Data handled with care
Client data stays in the systems you approve. We don’t use your content to train public models.
AI automation that actually ships.
Lead Follow-up
Sailnex is an AI development company for growing businesses. We consult on what to automate, then build custom AI software, agents, and workflows for lead follow-up, document review, and operations.
AI consulting, build, or both. Free 30-min map of one process. Typical first agent: 2–4 weeks.
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.
HubSpotCRM
SalesforceCRM
SlackChat
GmailEmail
OutlookEmail
Google CalendarScheduling
NotionDocs
Google DriveDocs
StripePayments
OpenAIAI
AnthropicAI
MakeAutomation
AirtableDatabases
Microsoft TeamsChat
ZoomMeetings
ZoomMeetings
Microsoft TeamsChat
AirtableDatabases
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
- 01ProcessLead follow-up
- 02Tools in playHubSpot · Gmail · Calendar
- 03Success metricMeeting booked
- 04Human handoffOn exception or VIP lead
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
How we run itPost-launch
- 1LiveShipFirst agent live in your stack
- 2MonitoredMonitorRuns, failures, and alerts watched
- 3GuardedHandoffExceptions route to a human owner
- 4OngoingImproveWeekly review and iteration
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
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.
Practical AI for growing business
Start with the work that slows your team down: missed lead follow-ups, appointment scheduling, or documents waiting for review. Sailnex helps you choose what to automate, build it into your existing tools, and measure the result.
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