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BUSINESS PROCESS AUTOMATION · 04

Cross-Platform Decision Engine

Zapier moves data. Claude makes decisions. When a lead score hits 80, it escalates. When NPS drops, it triggers a save flow. When inventory hits reorder level, it places the order. Real decisions. Real actions. No human required for the routine stuff.

What it does

What gets automated

Reads data from any tool: CRM, Sheets, Notion, Slack messages, form submissions. Understands context, not just values.

Applies your business rules intelligently. Not just 'if X then Y' but 'if X and the context suggests Y is appropriate, then act'.

Takes action across tools: posts a Slack alert, updates a CRM record, sends an email, creates a Notion page, writes a row to Sheets.

Scales to hundreds of integrations using Tool Search. Claude discovers the right tool from a catalog on demand without bloating every prompt.

Every decision is logged with the reasoning. You get an audit trail of why Claude did what it did, useful for compliance and debugging.

What it replaces

Manual process vs. with this automation

Manual process today
With this automation
Check CRM daily for high-value leads to escalate (1 hour/day)
Claude watches CRM in real time and escalates automatically
Copy data from Sheets to Notion and update the team in Slack
Claude syncs, summarizes, and notifies across all three in seconds
Read customer NPS results and decide who needs a save call
Claude detects NPS drops and triggers the save flow automatically
Manual inventory checks and re-order emails
Claude monitors inventory levels and places re-orders at threshold
End-of-day operational triage by a team member
Continuous triage, every decision logged with full reasoning

How it works

From zero to automated in 4 steps

Map your decision landscape

We sit down with you and document the 10 to 20 decisions your team makes on autopilot every day. Those become the engine's ruleset.

Connect your tools

We wire Claude into your SaaS stack via MCP. No code on your end. We manage the connections.

Claude starts deciding

Data flows into Claude from your connected tools. It evaluates each signal against the ruleset and takes action when the condition is met.

Review the decision log weekly

You get a weekly digest of every decision made: what triggered it, what action was taken, and the outcome. Tune the rules over time.

Powered by Claude

The capabilities under the hood

MCP Connector

Connects to all your SaaS tools without writing integration code for each one. Slack, Notion, Sheets, CRM, and more.

Tool Search

Claude dynamically discovers the right tool from your catalog of integrations. Scale to 100+ without prompt bloat.

Programmatic Tool Calling

Claude calls tools from inside code execution containers. Multi-tool decisions are 3x faster and cheaper.

Self-Hosted Sandboxes

For compliance-sensitive verticals, tool execution runs in your own infrastructure. Your data never leaves your environment.

Integrations

Tools we connect

SlackNotionGoogle SheetsCRMCustom Database

Pricing

$1,499

then $199/mo

  • Decision mapping session: document your top 10-20 decisions
  • Full SaaS stack integration via MCP
  • Decision engine configuration and testing
  • Weekly decision digest report
  • 30 days tuning and optimization
  • Ongoing at $199/mo with monthly rule reviews

Operated by AIMasterz

We provision, configure, and run this automation under our agency umbrella. You own the data and configs.

Get started

Cancellation terms

30-day cancellation with clean handoff

Month-to-month after setup. 30-day notice cancels. Source code snapshot lands in your GitHub org within 30 days. The site keeps running. We revoke admin access. You keep everything.

You own the code, the cloud, and the data. AIMasterz walks away.

FAQ

Common questions

Ready to automate cross-platform decision engine?

Book a 20-minute call. We will confirm your workflow is a fit and give you a timeline and fixed price.