Automation intake overview
Command Center
We collect context the moment someone clicks "Start free." Fill in the questionnaire, lock a kickoff slot, and we'll start building automations tailored to your answers.
Next steps
These answers come straight from the intake form your prospect just completed.
Point of contact
Pending
Company
Pending
Team size
Pending
Budget
Not shared
Current stack
Not provided
Automation goals
Not provided
Playbooks
Pipeline Copilot
Qualify inbound + outbound leads, auto-write context, and push ready prospects into your CRM with meeting links.
Customer Ops Console
Route tickets, generate drafts, and trigger success sequences based on product usage signals.
Backoffice Automation Hub
Automate document processing, contract approvals, and reporting across finance and ops.
Lead insights
Team size
Pending
Used to scope agent coverage and SLAs.
Budget
Not shared
We tailor automation pods to this investment range.
Stack signals
CRM stack not provided
Integrations we’ll wire up on the first sprint.