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Launch Pad
Where to next?

Big ideas.
Real-world impact.

Your next moveLet’s build what’s next.
← All capabilities

Integrations, automation & AI

Your software.
Connected.

Custom connectors between your business systems. Automated workflows that cut repeated work. Practical AI for the information your team needs to read, organize, and use.

Connect your softwareAutomate repeated workUse AI where it helps

Custom connectors / A guided example

Your software should
work together.

An accepted estimate. A job. A billing draft.
Follow the information between systems.

01Accepted estimate

Start with an
accepted estimate.

An estimate is accepted and confirmed in your CRM. That status change starts the connection, carrying the customer details and estimate reference with it.

One clear starting point for the next systems.

02Job management

Create the job.
Keep the details.

A custom connector matches the customer and creates the job in your project system. Scope and source documents stay linked to the original estimate.

Less retyping between sales and operations.

03Accounting

Pass billing details
to accounting.

When your team marks the job ready for billing, the connection prepares a draft in accounting. Finance checks the amounts, terms, and timing before invoicing.

A connected handoff with a clear review point.

04Connection status

See what moved.
Know what needs help.

Keep a record of the updates between systems. Flag missing information or failed transfers for the right person, with a way to check and retry the work.

Your team can see the connection doing its job.

The result we design for

Enter the information once.
Put it to work across your systems.

Talk about your systems

Illustrative connection. We check available APIs, permissions, data ownership, and review points with you before defining the build.

More ways to put it to work

Connect the systems.
Improve the work.

From service businesses to manufacturers, the starting point is the information your team needs to move, act on, or understand.

Websites, commerce & operations

Bring the store
into the business.

Connect product information, orders, stock, and customer records to the systems behind your website or store.

What could connect?

Your website or store, product data, inventory, order management, and accounting. Agree which system owns the information and which changes should travel back.

Talk about your website or store
Sales, service & project teams

Let the next step
happen.

Turn a request, approval, or status change into the agreed next actions, with documents, notifications, and ownership included.

Where could we start?

Lead routing, office-to-field handoffs, onboarding, document collection, reminders, and operational updates. Start with a repeated process your team already understands.

Talk about a repeated process
Practical AI for business information

Read the document.
Use the information.

Extract information from documents, classify incoming work, or help your team find answers in approved business sources.

Where does AI help?

Use AI where the information needs interpretation: emails, purchase orders, documents, or questions. Use clear rules for the system updates, with people reviewing the decisions that matter.

Talk about your information
Build the connection. Plan for the exceptions.

Record matching, permissions, activity logs, alerts, and recovery belong in the plan, so the team knows what moved and what needs attention.

Illustrative applications and sample data. The systems, access, and scope are agreed for your business.

Try an AI-assisted document reviewOptional / From a purchase order to a useful record

Read the document.
Review the details.

AI can help turn an email or document into structured information. Your team checks what was captured and resolves anything unclear before it enters the next system.

Example purchase order / PO-1042

Please supply 12 FK-240 filter kits. We’re aiming for delivery next week—please confirm availability and the date.

Interactive example. Try checking and editing the extracted details.

Working with Launch Pad

Start with the tools.
Build the connection.

You don’t need an integration plan. Bring the software you use and what takes too much effort. We handle discovery, design, development, and the team handoff.

  1. Show us your systems

    Walk us through the software, repeated entry, and handoffs. We agree where information should live and what should trigger the next step.

    A clear first connection

  2. Try a working pilot

    We build a focused connection and test real examples, including existing records, missing details, and changes that need a person.

    Something your team can check

  3. Put it to work

    Agree access, responsibilities, and support. Your team gets operating notes and a clear way to handle exceptions.

    A supported team handoff

  4. Keep it useful

    Review connection activity, team feedback, and changes to the software involved. Refine the work and choose what to connect next.

    A connection you can maintain

Before building, agree what better means: fewer manual entries, faster handoffs, accurate records, and a connection the team can rely on.

A few good questions

Connections,
answered.

Can you build a connection that does not exist yet?

Yes. Custom connectors are part of the service. We first check the software’s APIs, webhooks, permissions, and data access, then define the supported way to move information between the systems.

Do we need to replace our software?

We start with the systems you use. The discovery checks what can connect, which system should own each piece of information, and whether any limitations affect the outcome.

Does the connection need AI?

Many connections work through clear rules: a status changes, a record updates, or a task starts. AI can help when information needs reading, extracting, classifying, or answering from approved sources.

What happens if a transfer fails or a record already exists?

Matching rules, activity logs, retries, and exceptions are part of the design. We agree how existing records are handled and who is notified when an update needs attention.

Who can access our information?

We agree the sources, permissions, hosting, and any outside services before building. The people who can see information and the actions the system can take are part of the scope.

What if we do not know where to start?

Show us the software you use and one process that takes too much copying or chasing. We’ll help identify a useful first connection and define a focused pilot.

Your next move

What should work better together?

Show us the software you use and what slows your team down.
We’ll help define a useful first connection.

Talk with Peter & Bobby
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