AI & automation

Strategic AI consulting: OpenAI, Claude AI, Einstein, and intelligent automation

Strategy to delivery / Senior architects only / AI-ready Salesforce

AI that solves real business problems

We integrate AI platforms like OpenAI and Claude AI directly into your Salesforce environment — not as experiments, but as tools your team actually uses daily. We help teams cut manual data entry through AI-assisted workflows.

From document analysis to predictive scoring and automated workflows, we identify the highest-value use cases and build solutions that stick.

AI that ships, not just demos

Most AI consulting ends with a proof of concept. We build AI workflows that run in production, inside Salesforce, used by your team daily. If it can't survive contact with real users, we don't ship it.

AI model integration

Connect OpenAI, Claude AI, and other models directly to your Salesforce org — for content generation, document analysis, and intelligent automation that runs inside your existing workflows.

Content & document intelligence

  • Email drafting, proposal generation, and knowledge article creation
  • Contract review, document classification, and data extraction
  • Meeting summarization and compliance checking

Customer & sales intelligence

  • Sentiment analysis, intent detection, and inquiry categorization
  • Lead qualification, churn prediction, and upsell identification
  • Personalized response generation and next best action

Claude AI solutions

Compliance & contracts

  • Automated compliance review, regulatory analysis, and audit preparation
  • Contract summarization, clause extraction, and risk identification
  • Obligation tracking and renewal management

Documentation & decision support

  • Architecture documentation, technical specs, and API docs
  • Multi-factor decision analysis and scenario evaluation
  • Knowledge base generation with detailed reasoning

AI team enablement

We help your team build AI fluency — not just tool training, but the judgment to identify use cases, evaluate vendors, and drive adoption independently.

Training & workshops

  • Hands-on Agentforce, Einstein, and prompt engineering workshops
  • AI use case identification and governance frameworks

Ongoing enablement

  • Readiness assessments, tool evaluation, and pilot program design
  • Change management and leadership AI briefings

Ready to
leverage AI?

We orchestrate the right model for the right job — connected to your Salesforce data with guardrails and governance.

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