Now booking discovery engagements and automation pilots for Q2. See demos

Architecture Patterns

Interactive system demonstrations

We don't believe in black boxes. Explore the architectural patterns and user interfaces of the core systems we deploy for high-volume operational teams.

AI Reception & Lead Intake

A conversational agent that handles inbound inquiries, qualifies leads against specific criteria, and routes them into a CRM while scheduling consultations.

Core Capabilities

  • Natural language qualification
  • Direct CRM API integration
  • Calendar availability syncing
  • Human-fallback routing
Inbound Lead
Inquiry Detected
AI Receptionist
Action System
CRM Entry
Calendar
System Logs
[12:00:19 AM] CONNECTION_OPENED: WEB_CLIENT_INTAKE
Active Processing

Financial Document Orchestration

A cross-platform system that unifies fragmented AP processes. It ingests documents from email, cloud storage, and shared drives, intelligently linking them into structured evidence packets for QBO or Xero.

Core Capabilities

  • Multi-input ingestion (Email, Drive, S3)
  • Automated vendor & transaction linking
  • Slack/Teams HITL approval loops
  • Accounting sync (QBO, Xero)

Multi-Source Input

Email Inboxes
Cloud Storage
Shared Drives
OrchestratorUnified Intelligence

Unified Destination

Accounting (QBO/Xero)
Slack/Teams HITL
Orchestration Runtime
12:00:19 AM
INGEST:Monitoring 12 end-points. Detected new PDF from S3 bucket 'finance-incoming'...

Sales-to-Ops Onboarding Control Plane

A cross-platform orchestration layer that triggers when a deal closes, pulling data from DocuSign, Typeform, and CRM records to provision fully configured workspaces across Asana, Drive, and Slack.

Core Capabilities

  • ETL from signed contracts & forms
  • Automated workspace provisioning
  • Smart contract-to-task mapping
  • Heterogeneous stack synchronization

Deal Trigger

CRM (HubSpot/SF)
DocuSign
Email Threads
Control PlaneETL & Provisioning

Automated Workspace

File System
Project Plan
Team Comms
Milestones
Onboarding Runtime
CRITICAL_EVENT: Detected CLOSED_WON in CRM. Initiating data extraction...