AI automation. Human control.

Stop copying.
Start connecting.

Ergofect connects the work between your CRM, inbox, documents, and spreadsheets. Routine handoffs run. Your team owns the exceptions.

Scope your first workflow See it in practice

One focused pilot. A measurable finish line.

DESIGNED AROUND YOUR WORKExplore what’s possibleYOUR TOOLS · YOUR PEOPLE · YOUR WORKFLOW
Less friction. More flow.

Which handoff
slows your team down?

Start with a recurring task. Define what moves automatically, and the decision that stays with your team.

01

Repeated updates between tools

A record changes in your CRM. The next system needs the same information.

Human checkpointConflicting records go to a named owner.
02

Requests waiting in a support queue

Classify the request, find the source information, and prepare a grounded reply.

Human checkpointRefunds, uncertain answers, and sensitive cases need review.
03

Details trapped in documents

Extract the fields from an invoice, form, or contract and check them against the source.

Human checkpointMissing fields and mismatched totals stay visible.
04

The spreadsheet report you rebuild

Validate incoming data and assemble the recurring report from agreed sources.

Human checkpointFailed checks stop the report from being released.
05

Enquiries that lose their owner

Capture the enquiry, prepare the CRM record, and route it to the right person.

Human checkpointYour team sets the qualification and follow-up rules.
06

A decision your existing tools cannot support

Build a focused AI component around your data, permissions, and operating process.

Human checkpointLow-confidence output returns to a reviewer, with its source.
Automation you can follow

Let the routine run.
Own the exceptions.

A connected workflow should be easy to follow. See what moved, what needs a decision, and who owns the next step.

How we build your pilot

Try the example. Routine steps run automatically.
The approval stays with you.

Support operationsILLUSTRATIVE EXAMPLE

DEMO-S01 · Refund request

Incoming
“My order arrived damaged. Can I have a refund?”
Rule
Prepare a reply from the returns policy. A refund requires a support lead’s approval.
For review
Draft reply: “I’m sorry your order arrived damaged. I’ve passed your refund request to our support lead.”
Classify requestQueued
Draft responseQueued
Human reviewQueued
Update helpdeskQueued

Simulated workflow. No live systems or customer data.

One workflow. A clear route to go-live.

About six weeks is the target, subject to scope, access, and agreed acceptance criteria.

01 / UNDERSTAND
Week 1

Map & measure

Choose the workflow, record the baseline, and agree where people stay involved.

02 / DESIGN
Week 2

Define the pilot

Set the scope, integrations, owner, controls, and measurable acceptance criteria.

03 / VALIDATE
Weeks 3–5

Build & shadow-test

Connect the tools and compare automated output with your current process.

04 / RELEASE
~Week 6

Go live with control

Release with monitoring, documentation, a safe fallback, and a named owner.

Inside an Ergofect delivery

CrystalClearWater Environmental

The delivery record shows completed work, recovered time, open decisions, and projections. Inspect the source and its caveats.

Inspect the delivery record →
CrystalClearWater delivery dashboard with progress and open decisions
Start with one workflow

Bring one workflow.
Define the next handoff.

Tell us where work gets stuck. We’ll review the workflow, the evidence, and the constraints before proposing a focused pilot.

Discuss your workflow View the pilot scope

Defined scope. Agreed measures. People in control.

Personally reviewed by Akis Apostoliadis, Founder
© 2026 Ergofect. All rights reserved.A workflow. An owner. A measured result.