Custom Workflow & AI Automations

Cut the busywork.Automate your operations.

Custom automations for SMBs and growing teams. Invoices generated, leads instantly routed, operations automated, and AI intelligence delivered to where your team already works.

Explore use cases

Most teams lose 10–15 hours every week doing manual data entry, chasing follow-ups, or compiling research that could happen automatically in under 60 seconds.

Core Capabilities

What we automate across your business

Modular, reliable workflows tailored to your existing tools and processes — no rip-and-replace required.

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Invoice & Billing Automation

Auto-generate and dispatch invoices directly from job, case, or deal creation triggers. Sync payments to your accounting sheet or CRM with zero manual data entry.

Invoicing Accounting Sync PDF Generation

Lead Generation & Instant Intake

Form fills, ads, and web leads instantly captured, auto-assigned, and enriched. Automated WhatsApp or email follow-up dispatched in under 2 minutes.

Speed to Lead WhatsApp Auto-Reply Lead Routing
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Operations & Workflow Orchestration

Document checklists, automated task delegation, deadline tracking, escalation alerts, and status notifications routed directly to Slack, WhatsApp, or email.

Task Delegation Checklists Status Tracking
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AI Prospect & Client Intelligence Briefs

When a prospect replies or inquires, AI scans their background, organizational influence, trigger events, and provides your team with tailored talking points before the call.

AI Enrichment Call Prep Instant Research
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CRM & Spreadsheet Synchronization

Connect Google Sheets, Supabase, Airtable, and CRMs. Auto-clean records, eliminate duplicate entries, and maintain single-source-of-truth accuracy.

Google Sheets HubSpot Supabase / Airtable
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Client Reminders & Renewals

Automated renewal alerts, policy expirations, follow-up cadences, and review requests sent via WhatsApp or email so no client slips through the cracks.

Retention Renewals WhatsApp Alerts
Tailored for SMBs & Service Firms

Built for the specific way your business runs

Whether you're handling property inquiries, shipping documents, or client retainers — we eliminate repetitive operational friction.

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Real Estate & Brokerages

Capture buyer & tenant inquiries across portals, auto-route by property type & budget, and equip agents with instant client briefs.

  • Lead intake → CRM → WhatsApp: Instant response in under 120 seconds
  • Agent assignment: Auto-routing by locality, price tier, and availability
  • AI preference summary: Property needs & budget parsed before the first call
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Customs Brokerage & Logistics

Replace manual shipping milestone updates and document chasing with automated client communications and invoice generation.

  • Shipment tracking alerts: Container & clearance status sent via WhatsApp
  • Document checklists: Automated collection of bills of lading and customs forms
  • Invoice automation: Invoices generated directly from shipping weight & tariff data
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Insurance Advisors & Agencies

Keep policies active and claims moving with automated renewal alerts, instant lead enrichment, and customer self-service workflows.

  • Renewal reminders: Scheduled outreach 60/30/15 days before policy expiry
  • Lead profile summary: Risk evaluation & coverage requirements pre-compiled
  • Claims status notifications: Instant updates sent to policyholders via WhatsApp
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Legal & Consulting Firms

Streamline new client onboarding, conflict checks, case file setup, and recurring retainer invoicing with zero manual drag.

  • Intake form → Case file: Automatic folder creation and assigned partner alert
  • Retainer invoicing: Automated billing generation upon agreement sign-off
  • Court & filing deadline tracking: Escalation alerts routed to team Slack or email
Real Implementation Breakdown

Case Study: AI Reply Intelligence for mple.ai

How an automated workflow turned cold LinkedIn replies into fully prepped sales calls in under 60 seconds.

The Challenge & Solution

When running enterprise outbound for mple.ai (an AI enablement platform for enterprise underwriting and field teams), sales executives were losing 20+ minutes per reply scrambling across LinkedIn, company annual reports, and news to prep for calls.

The Automation: We built an end-to-end integration between the outreach platform (Konnector), CRM, and an AI intelligence engine. The moment a prospect replied, the workflow triggered:

Within 45 seconds, the sales rep received an email containing an in-depth, battle-tested AI Brief covering exact buyer psychology, recent trigger events, suggested replies, and custom demo scenarios.

Sales Prep Time Saved 20 min → 0 min
Total Enterprise Demos Booked 100+ Demos
Reply to Meeting Conversion 20% Conversion
⚡ INCOMING REPLY INTEL · MPLE.AI Delivered in 42s
Suggested Reply
"Hi [Name], thanks for writing back! I noticed your work sits squarely at the AI adoption layer for underwriting teams — getting new tools and workflows actually embraced in the field, not just rolled out. That's exactly the challenge we help solve. Would it make sense to show you how we're helping insurance teams build AI fluency and readiness at scale — things like AI-led roleplays for advisors and underwriting scenarios, daily micro-coaching, and engagement tools? Happy to keep it tight — even a 20-minute look?"
If Not Clearly Interested (Fallback Moves)
  • Alternative persona: Reach out to peer line managers in underwriting ops or L&D/sales enablement closer to field workforce pain.
  • Low-commitment next step: Share a 1-page case study or 90-second product video rather than pushing for an immediate call.
  • Strategic reframe: Pivot from "AI training platform" to "AI adoption accelerator" to directly mirror their internal remit.
Org Influence & Decision Power
  • Has driven enterprise-wide analytics initiatives; remit extends across distributed business units with direct budget allocation.
Recent News & Triggers to Leverage
  • Transformation Mandate: Recent investor presentation described their digital transformation as a "structural reset" with heavy AI investment.
  • Headcount Target: Publicly targeted 20% headcount efficiency — positions mple as a force-multiplier for remaining underwriters.
  • Underwriting Automation Target: Aiming to automate 85% of claims processes; endorsement cycle time cut from 22 to 8 days.
Demo Use Cases to Prepare
  • Scenario 1: AI roleplay simulating commercial SME P&C policy renewal objection handling around pricing increases and coverage gaps.
  • Scenario 2: Underwriting support staff submission discussion explaining risk selection criteria and decline decisions.
  • Scenario 3: 2-minute daily micro-coaching session for India GCC analysts to build confidence with AI-generated risk outputs.
Proof Point to Use
  • Lead with major BFSI/Insurance brand case study (5/5 rating, 50+ enterprise brands onboarded).
The Process

How we design and deploy your automations

Clean architecture, rigorous testing, and complete handoff documentation so your systems run seamlessly.

01

Audit & Bottleneck Mapping

We review where your team spends manual time: data entry, invoicing, follow-ups, or research. We prioritize the highest ROI workflow first.

02

Architecture & Data Flow Design

Define triggers, payloads, condition branches, data validation, and destination endpoints (WhatsApp, CRM, Sheets, Slack).

03

Build, Integrate & Test

Construct the workflows, layer AI enrichment where valuable, handle edge cases, and run rigorous end-to-end sandbox testing.

04

Handoff & SOP Documentation

You receive a live, production-tested automation with complete visual documentation so your team has total clarity and control.

Ecosystem Integration

Works with whatever tools you already use

No forced platform migrations. We connect into your current software stack.

💬 WhatsApp Business
💼 LinkedIn & Outreach APIs
📢 Slack & Teams
✉️ Gmail & Outlook
📊 Google Sheets & Excel
🗂️ HubSpot / Salesforce / Pipedrive
⚡ Supabase & SQL Databases
📋 Airtable & Notion
🤖 OpenAI & Claude AI Engines
🧾 Quickbooks & Invoicing Tools

Ready to automate your manual bottlenecks?

Let's identify the one or two automations that will save your team the most hours this month.