Start with the work.
Choose a recurring task, understand the tools involved, and agree on the outcome worth improving.
Automation & Integrations
Connect your tools.
Put work in motion.
Your website, customer records, business software, and facility systems can work together. Keystone builds automations that recognize what needs attention, gather the right context, and move the work forward—giving your team fewer handoffs to manage.
From a new inquiry to a building alert or a timely customer offer: connect the event to the work that should follow.
Connected actions Your operating rules Measurable outcomes
KEYSTONE TECHNOLOGY IN DEVELOPMENTSample run
Marketing autopilot01 / FIND AN OPPORTUNITY
What might theywant next?
PRODUCT OPPORTUNITYDesk essentials
A useful next purchase for returning home-office customers.
Purchase historyCurrent productsCustomer context
A relevant offer begins with a useful match.
02 / CHECK BEFORE CONTACT
A good match.The right moment.
01
Returning customerPermission & timing checks passed
Eligible02
Another good matchContacted recently · Hold this time
Held03
Purchase history foundNo marketing permission · Excluded
ExcludedBeing likely to buy is only one part of the decision.
03 / PUT THE CAMPAIGN TO WORK
To: Eligible customersSample email
NORTHLINE / DESK ESSENTIALSA smarter setup.
Your next upgrade.
Your next upgrade.
Campaign runs within the rules you approve.
04 / CONNECT ACTION TO OUTCOME
See what thecampaign earns.
SAMPLE ATTRIBUTED REVENUE$2482 tracked orders · Illustrative data
Campaign launchedOrders tracked
Orders connect back to the campaign that led to them.
✦
Frontier agent + WiseCart.AI
Find a relevant next purchase for returning customers.
One connected marketing workflow.
CONNECTED BUSINESS WORKFLOWS
One event. Everything that
needs to happen next.
A request, an approval, a schedule, a change in stock. Connect what starts the work to the systems, decisions, and people that move it forward.
CONNECTED WORKFLOWSample run / 01
WHAT STARTS THE WORKA business requests a multi-location website Event received · Workflow started
Website✓
CRM✓
Sales team✓
WHAT GETS COMPLETED
Request understood and contact matched
Opportunity assigned with customer context
Follow-up task scheduled for the owner
And when something doesn’t fit?Possible duplicate? Update the existing opportunity before creating another.
EXAMPLE / SALES FOLLOW-UPAn inquiry arrives.
An inquiry arrives.
Your team has the next step.
Understand the request, find the existing customer context, and put a complete opportunity in front of the right person.
The salesperson starts a conversation with the details already in view.
Discuss This Workflow CONNECTED WORKFLOWSample run / 02
WHAT STARTS THE WORKA customer approves the project agreement Event received · Workflow started
Agreements✓
Projects✓
Accounting✓
WHAT GETS COMPLETED
Project and kickoff checklist created
Shared folder and owners prepared
Initial invoice drafted for accounting
And when something doesn’t fit?Missing billing details? Hold the invoice and assign a request for the missing information.
EXAMPLE / CLIENT ONBOARDINGThe agreement is signed.
The agreement is signed.
The project is taking shape.
Use the approved scope to prepare the project, assign its owners, organize files, and request what the client needs to provide.
Your team gets an organized project instead of another setup checklist.
Discuss This Workflow CONNECTED WORKFLOWSample run / 03
WHAT STARTS THE WORKThe weekly reporting schedule begins Event received · Workflow started
Sales✓
Accounting✓
Management✓
WHAT GETS COMPLETED
Sales and expense records reconciled
Period changes and outliers highlighted
Management report prepared with sources
And when something doesn’t fit?A source is out of date? Mark the report incomplete and show which figures need checking.
EXAMPLE / BUSINESS REPORTINGThe period closes.
The period closes.
The useful picture arrives.
Bring sales, expenses, and operational activity together. Check the inputs, explain meaningful changes, and prepare the management report.
Spend the meeting discussing decisions, with the supporting figures ready.
Discuss This Workflow CONNECTED WORKFLOWSample run / 04
WHAT STARTS THE WORKA supplier invoice arrives by email Event received · Workflow started
Email✓
Purchasing✓
Accounting✓
WHAT GETS COMPLETED
Supplier, line items and totals extracted
Purchase context and duplicates checked
Accounting entry prepared for review
And when something doesn’t fit?The amount differs from the purchase record? Flag the mismatch for the reviewer.
EXAMPLE / INVOICE PROCESSINGAn invoice comes in.
An invoice comes in.
The review work is ready.
Read what the invoice is for, extract the useful details, match the supplier and purchase context, and prepare the accounting record.
Accounting reviews a prepared record with the exception already explained.
Discuss This Workflow CONNECTED WORKFLOWSample run / 05
WHAT STARTS THE WORKA product falls below its stock threshold Event received · Workflow started
Inventory✓
Online store✓
Marketing✓
WHAT GETS COMPLETED
Available stock checked at its source
Store availability synchronized
Affected campaign placed on hold
And when something doesn’t fit?The store cannot confirm the update? Surface the failure and hold the dependent action.
EXAMPLE / INVENTORY UPDATESStock changes.
Stock changes.
The rest of the business catches up.
Connect the agreed inventory source to store availability, product campaigns, and the team responsible for replenishment.
Keep availability and marketing aligned before an unavailable product gets promoted.
Discuss This Workflow CONNECTED WORKFLOWSample run / 06
WHAT STARTS THE WORKA customer asks about a delayed order Event received · Workflow started
Support✓
Orders✓
Service team✓
WHAT GETS COMPLETED
Customer and order history retrieved
Request assigned to the correct queue
Response drafted with the order context
And when something doesn’t fit?The records disagree? Escalate with the conflicting evidence instead of guessing.
EXAMPLE / CUSTOMER SUPPORTA request comes in.
A request comes in.
The context comes with it.
Understand the customer’s intent, retrieve relevant order and account history, and route the request with a useful response draft.
Support starts with the situation assembled and a clear path to resolution.
Discuss This WorkflowIllustrative workflow
Illustrative examples. Connections and actions are scoped to your software, access, and operating rules.
FACILITY CONNECT / PHYSICAL + DIGITAL
Your building has
something to tell you.
Connect the signals.
Building controls, access systems, equipment alerts, and maintenance information often tell separate parts of the same story.
Connect those signals so your team can understand what happened, investigate with context, and coordinate the next step.
Notice what needs attention.
Bring related events together and distinguish an unusual condition from missing or outdated data.
Give people the complete picture.
Prepare an incident, attach the source evidence, and bring the right team into the loop.
Make the handoff useful.
Carry open issues and suggested checks into shift summaries. A maintenance-platform connection can extend that handoff into a work-order draft.
FACILITY CONNECTOvernight → morning
02:14 / BUILDING CONTROLSTemperature above the agreed range
Detected02:16 / ACCESS SYSTEMNearby door held open
Related02:18 / EQUIPMENT STATUSCooling is running · Source is current
VerifiedCONNECTED INCIDENT / FI-024Three signals.
One place to investigate.
One place to investigate.
North wing temperature
02:00Door activity linked02:20
Context assembled
Environmental readings, door activity, equipment state, and source health share one timeline.
Suggested check
Inspect the door and confirm airflow in the affected area. The observations are related; the cause still needs checking.
READY FOR THE MORNING TEAMThe context arrives
with the next step.
with the next step.
FACILITIES TEAM / SAMPLE NOTIFICATIONNorth wing needs a check
One incident. Three connected sources. Evidence and suggested checks attached.
Morning operations brief06:00
Incident to reviewNorth wing environment
Suggested ownerFacilities team
Next stepInspect door & airflow
Evidence preserved. Follow-up is visible.
Illustrative workflow
Observes and coordinates follow-up; existing building systems retain control.
TECHNOLOGY IN DEVELOPMENTAN OPPORTUNITY TAKES SHAPEA useful next upgrade.
Customer context meets the current catalog.
01
Returning desk-setup customerRelevant product · Permission & timing checked
Eligible02
Similar interest. Recent outreach.A good match can still be the wrong moment.
Hold Agreed campaign→ Tracked order
Connect the outcome to its source.Campaign → customer response → attributed order
WISECART.AI / INTELLIGENT MARKETING
Recognize the opportunity.
Know when to act.
Your customers leave useful context across purchases, product interests, and past interactions. WiseCart.AI is the automation layer we’re building to help frontier agents put that context to work.
Find a relevant next purchase.
Analyze the customer and the available products to identify an offer with a reason behind it.
Decide whether now makes sense.
Check permission, recent outreach, availability, and the other rules that determine whether to act or hold.
Keep marketing connected to its result.
Run agreed campaigns and track resulting orders so the business can see what the activity produced.
Useful marketing can keep moving without the owner rebuilding every campaign by hand.
Discuss Intelligent MarketingAUTOMATION WITH A WORKING PLAN
The work keeps moving.
The important decisions stay clear.
Some steps should happen automatically. Others need a person. We build that distinction into the workflow from the beginning.
Plan a Connected Workflow WORKFLOW OPERATING RULESDefined with your team
Run the agreed steps.
AUTOMATICMove records, prepare work, and perform the actions you’ve authorized.
Bring decisions to the right person.
REVIEWRoute approvals and exceptions with the context needed to act.
Pause when something doesn’t fit.
HOLDHold incomplete requests, failed connections, and actions outside the agreed rules.
FROM FIRST WORKFLOW TO EVERYDAY USE
Build the connection.
Keep making it useful.
Build the useful version.
Connect the data and actions, configure the rules, and make ownership and exceptions clear.
Test what actually happens.
Try the normal path, missing information, duplicate events, and connection failures before expanding.
Train, measure, refine.
Help your team use it, track the result, and improve the workflow as the business changes.
BEFORE WE CONNECT THE DOTS
A clear picture
of what comes next.
Does every automation need AI?
No. Clear rules are often the best way to sync a field, assign a task, or move a record. We use AI where understanding a request, working with information, or preparing an output adds value.
Can you work with our existing software?
We assess the available APIs, connectors, account permissions, and data before confirming the connection. The goal is to make useful parts of your current setup work together.
Can workflows run without us prompting every step?
Yes. An agreed event or schedule can start a workflow automatically. We define which actions can run on their own, which require review, and when the workflow should stop or hand off.
Can you connect building and facility systems?
We assess the interfaces available from your building controls, access platforms, and equipment. An initial phase can bring approved observations into a shared timeline, alerts, and evidence-based incident review. Maintenance-system handoffs and any control actions are scoped separately.
What is WiseCart.AI?
WiseCart.AI is Keystone’s marketing automation technology in development. It is designed to connect customer and product context, contact checks, agent-driven campaigns, and revenue tracking. The example on this page uses fictional activity and sample revenue.
What happens if a connection fails or information is missing?
The workflow should make that visible. We plan exception handling, appropriate retries, ownership, and recovery around the systems involved, including checks intended to prevent duplicate actions.
How will we know it is helping?
Choose measures that fit the work: time spent, follow-up speed, completed tasks, exceptions, or tracked orders and campaign revenue. We establish a useful baseline and review the results rather than assume a fixed saving.
CONNECT THE WORK THAT MATTERS
What should happen
automatically in your business?
Show us where the work starts, which systems it touches, and where it gets stuck. We’ll help you connect the steps.