Contact
Start with one process.
Tell us the task that eats the most hours in your week. We will say plainly whether an agent or an integration can take it, what it would need to be connected to, and what the first working slice would look like.
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A few lines about the process is enough. You will hear back from the person who would do the work.
What to include
Three things that make the first reply useful
None of these need to be precise. A sentence each is enough for us to come back with a view rather than a list of questions.
The process
What happens today, who does it, and roughly how often. "Every Friday someone copies invoices from NetSuite into HubSpot" is perfect.
The systems
Which CRM, ERP, finance or workspace tools hold the data, and whether you have a sandbox or test account for them.
What good looks like
What would have to be true for you to call it done. That sentence usually becomes the first success criterion.
What happens next
A reply, a call, and a one-page plan
You will get a plain answer on whether we can help. If we can, we book a short call, and after it you receive the success criteria for a first phase to sign or send back.
A plain answer
Whether an agent or an integration can take the process, and what it would need to be connected to. If the answer is "not this one", you will hear that too.
A short call
The systems, the people, the data. Enough to write the criteria and describe the first working slice.
A one-page plan
The success criteria for a first phase, with a fixed scope. You sign it or send it back with changes. Nothing is built before that.
Then something to click
The first working slice in a sandbox, on your records, for your team to test. How the rest runs.