Map the work
We follow the current process from start to finish and identify slow, repetitive, or error-prone handoffs.
Take repetitive work out of your team’s way.
iSight designs practical automations that connect the tools your business already uses, reduce manual handoffs, and help your team respond faster without losing human judgment.
Connected systems · Bay AreaWhy iSight
We begin with the workflow—not the buzzword—then apply conventional automation or AI only where it makes the process simpler, faster, and easier to manage.
What better
looks like.
Fewer repetitive copy-and-paste tasks
Faster, more consistent lead follow-up
Cleaner handoffs between people and systems
Better visibility into work that is currently scattered
Focused on what
moves forward.
- Workflow and bottleneck mapping
- Automation opportunity plan
- Forms, CRM, email, and calendar connections
- Lead routing and follow-up workflows
- AI-assisted summaries or content steps where useful
- Reporting and notification automations
- Human-review and exception paths
- Testing, documentation, and team handoff
Clear from first step
to next move.
Build the smallest useful system
We connect the right tools and keep human review wherever judgment, privacy, or customer care demands it.
Test + refine
We test normal and unusual cases, document the workflow, and improve it after the team begins using it.
Straight
answers.
Do we need to replace our current software?
Often, no. The best first step is usually connecting and improving the tools you already rely on. We recommend a replacement only when the current system truly blocks the workflow.
Does every automation need AI?
No. Many reliable workflows are better served by simple rules and integrations. We use AI when it adds real value, such as summarizing, classifying, drafting, or handling unstructured information.
Will people still review the work?
Yes, when the process calls for it. We design clear review, approval, and exception steps so automation supports the team rather than making sensitive decisions by itself.
Tell us what
needs to change.
Our intake form gives us the context to make the first conversation useful.
Start your project intake