AI workflows connected to the tools your team already uses

Your data lives in five tools that don't talk to each other, and your teams spend their days copy-pasting from one to the next. Generic AI doesn't help: sitting next to your work, it knows nothing about your CRM, your files or your emails. I connect AI to your real tools, so information flows on its own, to where it needs to go.

Book a 20-minute fit callSend me your workflow

What I connect, concretely

  • Your CRM (HubSpot, Salesforce, Pipedrive and others) and your ERP, so customer and operational data stays in sync.
  • Your document space (SharePoint, Google Drive) and your mailboxes (Outlook, Gmail), so documents and exchanges automatically feed the right records.
  • Your databases and business APIs, to connect what used to be siloed.
  • Examples of what flows: an incoming email creates or updates the customer record, a signed document triggers an entry in the ERP, a request comes in and the file prepares itself, ready for review.

How it works

  1. Diagnostic: I map your tools and the points where information gets lost or re-keyed by hand.
  2. Prototype: I build the workflow on a real, high-priority case, so you see the result on your own data.
  3. Production: I connect the workflow to your tools, with the controls and traceability you need.
  4. Follow-up: I refine it and extend to the next workflows once the first one runs.

FAQ

Is my data safe?
Yes. Processing runs on infrastructure you control, hosted in Europe, and every exchange between tools is traced. Your data is not sent off to feed a third-party service.
Which tools are supported?
Most CRMs, ERPs, document spaces and mailboxes on the market, as soon as they expose an API. If one of your tools is unusual, I check feasibility during the diagnostic.
How fast is a first workflow live?
A first connected workflow on a specific case is usually prototyped within a few weeks, before being extended.

Tell me about the workflow.

Have one workflow in mind? Book a 20-minute fit call, or send the workflow by email.

Book a 20-minute fit callSend me your workflow

Or write directly ilan@regnumlab.eu