Dheer GuptaCo-founderTell Dheer where your team's hours go. He will tell you what he would automate first.
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AI automation
AI automation built into the tools you already run.
Workflows that start on their own when something changes in your CRM or inbox, with an AI step wherever a decision is needed. Your team keeps working the way it does now.
deal.stage_changedsample deal
- Deal moved to Live in the CRM
- 15+ fields pulled from the deal
- AI rewrites the description for buyers
- 22 fields filled in the slide template
- Deck link saved to the deal
By hand
15-30 min
Automated
Under 1 min
deck built and linked to the deal in under 60 sec
- What we build
- Multi-step workflows with an AI check at each fork
- You work with
- Varun Bagrodia and Dheer Gupta, the founders
Dheer GuptaCo-founderShippeddelivered
Deal operations automation
Four automations wired into a climate finance company's CRM. A deal deck is built the moment a deal changes stage.
- to build a deal presentation
- Under 1 min
- deal fields pulled from call transcripts, still in validation
- 21
Shipped
Four automations, built for one operations team.
Pick one to see what starts it and each step a record takes until the job is done.
Deal decks that build themselves
When a deal goes live in the CRM, its details are pulled into the client's slide template and an AI rewrites the seller's description for buyers. A deck that took 15-30 minutes by hand now takes under a minute.
If the AI step fails, a plain template fills in, so a deck always arrives. Its link never changes.
- The deal goes live in the CRM
- 15+ fields pulled from the deal
- AI rewrites the description for buyers
- 22 fields filled in the slide template
- The deck's link saved to the deal
Read how we built them.
One writeup per automation, plus lead scoring and a weekly pipeline report.
- Deal decks in under 60 secondsA deal changes stage in the CRM and a finished deck comes back, built from the deal's own fields. It used to take 15 to 30 minutes by hand.
- Every email logged to its dealReps forgot to copy the shared inbox about 40% of the time. Now every deal email is captured, and nobody changed how they work.
- Compliance screening on every companyEvery qualified company is searched for adverse media, findings go to the deal, and a company is screened again after 30 days.
- Call transcripts into 21 CRM fieldsAfter a sales call, the transcript is read and 21 deal fields are filled in the CRM. Empty fields only, so nothing is overwritten.
- Lead scoring that keeps itself currentRaw leads scored and sorted into tiers in minutes, so reps start with the ones worth calling.
- A pipeline report nobody has to buildA weekly digest in the team's chat, pulled live from the CRM: new pipeline, deals moved, deals stalled and deals closed.
The automations from our climate finance case study, as built. They run in the client's own CRM, inbox, slide and chat tools. Call insight extraction is still in validation.
What you get
A workflow that runs, and a record of every run.
The repeat work, mapped
Before we build, we write down what starts the workflow, each step it takes and where a person has to sign off.
Built inside your stack
It runs in the CRM, inbox and files you already pay for. The email tracker we built needed no change from the reps at all.
An AI check where judgment is needed
An AI reads the record and decides which way it goes. Anything that must be exact, like whether a screening came back clean, follows fixed rules.
A fallback when a step fails
If the AI step fails, a plain version still goes through. On the deal deck workflow, a template fills in, so a deck always arrives.
A record of every run
Checks are date-stamped and logged against the record they touched, so you can always see what ran and when.
Questions
Asked before the first call.
What is AI automation?
A workflow that runs itself across the tools you already use, with an AI step wherever a decision is needed. When a deal changes stage, one of ours pulls the deal's details, has an AI rewrite the description for buyers and builds the deck in under a minute.
What can you automate?
Lead scoring and qualification, call and meeting notes, CRM upkeep, deal collateral, pipeline and revenue reporting, compliance and risk screening, and workflows that take a different path depending on what an AI check finds.
How is this different from an AI agent?
An automation follows a set path, started by something that happens in your systems, with AI deciding at certain steps. An agent carries a task from start to finish and can talk to people, like Home Relay answering a maintenance call. Many builds use both.
Do we need to buy new software?
No. We build inside what you already pay for: your CRM, inbox, file storage and team chat. For a climate finance client, all four automations were wired into the CRM the team already ran.
How long does it take, and what does it cost?
Most builds ship in two to six weeks. The price depends on what you want automated: how many steps, and how many of your systems it touches. It starts with a free 30 minute call, and we agree the price after that call.
Proof from real work
See all the work Automations we have shipped.
delivered
Deal operations automation, four workflows
For a climate finance company's operations team
Four automations wired into the client's CRM, each with an AI check that decides which way the work goes. Three are running; the fourth, which turns call transcripts into CRM fields, is in validation.
- A deal deck built the moment a deal changes stage
- Adverse media screening on every new deal, repeated after 30 days
- Filters drop 97% of email noise before anything is processed
- of manual work a week, removed
- 15-20 hrs
- to build a deal presentation
- Under 1 min
- of deal email captured, up from about 60%
- 100%
Also
- deliveredLead scoring pipeline
Raw leads scored and sorted into tiers in minutes, so reps start with the ones worth calling.
How we automate lead scoring
Tell us which job your team keeps redoing.
A free 30 minute call with a founder. We will tell you what we would automate first, and we agree the price after the call.