✦ Solutions
Automate the work behind every team.
OperAIQ turns repeatable operating playbooks into intelligent, observable workflows—without forcing teams to become automation experts.
01 · SALES OPERATIONSTurn every lead into the right next action.
Enrich new leads, evaluate fit and intent, route opportunities, draft follow-up, request approval, and keep your CRM accurate.
- ✓ Lead enrichment
- ✓ AI qualification
- ✓ Territory routing
- ✓ Personalized follow-up
EXAMPLE WORKFLOW↯ New HubSpot lead
↗ Enrich company
✦ AI qualification
◆ Route + draft
✓ Notify sales
02 · CUSTOMER SUPPORTResolve more requests with context.
Understand incoming tickets, find the customer, retrieve policy, generate a response, and bring in an expert when judgment is needed.
- ✓ Ticket classification
- ✓ Knowledge search
- ✓ Response drafting
- ✓ Human escalation
EXAMPLE WORKFLOW↯ New ticket
↗ AI classification
✦ Search customer
◆ Draft response
✓ Review if needed
03 · FINANCEMove documents from inbox to record.
Extract invoice data, validate the vendor, match purchase orders, coordinate approval, update the ERP, and archive every document.
- ✓ Invoice extraction
- ✓ Vendor validation
- ✓ Approval routing
- ✓ ERP updates
EXAMPLE WORKFLOW↯ Invoice received
↗ Extract fields
✦ Match PO
◆ Finance approval
✓ Create ERP record
04 · PEOPLE OPERATIONSGive every new hire a coordinated start.
Create accounts, assign equipment, send documents, update teams, and schedule orientation from a single employee event.
- ✓ Employee onboarding
- ✓ Access requests
- ✓ Document routing
- ✓ Employee service
EXAMPLE WORKFLOW↯ Employee added
↗ Create accounts
✦ Assign equipment
◆ Add to Slack
✓ Schedule orientation
05 · IT & ENGINEERINGKeep operational work moving around the clock.
Route incidents, provision access, triage issues, coordinate releases, and keep teams informed with governed automation.
- ✓ Access provisioning
- ✓ Incident workflows
- ✓ Issue triage
- ✓ Release communication
EXAMPLE WORKFLOW↯ Event detected
↗ Classify impact
✦ Create issue
◆ Assign owner
✓ Notify channel
Your process is unique. Your automation can be too.
Show us the work you want to automate. We’ll map the complete workflow with you.