Solutions / Custom operations

Your process is not in a catalogue.Build it anyway.

Every supplier has the workflow nobody else has: a regional rule, an older system, a partner's portal. Start from the nearest template and shape it, or map it with us from a blank canvas.

See it happen Open workspace
Fit your actual processesillustrative
Draft savednot published
Test runreason shown
Draft, test, then publish.
Workflows that apply

Start from templates built for this work.

wf-060

Hydrate from CRM

Looks the customer up by CUPS, contract or phone first, so every later step has the real record.

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Capture and answer

Looks a new sender up in the CRM, creates the contact if needed, then lets an agent answer.

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Triage inbound

Reads whatever arrived, decides whether a person must act today, tells the team if so, and files the summary.

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Escalation to task

When an agent hands a conversation to a person, a task is opened and the team channel is told.

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Inbound email, drafted for review

Searches the Company Brain, drafts a reply grounded in what it found, and posts it for a person to send.

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Operations digest

Once a day an agent reads what your automation did, what failed and what it cost, and posts a short digest.

Using a template creates a draft. Publishing it is a separate, deliberate step.

Where the value comes from

Nothing left on the table.

01Hours back

The exception you handle by hand

The process that lives in one person's head becomes a workflow anyone can read.

02Risk avoided

Tested before a customer sees it

Every change runs as a draft first, and publishing is its own decision.

03Money in

Work that stops falling between systems

A webhook from your own system starts the workflow, so nothing waits for somebody to notice.

One run, start to finish

A supplier needs a bespoke exception workflow.

Synapsi / example run01 / 04
Your operations team

Map

Name the trigger, the data each step needs, and the points where a person must decide.

01trigger: webhook from billing systemrecorded

Illustrative run. What actually happens depends on the systems you connect and the permissions you set.

What it takes

Your systems, your rules, your skills.

Skills the agents use
Any catalogue skillYour own, written in the console
What you connect
  • A trigger: a webhook, a schedule or an app event
  • The accounts each step will use
  • The people who approve
Works with the software you already run
Google WorkspaceMicrosoft 365SlackSalesforceAirtableNotion
BoundaryCustom connectors are scoped and tested with you before anything is promised.

See it on your own process. Not on a slide.

Tell us how custom operations work runs today, and we will show you the first workflow to put into production.

Open workspaceTalk to the team