ImagineAI Get early access

Early access · for small teams

Early access · for operations teams

Scale your judgment,
not your hours.

Scale your operations,
not your headcount.

You've spent years building how you work. ImagineAI learns it, runs the repeatable parts in the tools you already use, and leaves the calls that matter to you.

Your teams already have the systems. ImagineAI runs the coordination work between them — approvals, exceptions, handoffs — inside your stack, with your controls intact.

Get early access See how it works

Sound familiar?

It all runs through one person. You.

It falls between your teams and tools.

You're the strategy, the sales, the delivery, and the admin — and lately the admin is winning.

No single system owns it and no one team owns it — so the coordination work waits on whoever notices first.

The follow-up you meant to send right after the call.
The call notes still in a doc, never turned into a plan.
The CRM that's a week behind your actual conversations.
The progress update your client is quietly wondering about.
The weekly report you rebuild from scratch every time.
The same criteria, re-explained for the tenth time.
The outreach you never got around to measuring.
The reply left waiting while you dig up the context.
The work only you can do, stuck behind the work anyone could.
The approval stuck in an inbox for three days.
The exception nobody caught until the month-end close.
The handoff that dies in the gap between two teams.
The report three people rebuild from the same data.
The update that made it into one system but not the other.
The vendor request bouncing between ops and finance.
The reconciliation still done by hand every month.
The status no one can see across the tools.
The process that only runs when someone chases it.

It's the work that keeps you from the work only you can do. ImagineAI takes it on — your way.

It's the work that falls between your systems. ImagineAI runs it — with your controls and audit trail intact.

Use cases

From one team's queue to the whole operation.

If it's recurring, runs across more than one tool, and a team does it by hand today — it's a candidate for ImagineAI.

Finance & accounting

  • Chase overdue invoices on your terms
  • Pull together the month-end close
  • Generate quotes and estimates
  • Reconcile spend across systems

Sales & revenue

  • Follow up the moment a call ends
  • Enrich and route every new lead
  • Weekly pipeline & revenue reporting
  • Turn call notes into next steps

Customer & support

  • Triage and route incoming tickets
  • Draft replies with full context
  • Run onboarding end to end
  • Send proactive account updates

Operations

  • Coordinate cross-team approvals
  • Catch exceptions before they escalate
  • Manage vendors and renewals
  • Keep your systems in sync

Reporting & insight

  • The monthly KPI email, on time
  • Recurring operating summaries
  • Insight dashboards from live data
  • Client-ready activity reports

Compliance & back-office

  • Assemble compliance packets
  • Prepare audit-ready records
  • Standardize repeatable paperwork
  • Flag the edge cases for a human

Hiring & recruiting

  • Screen and route applicants
  • Coordinate interview loops
  • Onboard new hires end to end
  • Keep ATS and HRIS in sync

Cross-functional

  • Lead to CRM to onboarding to billing
  • Hand off cleanly between teams
  • Keep CRM, finance and support in sync
  • Run one approval through every system

How it works

We build it with you. Your team runs it.

We map your workflows

We pin down the processes worth standardizing across the team and how each one should run.

We build and configure

Custom workflows, roles, and connectors on a dedicated tenant — with implementation support, not a DIY build.

Roll out with oversight

Observability, evals, and escalation come built in, and your team owns it day to day.

Under the hood

Not another tool to learn. A system that learns you.

It learns your judgment

It picks up your standards, your preferences, and how you make calls — and works from those, not a generic playbook.

It works inside your stack

It runs in the tools you already use — email, CRM, docs, spreadsheets — so nothing moves and nothing gets ripped out.

It improves from your edits

Every correction trains it. Week over week, the drafts and decisions land closer to what you'd have done yourself.

You keep the final call

It prepares the work; you make the judgment calls. Anything client-facing or high-stakes waits for your review and your sign-off.

Your stack

It runs inside the tools you already use.

No rip-and-replace. ImagineAI works across the systems your business already runs on — and we build a connector for anything that isn't on the list.

Gmail Google Sheets Slack HubSpot Salesforce QuickBooks Xero Stripe Airtable Notion Microsoft 365 Outlook Zendesk NetSuite Drive & SharePoint + custom connectors

Team-grade controls

Built to scale across your team, with the controls to match.

Roles, approvals, and audit trails so operations scale across the team without losing oversight.

Access & permissions

  • SSO and role-based access
  • Approval chains per team
  • Permission controls by workflow
  • PII handling and data controls
  • Admin visibility across the org

Reliability & oversight

  • Full audit logs of every run
  • Versioning and one-click rollback
  • Test in staging before it goes live
  • Change management and review
  • Reporting for stakeholders

AI you can trust

  • Evals and drift detection
  • Escalation to a human when unsure
  • Sandboxed workflow testing
  • Monitoring and alerts
  • Improves from your team's edits

Who it's for

Built for the expert the business runs on.

Built for the team that runs the operation.

Founders · Partners · Principals · Owner-operators · Solo experts & small teams

Sales, delivery, follow-up, admin — it all runs through you, and the one hire who could help would take a year to learn your standard. ImagineAI learns your standard instead, and takes the repeatable work off your plate so your time goes to the work only you can do.

Get early access for your firm

COO · Head of Ops · RevOps · Finance Ops · Procurement · HR Ops

You have the systems and the people. The gap is the recurring work nobody owns — approvals, exceptions, handoffs, reconciliations. ImagineAI runs it, with your controls intact.

Get early access for your org

How you can work with us

Start simple. Scale to mission-critical.

Three ways to run ImagineAI — from self-serve automations to regulated, audited infrastructure. Same engine underneath; you choose how much you need.

Self-serve

Lite

Self-serve automations for the everyday work that quietly piles up.

  • Template library & visual builder
  • Schedule, email, form & spreadsheet triggers
  • Core integrations out of the box
  • Human approval, run history & AI steps

Best for small teams automating the obvious wins.

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Recommended

Pro

Semi-custom workflows for growing teams and PE-backed portfolios.

  • Everything in Lite
  • Custom workflows, branching & connectors
  • Role-based access & custom data mappings
  • Observability, evals, versioning & escalation
  • Dedicated tenant + implementation support

Best for SMBs and mid-market teams standardizing real processes.

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Sales-assisted

Enterprise

Automation infrastructure for high-stakes, regulated work.

  • Everything in Pro
  • Private cloud or on-prem, SSO / SCIM
  • Audit logs, retention controls & SLAs
  • Advanced evals, drift detection & regression tests
  • SOC 2 posture & procurement support

Best for mission-critical, compliance-heavy operations.

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Early access

Tell us what should run without you.

We're opening early access to a small number of teams whose recurring work still runs on inboxes, spreadsheets, and someone remembering.

Tell us the first thing you'd hand over. We'll restate it back, show you how we'd run it, and prove it works before you commit.

No demos. No pricing. A real reply from the founding team.

We'll only use this to evaluate fit and reach out.

Got it.

We read every request. If it's a fit, you'll hear from us.