AI Automation & GTM Agents

Automate the work that slows the team down.

We build agents for the repetitive work behind your product, from lead routing and CRM updates to support triage and document intake. The layer handles the repeatable path, shows its work, and sends uncertain or costly decisions to a person.

  • Workflow automation
  • AI agents
  • CRM and GTM operations
  • Support automation
Book a discovery callSee what we build
yourcrm.com/inbound/today
Inbound leads27 today
LeadAgent next step

  • LD-8812Northwind, 900 staff

    Pricing page, 3 visits

    94%

  • LD-8807Kite, 150 staff

    Trial, invited 6 users

    88%

  • LD-8801Fielder, 12 staff

    Docs only

    81%

  • LD-8795Gmail signup

    No company data

    52%
3 ready for review
Route 3 leads

Lead routing

The problem

The week disappears into repeatable work.

Scripts and no-code flows handle the perfect case. Real work arrives incomplete, inconsistent, and spread across tools. When the input changes, the automation breaks or quietly writes the wrong thing.

We build the layer around those realities. It knows its scope, keeps a record of each action, and asks for help when the cost of guessing is higher than the cost of review.

What we hear

The work is not difficult, but it fills the day. People copy fields, sort tickets, chase missing information, and update systems instead of moving the customer forward.

Why this matters now
What we do

We automate the work that follows a pattern and keep people at the hard calls.

  • 01
    Workflow automation

    Move repeatable work between the tools your team already uses, with visible checkpoints.

    Targets hours saved
  • 02
    AI agents

    Let an agent read, decide, act, and report on a defined task without hiding the steps.

    Targets throughput
  • 03
    CRM and GTM operations

    Keep lead records, call notes, enrichment, routing, and follow-up connected to the real work.

    Targets selling time
  • 04
    Support automation

    Triage, tag, route, and draft answers for questions your product can already support.

    Targets deflection
  • 05
    Document processing

    Extract structured fields from contracts, invoices, forms, and PDFs with review for exceptions.

    Targets handling time
  • 06
    Agentic GTM systems

    Connect research, content, outreach, CRM updates, reporting, and human decisions into one flow.

    Targets pipeline quality

We do not automate everything. We automate the workflows where the math works and tell you what is cheaper to leave alone.

How we build it

From a mapped workflow to an agent with limits.

Step 01
Map the work as it happens.

We follow the steps, inputs, tools, exceptions, and handoffs to find where time and mistakes accumulate.

Week 1
Step 02
Define the agent's boundaries.

We decide what it can do alone, where it must ask a person, and what it must never touch.

Week 2
Step 03
Build with guardrails.

We connect the tools, supply the context, validate inputs, and add retries, fallbacks, and hard stops.

Weeks 3-5
Step 04
Evaluate real cases.

We test past work to measure accuracy, escalation, failure modes, and the cost of a wrong action.

Week 6
Step 05
Monitor and tune the layer.

Every run is logged. We watch the weak spots and improve the system as the workflow changes.

Ongoing
The method

Simple, auditable pipelines with a human checkpoint.

No black box and no bespoke model training. Each step should be inspectable, measurable, and removable.

  • 01OrchestrationExplicit steps, managed models, and traceable handoffs for work that runs across tools.
  • 02KnowledgeRetrieval over your docs, policies, and records so the agent works from the source of truth.
  • 03IntegrationREST, GraphQL, webhooks, queues, CRM, help desk, billing, and internal systems.
  • 04ReliabilityInput checks, evaluation cases, confidence thresholds, fallbacks, and explicit refusal.
  • 05Human reviewApproval steps, review queues, and audit trails wherever a wrong move is expensive.
  • 06ObservabilityLogs, traces, and dashboards that show what the agent did, why it did it, and what happened next.
What you get

An agent your team can inspect, measure, and own.

yourproduct.com/ai-automation-gtm-agents/deliverables
  • A running automationA scoped agent or workflow operating inside the tools your team already uses.
  • Defined limitsA clear record of what it handles, escalates, and never touches.
  • Evaluation reportAccuracy, escalation rate, failure modes, and the cases that need more work.
  • Human review flowApproval and handoff points for customer-facing or costly actions.
  • Run dashboardLogs and useful measures for every run, exception, and time-saving outcome.
  • Clean documented codeA maintainable implementation your engineers can read and change.
The Ship-It Guarantee

We agree on the scope and launch date before the build begins. You always know what is included, what is out of scope, what comes next, and when it will ship. If we miss the deadline because of our work, the final payment is on us.

The working agreement

Clear scope, close collaboration, useful handoff.

The same operating commitments apply whether you start with an audit, a build, a rescue, or growth work.

  • Founder inevery engagement
  • Senior teamno shared pool
  • Fixed scopeprice agreed first
  • Weekly reviewshared channel
  • Your repodesign files
  • Stop anytimeno notice period
The usual path
  1. 01Start here
    AI Experience Audit

    A fixed price, two week audit that finds where AI can move a metric in your product, and where it cannot.

    • Ranked AI opportunities
    • Projected return by metric
    • Adoption and friction review
  2. 02
    AI Experience Build

    We build the opportunity your audit proves. Fixed scope, fixed price, same team from strategy through handoff.

    • AI experience design
    • Production build in your stack
    • Guardrails and fallbacks
  3. 03
    AI Growth Sprints

    Keep improving the AI layer after launch. Book one sprint at a time when the next improvement is clear.

    • Plan against the audit projection
    • Evals and live monitoring
    • One improvement per sprint
Built for people and their agents

Design the layer people use and agents can understand.

Your buyers use agents to research products, and your users will ask agents to complete work inside them. We design the boundaries, sources, and actions for both sides of that interaction.

  • Agentic website

    A site with clear, machine-readable answers that agents can cite for buyers. Your team keeps approval over what gets published.

    yoursite.com/llms.txt
    • Structured source
    • Machine-readable pages
    • Review before publish

  • Agentic application

    An agent inside the product that plans and acts with visible steps, clear approval points, and a way to undo the work.

    • Planning
    • Needs approval
    • Completed
    • Handed back
  • This service

    Agentic workflows

    Agents that run repeatable work behind the product, with checks, logs, and a human checkpoint when a wrong action is expensive.

    TriggerAgentReviewSystem of record

Not sure which one you need? The AX Audit covers AI and agentic experience: how people use your AI, and how agents read and act on your product.See the AX Audit

The team behind the work

Senior product, design, and engineering in one room.

  • 11companies the team has built insideEmployment and contract work, 2019 to today
  • 13products shipped to productionCounted, not estimated
  • 8industries servedThe same eight on the industries page
  • 7+years shipping softwareFounder, first production release to today
  • 10+senior designers and engineersEvery one has shipped to production
Where the team has built
In their words

I've worked with Shahriar since 2021 on various projects, including at my last organization, Agora. When assigning Shahriar a task, I have the utmost confidence as he has been my swiss army knife any time I needed assistance or a task complete. Anybody who has the privilege of working with him will say the same, I promise.

Dennis IvyDeveloper Advocate, PostHogWorked together @TraversyMedia
Where the layer fits

Where this service does its best work.

A revenue product, a healthcare workflow, and a developer tool need different boundaries. See how the work changes with the context.

Service questions

Questions your team may ask.

StillCurious?Ask us anything about the layer, the process, or what it costs.Talk to Us
Will an agent make a mistake in front of a customer?

Only where the workflow allows it to act alone. We set boundaries, route uncertain cases to people, and put review before customer-facing or costly actions.

Do we have to replace the tools we already use?
What happens when the agent gets it wrong?
Which workflows are a good fit?
How do you keep a person in control?
How do we know the agent is working?
Next step

Automation is a layer your team can remove.

The agent sits above your tools and handles the busywork without replacing the systems underneath. Clear boundaries make it useful today and removable tomorrow.

The audit ranks the workflows where automation can pay off. We then build the strongest path with the evidence, review points, and monitoring it needs.

Book a discovery call

Find the work an agent should handle.

We map the work, set the limits, and ship an agent your team can inspect, measure, and own. Not sure which workflow comes first? The AX Audit ranks the options.

  • NDA from the first conversation.
  • Response within 24 hours, guaranteed.
  • Founder-led from first call to handoff.
Shahriar P. Shuvo

Every inquiry receives a focused reply within 24 hours. Qualified projects receive a clear proposal within 3 business days.

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