

Imagine an inbox that runs itself. This AI reads every email, understands what it’s about, auto-labels it, and then takes the next defined step.
You define how it works, and we tailor it to you.
Sample Instructions that you can give:
- Auto-draft replies for Customer Support emails
- Forward Vendor quotes to purchasing
- Parse Invoices and log to Google Sheets
- Send a Slack message to Shannon for VIP clients

A private AI trained on your company’s knowledge and emails — all within your secure environment.
It reads documents, spreadsheets, contracts, wikis, and inboxes to deliver verified answers with trusted source links.
Examples:
“Show last quarter’s metrics” → pulls from your report
“What’s our refund policy?” → cites the document
“What did the client confirm by email?” → shows the thread
“List open projects or candidates” → pulls from your sheet
Everything runs in your VPC or private cloud.
No external data sharing. Just secure, organized, searchable knowledge.

Create professional proposals, contracts, or any other document instantly using your own templates.
The AI fills in every dynamic detail such as client information, objectives, timelines, deliverables, and more while keeping your layout, tone, and branding intact.
It learns your format once and reproduces it consistently across every client and every rep so your team can generate perfect documents at scale in minutes.

Your social media, automated but human approved.
AI drafts posts from sources you choose, such as industry news, your blog, or company updates, and queues them for review.
You approve before anything goes live, keeping every post on brand, accurate, and consistent.

Automate your entire client onboarding process end-to-end using your tech stack
Einstein captures client details, sets up folders, generates tasks, and sends welcome emails automatically. Everything is ready within seconds after signup.






Imagine an inbox that runs itself. This AI reads every email, understands what it’s about, auto-labels it, and then takes the next defined step.
You define how it works, and we tailor it to you.
Sample Instructions/actions:
- Auto-draft replies for Customer Support emails
- Forward Vendor quotes to purchasing
- Parse Invoices and log to Google Sheets
- Send a Slack message to Shannon for VIP clients
Auto-labelling example:

A private AI trained on your company’s docs and emails — all within your secure environment.
It reads documents, spreadsheets, contracts, wikis, and inboxes to deliver verified answers with trusted source links.
Examples
“Show last quarter’s metrics” → pulls from your report
“What’s our refund policy?” → cites the document
“What did the client confirm by email?” → shows the thread
“List open projects or candidates” → pulls from your sheet
Everything runs in your VPC or private cloud.
No external data sharing. Just secure, organized, searchable knowledge.

Create professional proposals, contracts, or any other document instantly using your own templates.
The AI fills in every dynamic detail such as client information, objectives, timelines, deliverables, and more while keeping your layout, tone, and branding intact.
It learns your format once and reproduces it consistently across every client and every rep so your team can generate perfect documents at scale in minutes.

Your social media, automated but human approved.
AI drafts posts from sources you choose, such as industry news, your blog, or company updates, and queues them for review.
You approve before anything goes live, keeping every post on brand, accurate, and consistent.

Automate your entire client onboarding process.
Einstein captures client details, sets up folders, generates tasks, and sends welcome emails automatically. Everything is ready within seconds after signup.

Einstein is fully customizable and centers around automating admin, entry level, and time-intensive tasks so you can focus on higher ROI activities. Every workflow, rule, and action is tailored to your requirements. We build Einstein around how your team already works, not the other way around.
Yes, Einstein isn’t a generic integration or chatbot. It’s a purpose-built AI system that understands your data, takes action automatically, and can run complex, multi-step workflows across your chosen platforms like Gmail, Slack, Google Drive, and CRMs.
Most clients start seeing results within 1–2 weeks. Once we understand your workflows, our team builds and deploys your custom Einstein agent so it runs on your existing tools with minimal training.
After signing an agreement, setup begins the same week. The exact setup length depends on project complexity, and you will receive regular daily and weekly milestone updates. This allows you to provide any last-minute feedback so the system runs exactly like you expect when completed.

