Your systems hold the pieces. Your team needs the whole job.
We build AI workflows that turn files and exports into the handoff, setup or report your team needs. The job someone carries between screens, prepared in your ChatGPT, Claude, Copilot or Gemini.
Built for the AI you already use.
-
Claude
Copilot
Gemini
A closed deal. Three teams ready to move.
Bring the CRM export and signed order. Get the records each team needs, with missing details called out before the handoff.
Illustrative example: a distributor's new-customer order.
The order, prepared.
Order lines and quantities in the warehouse's format. One quantity isn't a whole case: flagged for confirmation, with the original order alongside it.
The setup, laid out.
Welcome email drafted. Portal setup listed. Account manager still needed, with a question prepared for the salesperson.
The terms, brought through.
Billing address and payment terms pulled from the signed order. Purchase order number missing: added to the follow-up list.
Your team checks the prepared work, enters the records and sends the messages.
The important part is knowing what belongs together.
A deal becomes an order, an onboarding plan and a billing setup. Someone knows how it all fits together. We build that know-how into the work, so the next person has a complete handoff to review.
Which fields go where. What changes for an existing customer. What has to be confirmed before an order moves. Those details make the handoff useful.
We start with your SOPs, checklists and good examples, then capture the decisions people make from experience. The workflow carries those rules into each prepared handoff.
Start with the files you can pull today.
CRM exports, order forms, ticket histories, spreadsheets. A first workflow uses the material your team already handles, in your own AI workspace. You can put it to work before commissioning new connections between systems.
Direct connections and automated updates are separate work, scoped around the workflow once you've seen it in use.
Keep the tools you have. Add your way of working.
Your existing reports, integrations and built-in AI may already handle parts of the job. We work from those strengths and focus on the preparation your team still does by hand.
Build around the job, wherever the information lives.
The useful question is what your people need to move the work forward: a complete order, a reconciled list, a briefing with the exceptions highlighted. Start there, then choose how the information reaches it.
Which handoff still depends on someone carrying it?
Bring the job, the files and the person who knows the steps. We'll work out the first useful output to build. An agreed written procedure can become a workflow in the $750 3-Day Sprint, three days after readiness.
Inside the 3-Day SprintNeed to capture the know-how first?More logistics and trade examples