AI Workflow Automation for B2B SaaS

Your team wastes 10+ hours per week on work AI could handle in minutes.

Sales reps update CRMs manually. Marketing enriches leads one by one. Your CRM data is a mess—duplicates, outdated records, missing fields.

• Where should you start with AI automation?

• Do you need Zapier, or enterprise-grade agentic systems?

• Who will build and maintain these workflows?

You don't need more AI tools. You need a roadmap and custom workflows built for your business.

But you're stuck:

What we do?

Audit first. Build what matters. Train your team to own it

We analyze your workflows, build custom AI systems (simple to enterprise-grade agentic AI), and train your team to manage them.

AI Workflow Consultation

Find out where automation makes sense and where to start.

• Workflow audit (sales, marketing, revenue ops)

• Prioritized automation roadmap with ROI projections

• Technology recommendations (simple tools vs. agentic AI)

• Clear "build vs. buy" analysis

What you get:

The Outcome:

Know exactly which workflows to automate, what tech to use, and expected ROI. No guesswork.

Custom Automation Build

Agentic AI Systems

AI systems built for your complexity, simple workflows to enterprise agentic AI.

Multi-agent workflows built with CrewAI, Claude API, or custom architectures.

Quick Win Automations

What you get:

Simple workflows using Make, Zapier, Clawbot, or Moltbot.

Use cases: Lead enrichment · Email triggers · Meeting prep · Content distribution · CRM updates

• CRM data cleanup: AI agents deduplicate, standardize, and enrich records continuously

• Lead qualification: Score fit and route leads automatically

• Sales research: Pull prospect data and talking points before calls

• Content repurposing: Convert blogs → social → emails → video scripts

• Pipeline risk detection: Flag at-risk deals based on activity patterns

Team Training & Enablement

Your team owns and optimizes the systems we build.

We train your team to manage workflows, troubleshoot issues, and scale what works.

Documentation and playbooks

Hands-on training for sales ops, marketing ops, RevOps

30-day post-launch support (included)

Optional ongoing support retainer

Common Use Cases

Where B2B SaaS companies automate workflows:

CRM Hygiene

Auto-deduplicate records, standardize fields, and enrich missing data so reporting + targeting actually works.

Lead Qualification + Routing

Auto-score ICP fit, detect intent signals, and route leads to the right rep instantly.

Making reps faster

Auto-generate sales research + meeting prep: company context, pain points, recent news, talking points, and next best questions.

Scaling execution

Auto-personalize outbound emails, repurpose content across channels, and flag at-risk deals before they slip.

Technology Stack

Automation Platforms:

Make, Zapier, Clawbot, Moltbot

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Agentic AI Frameworks:

CrewAI, Claude API, OpenAI, custom Python agents

CRM & Sales Tools:

HubSpot, Salesforce, Pipedrive, Apollo, Outreach, SalesLoft

Data & Enrichment:

Clay, Clearbit, ZoomInfo, Apollo

Content & Collaboration:

Notion, Google Workspace, Webflow, WordPress

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Contact Us

Whether you have a request, a query, or want to work with us, use the form below to get in touch with our team.