Get AI working in your business.
Metacto finds the recurring work worth changing, proves the business case, and builds AI into the systems your team already uses, with review steps and clear ownership.
Connected sources
- HubSpotCRM records, deal history
- ApolloContacts, titles
- ClayEnrichment, firmographics
- ExaWeb research, news
- SheetsICP rules, suppression list
Read access only · synced 6 min ago
Account brief
Northline Supply
- Fit
- Matches ICP: distribution, 180–250 staff
- Sheets · ICP rules
- Signal
- Opened a second warehouse in March
- Exa · news
- Contact
- VP Operations, joined 7 months ago
- Apollo
- History
- No open deal. Last touch 14 months ago
- HubSpot
Draft · email 1 of 3
"Congratulations on the new warehouse. Teams adding a second site usually find inventory handoffs are where hours go. Worth comparing notes?"
Review queue
Nothing sends without operator approval
- Northline SupplyBrief + 3-step draftSelectedReview
- Harbor & Pine LogisticsContact role unclearLow confidenceReview
- Cedar Ridge Dental GroupBrief + 3-step draftChecks passedReady
- Account #2210Approved by operatorAfter approvalSent
20+ years building production software · 100+ projects shipped
Trusted by operators at PE-backed and mid-market companies
A governed prototype on a live revenue stack in two weeks.
Personalized outbound research was assembled by hand across HubSpot, Apollo, Clay, and spreadsheets, about two hours per prospect. Metacto audited the workflow, modeled the opportunity, and built a prototype on the client's live systems. It researches each account and drafts outreach, routes uncertain leads to review, and sends nothing before an operator approves.
Read the case study- ✓BaselineComplete
Current handling time, volume, and error sources measured on real cases.
GateBaseline agreed with the process owner
- ✓Shadow modeComplete
The system drafts in parallel. People keep doing the work and compare.
GateAcceptance criteria met on the test set
- 3Gated productionIn progress
Drafts go to a review queue. Nothing is sent or written back without approval.
GateApproval rate and corrections reviewed weekly
- 4HandoverNext
Runbooks, permissions, and monitoring handed to the owner or to Managed AI Services.
GateOwner signs off on operation
Agreed before go-live
- Acceptance criteriaWritten, agreed before build
- Test casesReal examples from the team
- PermissionsScoped read; write-back after approval
- ExceptionsRouted to a named person
- Go-live decisionProcess owner
- Built on the systems in use
- HubSpot, Apollo, Clay, Exa, and Sheets, connected with scoped access. No parallel tool for the team to adopt.
- Approval gate before every send
- Operators approve, edit, or reject each draft in one queue. Uncertain leads arrive with the agent's rationale.
- Prototype: 92% across 24 evaluation cases
- Scored against agreed test cases during the two-week prototype sprint. A prototype evaluation, not a production business result.
AI in daily use, measured against a baseline you set.
Implementation is done when the work runs differently, not when a demo works.
- 01
A workflow in daily use
AI runs inside the systems your team already works in, not beside them.
- 02
A measured result
Impact is tracked against a baseline set before the build.
- 03
Control stays with your team
Permissions and review steps decide what AI can do and what waits for a person.
The decision, the build, and the rollout under one plan.
Existing AI software, custom components, or both, chosen for the workflow rather than the vendor.
Decide
- Solution selection or validation against the workflow
- Leading metric, today's baseline, and a build or no-build threshold
- Owner, systems map, and test cases
Build
- Integrations with write-backs into your tools
- Permissions, approval paths, and actions that always wait for a person
- Written acceptance criteria, tested on your real cases
Roll out
- Production rollout and user training
- Documentation and handover
- Results tracked against the baseline
Net-new systems are engineered under Custom AI Development; one engagement can include both. Scope is fixed or milestone-based, and cloud and model usage is billed to your own accounts.
One workflow, from baseline to production.
An executive owns the result, your operators review the test cases, and IT approves access.
Select the work
We pick one workflow with its owner and measure today's baseline.
A build or no-build decision.
Connect the systems
We agree data, rules, access, and review paths with IT and security.
Approved access and a review design.
Build and test
We build against written acceptance criteria and test on your real cases.
A workflow your operators have accepted.
Roll out and measure
We roll out to users, hand over, and track results against the baseline.
A measured result and a next decision.
Questions before you start.
What does workflow automation consulting with Metacto include?
The decision and the build: choosing the workflow, setting its baseline, connecting systems, designing review paths, testing, and rollout.
How involved does our team need to be?
An executive owns the metric, an operator who knows the work reviews the design and test cases, and IT approves access. Metacto does the engineering.
What system access do you need, and can you work with IT and security?
Scoped access to the systems the workflow touches, agreed with IT before the build. Access controls, audit trails, and documentation are in scope, so security can sign off early.
What if we do not know the first use case yet?
Start with the working session. When several opportunities compete, AI Strategy builds the investment case first.
Who owns the system after launch?
You retain the deployed system and documentation and can keep operating it through your own accounts after a documented handoff. Managed AI Services is optional.
Related services
Working session
Find the recurring work worth funding.
45 minutes with our AI experts to find your highest-value opportunity and a practical next step. No preparation required. After you submit, you can book the session right away.
Your request is received.
Choose a time for your 45-minute session now, or our team will follow up to arrange it.
Choose a time Explore managed AI services