PromontoryMost of our engagements begin as a single audit, a single workflow, a single team. You commit to that. We earn the next one. The six services on this page are designed to be bought separately, in any order, by anyone with signing authority for them.
Where to start, in writing.
A focused look at how your business actually runs. The inbox, the SOP folder, the spreadsheets nobody admits to. We come back with a written ranking of which workflows are worth automating, which are worth leaving alone, and the order to do them in. The deliverable is a document, not a system. It is enough on its own.
Pick one repetitive task and we build the agent that does it. Quote intake, RFQ triage, inbox routing, COI parsing, the one report your team keeps rewriting by hand. Scoped tight on purpose. Live in weeks, not quarters, running inside your stack under your accounts.
One workflow. Live. Done.
One team. One month. Several workflows.
A contained engagement focused on a single department. Sales, support, operations, finance, or admin. We ship three to five connected automations that compound inside that team. Wider than a single workflow, narrower than a company-wide rollout. The right size for a department head who has budget and a problem.
A visibility layer over the agents already running in your business, ours or anyone else's. What was processed, what is pending, what failed, what is waiting for human review, what each run cost. The dashboard you should have had on day one. Useful even if Promontory did not build the underlying systems.
See what the AI is actually doing.
Make AI reach the tools you already pay for.
A connective layer between AI systems and the tools your business actually runs on. The CRM, the helpdesk, the ERP, the document store, the Sheets file the CFO will not let go of. Less glamorous than building agents, more often the reason agents fail. We do the plumbing so the rest of the system has something to stand on.
A shipped system is not an adopted system. We work with the people on the floor, not just the executive sponsor, so the team knows how the new workflows behave, when to trust them, and when to override. The goal is that six months from now the system is still being used the way it was meant to be.
Your team using the thing you bought.
Once a workflow is live, accuracy can be tuned, cost can be reduced, and new automations adjacent to it become obvious. Some clients keep us on a monthly cadence for exactly this. It is optional. It is cancellable any month. It is not a retainer.