Ops agents that run while you sleep
Workflows that trigger on schedules or events. Pipeline monitoring that understands context. Process automation that learns from every execution and gets better over time.
Automation that understands your business
Traditional automation follows rigid rules. Process agents combine workflow execution with organisational knowledge — they know when to follow the playbook and when to flag an exception.
Scheduled workflows
Run agents on cron schedules — daily pipeline reviews, weekly reporting, monthly compliance checks. Set it once and let Loam handle the rhythm of your operations.
Event-triggered pipelines
Agents fire automatically when things happen — a deal moves stage, a client sends a message, a metric crosses a threshold. No manual intervention required.
Self-improving workflows
Every execution teaches the agent. If a workflow consistently needs manual correction at step 3, Loam learns the pattern and adapts the process.
Intelligent monitoring
Not just "alert when X > threshold." Process agents understand context — they know why a metric spiked and whether it actually needs attention.
Conditional branching
Workflows that make decisions based on context. Route high-value deals to senior reps, escalate compliance issues automatically, skip steps that don't apply.
Human-in-the-loop gates
Critical steps require human approval before proceeding. The agent prepares everything — context, recommendations, risks — so approval takes seconds, not hours.
Define triggers. Loam handles the rest.
Time-based triggers
Schedule agents to run hourly, daily, weekly, or monthly. Perfect for regular reviews, reporting cycles, and maintenance tasks.
Event-based triggers
React to changes in real time — CRM updates, new messages, metric thresholds, or webhook events from any integrated system.
Exception-based triggers
Agents activate when something deviates from the norm — an unusual discount, a missed SLA, a process step that was skipped.
Workflows your ops team wishes they had time for
The processes everyone knows should happen but nobody has bandwidth to maintain.
Pipeline reviews
Automated weekly pipeline analysis that spots stalled deals, identifies at-risk renewals, and recommends next actions based on historical win patterns.
Compliance monitoring
Continuous checks against policy requirements. Flag violations before they become audit findings. Generate compliance reports on schedule.
Client communication
Draft and queue follow-up emails after meetings, send renewal reminders, and prepare account briefs — all triggered by CRM events.
Data hygiene
Scan for duplicate records, incomplete fields, and stale data. Fix what's fixable automatically, flag what needs human judgement.
Let your ops run themselves
Process agents that execute, monitor, and improve — so your team can focus on the work that actually needs a human.