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Operations & data
The mechanical work,
off your plate.
Data entry, the five-tool process, the report someone rebuilds every week — necessary, and a quiet tax on your team. Here's what we'd build.
What we'd build
Document data extractor
Pulls structured data out of messy inputs — invoices, purchase orders, scanned forms — and files it into your systems. Replaces manual data entry.
Email intake ERP / books DriveYou stay in control: low-confidence extractions are flagged for a human check.
Helps · ops-heavy businesses · finance & admin teamsCross-system workflow agent
Runs the recurring multi-step process a person normally clicks through — and handles the exceptions that break rigid automations: mismatched records, ambiguous entries, the step that needs a judgment call. Flags what it can't resolve.
Slack Salesforce Whatever it spansYou stay in control: a human gate at the consequential step.
Helps · any repetitive cross-tool processAutomated reporting
Pulls from your data sources on a schedule and writes the report — the narrative, not just the numbers — delivered where you want it.
Your data Slack EmailYou stay in control: you review before anything client-facing goes out.
Helps · recurring reporting · agenciesStarting points we'd scope to you, not off-the-shelf products. “Connects to” is capability, not past deployments; “Helps” tags are illustrative, not a client list. On a fit call we'll tell you which build pays back first — and where a tool you already have beats a custom build.
What mechanical process eats your team's week?
Two minutes to tell us your setup. We'll point to the build with the fastest payback.