Workflow Automation

The busywork your team does every day — automated, monitored, and managed

AI agents that handle the repetitive multi-step processes your team runs every day, so they can focus on work that actually moves the business forward.

The problem

Every step is a chance for delay or error

Your team follows the same steps over and over: receive a request, look something up, fill out a form, send it to someone, follow up, update the system. Every step is a chance for delay or error.

What the agent does

Processes, routes, fills, notifies — without manual intervention

Processes incoming requests (maintenance tickets, claims, orders, RFIs)

Routes work to the right person or system based on configurable rules

Fills out forms and generates documents from templates

Sends notifications, reminders, and follow-ups on schedule

Updates records across multiple systems simultaneously

Escalates exceptions to humans when judgment is needed

Example workflows

What automation looks like in practice

Construction

RFI receivedLoggedRouted to architectResponse trackedGC notified

Property Management

Maintenance requestCategorizedVendor dispatchedTenant notifiedInvoice processed

Logistics

New loadCarrier matchedRate confirmation sentTracking initiatedStatus updates to shipper

Integrations

Works with the tools you already use

Your agent connects to the platforms your team runs on today. No rip-and-replace — we build around your existing stack.

ProcoreAppFolioEmailSlackQuickBooksGoogle WorkspaceMicrosoft 365Zapier+ hundreds more via API

FAQ

Common questions

Tell us what processes eat your team's time

30-minute call. No pitch. We'll map your workflows and show you exactly what an agent would automate.

Book a Call