Less manual work, with controls
Palmate Solutions implements business automation that reduces repetitive work: data synchronization, notifications, approval routing, and AI-assisted steps where a model can draft, classify, or extract — with a human still accountable for outcomes. We do not sell autonomous agents as a substitute for process design. We automate the paths you can describe, measure, and roll back.
Staff copy fields between tools because nobody owned the workflow. Automation should remove that tax, not add another dashboard they must babysit.
If the policy is deterministic, use rules. Models are useful for messy text, classification, and drafts. Using a model for a tax calculation is the wrong kind of clever.
When something auto-sends a customer message, you need to know why. We log inputs, prompts or rule hits, and the action taken.
A job that emails 4,000 customers with no kill switch is a liability. We build enable flags, rate limits, and dry-run modes.
Triggered jobs, scheduled syncs, and approval chains implemented in code you can test — not an unowned zap.
Classification, extraction, summarization, and draft generation with evaluation sets and human review where the cost of error is high.
The right person hears about a failed payment or a stuck order without drowning in noise.
Keep records aligned across systems with conflict rules that are written down.
We watch the real process, including the unofficial workarounds. Automation that ignores workarounds will be bypassed.
Deterministic policy stays in code. Models get a bounded job and a quality bar.
A subset of traffic or a single team. Metrics for time saved and error rate beat a demo.
Once the pilot is boring, we widen scope and keep the logs.
Route only the weird cases to humans; let the routine cases flow through integrations.
Tag incoming requests and draft a response for an operator to send. The operator remains the sender of record.
Extract fields from semi-structured files, then require confirmation before writing to accounting or ERP.
Only if it has a job, a fallback to a human, and content it is allowed to use. A generic chat widget that hallucinates policy is worse than a good contact form.
Not always. Many automations are API workflows and rules. We recommend a model when language or unstructured input is the bottleneck.
That depends on the vendor and contract. We document data flows and can keep processing on infrastructure you control when that is a requirement.
Hours removed from a named process, error rate, and time-to-recovery when automation fails — not ‘AI adoption’ as a vanity metric.
Next step
Share the current system, the constraint, and the outcome you need in the next quarter. We will say if Palmate is a fit.