Custom AI workflow automation
AI that does the work.
You approve it.
Tell us the job in your week you'd hand over tomorrow. We build an AI that does it and hands the result back for you to check — inside the software your team already has open. Let it run on its own once it has earned that.
- You set what it does alone
- Every decision shows its reasoning
- 90 days to undo anything
What it's actually good at
It's two hundred times quicker.
Nobody needs a genius to code a month of card transactions. They need somebody who'll do it at 4am without sighing.
Watch the green marks. Then watch the blue bars keep going.
Read a 40-page supplier contract, pull out every date 230× faster
Sort 200 unread emails into “needs you” and “doesn't” 215× faster
Code a month of card transactions to the right accounts 270× faster
Write first drafts of 30 client replies 100× faster
The part nobody draws
Your week, going somewhere. Your week, coming back.
Nobody does this bit SOAR does the work
Sales 15h admin 3h approvals
Service 12h admin 3h approvals
Admin 15h admin 3h approvals
42h a week on admin 33h a week back
The difference
One job, two Tuesdays.
A reply, today
- Spot the email
- Work out who it's from
- Find them in the system
- Read back the old thread
- Write the reply
- File it somewhere sensible
Six things you do
A reply, with SOAR
- Spot the email
- Work out who it's from
- Find them in the system
- Read back the old thread
- Write the reply
- File it somewhere sensible
- Read it and press send
One thing you do
The work doesn't disappear. It stops being yours, right up to the decision at the end. Keep that one, or hand it over too once you've seen enough.
How this works
You don't configure anything.
The hard part is ours, not yours.
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1
We talk
Twenty minutes. You say what's tedious. We say what's possible.
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2
We watch
One session with whoever actually does the job, mess and exceptions included.
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3
We build
You go back to work. We test it on your real cases, never a live one.
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4
We hand it over
Your team opens SOAR and it's already there. We're in the room the first time it runs.
When the work changes, and it will, we change the automation with it.
Who it's for
Built for the person who'd otherwise be doing it.
Every automation we've built started on somebody's desk, with somebody saying they were sick of it. These are the desks.
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The owner
Signs off on everything, and is quietly the bottleneck for all of it.
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Operations
Can name the exact twenty minutes a day that go nowhere. Nobody has asked.
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Finance
Codes the same lines to the same accounts every month, by hand, again.
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The service desk
First to spot something slipping. Last to get the time to go and fix it.
What we build
Different job. Same promise.
The job changes. The deal never does.
The inbox
It drafts the reply.
You send it.
Expenses
It codes every line.
You approve.
Follow-ups
It spots who went quiet.
You send the nudge.
Quotes
It builds the quote.
You price and sign.
New jobs
It opens the file.
You check it.
Reporting
It writes the summary.
You read it.
Yours probably isn't on this page. That's rather the point: each of these started with somebody saying “I hate doing this.”
One of them, start to finish
What it looks like when
an automation is doing its job.
“An AI handles it” is easy to say and hard to picture. So here's the inbox one, in full. A lead landing at 3am while everybody's asleep.
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3:02am
It arrives
Dana Reyes · Ironwood Mfg Quote for 20 seats? Hi, we're outgrowing our current setup and need pricing for about 20 people…
Email, website chat, or an ad lead form. Every channel lands in the same place.
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3:02am
It gets understood
AI triage Lead High urgency Wants pricing · 20 seats Spam? No
Read, classified, and summarized. Junk and bad actors get filtered out before they reach you.
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3:03am
It becomes real work
Deal created: Ironwood Mfg Contact matched: Dana Reyes Timeline note written
A lead becomes a deal. A support request becomes a ticket. Companies and contacts link themselves.
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3:14am
It gets answered
Re: Quote for 20 seats? Hi Dana, happy to help. Two quick things so I can price this properly: are all 20 users full-time, and do you need the field service module?… Sent · 12 min after it landed
A real reply that moves the deal forward. Review it first, or let it send on its own after a window you control.
The honest bit
What you're actually worried about.
Nobody's real objection is “I don't understand the technology.” It's one of these.
“It'll embarrass us in front of a client.”
Not on day one. It writes the draft and stops, and a person presses send. Months later, when you've stopped editing a certain kind of reply, you can let it send those itself. Your call, and reversible.
“I won't know what it did.”
Every action shows its reasoning: what it matched, why, and how sure it was. Where it guessed, it says so.
“What happens to our data?”
It stays in your workspace and trains nothing. The AI can't invent a client either. It can only pick from the ones you already have.
“We'll end up stuck with it.”
Export your data whenever you like. Anything deleted comes back for 90 days. No annual lock-in to try it.
“And if it doesn't work, I'm the one who looks stupid.”
This is the real one, so it gets a real answer. SOAR fails quietly. A mistake is a draft nobody sent, not an incident. The worst case is that it saves you less time than you hoped, not that a client gets something strange with your name on it.
The workspace
A dashboard that's actually yours.
Every stat, chart, and panel in SOAR is a widget. Pick the ones that matter, drag them where you want them, and click any metric to flood the screen with the full story behind the number.
- 27 widgets across service desk, CRM, delivery, and finance
- Drag-and-drop layouts that snap into place
- Click any stat to expand into the complete view
Try it
Play with a tiny slice of SOAR.
This is the whole idea, miniaturized: pick your widgets, drag them where you want them, click into any number. The real product does exactly this, with your data.
What it runs on
Not a script someone left behind.
Your automation runs inside a real business system. Clients, jobs, hours and invoices in one place, so it doesn't break the day its author leaves.
Service desk
Run a service desk clients brag about.
Queues, priorities, and SLA countdowns keep every request on track. Escalations surface before they burn, and the full activity trail lives on every ticket.
Time & billing
From logged hours to paid invoices.
Track time against tickets and projects, watch contract hours burn down, and turn unbilled work into clean invoices without leaving the workspace.
CRM
Accounts, contacts, and contracts in one place.
Every company page pulls its tickets, projects, agreements, and invoices together, so renewals, escalations, and opportunities never hide in separate tools.
For the conversation you'll have next
Not the one who decides?
You already know whether this would help. Someone else has to agree. Here's the short version, written for them.
They don't sell a generic AI tool. They sit down with us, look at one job we waste time on, and build something that does that specific job.
It starts off doing nothing on its own. It does the work and hands it back for one of us to check, and it shows its reasoning so we can see how it got there. Anything deleted comes back for 90 days.
Once we've watched it for a while we can let it handle the routine things unsupervised, one type at a time, and put it back the moment we don't like it. Worst case, it saves us less time than we hoped.
Integrations
Leads find you everywhere. Now they all land here.
Connect the inbox you already use and SOAR watches it around the clock. Ads, forms, and website chat feed the same pipeline, so no lead sits in a channel nobody checked today.
More channels land as we build them. Each one becomes another source your pipeline fills itself from.
Why we build it this way
What you'd do
with the week back.
Automation gets sold as output. More quotes out, more mail answered, more done before lunch. That has never been the interesting part.
The interesting part is the hour on a Tuesday you stop losing, and the fact that you — not the software, and not us — get to decide what it's for. So we build the thing that hands the hour back, and we make it ask permission until you're certain it has earned the right not to.
What it can't do on its own
What would you stop doing?
That's the whole first conversation. Twenty minutes, no demo, no preparation. Just tell us which part of the week you'd hand over, and we'll tell you straight whether we can take it off you.
Book a 20-minute call