For COOs of 100–1,000-person companies
Less chasing. More done.
When growth means more follow-ups, documents and status calls, our AI agents do the chasing inside your systems. Your team makes decisions instead of sending reminders.
45 minutes · a written plan, whether or not we work together
- Milestone due · CRM / ERP
- Documents requested · buyer & bank
- Reminders sent · email & WhatsApp
- Documents checked · your SOP
- Exception? To a person · approval (a person decides)
- Payment tracked · CRM updated
ISO 27001
ISO 9001
- Clutch 5.0★ (opens in a new tab)
- Claude Certified Architects
What we automate
The work that grows faster than headcount.
Every operations team carries the same hidden load: chasing people, documents and payments, and telling everyone where things stand. That is exactly what agents are good at.
- 01
Collections and payment follow-ups
Tracks every milestone and invoice, chases customers, banks and partners on your schedule, and escalates only the exceptions.
Cash in sooner - 02
Document collection and checks
Requests, chases, reads and checks documents against your SOPs, and files them in the right place.
Complete files without the back-and-forth - 03
Lead response and qualification
Answers every inquiry within minutes, qualifies it against your criteria and books the next step with the right person.
Every inquiry answered fast - 04
Customer and partner updates
Sends proactive status updates at every milestone and answers “where are we?” questions from live data.
Fewer status calls - 05
Scheduling and intake
Books, reschedules and confirms appointments, collects intake details and keeps calendars in sync across locations.
Fuller schedules, less admin - 06
Reporting and compliance packs
Pulls data from your systems into weekly operations reports and regulator-ready compliance packs.
Weekly reports assembled automatically
Logos show integration compatibility, not partnership.
Before and after
What changes for your operations team.
- Follow-ups
Today: Coordinators keep spreadsheets of who owes what, and chase by phone when they find time.
With agents: Every follow-up runs on schedule. Coordinators see a live board and step in only when something is stuck.
- Documents
Today: Files arrive incomplete, and someone checks each one by hand against the checklist.
With agents: Documents are chased until complete and checked against your SOP before anyone opens them.
- Status updates
Today: Managers answer the same “where are we?” question all day.
With agents: Customers and partners get proactive updates from live data.
- Reporting
Today: Someone spends Friday pulling numbers from four systems into a deck.
With agents: The weekly operations report is ready on Monday morning.
Results
Already running on agents.
From real estate, healthcare and compliance services.
- Automation~3 wksAgents run bank and buyer document follow-ups on the client’s own SOPs. Time to the first installment fell from 6–10 weeks to about 3.Residential developer · India
- Automation10Ten scheduling, intake and admin workflows automated across the network, plus a voice tool that turns clinicians’ dictation into notes and prescriptions. The client then hired us again.Dental implant network · 9 states · United States
- Automation≈$210K/yrA compliance-check agent runs every check inside the team’s own workflow, replacing roughly $210K (₹2 crore) a year of licensed tooling.Automotive compliance services firm · India
They stuck to the timetable, completing each milestone on time, with clear, measurable results throughout.
How engagements work
Start with one workflow. Scale what works.
We pick the workflow with the most volume and the clearest rules, so the first result shows up quickly.
- Step 01
Discovery call
45 minutes on your highest-volume workflows. You get a written plan: what to automate first, in what order, and what it should return.
- Step 02
Pilot on one workflow
We build and run one agent on your own accounts, against real cases, with your people approving its output. You see the numbers before committing further. Duration and commercials are agreed on the discovery call.
- Step 03
Scale and tune
Proven agents roll out to more teams and workflows on a monthly retainer, tuned as your volumes, rules and systems change.
Questions
Questions COOs ask.
Which systems do you work with?
We build on what you already run: CRMs such as Salesforce, HubSpot and Zoho; ERPs; email; WhatsApp; shared drives and industry systems. Agents connect through APIs where they exist and through email and documents where they don’t.
Does the AI make decisions on its own?
Only within the limits you set. Agents handle the repetitive work; anything above your thresholds, such as write-offs, exceptions or customer disputes, goes to a named person. Every action is logged.
We are not a tech company. Who runs this after go-live?
We do, with your team. A monthly retainer covers monitoring, tuning and new workflows, and your team is trained to understand and own what has been built.
Which industries is this for?
Any business where growth means more follow-ups and documents. Our live work includes a residential developer, a multi-location dental network and a compliance services firm. Staffing or consulting firm? See Professional Services.
How is our data protected?
Agents run with scoped, revocable permissions, every action is logged and changes to records can be rolled back. Where your policies require it, we deploy into your own cloud, and model providers are configured so your data is not used to train their models. Our security management is certified to ISO 27001.
How fast can we see results?
Our standard is a first agent live within 30 days of design sign-off. Further agents reuse the same connections, so each one is faster than the last.
What does it cost?
We don’t publish a price list for this work. It depends on the workflows, volumes and systems involved. Pilot duration and commercials are agreed on the discovery call, based on your scope and requirements, and you get a written proposal with a fixed scope and price before any build starts.
Find the three processes worth automating first.
Book a 45-minute discovery call. We’ll map your highest-volume workflows and send you a written plan: what to automate, in what order, and what it should return.
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