Ask and You Shall Receive
Connect your scattered data. Build custom experiences for every team. Let AI learn your workflows and automate them. All through a simple chat.
Your Enterprise is a Mess of Disconnected Systems
Sound familiar? You're not alone.
Data everywhere. Processes nowhere. Sound familiar?
Three Stages to Your Dream System
From chaos to full automation, guided by AI every step of the way.
Build the Data Layer
Connect all your scattered data sources through guided AI conversations. Secure authentication, proper scopes, stored safely.
See Stage 1 →Evolve Your CRM
Each team builds their perfect workspace. Type what you need, AI builds it. Sales gets sales tools. Billing gets billing tools.
See Stage 2 →Workflow Learning
AI watches how your teams work, suggests optimizations, and gradually automates repetitive processes with human approval.
See Stage 3 →Build the Data Layer
An AI agent guides your team through connecting every data source your organization uses. No technical knowledge required.
Enterprise-Grade Security
All credentials are stored in Google Cloud Secret Manager with encryption at rest and in transit. Access is scoped to minimum required permissions. Audit trails for every access.
drive.readonlydrive.metadata.readonly
Connected Data Sources
Your Starting CRM
Once the data layer is established, AI agents work with our engineers to build your initial CRM — a clean, functional CRUD interface for all your connected data.
All your connected data sources in one place. Browse, search, and manage everything.
This is your starting point — basic CRUD for every data source. What comes next is where the magic happens.
Evolve Your CRM Per Team
Each team uses the Genie chat to request features. AI agents build, security experts review, and features go live — all automatically.
Request via Chat
Team member types a feature request in the Genie chat
AI Agent Builds It
An AI agent interprets the request and codes the feature
Expert Review
Security experts & engineers validate for robustness and best practices
Feature Launched
The approved feature appears on the team's dashboard
See How Teams Evolve Their Workspaces
| Invoice | Client | Amount | Status |
|---|---|---|---|
| #INV-1042 | Acme Ltd | $12,400 | Overdue 15d |
| #INV-1043 | TechCo | $8,200 | Due in 3d |
| #INV-1044 | StartupXYZ | $3,100 | Paid |
Workflow Learning & Automation
As your teams use the platform, Genie learns their patterns, suggests optimizations, and progressively automates processes — with human approval at every step.
Pattern Recognition
Genie tracks how users navigate dashboards, what they click, and how they process data. Using our proprietary Knowledge Bank, it builds an understanding of each team's actual workflows.
John processes invoices 40% faster using the keyboard shortcut flow. Sarah on your team does similar work — would she like to try John's method?
Smart Suggestions
Based on observed patterns, Genie proactively suggests improvements. It notices when emails trigger actions, when data flows could be streamlined, or when processes are redundant.
Every time you receive an email from @supplier.com, you manually update the inventory spreadsheet. Should I automate this?
Workflow Encoding
Once patterns are confirmed, Genie encodes them as formal workflows. These become living processes that run automatically while maintaining full audit trails and human override capability.
Progressive Automation
Genie suggests full automations for encoded workflows. Each automation requires human approval before going live. Start small, scale up. You're always in control.
Automates: receive invoice email → extract data → match to PO → route for approval → schedule payment
See Genie in Action
Watch how a feature request becomes reality in minutes
Basic contact list and email viewer. No custom features yet.
| Name | Company | Status | |
|---|---|---|---|
| John Smith | john@acme.com | Acme Ltd | Active |
| Sarah Chen | sarah@techco.io | TechCo | Lead |
| Mike Ross | mike@startup.co | StartupXYZ | Active |
Built for the Real World
Enterprise features that actually matter
Security First
Every AI-generated feature goes through security review. Credentials in Secret Manager. Full audit trails. SOC2-ready architecture.
Team-Specific
Each team gets their own custom experience. Sales sees sales tools. Billing sees billing tools. No one-size-fits-all compromises.
Human in the Loop
AI suggests, humans approve. Every automation, every feature, every workflow change requires explicit human sign-off.
Gradual Adoption
Start with basic CRUD. Add features as you need them. Automate when you're ready. Zero pressure, maximum flexibility.
Connect Anything
Google Drive, email, databases, Zapier, CRMs, Slack, APIs — if it has an interface, Genie can connect to it.
Gets Smarter
The more your team uses it, the smarter it gets. Workflow learning means Genie constantly improves its suggestions and automations.
Ready to Meet Your Genie?
Book a consultation and we'll map your data landscape and show you exactly how Genie transforms your operations. 100% credited toward any future work.
No commitment required. See if Genie is right for your organization.