Productionworkflows,stepbystep.
See how Tolly moves work through intake, review, drafting, approval, and reporting.
Three steps. Every process, enriched.
Invoices, refunds, vendor signups, support tickets — Tolly catches the inbound, runs AI over the messy parts (matching, summarising, drafting, classifying), and asks for your nod before anything important ships.
An invoice lands in Gmail. A refund form gets filled. Stripe sends a webhook. Tolly picks it up the second it arrives — no one needs to forward, paste, or retype anything.
ABC Supply — Invoice attached
invoice #INV-2417 · 1 PDF
$8,420.00 · Net-30 · PO #2417
New vendor onboarding
ACH details + W-9 attached
Routing 021…6789 · TIN verified
Refund request · Stripe
Order #48201 · $124.00
Customer in good standing · auto-OK
By the time you look at it, the matching PO is found, the customer history is pulled, the numbers check out. You open a finished briefing — not an empty form.
Invoice · ABC Supply
Received 2 min ago · 3 attachments
- TypeVendor invoice
- Amount$8,420.00
- MatchPO #2417 · confirmed
- Routed toFinance · approval queue
Anything with money, customers, or real consequences pauses in Slack for one tap. Everything else — the safe stuff — just gets done.
Approve · Vendor invoice $8,420
ABC Supply · Invoice #INV-2417 matches PO #2417 ($8,420.00). Net-30 terms, due May 31. Posting to Accounts Payable on approval — flag to revise if the line items look off.
- 01 / 09
Lead Intake → CRM
New leads arrive scattered across forms, inboxes, and events. Reps enrich and assign by hand, often hours late.
- 02 / 09
Website Visitor → Qualified Opportunity
Anonymous traffic comes through and leaves no trace. Buying signals from real accounts get lost.
- 03 / 09
Research → Outbound
Reps spend more time researching companies than talking to them. Generic outreach goes ignored.
- 04 / 09
Call → CRM Update
Sales calls end and the system doesn't know they happened. Notes get written hours later, if at all.
- 05 / 09
Form Submission → Automated Follow-Up
Inbound forms hit an inbox and wait. Some are sales-ready; some are spam; the difference takes a person to triage.
- 06 / 09
Resource Request → Approval
Internal requests bounce around chat and email. Approvers see them late. Capacity decisions get made without context.
- 07 / 09
Marketing Campaign → Attribution
Campaigns ship, leads come in, but no one can say which campaign produced which deal — or what to do more of.
- 08 / 09
Document → Structured Data
Invoices, contracts, and forms arrive as PDFs. A person reads them, types the fields into the system, and hopes they got it right.
- 09 / 09
Support Request → Resolution Workflow
Tickets pile up, get classified by hand, and bounce between teams. Customers wait while the system figures out who owns what.
Selected work
Real artifacts behind these patterns
- Sales workInternal build
Lead qualification agent
Reps spend hours each day reading raw form submissions and guessing which ones to call.
- Web research
- AI
- CRM
- Chat
- Reporting workInternal build
Company research workflow
Researching a target company before a call eats half a morning and rarely gets done well.
- Web research
- AI
- Chat
- Customer workInternal build
Customer record cleanup
Customer records go stale within weeks: titles change, companies grow, contacts move.
- CRM
- Lead enrichment
- Webhooks
- Database
- Approval flowInternal build
Approval routing
Approvals for budgets, hires, and outbound emails get buried in side conversations with no record.
- Chat
- Webhooks
- Database
- Docs
- Sales workPrototype
Follow-up drafting
Generic emails ignore what the customer actually did, asked, or needs next.
- CRM
- AI
- Webhooks
- Reporting workInternal build
Reporting
Weekly reporting means someone pulling numbers from ad platforms, Stripe, and analytics by hand.
- Payments
- Analytics
- Database
- Chat
- Customer workInternal build
Internal dashboard
Off-the-shelf customer tools force reps to click through five tabs to see what matters about a single account.
- CRM
- Database
- Sales workInternal build
Lead intake
Leads arrive from forms, partner spreadsheets, and events with inconsistent fields and duplicates.
- Database
- Workflow automation
- Lead enrichment
- Approval flowInternal build
Approval console
Approvals for contracts, hires, and outbound emails sit across email, side chats, and document signing with no single view.
- E-signing
- Database
- Chat
- Reporting workInternal build
Report viewer
Investors and partners need numbers, but giving them full dashboard access is a security risk.
- Auth
- Charts
- Payments
- Database
- Operations workPrototype
Control panel
Operations leads have no way to see which work is running, paused, or failing.
- Background jobs
- Cache
- Database
- Lead handlingPrevious product
Landing page builder
Marketing waits on engineering every time a campaign needs a new landing page.
- Hosting
- Database
- CRM
