Reduce repeated copying between the tools you already use.
Surfaced AI · Workflow Automation
Spend less time moving the same information around.
Connect agreed steps so routine administrative work takes less manual effort.
Good fit: A repeatable process with clear inputs, rules and accountable owners.
See how to get started
What this makes easier
More room for the work that needs you.
Make the next step clearer when new information arrives.
Give exceptions an owner so failed steps do not disappear unnoticed.
Illustrative example
A new inquiry needs to become a team task.
The situation
Someone copies a form submission into the CRM and separately tells the person who should follow up.
With the agreed service in place
With both systems supported, an agreed workflow validates the submission, creates or updates the record and sends a notification. Failed or incomplete submissions are flagged for the responsible person.
An example of a possible setup, not a customer case study. Your written scope confirms the capabilities included.
What we can handle
- One defined workflow between up to two specifically approved supported systems.
- Trigger, field mapping, validation, exception handling, testing and operating instructions.
- External API, transaction and software fees are separate.
Make sure it fits
- Unverified integrations or unsupported actions
- Unlimited calling, messaging or usage unless expressly included in your quote
- Guaranteed appointments, sales or revenue
- Websites, advertising and other sister-brand services unless included in the agreed scope
What Melissa will ask
- Where does work get stuck?
- Which systems hold the information?
- What should happen when a step fails?
Getting started
Tell Melissa where you move the same information more than once. We will review the tools and the rules that connect them.
- Map one process from trigger to completed result.
- Check access, supported systems and exception cases.
- Approve the scope, charges and ownership of each step.
- Test normal and failed runs, then hand over the operating instructions.
A few useful answers
Can it work with my existing tools?
We review your phone, calendar, CRM and required permissions before promising a connection.
Will it replace my team?
It can handle agreed routine work and pass exceptions to your people. You approve the handoff rules.
What does it cost?
From $750.00 setup plus from $149.00 monthly. Final scope and price require technical review.
What happens after setup?
Ongoing management, supported changes and usage are defined in your plan. Testing and review come before customer-facing changes.
Surfaced AI and Studio & Search are sister brands. Your written proposal identifies the provider, exact scope and charges for your purchase. Never send passwords or card details by text.