Automation & Agent Integrations

Outcome

We build and deploy production-ready automations that live where your team already works, from guided intake flows to autonomous research agents.

Capabilities

  • Custom GPT/Claude agents with retrieval over SharePoint, Google Drive, Notion, or SQL warehouses.
  • Event-driven workflows via Zapier, Make, Power Automate, or serverless Python.
  • Two-way integrations with HubSpot, Salesforce, PracticePanther, Clio, Monday, and custom APIs.
  • Observability dashboards tracking usage, latency, and handoff rates.

Deliverables

  • Agent design documents.
  • Infrastructure + code repositories (LangChain, LlamaIndex, custom FastAPI).
  • Runbooks for operations and continuous improvement.