What we've learned building an agent that acts on real records — and what teams run into when they roll one out.
Most automation tools ask what your systems expose. That question rules out the half of your stack that exposes nothing at all.
Read the post →The question that kills most automation pilots isn't “does it work?” It's “what did it do last Tuesday?”
Read the post →The person who knows the workflow is rarely the person who can script it. Every handoff between them loses something.
Read the post →“The agent can only touch what you allow” is easy to say. Here is the specific shape of it.
Read the post →Teams ask to turn approvals off. The ones who keep them are the ones still running the automation a year later.
Read the post →The best first automation is the one nobody wants to defend in a meeting.
Read the post →Book a short demo on one of your real workflows — we'll set it up around your own checks.
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