AI Workflows

Your data lives in 8 tools.
So does the work that depends on it.

We bring it together with CoGrow AI — and automate what comes next. Custom integrations that connect your existing tools so the work happens automatically, in your voice, without replacing your stack.

Scope a Workflow Free arrow_forward How It Works south
schedule Why now?

The work between your tools
is eating your week.

Every business runs on 5–10 SaaS tools. CRMs, accounting platforms, communication tools, BI dashboards, calendars. They don't talk to each other.

So instead of running your business, you spend your week stitching data together by hand — pulling reports, copy-pasting between tabs, rebuilding the same dashboards, drafting the same emails. Hours every week. Sometimes a full day.

That's the work that should be automated. Not replaced — automated. So the work still gets done, sounds like you, and stops eating your week.

construction What we build

Workflows we've shipped
across industries.

Industry-agnostic by design. Pick the workflows that map to where your time actually goes.

trending_up

Sales orchestration

Pipeline reviews, coaching prep, 1:1 docs, MBR drafts, deal hygiene. Pulls from your CRM, SEP, BI, and conversation intelligence — outputs in your voice.

receipt_long

Operations & back-office

Bookkeeping flows, invoice/bill capture, reconciliation assists, K1 prep, document intake — built around the accounting and ops tools you already use.

forum

Lead routing & follow-up

Inbound triage by territory, account, or rule. Instant qualified response. Hand-off to the right person — no leads sit overnight.

dashboard

Unified reporting

One live dashboard pulling activity, revenue, response times, and team output from all your tools. Know what's happening without asking.

support_agent

Inbound triage

Customer support, partner referrals, escalations — routed by territory, account, or rule. Drafts in your voice, ready to send.

extension

Custom

Show us your week. We'll show you what's automatable — and what isn't worth touching.

route How it works

From discovery
to live in weeks.

A clear path from "we have too many tools" to "the work runs itself."

Step 1
search

Discovery

30-min call, free.

We look at your tool stack and the work that's eating your week.

Step 2
my_location

Scope

One-page diagnostic.

We identify the 1–3 workflows that save the most hours fastest.

Step 3
build

Build

1–3 weeks per workflow.

Connected to your tools, drafted in your voice, manager-approved before it ships.

Step 4
tune

Tune & maintain

Monthly retainer.

We keep it sharp as your stack, team, and goals change. Add new workflows anytime.

verified What makes ours different

Not a chatbot.
A purpose-built layer.

hub

Built around your tools, not the other way around.

We connect what you already use — Salesforce, QuickBooks, Slack, Gmail, your CRM, your BI. No "switch to our platform." No vendor lock-in.

record_voice_over

Voice-cloned outputs.

Drafts sound like you, not like ChatGPT. We learn from your prior emails, docs, and decks — and bake in a banned-phrase list so nothing slips through.

supervised_user_circle

Manager in the loop.

Every artifact is draft-mode. You approve before it sends. No autopilot — your judgment stays the final word.

payments Pricing

Per workflow.
No annual contracts.

Start with one. Add more as you see what they unlock. Cancel maintenance anytime.

Build

$3,000

per workflow, one-time

  • check Scoped from your tools and process
  • check Voice-cloned outputs
  • check Manager-in-the-loop drafts
  • check Live in 1–3 weeks
Maintain

+ $500/mo

retainer, no contract

  • check Monitoring & uptime checks
  • check Voice & rubric tuning
  • check Tool-stack updates as your business changes
  • check Add new workflows anytime

Ready to see what's automatable?

Book a free 30-minute scope call. We'll look at your tool stack and your week — and tell you the workflow that would save the most hours fastest.

Scope a Workflow Free