TASKFORGE AI · B2B WORKFLOW AUTOMATION
Automate the repetitive.
Keep control of the important.
We scope practical automations around your existing tools and business processes. Start with an assessment and a small pilot; confirm integrations, security, measurable outcomes and pricing before implementation.
Request a free workflow assessment →
Try a no-signup routing demonstration → (runs locally in your browser with fictional sample requests).
Try LeadOps: import a lead CSV, flag duplicates and export a reviewed queue →
Try our free CRM contact-matching and duplicate-review pilot → — compare two CSV files privately in your browser.
Lead intake & CRM routing
Capture incoming requests, classify them, flag missing details and route qualified leads for follow-up. People approve customer-facing decisions.
Invoices & order documents
Extract structured fields from invoices or purchase orders, identify exceptions, and prepare records for review before ERP/accounting updates.
Support inbox triage
Organize inquiries by intent and urgency, draft suggested responses and route exceptions to your team. No unsupervised promises to customers.
Request an automation assessment
Tell us where manual work slows you down. We will review feasibility and propose a pilot scope; this form does not create a paid order.
Share only work information you are authorized to provide. Do not submit API keys, passwords, financial records or personal customer data. Automations and savings are subject to feasibility and acceptance checks.
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