Sailnex logoSailnex

What you get

Live agents.
Not demos that die after week one.

One free strategy call to map a process — whether you need AI consulting first or a first agent in your stack in weeks, monitored with a human owner for exceptions.

  • Lead follow-up that books meetings
  • Contracts reviewed in minutes
  • Scheduling without the back-and-forth

AI consulting

Not sure what to automate?
Start with consulting.

Before we ship agents, we help you decide what deserves automation — so you invest in outcomes, not experiments that stall after a demo.

When it fits

  • Unclear where AI pays off first
  • Leadership needs a build-vs-buy call
  • Stack is messy and risk feels high

What you leave with

  • Prioritized automation roadmap
  • What to automate — and what not to
  • Clear build plan with owners and metrics

Also connect

The tools your team already opens every day. We wire agents into them.

HubSpotCRM
SalesforceCRM
SlackChat
GmailEmail
OutlookEmail
Google CalendarScheduling
NotionDocs
Google DriveDocs
StripePayments
OpenAIAI
AnthropicAI
MakeAutomation
MakeAutomation
AnthropicAI
OpenAIAI
StripePayments
Google DriveDocs
NotionDocs
Google CalendarScheduling
OutlookEmail
GmailEmail
SlackChat
SalesforceCRM
HubSpotCRM
Capabilities

Everything you need. Nothing you don't.

  • 01

    AI consulting & roadmap

    Strategy through decision: what to automate first, what not to, build-vs-buy, and how you'll measure it.

  • 02

    Custom AI agents

    Lead follow-up, document review, scheduling, and other process agents, built for your tools and kept running.

  • 03

    Workflow + AI wiring

    Connect the apps you already use so AI does the handoffs humans shouldn't. CRM, inbox, docs, and calendar.

  • 04

    Secure by default

    Access controls, audit trails, and data handling suited to SMB and regulated ops. You stay in control.

How we work

Three steps. One clear engagement.

Book a free strategy call, map one process, then ship a first live agent in your stack, typically in 2-4 weeks.

Discovery mapScoping
  1. Process
    Lead follow-up
    01
  2. Tools in play
    HubSpot · Gmail · Calendar
    02
  3. Success metric
    Meeting booked
    03
  4. Human handoff
    On exception or VIP lead
    04

Free 30-min map of one process. Typical first agent: 2-4 weeks.

Delivery

Reliable by
design.

Automations built for real ops. Retries, monitoring, and a clear human owner when something needs a judgment call.

  • First agent live in 2-4 weeks
  • One owner for exceptions and handoff
  • Monitored 24/7 after launch
See how we work
How we run itPost-launch
  • 1
    Ship
    First agent live in your stack
    Live
  • 2
    Monitor
    Runs, failures, and alerts watched
    Monitored
  • 3
    Handoff
    Exceptions route to a human owner
    Guarded
  • 4
    Improve
    Weekly review and iteration
    Ongoing
Trust

Access you control.
Actions you can audit.

Before we connect an agent, we agree which systems it can touch, who owns exceptions, and how activity is reviewed.

Least privilegeAudit logsData isolationApproved systems only

Data handled with care

Client data stays in the systems you approve. We don’t use your content to train public models.

Least-privilege access

Agents only get the permissions required for the workflow, nothing extra by default.

Audit-friendly logging

Every meaningful agent action can be logged so you know what ran, when, and why.

Client data isolation

Your workflows and records stay separated, suited to SMB and regulated ops from day one.