Automation Accelerators
Pre-built, AI-powered automation bundles that solve common business pain points. Deploy in days, not months.
How Automation Accelerators Work
A consistent pattern that drives results
Trigger
A calendar event, scheduled time, or system event kicks off the automation
Gather
Connectors pull data from multiple systems in parallel
Process
AI analyzes, summarizes, scores, and generates insights
Deliver
Output delivered via your preferred channel (email, Slack, calendar, document)
Choose Your Bundle
Pre-configured automation for your team's biggest challenges
Meeting Transcript Aggregator
For All Teams & Leaders
A foundational layer that continuously ingests, processes, and indexes every client conversation across all meeting platforms — so nothing falls through the cracks.
Key Capabilities:
- Auto-Ingest Transcripts
- CRM Contact Matching
- AI Summarization & Tagging
- Email Cross-referencing
- Searchable Knowledge Index
Revenue Operations
For Sales & Revenue Leaders
Drive predictable revenue by automating the workflows that impact your pipeline, won deals, and customer relationships.
Key Accelerators:
- Meeting Prep
- Post-Meeting Tracker
- Deal Risk Monitor
- Lead Enrichment
Customer Success
For Customer Success Leaders
Keep customers healthy and engaged with automated monitoring, alerts, and communication workflows that save time and improve retention.
Key Accelerators:
- Client Health Monitor
- Renewal Alerts
- Comms Summarizer
- QBR Prep
Finance & Procurement
For Finance Leaders
Streamline financial workflows with intelligent processing, compliance monitoring, and real-time visibility into cash flow and expenses.
Key Accelerators:
- Invoice Processing
- Expense Audit
- Contract Monitor
- Cash Flow Alerts
IT & Security Operations
For IT Directors & MSP Ops
Automate routine IT operations and security workflows to reduce incident response time, improve compliance, and free your team for strategic work.
Key Accelerators:
- Incident Triage
- Onboarding/Offboarding
- License Management
- Security Digest
Why Automation Accelerators Work
Build Once, Deploy Everywhere
Our accelerators are designed with flexibility in mind. Customize once, deploy across your organization as you scale.
Low Friction Setup
1-3 hour configuration means you're up and running fast. No lengthy implementations or months of waiting.
Embedded in Your Workflow
Automation that fits where your team already works leads to higher adoption and better results.
AI-Powered Intelligence
Not just another integration. Our accelerators include AI for smarter decisions, better summaries, and actionable insights.
Ready to See Accelerators in Action?
Pick a time that works for you and we'll walk you through a live demo tailored to your team.