AI Business Automation for RevOps & Product Ops

RevOps / Sales Ops

• Lead enrichment (PDL/Clearbit) to CRM
• Auto routing and SLA alerts (Slack/Teams)
• Duplicate cleanup and pipeline hygiene
• Forecast and exec reporting (dashboards)
• AI call note to CRM summaries

Product Ops

• Productboard/Linear/Jira orchestration
• AI feedback synthesis and roadmap notes
• Weekly status and risk digests
• PRDs and release notes first drafts

Data Heavy Ops

• Data ingestion to Sheets/DB
• Automated analytics pipelines
• API enrichment and QA checks

Cut Lead Response Time by 75% for a B2B SaaS Team

Client: Series A SaaS company, 15 SDRs, HubSpot CRM

Problem: Inbound leads took over 2 hours to reach the right rep and SDRs wasted time on manual enrichment and notes.

Solution: Automated lead capture into HubSpot, enrichment via Clearbit, instant Slack alerts with routing, and AI call notes synced to HubSpot.

Results: Lead response dropped to 30 minutes, ~12 hours saved per SDR per month, pipeline accuracy improved 40%.

Automated Roadmap Insights for a Product Team

Client: SaaS company with 25 PMs across Productboard and Jira

Problem: PMs spent hours consolidating feedback and roadmap reports were outdated.

Solution: Integrated Productboard with Jira and Slack, AI summarized feedback, weekly roadmap digests automated.

Results: PMs saved ~10 hours per month, weekly roadmap reports always delivered, stronger alignment across product and engineering.

Automated Analytics for a Consulting Firm

Client: Boutique consulting firm, 15 employees

Problem: Ops manager spent 4 hours each week preparing pipeline reports manually.

Solution: Automated data ingestion from CRM and spreadsheets into Google Sheets, enrichment and QA, Slack digests, real-time dashboards in Notion.

Results: Weekly reporting cut from 4 hours to 10 minutes, 16 hours per month saved, leadership gained real-time visibility.