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An AI autopilot for the work your team already does.

Choose the work your team wants to improve. Start with a decision your team makes repeatedly, and the preparation it needs.

One starting task for each team.

Sales

Give your sales team a better first draft.

Workflows that prepare proposals, follow-ups and suggested CRM updates from the records your sales team can provide. The rep stays responsible for the customer conversation.

Stays with your team: sending to a prospect, commercial commitments and approving CRM field changes.

A proposal from the lead record

Example workflow

  1. Receive the leadAn agreed trigger, such as a submitted enquiry or a record a rep selects.
  2. Match the contextThe right contact, company and approved reference documents.
  3. Prepare the draftIn the team's format, with missing scope details flagged.
  4. ReviewThe rep corrects the proposal and decides how to follow up.

Finance & operations

Make finance follow‑through easier to review.

Workflows for invoice reminder drafts, spend-request reviews and operational reporting. Start with the records finance trusts, and keep preparing information separate from authorising an action.

Stays with your team: financial authority, sending reminders and approving spend.

An invoice reminder, ready for review

Example workflow

  1. Select the invoiceAgreed date and status rules on a current ledger extract.
  2. Check the contextBalance, payment history, dispute status and the reminder thread.
  3. Prepare a draftThe right next step, with uncertain or conflicting information flagged.
  4. Review before sendingThe credit controller decides whether to send, edit or hold.

Client services

Give account teams the context for the next conversation.

Workflows that prepare account reviews, renewal follow-up plans and client reports. A useful draft from the available evidence, with the account lead deciding what it means.

Stays with your team: judging the relationship, commitments and concessions and approving client messages.

A renewal follow-up plan

Example workflow

  1. Choose the accountThe account, review period and authorised reviewer.
  2. Assemble the recordAgreed issues, commitments and correspondence, with dates.
  3. Draft the planObserved facts, possible interpretations and proposed follow-up, kept apart.
  4. Review the next stepThe account lead decides which concerns are real and who calls.

Agencies

Less report assembly. More time for the account.

Workflows for agency reporting, proposals and account handovers. Start with the records your team trusts and produce a draft the account lead can check, improve and use.

Stays with your team: verifying numbers, sharing with the client and client data separation.

A monthly client report

Example workflow

  1. Set the periodThe client, date range and metric definitions.
  2. Gather approved inputsThe reporting export, delivered-work log and relevant decisions.
  3. Draft the narrativeResults, limitations and next steps in the agreed format.
  4. ReviewThe account lead verifies numbers and claims before sharing.

Professional services

AI for professional services firms, with sources attached.

Workflows that help firms prepare proposals, engagement updates and internal knowledge answers. Start with an authorised set of records and a reviewer who can judge the work.

Stays with your team: professional judgment, client confidentiality and material used with clients.

A knowledge answer with references

Example workflow

  1. Ask the questionFrom an authorised set of firm documents.
  2. Retrieve the sourcesOnly records the reviewer is permitted to see.
  3. Prepare the answerRecords kept separate from interpretation, with passages cited.
  4. ReviewA qualified reviewer checks the source still applies.

Agree the review before anything is built.

Every workflow starts with the sources it needs and the person who can verify the output. Connections, sending and system updates are assessed for each implementation.

See how it works

Which workflow is taking more time than it should?

Three short questions. A person on our Lahore team reads every answer before replying.

Your answers go straight to our team. All fields are required.

First and last name. Letters, spaces, hyphens and apostrophes.

A sentence or two, at least 20 characters.

A sentence or two, at least 20 characters.

A sentence or two, at least 20 characters.

452 characters left for your answers.