Less manual entry
Extract information from email, documents, calls, and forms, then prepare clean records for review.
WHAT CHANGES
Useful outcomes, not another AI tool.
Faster handoffs
Route each item to the right person and system with the context needed to act.
Visible exceptions
Surface missing information, stalled work, and policy conflicts instead of silently guessing.
Measured performance
Track elapsed time, review effort, acceptance, corrections, and business outcomes.
Where we apply it
SALES & EMAIL MARKETING
Personalized outreach that connects to the rest of the business.
kpOS is our AI workflow system, working behind the scenes in the email, CRM, ERP and approval queues your team already uses. Start with one prospecting campaign—not another platform to maintain.
Find the right companies and buyers
Define target markets and regions. Research each company and verify buyer role, employer, location and email separately. Hold uncertain contacts instead of guessing.
Make each message relevant
Write from a named individual, with an offer tied to each company's products and needs. Test subject lines with stable A/B assignment and track replies without changing the personalized message between variants.
Approve the campaign. Set the rules.
Review batches before release. An approved campaign can run an initial email plus two or three personalized follow-ups on a configurable schedule. Check verification and suppression before every touch, prevent duplicate outreach, and stop on replies, opt-outs or bounces. Pause the workflow whenever needed.
Turn a reply into the next piece of work
Hot replies move into quote preparation with the conversation attached. Warm replies leave the cold sequence and create a separate nurture review task. A purchase order becomes a draft order; customer service approves the order and any outgoing lead-time confirmation.
Example: custom corrugated packaging
A packaging supplier offers snack-sample mailers to one prospect and chilled-meal shippers to another. A quote request carries the same product and quantity into estimating, order review and capacity planning.
Watch the connected workflow →Human approval before campaign send
We configure permissions, campaign rules, approval gates and stop controls with your team. Connection options depend on your systems and available interfaces; integration feasibility is checked before a pilot. Pricing, orders and customer commitments stay within agreed approval rules.
HOW IT WORKS
One workflow. Ninety days. Stop or scale.
Discover
Trace one real request from trigger to queue, handoff, decision, and measurable outcome.
Build
Connect approved sources read-only, build the workflow, and define controls.
Shadow
Run beside the current process and compare outputs before release.
Pilot
Release to named users, measure results, and decide whether to stop or scale.
Built around the systems you already use
We connect AI to existing systems of record instead of forcing the business into a separate chat window.
Built from operating experience
We implement AI in our own distribution, drop-shipping, manufacturing, and manufacturing-sales businesses before bringing the same operating discipline to clients.
QUESTIONS
Frequently asked questions
What business processes can AI automate?
Good candidates include order entry, quote preparation, parts ordering, service dispatch, customer support, accounts receivable, collections, email management, and production monitoring.
Does AI replace our ERP or CRM?
No. We connect AI to existing systems of record so the workflow lives where the work already happens.
Can people approve actions before they happen?
Yes. Customer messages, pricing, payments, permissions, deletes, and other commitments remain approval-gated.
How long does an AI workflow pilot take?
Our standard path is 90 days: discover, build, shadow, then pilot with a stop-or-scale decision.