01
Revenue Operations
Lead qualification, enrichment, routing, CRM workflows, follow-up and reporting.
Automation and AI for businesses
We connect your business tools and automate recurring work with AI.
BY 9 AGENCY designs, builds and operates automation systems for companies. They connect your existing software and data, use AI where it is useful, and leave sensitive decisions to a person.
inbound_request.flowpaused at review
Example flow · not live- 01done
Request received
Structured form
- 02done
Fields checked
Required data
- 03done
Rule-based triage
Scope · route · priority
- 04done
CRM record drafted
Draft, not created
- 05■
Human approval
Awaiting human review
- 06pending
Handoff
Only after approval
Static preview. Nothing advances until a person decides.
See the exampleExample
How is an inbound request triaged?
A fictional example you can edit. It runs in your browser with fixed rules and takes no action in any tool.
Fictional example, local simulation: no AI call, no data sent, no action in your tools.
How does the triage simulation work?
Edit a fictional inbound request and run it. Every result below is derived from the fields you enter, using fixed rules you can read.
Interactive simulation · fictional examples
Runs locally with predefined rules. No live AI, CRM connection or message sending.
Triage result
Not run yet
Choose an example or edit the fields, then run the simulation. Changing any field clears the previous result.
The problem
What slows operations down when the tools are already in place?
In most companies the software already exists. Time is lost in the work between tools: copying data, passing tasks from one person to another and waiting for routine decisions.
F.01
Manual handoffs
Work moves between people instead of systems.
F.02
Repetitive work
Teams spend time executing predictable tasks.
F.03
Fragmented data
Important context is spread across disconnected tools.
F.04
Decisions waiting on people
Routine operations stop unnecessarily for human intervention.
What BY 9 builds
What does BY 9 build?
BY 9 builds automation systems that combine rule-based automation for predictable tasks, AI for documents and unstructured information, and orchestration that links people, AI agents and software.
Orchestrate
Operating layer
Capabilities
Automate
Trigger
Transform
Write
Augment
Read document
Classify
Draft
Humans
Agents
Systems
Actors
Before / After
What changes when a process is automated?
This illustrative diagram compares a manual process with seven steps to the same process run inside one system. It is an example, not a measured client result.
With BY 9
one system
Input
BY 9 System
DataRulesAIHuman Controls
Action
Measurement
Use cases
Which business processes can be automated?
BY 9 works on operational processes in sales, customer service, back office and management reporting. Voice interfaces are an exploratory fifth area.
05 domains
02
Customer Operations
Onboarding, support, classification, escalation and renewals.
03
Back Office
Documents, invoices, extraction, validation and approvals.
04
Management & Intelligence
Reporting, information retrieval, alerts and decision support.
05Exploratory
Voice Operations
Voice requests with explicit confirmation
Voice can act as an interface to operational systems, with the same controls and approvals as other workflows.
How BY 9 works
How does a project with BY 9 work?
A project starts by identifying where automation is useful. The system is then built, connected to your tools and, if you wish, operated and maintained by BY 9. Each stage corresponds to one of the four offers below.
- 1
Discover
Find where automation creates real value.
Offer · 01
Automation Blueprint
- 2
Build
Turn the process into a reliable automation system.
Offer · 02
Automation System
- 3
Orchestrate
Connect workflows, AI, data and human controls.
Offer · 03
AI Operating Layer
- 4
Operate
Monitor, maintain and continuously improve the system.
Offer · 04
Managed Automation
The BY 9 Standard
4 / 4 required
How does BY 9 keep automations dependable in production?
Every system BY 9 delivers has to meet four requirements: it handles errors, it can be monitored, sensitive actions need a permission or an approval, and its results are measured against business goals.
ERR / RETRY / FALLBACK
Reliable
Errors, retries and fallbacks are designed in.
LOGS / PERF / COST
Observable
Logs, performance and costs stay visible.
PERMS / APPROVALS
Controlled
Permissions and human approvals protect sensitive actions.
OUTCOME KPIs
Measurable
Success is measured through business outcomes, not automation vanity metrics.
Technology
Which technologies does BY 9 use?
BY 9 chooses the components each process needs, such as APIs, workflows, AI models, MCP, business software and custom code. The choice is made per project, which limits dependence on a single platform.
Custom codeL6
Business softwareL5
MCPL4
AI modelsL3
WorkflowsL2
APIsL1
Integration surface
AI models
- OpenAI
- Anthropic
Workflow orchestration
- n8n
- Make
- Zapier
Business tools
- Salesforce
- HubSpot
- Slack
Connected throughAPIWebhooksMCP
Illustrative ecosystem. Connections are scoped per project, subject to available APIs and access. Logos do not imply partnership or certification.
How we work
Which working method does BY 9 follow?
BY 9 applies the same engineering method to every project, from mapping the process to running the system in production. This section describes the method; it does not report client results.
01
Process mapped before code
Each workflow is documented step by step, covering inputs, decisions, owners and exceptions, before anything is built.
02
Value defined up front
Success criteria are agreed in business terms before a system is built, so outcomes can be measured afterwards.
03
Tested on representative cases
Systems are validated on representative data, including edge cases and failure paths, before going live.
04
Human control by design
Sensitive actions route through explicit approvals and scoped permissions.
05
Monitored in production
Runs, errors and costs are logged so every system can be inspected and improved.
06
Documented and maintainable
Each system ships with documentation so it can be understood, operated and extended.
Company
Who is BY 9 AGENCY?
BY 9 AGENCY designs automation systems that connect business processes, software, data, AI and human decisions.
Our work is judged on business results, not on the amount of automation.
Do you have a process you would like to automate?
Describe the task or process in a few lines. We will reply by email.