Systems integration & automation.
We connect the systems your business runs on, from CRM and ERP to support desks, data platforms and AI agents, so data moves on its own and people stop copying it by hand.
Outcomes for your business
First tangible output: Integration map
The short answer
What is systems integration and automation?
Systems integration connects separate business applications so they share data reliably, typically through APIs, events or an integration platform. Automation builds on that to run multi-step workflows without manual work, and increasingly uses AI agents to handle steps that need judgment.
Sound familiar?
You need this if…
What we do
Scope of the work.
Integration architecture
A hub or event-driven design that replaces the tangle of point-to-point links.
APIs and connectors
Clean, versioned APIs and connectors for the systems you already own.
Workflow automation
Multi-step processes that run on their own, with alerts when a human is needed.
AI agents in the loop
Agents that read, decide and act across systems with the right permissions.
Monitoring
Every flow observable, with retries and alerts before anyone notices a failure.
Data quality and security
Validation, deduplication and access controls built into every flow.
Deliverables
What you walk away with.
Everything is yours to keep, whether you build with us or on your own.
Integration map
Every system, flow and owner on one page.
Integrations and automations
Built, tested and deployed in your environment.
Flow monitoring
Health, volume and failures for every integration.
Runbooks
How to operate, change and extend each flow.
Automation backlog
The next processes worth automating, ranked by time saved.
How it works
Four steps, one team.
Map
Document systems, data flows and the manual work in between.
Design
Choose the integration pattern and define the data contracts.
Build
Ship integrations and automations in small, tested increments.
Operate
Add monitoring and alerts, then hand over runbooks.
Powered by our platform CloudTeams™
Build work runs on one record
Systems integration & automation runs on the CloudTeams™ Platform, the AI-powered platform we built for firms that sell expertise. Mach is its first customer.
- Projects, milestones and hours tracked on one record
- Timesheets, expenses and invoices tied to the work
- AI-assisted workflows with a person approving anything that ships
Keep exploring
Related services.
GTM Engineering: CRM, Data & Automation
We engineer the systems behind your go-to-market: CRM, enrichment, lead scoring, routing and reporting, so every signal turns into the right next action without manual work.
Explore →AI-First Solution Development
We build AI products, agents and features that survive contact with real users: retrieval that finds the right context, evals that catch regressions, and guardrails that keep outputs safe.
Explore →Platform Engineering: AWS, Azure, K8s & GPU
A reliable cloud, Kubernetes and GPU foundation for AI workloads, with security and cost controls your team can operate.
Explore →Field Notes
Go deeper.
Practical playbooks from the team that does this work.
From AI Pilot to Production: The 30-Day Engineering Playbook
Why AI pilots stall and how to ship them: a week-by-week playbook covering evals, guardrails, integration and agentic-first engineering.
Read the field note →Playbooks for teams that ship.
Practical guides on AI architecture, agentic-first engineering, and technical go-to-market.
Browse all field notes →FAQ
Questions about systems integration and automation
Straight answers about systems integration & automation. Still curious? Ask us on a free call.
Do you use an integration platform or custom code?
Both, depending on volume, complexity and your team. We recommend the lightest approach that stays reliable and maintainable.
Which systems do you integrate?
Common CRMs, ERPs, support desks, marketing platforms, data warehouses and custom internal apps, plus AI agents and model APIs.
How do you keep integrations from breaking?
Versioned contracts, automated tests, retries, monitoring and alerts on every flow, plus runbooks for your team.
Can AI agents take actions in our systems?
Yes, with scoped permissions, audit logs and human approval for high-impact actions.
Who maintains it afterward?
Your team, with our runbooks and training, or ours on an ongoing basis if you prefer.
Project inquiry
Tell us about your project.
Tell us where you are and what you need. We will tell you honestly whether systems integration & automation is the right next step.
- 01Tell us where you are headedA two-minute form. Share the outcome you want and any constraints.
- 0245-minute discovery callWe listen first. No pitch deck, no sales script.
- 03Your readout within one weekWhere the gaps are and which practice will move the needle fastest.
Ready to choose a time? Schedule your free consultation →
Tell us about systems integration and automation
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