Anonymized client outcomes

Verified outcomes

Real results from production systems. Names and details anonymized.

Reduced cycle time by 40%

Workflow:
Intake routing
Controls:
Approval gates, audit logs, rollback
Stack:
CRM + Email + Internal DB

Cut manual touches from 12 → 3

Workflow:
Document processing
Controls:
Confidence thresholds, review queue
Stack:
Email + Document storage + ERP

Reduced missing/invalid fields by 85%

Workflow:
Data validation pipeline
Controls:
Validation rules, exception handling
Stack:
Forms + CRM + Notification system

Saved 15 hours/week across ops

Workflow:
Reporting automation
Controls:
Locked templates, run logs
Stack:
Multiple data sources + BI tools

Improved SLA compliance from 72% to 98%

Workflow:
Follow-up automation
Controls:
Rate limits, approval gates, send logs
Stack:
CRM + Email + Calendar

Representative build patterns

Same pattern every time: remove manual touches, keep humans in control, produce logs you can defend.

Representative build pattern

Intake that stops dying in email

Typical outcome: Intake becomes structured records instead of email threads.

Problem:
Intake arrives as messy email threads; data gets retyped and lost.
Automation:
Parse inbox + attachments, extract key fields, create records in the source system, request missing info automatically.
Result:
Faster intake, fewer misses, consistent data.
Controls:
Approval gate before creation, identity-linked change log, kill switch, retention policy.
Approval GateAudit LogKill Switch
IntakeRouting
Representative build pattern

Monthly reporting without copy-paste

Typical outcome: Reports ship reliably without senior time.

Problem:
Reporting requires manual exports, cleanup, and deck assembly.
Automation:
Pull from source systems, standardize, generate PDF/Slides in your format, deliver on schedule.
Result:
Reports ship reliably without senior time.
Controls:
Locked templates, run logs, access controls, output review step.
Audit LogAccess ControlRollback
ReportingCompliance
Representative build pattern

Document classification that actually sticks

Typical outcome: Docs get filed correctly and stay findable.

Problem:
Docs get filed wrong or not filed at all.
Automation:
Classify by business rules + metadata, file to the right location, tag for retrieval.
Result:
Less hunting, cleaner organization.
Controls:
Confidence thresholds + review queue, audit trail, least-privilege storage access.
Confidence ThresholdAudit LogAccess Control
IntakeData Management
Representative build pattern

Follow-ups triggered by reality, not memory

Typical outcome: Follow-ups happen automatically based on status and dates.

Problem:
Follow-ups depend on "I'll remember," which is adorable and false.
Automation:
Trigger nudges based on status/dates/events, draft messages with constraints, log everything.
Result:
Fewer dropped opportunities and stale pipelines.
Controls:
Rate limits, approval gates, full send log with identity and timestamps.
Rate LimitApproval GateAudit Log
Follow-upsRouting

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