OPERATIONS

Automate the work that already has a procedure.

Operations teams are full of tasks that are well documented and still done by hand every week, because the systems involved never talked to each other. That gap is the opportunity: a model to read and decide, integrations to reach the systems, and a person wherever the consequence is real.

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A workflow: schedule, model and instructions in three steps, with Run now

WHERE MOST TEAMS ARE TODAY

Documented processes still done by hand because two systems do not integrate
Data re-keyed between systems, with the error rate that implies
The one legacy application that blocks automating an otherwise simple chain

What people actually do with it

Six things operations teams use this for.

Not an exhaustive list. These are the ones that come up first, and the ones that make the case for the rollout on their own.

Document processing

Pull structured data out of invoices, forms and supplier documents, then check it against the record it should match.

Multi-system requests

Find the Proposal Made deals in Pipedrive and email a summary: one request, every tool action visible in the chat.

Spreadsheet clean-up

Upload a messy export to Excel AI and normalise supplier names, addresses or categories row by row, checked on one row first.

Inventory alerts

A daily workflow checks stock levels in the database and emails the buyer when a line runs low.

Recurring reporting

The weekly operations report assembled and emailed on schedule, rather than on Monday morning by hand.

Reminders and digests

Invoice reminders and churn digests from ready-made workflow templates, adjusted in plain English.

IN THE PRODUCT

The weekly report writes itself.

Turn a prompt you run every Monday into a scheduled workflow. It runs on time, uses your connected systems, and keeps every result in its history.

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Workflows on a schedule. A weekly competitor digest: run it now, then read the result in the history.

IN THE PRODUCT

Two systems, one request.

Find the Proposal Made deals in Pipedrive and email a summary through Postmark. Seventeen tool actions, each one visible in the chat.

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CRM and email from one sentence. Find the Proposal Made deals in Pipedrive, then email a summary - 17 tool calls, one request.

WHY THESE AUTOMATIONS SURVIVE

Run history with every result and a success rate per workflow
Run now to test a workflow before you trust its schedule
Paused workflows keep their schedule and never run
Database access set to read only, read & write, or full
CRM connections read-only until you allow write access
Usage by user and model in the workspace statistics

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Straight answers

What operations teams ask us.

Where should we start?

With the most boring job that has the clearest procedure, ideally one nobody enjoys and everybody agrees on. Build it as a workflow, run it by hand for a fortnight and read every result, then switch the schedule on.

What if one step needs a legacy system with no API?

If it has a database, connect that instead. Driving the application itself through desktop control is on our roadmap rather than in the product today; talk to us if it is the step that blocks you.

How do we know it is still working?

Every run is kept in the workflow's history with its result, and the workflow shows its success rate. A run that returns nothing useful should be treated as a failure, and the instructions can say so.

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A $5 balance to start. No card needed.

Built for operations

Try it on your own work before you commit.

Start free with a $5 trial balance. No card, no procurement marathon - bring one real task and see how far it gets.

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