Lead intake & routing
Capture an inquiry from an existing form or inbox, qualify the details, and route it to the right team or CRM record.
Inquiry → qualification rules → assigned owner
AI Automation Services
AI Automation · Dedicated service
Stop moving information by hand. Connect the work between your tools.
AI Automation is for teams that already have a CRM, inbox, forms, spreadsheets, or other business software and want the repetitive steps connected. We design focused automations that route work, assist decisions, and keep people involved when judgment is needed.
Automation projects start with discovery and a scoped quote. Provider usage, setup, and ongoing support are defined before work begins; no automatic subscription or checkout.
Example workflow
Inquiry to team follow-up
01 / Trigger
New business inquiry
Form, email, or another approved source
02 / Rules + AI assist
Check, classify, and route
Human review for sensitive or uncertain actions
ValidateAssistApprove
03 / Action
Update CRM and assign a task
Visible result, exception path, and owner
Concept only. This diagram is not a live integration or a customer result.
CRM follow-up
Turn agreed sales or service triggers into follow-up tasks, reminders, and review-ready messages without copying data between tools.
CRM event → follow-up task → team review
Document handoffs
Move approved data between forms, spreadsheets, documents, and business systems, with checks before sensitive actions.
Submitted file → data check → approved handoff
Exception alerts
Flag missing information, stalled steps, or failed jobs so a person knows what needs attention and how to recover.
Workflow error → exception queue → human action
AI Automation
Connect and automate repeatable steps across tools your team already uses. Start with a defined trigger, an expected outcome, and a human escalation path.
Custom software & AI applications
Build a proprietary application, command center, CRM, or customer portal with tailored screens, roles, data models, and workflows.
Delivery approach
Every automation begins with the process, not a prebuilt package.
- 01
Map the work
Identify the trigger, systems, approvals, volume, and measurable outcome.
- 02
Scope the integration
Review access, provider costs, exceptions, privacy needs, and a scoped quote.
- 03
Build and verify
Implement the agreed workflow, test failure paths, and document manual fallback.
- 04
Support by agreement
Define monitoring, fixes, and change requests in the signed service scope.
The automation runner and portal monitoring are being developed as part of the SourcifyDigital client experience. No live automation health dashboard, monitoring entitlement, guaranteed service level, or fixed monthly automation package is implied here. Any ongoing support is quoted separately from custom-software maintenance.