Where strategy meets execution
Where strategy meets execution
See how teams in finance, legal, logistics, and more rely on Threadwork to automate work and move faster.
See how teams in finance, legal, logistics, and more rely on Threadwork to automate work and move faster.
Finance Ops
Monthly Report Automation
Outcome
Deliver investor-ready reports in under 10 minutes.
Stack
Google Sheets + Notion + Slack
Workflow
Pulls raw data from your finance tracker
Summarizes KPIs + anomalies
Sends clean summary to Slack
Finance Ops
Monthly Report Automation
Outcome
Deliver investor-ready reports in under 10 minutes.
Stack
Google Sheets + Notion + Slack
Workflow
Pulls raw data from your finance tracker
Summarizes KPIs + anomalies
Sends clean summary to Slack
E-commerce
Abandoned Cart Follow-Up
Outcome
Recover 15–30% of lost revenue automatically
Stack
Shopify + Email API + Notion
Workflow
Detects cart abandonment event
Triggers custom email with product reminders
Tracks response and updates CRM
E-commerce
Abandoned Cart Follow-Up
Outcome
Recover 15–30% of lost revenue automatically
Stack
Shopify + Email API + Notion
Workflow
Detects cart abandonment event
Triggers custom email with product reminders
Tracks response and updates CRM
LEGAL OPS
Client Intake Automation
Outcome
Reduce client intake time by 60%
Stack
Google Forms + Airtable + Email
Workflow
Auto-pulls form data
Fills client sheet in Airtable
Emails summary to attorney
LEGAL OPS
Client Intake Automation
Outcome
Reduce client intake time by 60%
Stack
Google Forms + Airtable + Email
Workflow
Auto-pulls form data
Fills client sheet in Airtable
Emails summary to attorney
Growth
Weekly Metrics Digest
Outcome
Keep your exec team aligned in 2 minutes.
Stack
Google Analytics + Slack + Notion
Workflow
Pulls weekly traffic + conversion data
Highlights anomalies
Posts formatted summary in exec Slack
Growth
Weekly Metrics Digest
Outcome
Keep your exec team aligned in 2 minutes.
Stack
Google Analytics + Slack + Notion
Workflow
Pulls weekly traffic + conversion data
Highlights anomalies
Posts formatted summary in exec Slack
See Threadwork in Action
Manual doesn’t scale. AI does.
Manual Process
Copy/pasting metrics into reports
Copy/pasting metrics into reports
Chasing team members for updates
Chasing team members for updates
Manually tagging leads in CRM
Manually tagging leads in CRM
Checking multiple tools every morning
Checking multiple tools every morning
Missed follow-ups or overdue tasks
Missed follow-ups or overdue tasks
With Threadwork
Agent compiles & sends daily updates to Slack
Agent compiles & sends daily updates to Slack
Agent collects and summarizes inputs
Agent collects and summarizes inputs
AI auto-tags based on behavior or inputs
AI auto-tags based on behavior or inputs
Unified daily brief across all platforms
Unified daily brief across all platforms
Agent sets and tracks follow-up actions
Agent sets and tracks follow-up actions
FAQ
Frequently asked questions
What exactly can Threadwork automate?
We focus on repetitive, manual tasks that take time away from higher-value work. Intake, reporting, document processing, and communication loops are common examples. If it follows a pattern, we can usually automate it.
How long does it take to get started?
Can you work with complex or messy workflows?
Will this fit into the tools and systems we already use?
How do you keep our data private and secure?
What exactly can Threadwork automate?
We focus on repetitive, manual tasks that take time away from higher-value work. Intake, reporting, document processing, and communication loops are common examples. If it follows a pattern, we can usually automate it.