What this fixes.
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Ops team is a bottleneck on revenue
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Contract → invoice cycle takes days
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Standard orders eat senior ops time
Three jobs, on rails.
From any source
Email, web form, partner API — one pipeline.
Auto-generate
From your template + deal data, sent for signature.
And reconcile
Invoice raised, payment matched on receipt.
The path.
Codify the standard-order rules: which fields, which prices, which terms are non-negotiable.
Pick the boundary for 'exception' — anything outside goes to a human, automatically.
Run for two weeks read-only; compare auto-decisions to ops decisions.
Switch on full automation for the 80% standard path, keep humans on exceptions.
One scenario, one outcome.
A renewal email lands Friday 16:50: 'extend Growth plan, 12 months, EUR billing'.
By 16:51 the contract is in DocuSign, the invoice is queued for the 1st of next month, and the deal is staged in the CRM. Zero ops touched it.
Scoped on a call.
4–6 weeks
Pilot → retainer
Scope confirmed in a 30-minute call. Fixed scope, fixed timeline before you sign. We'll send a one-page proposal within 48 hours.
Book a call →Same category.
Internal Knowledge Bot
A Slack/Teams bot that answers anything from your SOPs, contracts, wikis, Drive and HR policies — with citations.
Document Approval Workflow
Routes contracts, POs, invoices and creative briefs through the right approvers by value, type and team.
Process Mining
Reads your system logs to map how processes actually run — and where they break, queue or skip steps.