Automations with evidence

/ trigger to outcome

Turn recurring business motion into visible workflows.

Operator Ai watches for signals, classifies context, drafts the next step, updates systems, and routes approvals to the right person.

Trigger

New inbound signal

Classify

Score urgency with AI

Branch

Route by confidence

Act

Draft, update, schedule

Approve

Human checkpoint

Workflows running

64

Manual hours saved

420

Steps audited

100%

Built for operators

Detailed enough for real work. Simple enough to run daily.

Each page goes deeper than a feature list: it shows the operating pattern, the controls, and the repeatable motions your team can actually adopt.

Lead response

Capture inbound interest, enrich context, draft response, and assign owner.

Renewal risk

Watch sentiment, usage, invoices, and support signals before accounts slip.

Meeting follow-up

Create recap, update CRM, draft email, and schedule next actions.

Finance handoff

Route approvals, attach source evidence, and keep status visible.

Ask Operator

Ask, retrieve, decide, and act from the same interface.

Inspired by the Attio Ask motion pattern: vertical context streams, a floating prompt, and action cards that make AI feel grounded in real data.

Ask Operator

live

Critical next step

Send the security packet before Friday

Ready

Deal update

Move Greenleaf to negotiation

Approve

Source context

6 emails, 2 calls, 1 Slack thread

View
How does this compare to last quarter?
Prep my next meetingDraft renewal follow-upFind accounts at riskSummarize customer signals

[Trigger]

Signal arrives

A form, meeting, email, CRM change, or Slack thread starts the motion.

[Reason]

Operator classifies

The workflow scores urgency, confidence, risk, and next best action.

[Act]

Work moves forward

Drafts, updates, reminders, and approvals land where they belong.

Prompt library

Best practice becomes standard practice.

The workflow is the operating truth: everyone sees the same status, source, and next decision.

MQL routing

Score, enrich, route, and prep owner context.

Expansion detection

Find accounts showing usage, hiring, or buying signals.

Customer health

Monitor risk across support, billing, product, and conversation signals.

Run the next operating loop with Operator Ai.

Connect your tools, choose a business motion, and let the first operator prepare useful work on day one.