AI should do more than help. It should do the work.
Metacto builds AI roles around the recurring work consuming your team's capacity, connects them to your systems, and keeps them accountable, measurable, and improving.
Start with an AI Workforce Review: a 45-minute conversation to find the first one or two roles for your team. Nothing to prepare.
Systems connectedHubSpot · Apollo · Clay · your SOPs
Your reviewApproved by Jordan · one edit
Learning endorsedSkip accounts with an active deal owner
Authority earnedTask permissions change as evidence supports them
MeasuredQuality and cycle time checked against the baseline
AIHumanImpact
Metacto Managed AI Workforce
AI should do more than help. It should do the work.
Metacto builds AI roles around the recurring work consuming your team's capacity, connects them to your systems, and keeps them accountable, measurable, and improving.
Start with an AI Workforce Review: a 45-minute conversation to find the first one or two roles for your team. Nothing to prepare.
AI should do more than help. It should do the work.
Metacto builds AI roles around the recurring work consuming your team's capacity, connects them to your systems, and keeps them accountable, measurable, and improving.
Start with an AI Workforce Review: a 45-minute conversation to find the first one or two roles for your team. Nothing to prepare.
Press release · 12 days agoAppoints Sarah Lindqvist as Chief Financial OfficerLindqvist joins from a national 3PL, where she led a multi-year finance systems consolidation across NetSuite and…
VP Finance Regional logistics provider · 2d
We're growing the finance team. Hiring a Controller and two senior accountants as we modernise our close and reconciliation across TMS and ERP.
ACCOUNT #1842CLOSED-LOST · 94 DAYS
Regional logistics provider
Employees480 · Transportation & Logistics
SystemsNetSuite ERP · MercuryGate TMS
Lost reasonTiming · budget cycle
Lost on timing.Timing changed.New CFO · finance hiring · ERP consolidation on record
Account research roleAwaiting revenue operator
Re-engageAccount #1842
Why nowNew CFO · finance team growing
AngleReconciliation across TMS and ERP
Draft
Hi Sarah, congratulations on the role. With a Controller search open and freight settlements still reconciled by hand, the timing that stalled us in March may have changed…
RM 214 · ACT-1
RM 216 · GWB-2 · RF-3
Scope identifiedDivision 09
Rm 214 · ACT-109 51 13 · Acoustical ceilings
Rm 216 · GWB-209 21 16 · Gypsum assemblies
+10 morecost codes, cited to A-201
Bid & RFP roleAwaiting PM approval
Bid package readyDivision 09 · Finishes
12cost codes mapped, cited to the sheet
6subcontractor RFPs drafted
2scope questions for the architect
PM review
A · CONTROL
Harbor CULog in
Auto loans built around youCompetitive rates, flexible terms and the local service you expect from your credit union.Apply now
Pre-approved in minutes. Rates from 5.9% APR.★★★★★4.8 from 2,300 members
Loan amount$28,000ZIP02138Check my rate
No impact to your credit score
NCUA INSURED · EQUAL HOUSING · RATES AS OF 3/1
Conversion · 14 days4.4%
Winner: B+42% conversion
Why it won2,140 sessions
✓Proof moved above the fold
✓Rate and CTA visible without scrolling
●Mobile still weak · CTA below the fold
Next hypothesisVariant C
→Keep B headline and social proof
→Move CTA into the first mobile viewport
Campaign creative roleVariant C · Draft
Next variantSpring auto loan
Pre-approved in minutes. Rates from 5.9% APR.★★★★★4.8 from 2,300 membersCheck my rateCTA in first mobile viewport · brand check passed
CHECK 04 · PORT DIAMETER16.8 mmexpected 14.0 ± 1.0
Quality inspection roleLine held · quality review
Exception detectedPort diameter · Lot 2417-B
Measured16.8 mm · expected 14.0 ± 1.0
EvidencePhoto and measurement attached
Metacto Managed AI Workforce
AI should do more than help. It should do the work.
Metacto builds AI roles around the recurring work consuming your team's capacity, connects them to your systems, and keeps them accountable, measurable, and improving.
Start with an AI Workforce Review: a 45-minute conversation to find the first one or two roles for your team. Nothing to prepare.
Each AI role is designed around a specific job in your business with access to the systems and context it needs, clear boundaries for what it can do, and human oversight where it matters. As performance is measured, the role improves and can earn more autonomy over time.
Marketing agency · Revenue operations
Closed-lost deals became a personalized reactivation agent.
The revenue agent reads each closed-lost account's history, watches for a fresh trigger such as a leadership change, and drafts the re-engagement for a person to approve.
“They're wildly more effective.”
Director of Corporate Marketing, on personalized outreach versus thematic campaigns
≈$2.1Mmodeled 12-month revenue opportunity across the GTM operation
HubSpotApolloClayExaSheetsconnected into one context layer
$7.8M in verified scholarship wins. Six agents now do the finding.
One request sets a six-agent workforce to work: it finds scholarships, reads eligibility rules and stages records for administrators to verify and publish.
“My results weren't diluted with technology. Our secret sauce isn't the technology, but being tech-enabled lets me see what's going on. That transparency builds trust.”
Victoria, Founder, Securing Degrees
$7.8Mverified scholarship wins on the platform, client-reported
If it doesn't move a number, it doesn't earn a place.
How Metacto works
We start with the job. Not the model.
01FindFind the recurring work worth giving to an AI role.
02BuildConnect the role to your systems, context and approval rules.
03ProveLaunch with human oversight and measure what changed.
04ImproveMonitor the workforce, improve each role, expand as results justify it.
Human control
Autonomy is earned.
Every role starts with people in control. Authority expands one task at a time, only when measured performance supports it.
Your team sets the authority. Your team can take it back.
Authority · Bid & RFP roleGranted by your team
DraftAI allowed
RecommendAI allowed
SubmitHuman approval
Commit fundsNot permitted
DraftedApprovedAutonomousEach task earns its tier through human feedback and measured performance. Your team can move it either way.
Context engineering
Accuracy starts with context.
Your rules, systems, history and exceptions, turned into context an agent can actually use.
CRM
01
02
03
Contracts
SOPs
Approval rules
Structured, governed, versionedBusiness contextEverything the role is allowed to know, in a form it can use.
In your systemsAI role
CitedOutput
A model knows the world. A useful AI role has to know your business.
Built on Vocion
Every new role starts ahead.
Vocion is the open-source operating layer underneath every role, so each new one reuses the context, permissions and review paths the business has already built.
You own the operating layer and intelligence. Open source, running in your environment.
