AI Automation Services

Where RPA stops, AI automation starts.

Automation for the 80% RPA never could handle. Unstructured documents, email triage, multi-system reasoning, messy real-world inputs. Shipped in phases. ROI measured per workflow.

  • 4-8 wkfirst workflow live
  • Loggedevery run, with a replayable trace
  • Humanapproval on anything that moves money
  • Yoursto run without us, with no lock-in

AI automation is the use of language models and workflow orchestration to run business processes whose inputs are unstructured: PDFs, email threads, forms, claims, and free text that rule-based scripts cannot parse. Cubitrek ships these workflows one at a time, starting with a single First Workflow build, and meters each one with ROI telemetry so the saving is measured rather than asserted. RPA only handles fixed rules and clean inputs. Most real work is neither. AI automation reads any invoice format. It classifies emails by intent. It reasons across systems and handles the edge cases that broke your old scripts.

What we ship

Everything under one roof.

  • Intelligent document processing

    Invoices, contracts, forms, claims, and statements extracted at 95%+ accuracy. Handles layout variation, multiple languages, and handwriting. No templates to maintain.

  • Email and ticket triage

    Classify, route, enrich, and draft responses for inbound email and support tickets. Keeps humans in the loop only where judgment is required.

  • CRM and data enrichment

    Automated lead enrichment, account hygiene, pipeline scoring, and deduplication across Salesforce, HubSpot, and your data warehouse.

  • Marketing operations

    Content production, email variants, ad creative rotation, SEO briefs, and social scheduling. Orchestrated across your MarTech stack.

  • Supply chain and logistics

    Demand forecasting, PO matching, exception handling, and supplier comms. The work that used to burn analyst days.

  • Compliance and legal automation

    Contract review, clause extraction, policy checks, and regulatory monitoring. Full audit trail on every decision.

How we automate

The automation stack, layered for judgment.

Rule engines for the predictable, AI for the ambiguous, humans for the consequential. Each layer picks up what the one below cannot handle.

  • Document intelligence layer

    Reads unstructured documents, extracts structured data with confidence scores.

    Trigger
    On any new document in the inbox or upload folder.
    Output
    Clean JSON ready for downstream systems, with provenance links back to the source.
  • Workflow orchestrator

    Chains LLM steps with API calls, database writes, and human approvals.

    Trigger
    On business events from your systems.
    Output
    End-to-end execution with retries, idempotency, and full audit trail.
  • Exception agent

    Catches low-confidence outputs and routes to the right human with a decision draft.

    Trigger
    When the main workflow confidence score drops below threshold.
    Output
    Human gets a pre-filled decision in 30 seconds, not a cold case file.
  • ROI telemetry

    Measures time saved, cost saved, and error rate per workflow.

    Trigger
    Continuous, rolled up weekly.
    Output
    Dashboard per workflow. Proves value or flags regression.

If a workflow cannot prove ROI in 90 days, we kill it. No sacred cows.

How an automation actually ships

The stack we drop into your operations.

Four layers. Inputs on top, your systems on the bottom, and a measured Cubitrek stack in between. Every decision is logged, every workflow is metered, no black box.

INPUTSEmail inboxany providerDocument uploadPDF, image, scanWebhook triggerany vendorDatabase eventrow changeCUBITREK STACKDocument intelligence layerReads unstructured input. Extracts JSON at 95%+ accuracy. Confidence-scored, provenance-linked.LAYER 01Workflow orchestratorChains LLM judgment with API calls, DB writes, human approvals. Retries, idempotency, full audit trail.LAYER 02Exception agentCatches low-confidence outputs.Routes to the right human witha pre-filled decision draft.LAYER 03ROI telemetryMeasures time saved, cost saved,error rate per workflow. Provesvalue or flags regression weekly.LAYER 04OUTPUTSCRMSalesforce, HubSpotERP / FinanceNetSuite, QBOSlack / Emailexception alertsROI dashboardper-workflowEVERY DECISION LOGGED. EVERY WORKFLOW METERED. NO BLACK BOX.
Architecture diagram showing inputs (email, documents, webhooks, database events) feeding into the four-layer Cubitrek automation stack (document intelligence, workflow orchestrator, exception agent, ROI telemetry) which writes out to CRM, ERP, Slack/Email, and an ROI dashboard.
  • 01Document intelligence

    Reads any unstructured input. Emits structured JSON with confidence scores and provenance links.

  • 02Workflow orchestrator

    Chains LLM judgment with API calls, DB writes, and human approvals. Retries and idempotency built in.

  • 03Exception agent

    Routes anything below the confidence threshold to a named human with a pre-filled decision draft.

  • 04ROI telemetry

    Measures hours saved, dollars saved, and error rate per workflow. Proves value or flags regression.

Drop this into your stack

Three call patterns you can use today.

These are the shapes you would call from your own systems to push work into a Cubitrek automation, or to pull a result back out. We integrate over webhook, REST, or direct database connection.

json

Example payload returned by the document intelligence layer for a parsed invoice. Provenance links point back to the source PDF page and bounding box.

{
  "engagementId": "eng_d8f4c0b2",
  "documentType": "invoice",
  "confidence": 0.97,
  "fields": {
    "invoice_no": "INV-7741",
    "vendor": "Stark Industries",
    "vendor_id": "VEN-228",
    "issue_date": "2026-05-14",
    "due_date": "2026-06-13",
    "currency": "USD",
    "amount_subtotal": 13800.00,
    "amount_tax": 450.00,
    "amount_total": 14250.00
  },
  "lineItems": [
    { "description": "Arc reactor maintenance",
      "quantity": 1, "unit_price": 12500.00 },
    { "description": "Site visit, technician",
      "quantity": 4, "unit_price": 325.00 }
  ],
  "provenance": {
    "source_uri": "s3://invoices/2026-05/INV-7741.pdf",
    "page": 1,
    "bbox": [120, 340, 820, 462]
  }
}

How we work

How the work actually runs.

  1. 01

    Workflow audit

    We map your top 10 high-volume workflows. Rank by time spent, automation feasibility, and dollar ROI.

  2. 02

    Automate one

    Ship one workflow in 4 to 8 weeks. Real data, measured baseline, measured outcome.

  3. 03

    Roll out the stack

    Subsequent workflows go faster because document AI, orchestrator, and telemetry are already in place.

  4. 04

    Operate

    Ongoing monitoring, model refresh, and tuning. Fleet-level view of every automation's health and ROI.

What good looks like

Representative outcomes.

Directional numbers from real programs. On the call we walk through the case studies behind them, method included.

every run, with the failure path written before the happy path
Loggedevery run, with the failure path written before the happy path
approval on any step that moves money or reaches a customer
Humanapproval on any step that moves money or reaches a customer
to run without us: no black box, no lock-in
Yoursto run without us: no black box, no lock-in

Who we serve

Categories we already know.

  • Financial services
  • Insurance
  • Healthcare
  • Legal
  • Logistics
  • SaaS
  • Manufacturing
  • E-commerce

What clients say

4.6average across 4 verified reviews

Read them on Clutch
  • I was particularly impressed by their creative approach and attention to detail.

    Videography & photography company · website, SEO + design

  • They delivered the project on time.

    Watch retailer · Shopify store build

  • Cubitrek always had a positive mindset and was kind.

    Personal training company · video + social media

Questions buyers ask us.

  • RPA runs fixed rules against structured inputs. Tables, fields, UI clicks. AI automation reads unstructured inputs like PDFs, emails, images, and voice. It applies judgment, handles variation, and learns from labeled outcomes. You need both. RPA for the 20% that is deterministic, AI for the 80% that is not.
  • Pick a high-volume, high-cost process with clear success criteria. Invoice processing, email triage, lead enrichment, and customer onboarding are typical first wins.
  • Production systems hit 95 to 99% on structured fields like amounts, dates, and account numbers. Free-text extraction lands at 85 to 95%. Low-confidence cases are routed to a human with full context.
  • It removes the repetitive 60 to 70% so your team focuses on exceptions, vendor relationships, and process improvements. Most clients reinvest the savings into growth, not layoffs.
  • We baseline the manual workflow before we automate. Time, cost, error rate. Then we measure weekly after. The dashboard shows hours saved, dollars saved, and quality delta per workflow.
  • Yes. The orchestration layer connects ERP, CRM, email, databases, and custom APIs. The LLM reasons across systems and takes action with idempotent retries and a full audit trail.

Ready when you are

Ready to start AI automation?

A 15-minute call. We map the goal, look at what exists, and come back with a scoped plan.