AI workflow automation for the operations work you still do by hand.
Record one recurring task across Chrome and your Mac. Review the workflow, then approve it to run on schedule.
Tomorrow at 08:30
- Request read
- Case matched
- Routine record updated
- Run logged
The work gets harder when it crosses tools.
Your team moves between inboxes, portals, documents, and spreadsheets—carrying context and remembering the checks each system misses.
The work is scattered.
Every run means switching tools, moving information by hand, and piecing together what happened where.
Every run is a little different.
New files, changed fields, and exceptions make rigid macros brittle—and leave your team fixing what they miss.
The process lives in people's heads.
Critical checks and exception handling are hard to document, delegate, or audit.
Show it once. Review what will run.
One real run becomes a reviewable workflow—not a brittle replay of every click.
- open new request
- read email + PDF
- capture reference
- match account + case
- check history
- spot duplicates
- update routine case
- draft response
- queue unclear work
process routine work; hold uncertainty
- Read the request and attached document.
- Find the matching account or case; check for missing information or duplicates.
- Update routine work. Leave unclear requests in the review queue.
Capture where the work actually happens.
No duplicate scheduler or replay runtime.
Review the exact job before it can run.
Built for work that changes just enough to break a macro.
The best first workflow repeats often, crosses tools, and ends in an outcome you can verify.
Strong first workflows
- Pull the newest report, check it, and send it
- Move invoice or order data between systems
- Prepare a recurring client or operations brief
- Update records, flag exceptions, and leave proof
Show us the task you never want to do again.
Walk us through one real run. We’ll tell you if it’s a good fit.