Automate
Clear rules, repeatable handoffs, routine updates, and structured data movement.
Solutions
Automate the work between your people and your software.
Catalyst designs workflows around business outcomes, not AI features. Start with one costly handoff, delay, or repetitive task. Expand only after the first workflow works and can be measured.
Start with the work.
01
Find the friction
Business workRepetitive, slow, costly, or easy to miss.
02
Choose the right treatment
JudgmentAutomate, AI assist, or keep human judgment.
03
Build into what you use
ImplementationConnect the workflow to existing tools and handoffs.
Explore the work
What kinds of work can Catalyst automate?
Choose a workflow category to explore a representative example, the handoffs it simplifies, and the human review it needs.
Make sure the right information gets captured—and the right next step happens.
Useful when incoming requests arrive through different channels, people re-enter the same information, or follow-up depends on someone noticing and routing the work manually.
- Website lead capture
- Shared inbox intake
- Missed-call follow-up
- Document intake
Representative workflow
- 01
A request arrives
Email, form, call note, or message enters the workflow.
- 02
Information is captured
Key details are structured and checked.
- 03
The next step is created
A task, reply, route, or human review is triggered.
Human review
Featured workflow
Lead response, without the manual relay race.
A new inquiry can move from capture to qualification to a scheduling option without requiring someone to copy information between systems or remember every follow-up.
The outcome to establish
Talk through a workflow like this A consistent first response, clearer handoffs, and a human decision point where context or judgment matters.
Lead response · illustrative workflow
- 01
New inquiry
A form, email, or call note starts the workflow.
- 02
Information captured
Details are structured once.
- 03
Qualified
Rules or AI assist organize the next step.
- 04
Human review if appropriate
People stay in control when judgment matters.
Human review - 05
Follow-up offered
The right path is offered when appropriate.
- 06
System updated
Records stay current without duplicate entry.
Automation with judgment
Not every step should be automated the same way.
We decide the treatment based on the work itself: predictable tasks can be automated, ambiguous work may benefit from AI assistance, and higher-stakes decisions stay human-led.
AI Assist
Summaries, drafts, classification, extraction, and pattern recognition that support a person.
Human Decision
Exceptions, approvals, nuanced communication, and decisions where context or accountability matters.
AI where it helps. Human judgment where it matters.
Works with your existing tools
We build around the software you already use.
That keeps the focus on improving the workflow—not forcing your team into an unnecessary new stack.
- CRM
- Scheduling
- Accounting
- Project Management
- Documents
- Databases
Specific integrations depend on the systems already in your workflow.
Let’s find the work worth automating.
We’ll look at the process first, then recommend what should be automated, AI-assisted, or kept human-led.