Audit
We map one high-friction workflow and show you where time is being lost. You leave with a clear plan.
How it works
A simple three-step process.
We find the workflow costing your team the most time, build a safe first version, and improve it as you use it.
Build
We build the automation and plug it into the tools you already use. Every output is drafted for your team to review before it goes out.
Deploy & refine
We test it, train your team, and fine-tune it based on how it performs in real use.
Case study
From 5 hours of follow-ups to 15 minutes of review.
A managing partner for Satori Capital was losing hours every week to manual investor follow-ups. We built an AI system that drafts and prioritizes his outreach inside the CRM he already used. He reviews, approves, and sends in a fraction of the time.
3–5 hrs/week
saved every week
Zero migration
works inside his existing CRM
Every draft reviewed
he stays in control