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automation
Ridgeline Capital Partners (contact: Jeff Axley)
PROJECT ARCHITECTURE
Completed
01 — INPUT
A small commercial real-estate investment firm needed capital-raising outreach handled without hiring a dedicated ops person for it.
02 — SYSTEM
Deal pipeline synced from Clay • Agent drafts and sends investor outreach • Follow-up handled automatically • Docs pulled from Google Drive as needed
03 — DELIVERY
AI agents connected to Clay, Gmail and Google Drive for autonomous outreach and follow-up • Designed as a standing capability, not a one-off build
CAPABILITY STACK
AI Agent Development • Clay • Gmail API • Google Drive API
HOW IT WORKS
Deal pipeline synced from Clay • Agent drafts and sends investor outreach • Follow-up handled automatically • Docs pulled from Google Drive as needed
WHAT WE BUILT
AI agents connected to Clay, Gmail and Google Drive for autonomous outreach and follow-up • Designed as a standing capability, not a one-off build
CAPABILITIES
AI Agent Development • Clay • Gmail API • Google Drive API