Triage
Classifies inbound: customer-question, vendor-invoice, calendar-request, spam, internal. Each lands in a Gmail/Outlook label or moves to a dedicated folder.
Email + document automation
For businesses that get 100+ emails a day with attachments to triage. The bot reads the inbox, classifies, extracts, and queues actions for you to review — no auto-send without operator review.
Invoice extraction
PDF / image attachments get vendor, amount, invoice number, due date pulled. Sent to a review queue for one-click approve into QuickBooks or your AP system.
Auto-reply drafts (operator-reviewed)
For routine inquiries, a draft reply lands in your draft folder. You review + send. Never auto-send without your click.
CRM ingestion
New customer email? Auto-creates the CRM contact (or merges with an existing one). Saves the original message as a note.
System-to-system glue
Connecting tools you already use so they share data automatically instead of you copying-pasting between tabs.
- QuickBooks ↔ CRM — new customer in CRM auto-creates QB customer record (and vice versa). Invoices in QB auto-update the CRM deal stage.
- Scheduling app ↔ SMS — new appointment auto-sends a confirmation text + 24h-before reminder. No manager has to remember.
- E-commerce ↔ shipping label printer — new order prints the label, attaches it to the packing slip, and updates the order status.
- Form submission ↔ Slack ↔ Salesforce — lead form on your site posts to a Slack channel + creates the SF lead, all in one webhook chain.
- Webhook-driven, retried-on-failure, audit-logged — you can prove what happened when the customer asks. Every link in the chain has a timestamped audit row.
Custom AI workflows
"Read this PDF, extract these 7 fields, file it here, alert me if X." Built on LangChain or LangGraph with multi-provider failover. The privacy posture is the differentiator.
Privacy posture: for jobs that touch sensitive data (HR, healthcare, legal), the LLM call goes to local Ollama on the TCG fabric — nothing leaves the building. For jobs where speed wins (customer-facing chat, fast classification), we use Anthropic / OpenAI / Google with explicit per-job opt-in. You see exactly which provider handles which job in the runbook.
- Document classification + extraction — "Is this a W-9 or a 1099 or an SOW? Extract the EIN/TIN."
- Long-context summarization — "Summarize this 80-page lease, flag anything unusual." Local Ollama with 1M-context if data is sensitive; Anthropic Claude if speed matters.
- Multi-step research — "Research this prospect, find their public news, find their tech stack, build a one-pager."
- Email writing assistant — trained on your past replies so the auto-drafts sound like you, not like a robot.
Pricing
Small automation: from $1,500. One workflow (e.g., email triage with 3 classifications + invoice extraction). 1-2 weeks elapsed.
Medium automation: from $4,500. Multi-system glue with 3+ integration touchpoints. 3-5 weeks elapsed. Includes 30-day post-launch support.
Large AI workflow: $8,000+. Multi-step LLM pipeline with operator-review gates, audit logging, and a small ops dashboard. 4-8 weeks elapsed. Always quoted after a paid scoping engagement.