Agentic workflows for B2B teams
We design and build AI agents that take repeatable work off your team and turn it into a system you own.
Custom agentic workflows built on your data and your stack — engineered to lift throughput, decision quality, and conversion without adding headcount.
What we build
Four workflow families. One operating model.
Every project starts with one narrow, instrumented agent that pays for itself, then composes with the next. Over time, the workflows below stack into an operating system specific to your business.
01 — Pipeline & CRM Automation
Your system of record, programmable.
CRM, spreadsheets, and operational data become one connected surface. Agents handle the hygiene tax — enriching records, scoring opportunities, and keeping the right people attached to the right work.
Opportunity scoring & enrichment
Sweeps your accounts and pipeline for buying signals, enriches contacts and domains from public and licensed sources, and produces a ranked, ready-to-action list so reps stop building their own.
Spreadsheet ↔ CRM sync
Lets non-technical teams manage records in a sheet while changes round-trip to your CRM in real time, with rate-limiting and an audit log so spreadsheets stop being a black hole.
Stakeholder attachment automation
Keeps the correct internal team and external contacts attached to every active record, so reviews, handoffs, and renewals never run on stale rosters.
Record deduplication agent
Resolves duplicate accounts, contacts, or vendors using URL matching plus semantic similarity on descriptions, so every team works from one clean entity.
02 — Meeting & Conversation Intelligence
Every conversation, instantly operational.
Calls, emails, and calendar context turn into briefings, action items, and recurring updates without anyone retyping. The same pipeline serves reps preparing for a meeting and executives reading a summary.
Meeting capture to action items
Records system audio, transcribes locally on Apple Silicon, and uses an LLM to extract decisions, commitments, and next steps — producing a searchable archive of what was actually agreed.
Pre-meeting briefings
A semantic index of email and prior notes feeds a prep agent that surfaces past conversations, open issues, agreed outcomes, and tone — cutting prep from thirty minutes to five.
Recurring executive updates
Synthesizes a window of email, calendar, and system-of-record activity into a brand-voice update — daily, weekly, or monthly — delivered as a draft, deck, or doc instead of a chore.
Quarterly & annual reviews
Compiles months of activity across people and systems into slide-ready bullets with quarterly or thematic structure, so leadership reviews are written by the system, not the team.
03 — Knowledge & Internal Copilots
Your company’s answers, on demand.
Slack, email, documentation, and the public web become one retrieval surface. Your team gets the right answer in the channel they already work in — no portal, no ticket, no waiting.
Slack assistants with RAG
Production-grade Slack copilots that route questions across a tuned retrieval stack (LangChain, LlamaIndex, Pinecone, Qdrant, or pgvector) so support, enablement, and operations scale without headcount.
Semantic search over your inbox
Years of email indexed with vector embeddings and exposed through an MCP tool — searchable by meaning, filterable by account or thread, and ready to ground every downstream agent.
Crawl-to-retrieval pipelines
A reusable pattern — crawl, normalize, chunk, embed, load — that converts product docs, internal wikis, or external sources into a vector store your agents and copilots can reason over.
Structured briefs from unstructured calls
Discovery, intake, or interview audio becomes a structured brief in a consistent template — fit, context, decision process, next step — so handoffs between people and roles stop losing context.
04 — Outbound & Content Engines
Reach, written like a human, scaled like a system.
Research, drafting, publishing, and measurement live in one loop. Content and outbound engines that compound — finding the right people, the right angle, and the right cadence without burning the team.
LinkedIn research and posting agents
An automation core plus a productized UI layer that finds the right people, drafts in your voice, schedules posts, and syncs activity back to your CRM and spreadsheets.
Warm-path discovery
Cross-references your team’s combined network against any target list — prospects, candidates, partners — to surface warm intros and turn a cold list into a connection-led plan.
Iterative content generation
A multi-model writing system that iterates drafts against quality and topical signals, then publishes — replacing one-shot prompts with a measurable content production loop.
Market and competitive intelligence
Scrapes vendor changelogs, event sponsor lists, and category news into structured feeds so your team gets a daily read on the field without manual monitoring.
How we work
Operator-led. Engineered to ship. Designed to be owned.
Built on your stack
Salesforce, Slack, Google Cloud, AWS, Microsoft, the inbox you already use. Workflows fit your data and your team’s ergonomics, not the other way around.
Owned by your team
Code, prompts, and data stay yours. We deliver versioned systems with documentation and a retirement plan, not opaque black boxes.
Practical, not theatrical
We ship narrow agents that earn back hours every week before we widen scope. Pilot in weeks, measurable lift before quarter-end.
Start the conversation
Thinking about an agent and not sure where to start? Let’s talk through your use case.
Bring a workflow you’re stuck on, an idea you’re kicking around, or just a sense that there’s repeatable work weighing your team down. The first call is for getting specific — what’s possible on your stack, what isn’t, and where it makes sense to start.
Book a call →