Working with clients from KPMG, Deutsche Bank, Citibank and more
Perigon Capital
FOMA AI
Every company has jobs that eat hours: copying leads between tools, chasing replies, sending reminders, updating sheets, writing the same report every week. You tell us which ones. We build a custom automation for your business, connected to the tools you already use.
Perigon CapitalFOMA AI| STEP | STATUS | TIME |
|---|---|---|
| TriggerNew form submission received | RECEIVED | 0s |
| CheckNot a duplicate; phone and email valid | PASSED | 1s |
| EmailPersonal reply sent from your own address | SENT | 2s |
| TextMessage sent to their mobile | SENT | 3s |
| SheetLead added to your live tracker | UPDATED | 5s |
| AlertYour team notified with the details | SENT | 6s |
Illustrative example. Names withheld; timings are representative.
Mapped, protected and tested before it runs, inside the tools you already use.
Process walkthrough, systems inventory, trigger and completion criteria. Deliverable: requirements document.
Workflow architecture, data flow and error handling: de-duplication, retries, manual approval points. Deliverable: design spec.
Built in your existing stack via native integrations and APIs. Deliverable: deployed workflow.
Dry run against production data; outputs reviewed and signed off before go-live. Deliverable: test report and sign-off.
Go-live, monitoring, live activity log, documentation. Deliverable: runbook and dashboard.
Market, buyers and target outcome. Fit confirmed or declined on the call.
Targets, introduction routes, acceptance criteria and fees, agreed before kickoff.
Fixed scope, guaranteed outcome. Expansion based on results; no long-term lock-in.
Built and tested in your own accounts, under your name.
Every contact, qualification reason and outcome in one live sheet.
The lists, the messages, the partner relationships and the automations belong to you.
Thirty minutes to pick the first job to automate and see what it would save you.