Prepared from 4 sources. Usage drop and one open ticket flagged.
Lead routedWeb form → HubSpot
New lead qualified, owner set
Matched to the right rep in 40 seconds. No re-entry.
Invoices matchedXero
412 of 418 matched to POs
6 mismatches sent to the finance lead.
Meeting bookedGmail → Calendar
Reply turned into a call, Thursday 10:00
Context brief attached for the rep.
Needs a personZendesk
Refund request above the limit
Draft reply ready. Waiting for approval.
Call notes savedZoom → CRM
Next steps written back to the deal
Follow-up email drafted for review.
Weekly brief sentSlack #leadership
Pipeline brief, 3 deals need attention
Every number links to its source.
17AI agents
14Systems
1M+AI emails
Our own AI sales team, built and run by OsmoSync
Example of a system we build · runs inside your HubSpot
Your renewal workflow, prepared by AI, approved by your team
Renewals · your workspaceIllustrative
Needs your approval TODAY
Renewal plan, enterprise account
Prepared by AI from 4 sources. 2 risks flagged.
EditApprove and send
Renewal date reachedHubSpot
Account history gatheredHubSpot · Gmail
Usage drop and open ticket flaggedProduct · Zendesk
Plan drafted with sources citedDrive
Waiting for the account ownerYou
Draft plan
Offer: 12-month renewal, same tier
Before the call: resolve the open ticket
Talk track: usage dip came from a seasonal team change
Flagged by AI
Usage down 18% over 90 days
1 open ticket, 9 days old
Upside: new team added seats last month
Nothing is sent until a person approves. Every line links back to its source.
01The problem
Three places growing companies lose time.
Each one looks small on a Tuesday. Across a quarter it is where deals, hours, and good decisions go.
RepliesInbox
"Can we talk Thursday?"Reply · 3 days agoNo owner
Demo request, ops leadForm · 5 days agoNot in CRM
Pricing questionEmail · 6 days agoUnanswered
01
Revenue leakage
Qualified interest gets lost between outreach and the CRM. We make sure every real opportunity has an owner and a clear next step.
ApprovalsShared sheet
Supplier invoiceWaiting 4 daysApprover unclear
Contract renewalCopied into 3 sheetsBy hand
New vendor setupEmail thread, 14 repliesStalled
02
Operational drag
Recurring work slows down because people move information by hand and approvals are unclear. We build a clear process the team can run and improve.
Latest enterprise pricing?
Pricing v3Drive · 2 months ago$48
pricing FINAL finalSlack · 5 weeks ago$52
Packaging notesNotion · 7 months ago3 answers
03
Decision latency
Company knowledge is spread across too many systems. We connect the right sources so the team can find what it needs and decide faster.
02Our position
AI should disappear into the way your company works.
Most companies do not need another AI tool. They need the right part of their operation redesigned, built into the systems they already use, and made reliable enough for the team to own.
We start with what the company needs to improve, not a product we want to sell.
03Proof
Systems we built and run ourselves.
Each one is open on the showcase: what goes in, what the AI handles, where people stay involved, and where the result is saved.
Shown as the team would see them on a normal day. Examples are illustrative.
A
Operational AI systems
A complete business procedure redesigned around AI preparation, human judgment, and visible exception handling.
Month-end closeRunning
Bank feeds matched412 of 418
Vendor bills codedAI, sources attached
6 items need a personRouted to Finance lead
Controller sign-offWaiting
B
Internal applications
A focused workspace for the team when the existing stack cannot express the workflow cleanly.
Renewal · Enterprise accountIn review
OperatorReviewerOwner
Renewal date
14 Nov
Usage, 90 days
-18%
Open tickets
1
Plan
Draft v2
Everyone sees the same recordSend to reviewer
C
Automations and integrations
Reliable movement between the tools the company already uses, with ownership at every consequential handoff.
Run log · new leadHealthy
09:41:02 Web form received
09:41:02 Validated 3 fields · no duplicate09:41:03 HubSpot contact updated, owner set09:41:03 Slack #sales team told09:41:04Donewritten once, no re-entry
D
Agentic systems
Goal-driven systems that plan work, delegate across specialist agents, and pause for human judgment before consequential action.
Goal · Prepare renewal planAgents
Research agent6 approved sources
Analysis agent2 risks, 1 upside
Drafting agentPlan v1, cited
Human approvalBefore anything is sent
05How we work
From problem to working system.
Every step ends with something your team can read, test, or use.
01
Find the bottleneck
See how the work happens today, where it slows down, and which people and systems are involved.
02
Plan the right fix
Decide what to simplify, buy, connect, or build, and where a person still approves important actions.
03
Build and test
Build the system inside the company's tools and test normal work, unusual cases, and failures.
04
Launch with the team
Train the team, hand over ownership, and improve the system using real results.
Bottleneck mapRenewals
Steps today11
Tools touched4
Handoffs by email5
Where work waitsApproval
System planBuy, connect, build
HubSpot as the recordKeep
Approvals in SlackConnect
Plan drafting agentBuild
Person approves before send
Test runBefore launch
Normal renewalPass
Missing usage dataRouted
CRM outagePaused safely
Wrong account matchCaught
HandoverYour team owns it
Team walkthroughDone
Runbook in your docsDone
Runs in your accountsYes
Support windowAgreed
06Existing stack
Designed around what already runs the company.
Common tools across the operationCompatible by design
Customer records
HubSpot
Salesforce
Pipedrive
Dynamics 365
Messaging and outreach
Gmail
Slack
LinkedIn
Instantly
Smartlead
Research and calls
Clay
Apollo
Gong
Notion
Automation and AI
Zapier
n8n
Anthropic
Supabase
Data and cloud
Snowflake
BigQuery
Google Cloud
Logos show common tools we can design around. They do not imply formal partnerships, endorsements, client relationships, or customer relationships.
07Who it's for
Built for B2B teams whose work moves between tools.
Your team moves information between tools by hand every week.
An approval or handoff is where work waits.
You want the system in your own accounts, run by your team.
What happens before you build anything?
We look at how the work happens today, find the main problem, and choose the simplest way to fix it. You get a clear recommendation and plan before implementation begins.
How do you decide whether to buy, connect, or build?
We use an existing product when it already solves the problem well. We connect tools when the handoff is broken and build only when an important part is still missing.
Can this work with our current software and data?
Usually. We keep the tools that already work, identify where the right information lives, and change only the parts causing the problem.
Will AI be allowed to act on its own?
Only where it is safe and useful. Important actions and uncertain answers can stop and ask a person for approval.
Who owns the system after launch?
The system is designed to live in the company's approved accounts and infrastructure. Access, instructions, training, and ongoing support are agreed before launch.
Bring one bottleneck. Leave with a plan.
Tell us what slows your team down. We will work out where AI fits and what the next step should be.