Data Extraction Required
AI agents require our data extraction setup first. This unlocks access to all your platform data, documents, emails, and attachments so agents can work with complete context.
Learn About Database →Pre-Built AI Agents for Your Business Tools
Deploy intelligent automation that works within your existing software. Each agent targets specific manual workflows identified by thousands of users.
Supporting 85+ platforms with proven integration ecosystems
Applied Epic
Vertafore AMS360
Procore
Autodesk
ConstructConnect
Advisor360
Envestnet
Orion
SS&C Black Diamond
The Trade Desk
Amazon DSP
Google Ads
Meta Ads
Salesforce
Applied Epic
Vertafore AMS360
Procore
Autodesk
ConstructConnect
Advisor360
Envestnet
Orion
SS&C Black Diamond
The Trade Desk
Amazon DSP
Google Ads
Meta Ads
Salesforce
Agent Catalog
Pre-built agents to maximize frontier AI capabilities within tools
COI Generation
💰Automatically generates Certificates of Insurance from policy data
Automates
- Certificate creation
- Policy data extraction
- Client distribution
Proposal Generation
💰Creates customized insurance proposals based on client needs and quotes
Automates
- Proposal drafting
- Coverage comparison
- Premium calculations
Discrepancy Analysis
💰Identifies and analyzes discrepancies across advertising campaigns and platforms
Automates
- Cross-platform comparison
- Budget variance detection
- Performance anomaly alerts
Performance Reports
💰Generates comprehensive performance reports across all advertising channels
Automates
- Data aggregation
- KPI tracking
- Custom report generation
Pacing Agent
💰Monitors and optimizes campaign pacing across DSPs to ensure budget utilization
Automates
- Budget monitoring
- Spend optimization
- Pacing alerts
Custom Attribution
💰Builds and maintains custom attribution models across multiple advertising touchpoints
Automates
- Multi-touch attribution modeling
- Conversion path analysis
- Channel contribution scoring
Automatic Data Enrichment
💰Enriches Salesforce records with external data sources and internal platform data
Automates
- Contact enrichment
- Company data updates
- Field population
Lead Scoring
💰Automatically scores and prioritizes leads based on behavior and fit
Automates
- Behavioral analysis
- Scoring calculation
- Priority assignment
Contract Processing
💰Automates contract creation, review, and tracking within Salesforce
Automates
- Contract generation
- Approval routing
- Renewal tracking
Bid Management
💰Manages the complete bid process from solicitation to award
Automates
- Bid solicitation
- Subcontractor coordination
- Bid comparison
Change Order Processing
💰Automates change order creation, approval, and tracking
Automates
- Change order generation
- Cost impact analysis
- Approval workflow
Project Scheduling
💰Optimizes project schedules and resource allocation
Automates
- Schedule updates
- Critical path analysis
- Resource leveling
Client Onboarding
💰Streamlines new client onboarding and account setup
Automates
- Form processing
- Account creation
- Document collection
Portfolio Rebalancing
💰Automates portfolio rebalancing based on target allocations
Automates
- Drift analysis
- Trade recommendations
- Execution monitoring
Performance Reporting
💰Generates comprehensive client performance reports
Automates
- Report generation
- Benchmark comparison
- Custom formatting
Compliance Monitoring
💰Monitors portfolios for compliance violations and regulatory requirements
Automates
- Rule monitoring
- Violation alerts
- Reporting automation
Your ROI Timeline
Tool Connected
Your platform integrated, first agent deployed
Manual Tasks Eliminated
5–10 hours saved from automated workflows
Positive ROI Achieved
40+ hours saved, expanding agent usage
Scaled Automation
Multiple agents deployed, team fully adopted
How It Works
Our streamlined approach delivers reliable business outcomes through a transparent, proven process
Identify Workflow
Target a repetitive business workflow that's consuming valuable resources (e.g., recruiting, collections, support)
Document SOP
Document your standard operating procedure or leverage our experts to create optimized workflows
Build & Deploy
Inroad engineers build and deploy task-specific AI agents supported by oversight team
Execute Work
Our integrated orchestration platform coordinates the work between AI agents and human experts
Track Outcomes
Monitor real-time dashboards showing improved metrics: faster cycles, lower costs, better compliance
Need Custom Agents?
Don't see what you need? We build custom AI agents tailored to your specific workflows and business requirements.
Custom Development
- Workflow analysis & agent design
- Custom integrations & data sources
- Testing & deployment support
Enterprise Support
- Dedicated development team
- Priority support & maintenance
- White-label deployment options
✅ Free consultation • ✅ Custom pricing • ✅ No commitment