writes the same 20 emails, differently, every week.
  • Support tickets get categorized by hand, and the categorization is inconsistent.
  • Meeting notes don't get actioned because nobody has time to extract tasks from them.
  • Your CRM is always slightly out of date because keeping it current is someone's least favorite task.
  • You've looked at Zapier and Make and they don't understand context — they just move data.
02 / the work

What we actually do.

w/01

Inbox triage

Agents that read Gmail, Slack, Linear, or Intercom — categorize, prioritize, and draft responses for human review. Never autosend until the workflow has earned trust.

w/02

Meeting notes → tasks

Integrations that turn Fathom, Fireflies, or Otter transcripts into structured Jira, Linear, or Asana tickets with owners and due dates — no manual extraction.

w/03

CRM enrichment and hygiene

Agents that watch for new contacts, enrich records from public sources, and keep the CRM current without a human ever typing into it.

w/04

Ticket classification and routing

AI that understands your support taxonomy better than a keyword rule, routes to the right team, drafts the first response, and flags edge cases for humans.

w/05

Research agents

Deep-research agents that produce briefed summaries before a sales call or a hiring decision — with citations, not invented facts.

w/06

Custom MCP servers

For the tools you use that don't have off-the-shelf AI integrations, we build the MCP layer ourselves — and open-source it when the client agrees.

03 / the trade

What changes. What doesn't.

You keep
  • Your team's judgment — agents draft, humans approve
  • Your existing tools — Gmail stays Gmail, Slack stays Slack
  • Your data boundaries — agents get scoped access, never more
  • Your audit trail — every agent action is logged and reversible
You get
  • Hours back per person per week, measured before and after
  • Fewer context-switches for the humans
  • Consistency where manual work used to be ad-hoc
  • A repeatable pattern for adding the next agent, once the first one lands
04 / engagement

Where this fits.

Workflow Automation is the implementation side of the engagement ladder. The ladder itself is the same for every service we run:

  1. step 01 Free Snapshot

    We review your site or repo and send a 1-page report with 3–5 AI integration opportunities specific to Workflow Automation. 2 business days. $0.

  2. step 02 Full Audit — $1,200 flat

    One week deep-dive. 10–15 page prioritized roadmap with estimates, risks, and an implementation plan. Credited against the project if we work together.

  3. step 03 Implementation — $4K–$25K

    Scoped work, fixed price, clear deliverable. Most Workflow Automation projects land between $6K and $15K.

05 / stack

What we reach for.

Models
Claude Opus · Claude Sonnet · Claude Haiku
Protocol
Model Context Protocol (MCP) — custom servers for Gmail, Slack, Linear, Notion, HubSpot, Airtable
Orchestration
Cloudflare Workers · Durable Objects · Queues
Integrations
Gmail API · Slack Bolt · Notion API · HubSpot · Zendesk
Observability
OpenTelemetry · structured logging · every action reversible

These are examples, not rails. We pick tools per engagement based on what already lives in your stack — we don't force a preferred tech on you.

06 / questions

Questions we hear a lot.

q/01 What's the difference between this and Zapier?

Zapier moves data between apps based on rules. Our agents make decisions, draft content, and handle ambiguity — things rules can't express. We often use Zapier as plumbing under an agent.

q/02 How do you stop agents from sending embarrassing emails?

Default posture: draft-only. Agents draft, humans approve, humans hit send. Once a specific workflow has earned trust — measured by a rolling approval rate over a set number of runs — we upgrade to autosend with human-in-the-loop on exceptions.

q/03 What about sensitive data?

Scoped access always. An agent that only needs to read one Gmail label gets access to one label, not all mail. Every agent ships with a scope document that spells out what it can and can't touch.

q/04 Can we host the agents ourselves?

Yes. Default deployment is Cloudflare Workers (edge, fast, cheap) but we've shipped agents on client infra (AWS, GCP, on-prem). The pattern is portable.

q/05 How do you measure ROI?

Before/after time audits. We sample how long the manual version of the workflow took pre-engagement and compare to post-agent. Expressed in hours per week per person — the same unit the team feels.

q/06 My CRM is a mess. Can the agent still work?

If the data is bad, the agent's output will be bad. CRM enrichment often has to happen before agents can work well with it — usually the first workflow we fix when it shows up.

Start with a Snapshot.

Two business days. No strings. A 1-page report with 3–5 AI integration opportunities specific to your situation.