Automation Catalog

What we build.
Pick your industry.

Every automation below is something we have built or can build for you as a custom, self-hosted system. No SaaS subscriptions embedded. No data leaving your environment. Filter by industry to see what applies to your business.

70+ automation types
11 industries covered
All self-hosted
Security-first architecture
Industry:
Sales & Marketing
10 automations
Lead Enrichment Pipeline
Inbound leads automatically researched across LinkedIn, company websites, news, and firmographic databases. Sales team gets a brief with company context, lead score, and talking points before they make contact.
PipelineOn-premise
LinkedIn Outreach Automation
Targeted connection requests and follow-up messages sent on a safe daily cadence based on your ICP. Runs headless on your own machine, persistent profile, no third-party tool required.
CustomSelf-hosted
Competitor Monitoring
Agents track competitor pricing pages, job postings, press releases, social activity, and product updates. Weekly brief delivered to your inbox with signal summaries and strategic notes.
Pipeline
Email Campaign Sequencing
Multi-step outbound sequences that personalize based on lead data, track open and reply signals, and pause or escalate based on behavior. Runs on your own SMTP. No HubSpot seat required.
Custom
CRM Data Hygiene Agent
Runs nightly to flag duplicate contacts, stale deals, missing fields, and outdated company info. Proposes corrections and, where confident, applies them automatically with an audit log.
PipelineOn-premise
Ad Performance Reporting
Pulls spend, click, and conversion data from your ad platforms and generates a plain-English performance brief with anomaly detection. Flags budget waste and underperforming creatives before you waste the week.
Quick win
SEO Keyword Tracking
Monitors your keyword positions and competitors' content gaps weekly. Automatically identifies new content opportunities and flags ranking drops before they impact traffic materially.
Pipeline
Content Calendar Agent
Researches trending topics in your niche, generates a weekly content calendar with outlines and angle recommendations, and queues posts for review. Reduces planning time from hours to minutes.
Custom
Multi-Channel Social Publishing
One approved post becomes native-formatted content for LinkedIn, X, and other channels with platform-appropriate rewrites. Scheduled with smart timing and published automatically.
Quick winSelf-hosted
ICP Prospecting Agent
Given your ideal customer profile criteria, the agent continuously builds and refreshes prospect lists from public sources, scores each lead against your ICP, and surfaces the top 20 for outreach each week.
PipelineCustom
Operations
8 automations
Document Extraction and Classification
PDFs, scanned documents, and uploaded files are parsed, classified, and key data extracted automatically. Structured output routed to the right system. Works on messy, real-world documents.
PipelineOn-premise
Meeting Notes and Action Item Extraction
Meeting transcripts or recordings are processed to extract a clean summary, decisions made, and assigned action items with owners and deadlines. Delivered to Slack, email, or your PM tool of choice.
Quick win
SLA Monitoring and Escalation
Watches open tickets, contracts, and commitments against defined SLA windows. Alerts the right people before a breach occurs and escalates automatically if no action is taken within the threshold.
Pipeline
Inventory Monitoring and Reorder Alerts
Tracks stock levels across locations, predicts reorder timing based on historical velocity, and generates POs or alerts automatically when thresholds are crossed. No spreadsheet refreshes required.
Pipeline
Vendor Communication Automation
Routine vendor communications like order confirmations, follow-ups, and status requests are drafted or sent automatically based on your procurement workflow. Exceptions escalate to humans.
Custom
Automated Report Generation
Weekly or monthly reports pulled from your data sources, formatted, narrated with plain-English highlights, and distributed to stakeholders automatically. Replaces hours of manual compilation.
Quick win
Approval Workflow Automation
Requests routed to the right approver based on type, amount, or category. Reminders sent on schedule. Decisions logged. Fully auditable workflow running inside your own infrastructure.
CustomOn-premise
Compliance Checklist Monitoring
Tracks the status of recurring compliance tasks across your team. Flags overdue items, generates audit-ready reports, and alerts owners before deadlines. Configurable for any regulatory framework.
SecurityPipeline
Finance & Accounting
7 automations
Invoice Ingestion and Data Extraction
Invoices received by email or upload are parsed for vendor, amount, line items, and due date. Data written to your accounting system automatically. Exceptions flagged for human review.
Quick winOn-premise
Expense Categorization and Reporting
Receipts and expense submissions automatically categorized, validated against policy, and compiled into reporting-ready summaries. Flags out-of-policy items before they hit approvals.
Quick win
Revenue Forecasting Agent
Analyzes historical revenue data, pipeline data from your CRM, and seasonality patterns to generate rolling forecasts with confidence ranges. Updated automatically as inputs change.
PipelineCustom
Bank Reconciliation Assistance
Matches transactions between your bank statements and accounting records. Flags unmatched items, proposes likely matches, and generates a reconciliation summary ready for your accountant to sign off on.
On-premise
AR/AP Aging Alerts
Monitors outstanding receivables and payables. Sends internal alerts when accounts go past due, drafts polite follow-up emails for AR, and flags upcoming large payables to avoid surprises.
Quick win
Financial Report Narrative Generation
Takes your monthly financials and generates a plain-English narrative explaining variances, trends, and notable changes. Replaces the blank-page problem before every board meeting.
Quick win
Fraud Pattern Detection
Monitors transaction patterns for anomalies: unusual amounts, duplicate payments, out-of-pattern vendor activity. Alerts finance team in real time. Runs entirely on your infrastructure with no third-party data sharing.
SecurityCustom
Legal
6 automations
Contract Clause Extraction
Uploaded contracts are parsed for key clauses: termination, liability, renewal, payment, IP ownership. Output structured as a clean summary with page references. Runs on your servers, documents never leave your control.
On-premisePipeline
Deadline and Filing Reminder System
Tracks all matter deadlines, statute of limitations, and regulatory filing dates. Sends graduated reminders at 30, 14, 7, and 1 day windows to the assigned attorney and paralegal.
Quick win
Client Intake Processing
New client intake forms automatically processed, conflict checks run, matter opened in your system, and welcome packet generated. Reduces intake time from days to hours.
Custom
Regulatory Change Monitoring
Tracks changes to regulations and case law relevant to your practice areas. Summarizes new developments weekly and flags anything requiring immediate attention for active matters.
Pipeline
Contract Redlining Assistance
First-pass redlining against your standard positions. The agent flags non-standard terms, suggests fallback language from your playbook, and produces a tracked-changes draft for attorney review.
On-premiseCustom
Case Research Automation
Given a legal question or matter brief, the agent searches case law, statutes, and secondary sources to produce a research memo with citations. Saves junior attorney hours on preliminary research.
Custom
Healthcare
6 automations
Patient Intake Processing
Intake forms processed automatically: demographics extracted, history summarized, and patient record prepared before the provider enters the room. Everything on your servers. No PHI touches a cloud service.
On-premisePipeline
Insurance Verification Automation
Verifies patient insurance eligibility before appointments. Checks coverage, co-pay, and deductible status automatically. Flags issues 48 hours before the visit so staff can address them proactively.
Quick win
Appointment Reminder Workflows
Automated reminder sequences across SMS and email at configurable intervals. Handles confirmations, reschedules, and waitlist management. Runs on your own messaging infrastructure.
Quick winOn-premise
Clinical Note Summarization
Dictated or transcribed clinical notes processed into structured SOAP format summaries. Reduces documentation burden and ensures consistent note structure across providers. All processing on-premise.
On-premiseCustom
Compliance Documentation Agent
Monitors required compliance training completion, policy acknowledgments, and audit documentation across staff. Generates audit-ready reports and flags gaps before inspection windows.
Security
Referral Processing Automation
Inbound referrals triaged, patient records requested, and initial appointments scheduled automatically. Outbound referrals tracked for response and status updates. Reduces referral leakage significantly.
Custom
Real Estate
6 automations
Lead Qualification from Inquiries
Website and portal inquiries automatically scored based on timeline, budget signals, and property type. High-intent leads surfaced immediately. Low-intent leads placed in a nurture sequence. No inquiry falls through.
Pipeline
Property Research and Comp Analysis
Given a target property, the agent pulls comps, zoning data, permit history, and recent sales trends. Produces a research brief in minutes instead of the hours it takes to compile manually.
Quick win
Market Trend Monitoring
Tracks days on market, price-per-sqft trends, inventory levels, and interest rate movements for your target markets. Weekly briefing delivered with alerts when meaningful shifts occur.
Pipeline
Listing Description Generation
Property details and photos processed into compelling listing copy tailored for MLS, Zillow, and your website. Consistent voice, no missed features, and no blank-page problem for every new listing.
Quick win
Client Follow-Up Sequences
Automated follow-up sequences for buyers and sellers at each stage: post-showing, post-offer, closing approach, and post-close check-ins. Personalized based on client profile and history.
Custom
Rental Market Analysis Agent
Monitors rental comps, occupancy trends, and new supply in your target submarkets. Gives property managers and investors the data they need to set rates and time acquisitions without paying for expensive data subscriptions.
Pipeline
HR & Recruiting
6 automations
Resume Screening and Scoring
Inbound applications scored against your defined criteria: skills, experience, education, and signals from the resume text. Top candidates surfaced with a fit summary. Reduces time-to-shortlist from days to minutes.
PipelineOn-premise
Candidate Research and Enrichment
Shortlisted candidates researched across LinkedIn, GitHub, personal sites, and public work. Recruiter receives a brief with relevant background, talking points, and signals before the screen call.
Quick win
Interview Scheduling Automation
Coordinates availability between candidates and interviewers, books calendar events, sends confirmations and prep materials. Handles reschedules without recruiter involvement in routine back-and-forth.
Quick win
Onboarding Document Preparation
New hire paperwork generated and pre-filled from offer letter data. Equipment requests, system access tickets, and onboarding task lists created automatically on the day an offer is accepted.
Custom
Employee Survey Analysis
Engagement and pulse survey responses analyzed for themes, sentiment trends, and emerging concerns. Executive summary generated with category breakdowns. All data stays on your infrastructure.
On-premise
Job Description Generation
Input a role title and key requirements, get a well-structured job description in your company's voice. Reduces time spent on every new req opening and ensures consistency across postings.
Quick win
E-commerce & Retail
6 automations
Review Monitoring and Response
Monitors reviews across your channels, classifies sentiment and category, and drafts responses for your approval. Urgent negative reviews flagged immediately. Response rate and tone stay consistent at scale.
Pipeline
Competitor Pricing Intelligence
Monitors competitor pricing on key SKUs daily. Alerts when competitors change prices significantly and provides context on whether your pricing is in or out of range. Inputs into your repricing decisions.
Pipeline
Customer Service Ticket Classification
Inbound support tickets automatically classified by issue type, routed to the right team, and tagged with relevant order data. Draft responses generated for common issues. Agents handle escalations, not sorting.
Quick win
Low Stock and Reorder Automation
Tracks inventory levels against sales velocity and triggers reorder workflows before you hit zero. Considers lead times, seasonal patterns, and safety stock thresholds in its calculations.
Pipeline
Product Description Generation
New product specs converted into compelling, SEO-optimized listings across your channels. Handles attribute extraction, feature highlighting, and tone consistency for large catalogs without manual writing per SKU.
Quick win
Return and Refund Processing Assistant
Return requests processed against your policy automatically. Eligible returns approved and labels generated without agent involvement. Edge cases and out-of-policy requests routed for human review.
Custom
Customer Success
5 automations
Churn Risk Scoring
Analyzes product usage, support volume, NPS responses, and engagement signals to score accounts by churn risk. CSMs alerted when an account crosses a threshold, with recommended intervention steps.
PipelineCustom
Ticket Routing and Prioritization
Inbound support requests classified by type, urgency, and account tier. Routed to the right rep automatically with context attached. High-value accounts and SLA-sensitive tickets jumped to the top of the queue.
Quick win
Response Draft Generation
Drafts replies to support tickets and customer emails using your knowledge base, prior conversation history, and account context. Agent reviews and sends. Reduces handle time significantly on routine requests.
Quick win
Success Metric Reporting
Monthly health reports generated per account: usage trends, open issues, renewal timeline, and expansion signals. CSMs get a briefing doc before each QBR instead of spending hours building a deck.
Pipeline
Escalation Detection and Routing
Monitors tone and content across inbound communications to detect escalating situations before they become formal complaints. Flags and routes to senior CSMs automatically when language crosses defined thresholds.
Custom
Executive & Leadership
5 automations
Daily Intelligence Briefing
Every morning, a briefing compiled from your industry news sources, competitor activity, relevant regulatory developments, and your company's internal metrics. Delivered to your inbox by 7am. No reading required.
Quick win
Board Report Automation
Pulls KPIs, financial highlights, and department updates from your data sources and assembles a structured board deck outline with narrative. Reduces prep time and ensures nothing gets missed in the scramble before the meeting.
Custom
Strategic Intelligence Monitoring
Monitors a defined set of signals across your competitive landscape: new funding, executive moves, product launches, customer wins and losses. Weekly strategic summary with significance scoring on each signal.
Pipeline
Meeting Prep Automation
Before important external meetings, an agent compiles a brief on the other party: recent news, LinkedIn backgrounds of attendees, known priorities, and any prior interactions from your CRM. Ready 30 minutes before the call.
Quick win
KPI Dashboard Narrative
Takes your existing dashboard data and generates a written narrative explaining what is moving, why it matters, and what the team should be watching. Turns charts into clear communication for non-technical stakeholders.
Quick win
Media & Content
5 automations
Blog Content Pipeline
Research a topic, generate an outline, write a full draft with SEO structure, generate a featured image, and publish to your CMS. The entire pipeline runs unattended. Human review before publish is optional but easy to add.
PipelineCustom
Long-Form Content Repurposing
A single blog post, podcast, or webinar transcript automatically repurposed into LinkedIn posts, X threads, email newsletter sections, and short-form video scripts. One piece of content becomes many.
Quick win
Trend Research Agent
Monitors your content vertical for emerging topics, viral formats, and rising search queries. Weekly brief delivered with content angle recommendations scored by audience fit and timing opportunity.
Pipeline
AI Image Generation for Content
Custom-prompted AI image generation integrated into your content pipeline. Blog headers, social graphics, and thumbnails generated on-demand using local models. No per-image API costs, no data sent externally.
On-premiseCustom
Content QA and Brand Voice Agent
All outgoing content reviewed against your brand guidelines before publish: tone, prohibited phrases, factual claims, and formatting standards. Flags issues and suggests corrections. Acts as an automated copy editor.
Pipeline

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Ready to Build?

Don't see your exact use case?
We still probably build it.

This list covers what we have built or commonly build. If your automation need is more specific, or involves systems not listed here, reach out. We scope custom work for any industry. If it involves data, decisions, and repetition, we can automate it.

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Tell us your industry, your current bottleneck, and we will tell you what is possible.