deoLabs
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We build an AI second brain for your business.

It brings together information from your CRM, emails, and calls, so your team knows what's happening, remembers what was promised, and spends less time on routine follow-up.

Book a process review See how it works
A client calls. AI brings you up to speed.

The information is there. Getting back into context takes work.

Status lives in the CRM, the explanation in email, and the promise in someone's memory of the last call.

"A client calls, and I have to remember where we left things."

"The status is in the CRM. The explanation is somewhere in email."

"I know we promised something. I can't remember exactly what."

"When someone is away, we spend too long piecing together their projects."

Your team's experience is valuable. Their time should go into moving the business forward, not repeatedly reconstructing its history.

How it works · Illustrative example

Pick up the conversation without piecing it together.

A project status tells you one part of the story. The last conversation, a promise, and a new email explain what needs attention now.

Before the call Gather what's relevant. AI retrieves the project record, the previous call, and recent emails from sources you've approved.
Sources for Office renovation
CRM · Project recordMon 4:10 PM
Start scheduled for Thursday. Waiting on signed approval.
Previous call · SummaryOct 9
Alex asked if Thursday was still on. You said you'd confirm once the approval arrived.
Email · From AlexToday 8:17 AM
"Signed approval attached."
Only approved sources, shown within each person's access permissions.
For the call Connect old and new. AI compares what was said with what has changed since, and points out where records disagree.
CRM saysWaiting on signed approval
Email saysSigned approval received
What AI found The approval you promised to follow up on has arrived. The CRM hasn't been updated, and verification is still pending.
Remembered from the previous call: Alex's question and your promise.
Updated from your tools: the project record and the new email.
Prepared for this call: a short brief and a suggested next step.
After the call Turn it into next steps. From your notes or an authorized transcript, AI captures new commitments and prepares the follow-up.
New commitment captured "I'll confirm Thursday with you by end of day tomorrow."
TaskCreated automatically
Verify Alex's signed approval. Assigned to the project manager, due tomorrow.
CRM updateUpdated automatically
Approval received, pending verification.
Email draft to AlexWaiting for your approval
Confirms Thursday's start once the approval is verified.

Context for the conversation. Follow-through after it.

AI finds, compares, and summarizes. Your tools supply the information and carry out agreed actions. Your rules decide who sees what, which checks run, and what needs approval.

Keep the tools you know.
Give your team an AI second brain.

We connect information from your CRM, emails, calls, and documents. AI brings together what happened, what changed, and what needs to happen next, then prepares the briefings, tasks, and follow-ups your team needs.

We design, build, and support it around the way your team works.

MemoryRelevant history from approved records, documents, and captured conversations.
ContextInformation connected to the right customer, project, question, and moment.
ActionsBriefings, tasks, record updates, and follow-up drafts, inside the tools your team already uses.
ControlPermissions, source references, checks, approval points, and action records, agreed for your implementation.

Remember the context. Keep the work moving.

Illustrative examples. Each workflow is built around your process and the sources available to you.

Useful context. Control where it matters.

We agree with you what the system can read, what it can do, and which steps need a person.

Activity · Office renovationIllustrative example
Internal task Verify Alex's signed approval Created automatically
Customer message Email to Alex: Thursday start confirmation Waiting for your approval
Conflicting record CRM says waiting. Email says received. Referred to J. Reyes
Runs automatically Routine steps you've agreed on. Gathering approved records, preparing a briefing, or creating a standard internal task.
Needs approval Actions with consequences. Sending a message to a customer or making an important record change waits for a person to approve it.
Needs your judgment Decisions outside the rules. Conflicting information, unusual requests, or anything your agreed rules don't cover goes to the right person.
Every workflow works within agreed permissions. Company memory respects who is allowed to see each source. Each person's briefings only include what they already have access to.

We build checks and review points around the steps where mistakes matter most.

Source references and timestamps help your team judge each answer, and AI suggestions are always marked apart from recorded facts.

Start with one moment your team wants to make easier.

One useful workflow, built around a real situation.

1 Discovery We map where context lives and where your team loses time, then choose a focused first workflow, such as client-call preparation or project handoffs.
2 Pilot We connect the approved sources, build the brief and follow-up steps, and test them with your team against success criteria we agree on together.
3 Expand We improve the first workflow and extend the same foundation to the next useful process.
Success might look like Less manual searching, briefings your team trusts, commitments that don't slip, and fewer manual follow-up steps.
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A small team that builds it with you.

Illustrative workspace: a laptop, notebook, and coffee on a wooden desk by a window
Built around your businessYou work directly with the people who design and build your system.
Agreed before we buildTogether we define the data sources, permissions, AI providers, data retention, ownership, how often information updates, and which workflows are in scope.
Support that fits your needsMonitoring, adjustments, and new workflows are scoped in a support arrangement we agree on with you.

Questions

Something else on your mind? Bring it to the process review.

A system that connects project history, conversations, and updates from your existing tools, so your team gets useful context and help with next steps. It only remembers what's in the sources you approve.

No. We build around your CRM and other tools, based on the access and integrations they support.

We design and build the specific workflow your team needs. For example, bringing records, conversations, and recent changes into a client brief, then turning the next call into tasks and updates.

It's one workflow we can explore. Showing a brief automatically during a call depends on your phone system and integrations. A brief your team opens themselves is another option.

That depends on your connected sources and how often they update, which we set up during the pilot. Where practical, briefings show when each detail was last updated. The system can't know about changes that haven't been recorded.

Yes, for steps you agree on. Other actions can require approval. We set permissions and review points for each workflow.

Source references, checks, approval points, and escalation rules help your team catch problems. No system catches everything, so we test with your team before launch and keep refining as part of our agreed support.

Before we build, we agree which sources are used, who can access them, which AI providers are involved, how long data is kept, and who owns it. Briefings respect each person's access.

A process review, then one focused pilot with agreed success criteria. We expand once the first workflow proves useful.

Give your team the context to move forward.

Bring one situation where finding the history or handling the follow-up takes too much time.

Book a process review