We Build the AI Agents That Do It

Sample workflow. Bayline Logistics has a scanned, 64-page master services agreement with Ridgeway Freight Partners, with no text layer. The agent reads all 64 pages in 47 seconds. Asked what the termination rights are if Ridgeway misses delivery windows, it answers in three parts, each citing its source: you can terminate for cause on 30 days' written notice if Ridgeway misses agreed delivery windows on more than 5% of loads in any rolling 90-day period (section 12.3, page 41); you must first send a written notice of default and allow a 15-day cure period (section 12.4, page 42); and terminating does not cancel payment owed for loads already delivered (section 14.1, page 47). The answer is saved to the contract file and shared with Anna Clark, Operations Director.

• Contract repository
• Page citations
• Clause index

Every answer cites the page it came from.

Sample workflow. Ryan Cooper, Operations Manager at Northfield Foods, writes in through the website form: Northfield Foods needs custom corrugated shippers for a new frozen line, about 40,000 units a month starting in Q1. The agent confirms that Northfield Foods is a food manufacturer in Madison, Wisconsin, with about 210 employees, that the volume is above the minimum run and that a Q1 start fits lead times. It flags that the budget owner is not confirmed, since Ryan is in operations and purchasing may sign. The lead scores 86 out of 100, above the same-day call threshold of 80, so the agent updates the CRM record, adds a context note and tags the lead Call today for its owner, Emily Davis, Account Executive.

• Website form
• Public company data
• Your customer profile
• CRM

Every lead is scored and in your CRM before you see the alert.

Sample workflow. At 7:00 AM the agent syncs four invoices for Ironwood Building Products from QuickBooks Online. It sends a gentle reminder to Westfield Remodeling, 6 days past due on $1,980.00. It drafts a firmer follow-up to Tom Baker at Harlan Ridge Builders, 34 days past due on $8,420.00, which waits for Kate Lewis to approve and send. A direct notice to Copper Creek Homes, 63 days past due on $3,115.50, waits for review because they are a long-time client. An ACH payment of $12,600.00 from Oakmont Contractors is received and matched. Open receivables are $186,240, and DSO is 33 days, down from 41 in July.

• QuickBooks Online
• Payment history
• Your past emails
• Gmail

Follow-ups go out on schedule, in your voice.

Sample workflow. At 2:31 PM, barrel zone 3 on Line 2 at Keystone Molded Plastics reaches 412°F, over its 405°F limit. A second later, an over-temperature rule sends an alert to Mike Turner, the shift lead. A low hopper on Line 4 gets a refill scheduled. Mike acknowledges the alert and checks the heater band, and by 2:49 PM zone 3 is back to 398°F and the incident is closed, 18 minutes after it started. Of 1,606 events today, rules handled 1,603, 3 were sent to a person and none were missed.

• Line sensors
• Your thresholds
• Shift roster
• SMS

Rules handle the routine. A person gets the rest, with context.