Start with one outcome. Grow into a platform.

• IT & identity

  Joiners, movers and leavers

  When an employee’s record changes to leaving in your HR system, an agent disables their sign-in, removes app access, asks the manager where their files go, and proves nothing was missed.

  Where it runs

  HR system update, your directory through a private tunnel, manager approval in Slack

  Guardrail policy

  “Never remove access for anyone other than the person named in the HR record.”

  Approvals

  Deleting accounts or transferring files asks the manager first.

  Budget

  $2 per run, $50 per day

• Finance opsStarter package

  Invoice to payment

  An agent reads incoming invoices, matches them to purchase orders, sends exceptions to the right approver and posts the rest to your ledger.

  Where it runs

  Accounts-payable mailbox, ERP, approver in Microsoft Teams

  Guardrail policy

  “Never change bank details on a supplier from what an invoice says.”

  Approvals

  Posting a payment always asks a person; reading and matching run on their own.

  Budget

  $0.50 per invoice, $100 per day

  Starter package

  Reads invoices from Gmail into a Google Sheet.

• Customer serviceStarter package

  Resolve, not just reply

  An agent answers tickets in your support desk, looks up orders, issues refunds within policy and hands the rest to a person with the context attached.

  Where it runs

  Zendesk, Intercom or Freshdesk; WhatsApp and email

  Guardrail policy

  “Never promise a refund, credit or delivery date the policy doesn’t allow. Checked on every reply.”

  Approvals

  Refunds ask a support lead.

  Budget

  $0.20 per conversation, $200 per day

  Starter package

  Classifies an incoming message and files it as a Zendesk ticket.

• Sales & CRMStarter package

  Pipeline that keeps itself current

  New leads are enriched, scored and routed to the right rep; calls and meetings are logged; deals that have gone quiet are flagged.

  Where it runs

  Web form, CRM, a daily digest in Slack

  Guardrail policy

  “Never email a prospect who has opted out, and never quote pricing.”

  Approvals

  Sending an email to a prospect asks the rep; updates to the CRM run on their own.

  Budget

  $0.10 per lead, $30 per day

  Starter package

  Turns a Typeform submission into a HubSpot contact and tells the team in Slack.

• Logistics

  Exceptions before they escalate

  An agent watches shipments, chases carriers when something slips, and tells the customer before they have to ask.

  Where it runs

  Carrier updates, SMS and email to customers, the ops channel

  Guardrail policy

  “Never give a customer a delivery date the carrier hasn’t confirmed.”

  Approvals

  Rebooking a shipment asks the ops lead.

  Budget

  $0.05 per shipment checked, $40 per day

• HRStarter package

  Onboarding that finishes

  From the day a new hire is added in your HR system to the end of their first week: paperwork, equipment, accounts and first-week tasks, assigned, chased and tracked until every step is done.

  Where it runs

  New employee in your HR system, IT and facilities tasks, the new hire’s manager in Slack

  Guardrail policy

  “Never share one employee’s personal details with another.”

  Approvals

  Ordering equipment asks the manager; creating accounts runs on its own.

  Budget

  $1 per new hire, $20 per day

  Starter package

  Creates Asana tasks for a new BambooHR hire and messages their manager in Slack.

Policies, approvals and budgets are examples of what a team might set. A starter package installs a first step of the process, which you then build on.