AI & automation for Operations teams.
Operations absorbs the drift between every other team's tools - Slack tasks that never get logged, sheets that fall behind, systems that disagree with each other. We wire the connections so the record stays straight without someone checking it by hand.
Where it hurts
3 pains- Status changes tracked in one tool but missed in another
- Two systems drift apart until a manual reconciliation catches it
- Recurring reports assembled by hand every week
What changes
3 outcomes- Push changes to the teamChanges in one system reach the team wherever they actually work
- Reconcile systemsSystems are reconciled on a schedule, with only exceptions surfaced
- Send the reportsReports generate and go out without anyone rebuilding them
Recipes built for operations teams
4 recipesPost Airtable record changes to Slack
The team tracks work in Airtable but has to keep the tab open to notice status changes, so updates get missed.
Record status changes in Airtable → Change matched to the relevant channel and owner → Concise update posted to Slack
Reconcile Salesforce records against an external source nightly
Salesforce and a second system (billing, ERP, a partner feed) drift apart over time, and reconciling them is a manual export-and-compare job.
Scheduled job runs nightly → Salesforce records compared field-by-field against the external source → Mismatches logged with the specific field and record → Summary sent for review
Generate a weekly report from Sheets and email it
A weekly report gets rebuilt by copying numbers out of a working sheet into a summary, then emailing it around, every week without fail.
Scheduled trigger fires weekly → Sheet data pulled and summarised into the report layout → Report emailed to the distribution list
Archive completed Notion tasks to a Sheet
Completed tasks pile up in the active Notion board, making it slower to use, but nobody wants to lose the history by deleting them.
Task marked complete in Notion → Task details copied to an archive Sheet → Task removed from the active board
See the full recipe library or browse our services.
Industries we do this for
2 sectorsContinues · Book a consultation
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