Document RAG assistant
Question-answering agent over an internal document base (contracts, procedures, specs), built on Copilot Studio with source citations.
AI agents, automations, apps and integrations.
Question-answering agent over an internal document base (contracts, procedures, specs), built on Copilot Studio with source citations.
Qualifies and routes incoming emails and leads to the right queue (sales, support, spam) before human handoff, via a Copilot Studio agent.
Pulls CRM, email and documents ahead of a meeting to generate a one-page context brief, via a Copilot Studio agent.
Turns a meeting transcript (Granola) into a structured summary and action list, via a no-code Slack workflow.
Real estate intake automation for a Canadian law firm: AI extraction on forwarded emails, human validation before any matter is created, automatic client reminders through to submission.
Automated market research for M&A mandates: sorts and maps an entire vertical by size, business model, deal type and geography, with Excel and PowerPoint deliverables generated automatically.
Contract-to-billing automation: contract signed on Concord, OCR and OpenAI extract terms and value, the Pipedrive deal updates automatically, and Slack drives billing reminders through to full invoicing.
Lead-sourcing automation: LinkedIn scraping via Apify, email enrichment through Apollo and Hunter, multi-source company context, DeepSeek drafting and human validation before sending through Brevo.
Email campaign tracked across 4 funnel stages (click, navigation, signup, in-app action), each with its own follow-up to maximize conversion.

AI-native startup studio: AI agents absorb the repetitive and automatable work, humans focus on creating value. Digital twin of a company: 30+ AI agents with a C-suite, departments, rules and playbooks, across ventures.
Financial reporting and analytics: connects the tools the team already uses (payments, e-commerce, accounting, marketing, HR) and turns raw data into decision-ready dashboards, with PDF, PowerPoint and Excel exports.
White-labeled B2B2C social-selling marketplace: each brand gets its own interface for its ambassadors, who sell directly with AI agents to support them and a commission engine that splits automatically between brand, seller, and Vendi.