Tagged: workflow-automation
30 results
Default
Default is a New York-based go-to-market software company building the data and infrastructure layer that revenue teams - and their AI agents - use to run sales, marketing, and operations. It began as an all-in-one inbound platform for lead routing, scheduling, forms, and enrichment, then rebuilt itself around a real-time revenue data layer and an AI agent named Dot that plans and executes GTM work across a company's connected CRM, marketing, and enrichment systems. Backed by 8VC, Craft Ventures, and Jack Altman with $20M in total funding, Default serves fast-growing companies including Perplexity, Cortex, Owner, and Airbyte.
Lark
Lark is ByteDance's productivity superapp that stitches chat, video meetings, docs, spreadsheets, calendar, and project workflows into one platform, designed for multilingual teams that want to shrink their tool stack without losing power.
RapidCanvas
RapidCanvas is an Austin-based enterprise AI company that helps businesses move from concept to production-ready AI solutions in weeks rather than months. Founded in 2021 by veterans of Simility (acquired by PayPal), it pairs a proprietary agentic AI platform with human experts through what it calls the Hybrid Approach - AI agents automate data preparation, modeling and workflow execution while human specialists handle strategy and governance. The company targets non-technical business users across manufacturing, financial services, retail, energy and logistics, and has raised over $23.5M including a $16M Series A led by Peak XV Partners.
Convey
Convey is a San Francisco AI workforce platform that lets non-technical operators build, train, and manage "digital teammates" - AI workers that take over repetitive operational tasks like invoice processing, financial reconciliation, and campaign reporting without any engineering. Founded in 2025 by former DoorDash early engineer Rohan Chopra with Stanford friends Will Harvey and Diego Canales, Convey raised a $38M Series A led by Andreessen Horowitz in June 2026 and says it has completed more than one million hours of real work for enterprises including NBCUniversal, Unity, Samsara, and Faire.
Mattermost
Mattermost is an open-source, self-hostable collaboration platform built for organizations that cannot put their conversations in someone else's cloud. Started as a game studio's internal chat tool and open-sourced in 2015, it grew into the leading self-hosted alternative to Slack and Microsoft Teams, combining channel messaging, voice and screen sharing, incident-response Playbooks, and integrated AI agents. Its customers skew toward defense, government, financial services, and technology organizations - from the U.S. Air Force to Uber - that need data sovereignty, air-gapped deployment, and government-grade security.
Patrick Anderson
Patrick Anderson is Co-Founder and CTO of Moab, a New York based startup building a modern operating system for equipment rental and dealership businesses. He was previously Head of Core Engineering at Ramp, joining the fintech as its 11th employee. In February 2026 Moab emerged from stealth with $16M in combined Seed and Series A funding backed by Elad Gil and Ironspring Ventures.
Ranjit Bahia
Ranjit Bahia is the founder and CEO of Cyferd, a New York-headquartered AI-led digital transformation platform he launched in 2021 to attack the siloed-data problem that defines most enterprise software. Before Cyferd, he ran RoxAI, whose Ping alerting engine was acquired by Qlik in 2020, after which he spent a year at Qlik as Senior Director of Strategic Business Development. Cyferd's Neural Genesis AI engine now powers workflows across healthcare, higher education, housing, procurement, legal, and sports management, with clients including the NHS, De Montfort University, and Leicester Riders.
ActionAI
ActionAI is a New York- and Israel-based enterprise software company building reliability infrastructure for AI. Its platform lets companies build, run, evaluate and improve mission-critical AI workflows with a human in the loop, mapping data across the AI stack for granular testing and using an 'Explainable Exceptions' system to catch model errors before they cause damage. Founded by Stanford-trained engineer Miriam Haart, the company raised a $10M seed round in April 2026 to serve regulated sectors like finance, insurance, legal and logistics where accuracy is non-negotiable.
GoodDay Software
GoodDay Software is an Austin-based startup building GoodDayOS, an AI-native, Shopify-embedded ERP alternative for inventory-driven consumer brands. Founded by former Chubbies and Loop Returns operators Kyle Hency and Dave Wardell, GoodDay unifies inventory, purchase orders, landed costs, presales, and multi-channel operations across DTC, wholesale, marketplaces, and retail - promising launches in weeks rather than the months and consultants legacy ERP demands. The company raised $7M in early 2026 (roughly $13.5M total) and counts 40+ Shopify brands among its customers.
Informed K12
Informed K12 is a workflow automation and digital forms platform built specifically for the operational complexity of K-12 school districts. It replaces paper and PDF forms with online workflows that route automatically through the real approval chains districts already use - across finance, HR, student services, and IT - capturing e-signatures and a time-stamped audit trail without replacing the ERP, HRIS, or SIS a district already runs. Founded in 2012 by two Stanford Graduate School of Education classmates, the company (formerly Chalk Schools) serves hundreds of districts and employs roughly 70-75 people.
Redbird
Redbird is a New York-based, AI-powered workflow automation and analytics platform that lets non-technical business teams connect their data, run analysis, and generate reports through a conversational, ChatGPT-like interface - no code required. Founded by the husband-and-wife team of Erin and Deren Tavgac (originally as Cube Analytics), the company builds AI agents that automate roughly 90% of the repetitive analytics, operations, and reporting work that normally clogs enterprise teams. Backed by Y Combinator and a $7.6M seed round led by B Capital, Redbird counts eight Fortune 50 companies among its customers.
Vendorflow
Vendorflow is a Los Angeles-based unified communications platform for trucking fleets, freight brokers, ports, and terminals. It consolidates voice, SMS, WhatsApp, and ELD in-cab messaging into a single shared inbox that integrates with TMS and ELD systems, so dispatch and operations teams can collaborate on driver conversations in one place - no app installs required for drivers.
Jon Carr-Harris
Jon Carr-Harris is the Founder & CEO of CRED, a San Francisco-based AI-powered predictive intelligence platform that raised $15M in seed funding in June 2025. CRED unifies data from 200+ integrations and 10,000+ external sources to deliver business predictions 60-90 days in advance with 92% claimed accuracy - giving enterprises the kind of forward-looking intelligence once reserved for hedge funds. A serial entrepreneur who advised Airbnb, Kik, and Khan Academy early in their growth, Carr-Harris built and exited Swish Labs (a global tech consulting ecosystem spanning 30+ countries) before founding CRED in 2023, which emerged from stealth with 25 enterprise clients and $100M+ in documented customer revenue impact.
Samantha Mah
Samantha Mah is VP of Strategic Partnerships and Growth at ServiceNow, the $13B+ enterprise cloud platform company headquartered in Santa Clara. Based in Toronto, she leads the charge on unlocking organizational potential by eliminating manual, repetitive work through intelligent digital workflows. With a Six Sigma Master Black Belt background and a career that spans Xerox and ServiceNow, she brings process-excellence discipline to the art of enterprise partnerships. She also serves in the Office of the CDIO as Senior Director, Customer Advocate - bridging the gap between technology capability and human impact.
Fulcrum
Fulcrum is a San Francisco AI platform that automates the unglamorous backbone of insurance brokerages - policy checking, proposal generation, certificate issuance and carrier sales prep - so account managers can scale their books of business without scaling headcount. Founded in 2023 by Arjun Mangla and Sambhav Anand, it raised $25M in combined Seed and Series A led by CRV in January 2026 and is in use at nearly half of the top 50 U.S. brokerages.
Mandolin
Mandolin is a San Francisco healthcare AI company building agents that handle the paperwork blocking patients from specialty drugs. Its software automates intake, benefits verification, prior authorization, and claims work for infusion providers, specialty pharmacies, and health systems - the back office that decides how quickly a cancer or Alzheimer's patient actually gets treated.
Vesta
Vesta is a San Francisco-based B2B SaaS company building the next-generation loan origination system (LOS) for the mortgage industry. Founded in 2020 by ex-Blend engineers Mike Yu and Devon Yang, Vesta replaces legacy mortgage software with a cloud-native, open, rules-driven platform that lets lenders configure workflows, automate compliance checks, and integrate with 40+ ecosystem partners - all without custom code. Backed by Andreessen Horowitz and Pennymac, Vesta tripled its loan volume and customer count year-over-year through 2025.
Watershed Bio
Watershed Bio (legally Watershed Informatics) is a Cambridge, Massachusetts startup building a unified, cloud-based platform for biological data analysis. Its product, Omics Bench, lets biologists and bioinformaticians securely store, harmonize, and analyze multi-omic data - genomics, single-cell and spatial transcriptomics, epigenomics, proteomics, metabolomics, microbial sequencing and protein folding - using customizable and AI-assisted workflows backed by elastic supercomputing. The pitch: go from sample to therapeutic insight in a single day instead of weeks, closing the gap between high-code and no-code bioinformatics for drug-discovery teams.
Gabriel Paunescu
Gabriel Paunescu is the founder and CEO of Naologic, a no-code platform that lets companies build and customize enterprise software (ERP, CRM, workflow apps) without a development team, and now layers multi-agent AI on top of legacy business systems. A Romanian-born serial entrepreneur with seven startups and two exits behind him, he started exporting essential oils at 17 and now keynotes at Google Next, mentors at UC Berkeley, and writes about building AI agents that catch their own hallucinations. His core belief: buying software you cannot modify is like buying a horse instead of a car.
Airtable
Airtable is a San Francisco software company that turned the humble spreadsheet into a flexible app platform, letting non-engineers build relational databases, interfaces, and automated workflows without code. Founded in 2012 and launched publicly in 2015, it now serves more than 500,000 organizations - including the majority of the Fortune 100 - and has refounded itself as an AI-native app platform anchored by its conversational builder, Omni.
Zapier
Zapier is the automation platform that connects more than 8,000 apps so people can build workflows - called Zaps - without writing code. Founded in 2011 by Wade Foster, Bryan Helmig and Mike Knoop, the fully remote company has grown from a Y Combinator side project into a roughly $5 billion business serving millions of users, and it is now reorienting around AI agents that don't just move data between apps but make decisions inside the workflow.
Sage CRM
Sage CRM is a customer relationship management platform built by Sage Group plc, designed to help small and mid-sized businesses manage sales pipelines, marketing campaigns, and customer service from a single hub. Deeply integrated with Sage's accounting suite, it lets growing companies turn contact records into revenue without the complexity - or cost - of enterprise alternatives like Salesforce.
Apptivo
Apptivo is a cloud-based, all-in-one business management platform founded in 2009 and headquartered in Fremont, California. The company offers 65+ integrated business applications — from CRM and project management to invoicing and field service — under a single affordable subscription starting at $15/user/month. Bootstrapped and self-funded, Apptivo has grown to serve 200,000+ customers across 193 countries, reaching approximately $75M in annual revenue by 2025. Its core value proposition: enterprise-grade software at small-business prices, with 24/7 human customer support at every tier.
Creatio
Creatio is a Boston-based enterprise software company that builds an AI-native, no-code CRM and workflow automation platform. Founded in 2002 (originally as bpm'online) and rebranded in 2019, Creatio achieved unicorn status in 2024 with a $1.2 billion valuation after raising $200 million in Series B funding. The platform serves 7,000+ customers across 100 countries in 23 languages, enabling organizations to automate business workflows and manage customer relationships without writing code. With 45% year-over-year growth in 2024, Creatio competes against Salesforce and Microsoft Dynamics by offering faster implementation, composable pricing, and deeply integrated agentic AI capabilities across its Sales, Marketing, and Service modules.
Ranga Mohan
Ranga Mohan is a technology executive with roughly two decades of experience building digital platforms at the intersection of engineering and go-to-market strategy. Currently VP of Digital Technology (GTM-Marketing) at ServiceNow, he joined the Santa Clara-based enterprise cloud leader in 2025 after five years as VP of Digital Technology & International at 7-Eleven, where he led the construction of a global convenience tech platform. Earlier stints at Capital One - where he helped create the industry's first online-only mortgage pre-approval experience - and Bank of America shaped his deep fluency in scaling digital customer experiences inside large, complex organizations.
Automation Anywhere
Automation Anywhere is a San Jose-based enterprise software company building agentic process automation - software bots and AI agents that handle the repetitive office work humans do not want to do. Its Automation 360 platform combines RPA, document AI, and generative-AI co-pilots to run end-to-end workflows for global enterprises across finance, healthcare, manufacturing, and the public sector.
Ema
Ema builds a 'Universal AI Employee' for the enterprise - autonomous AI agents that plug into existing systems and run business processes across customer support, sales, HR, finance, and compliance. Founded in 2023 by ex-Coinbase CPO Surojit Chatterjee and ex-Okta engineering VP Souvik Sen, the company is headquartered in San Francisco and has raised $61M to date.
HoneyBook
HoneyBook is an AI-powered business management platform built for independent service professionals - photographers, event planners, consultants, and creative freelancers. Founded in 2013 in San Francisco with roots in Tel Aviv, the platform combines CRM, contracts, invoicing, payments, scheduling, and workflow automation into a single clientflow hub. With $498M in total funding, a $2.4B valuation, $140M ARR, and more than $12 billion in payments processed, HoneyBook has become the dominant platform for the growing independent economy - helping over 100,000 small business owners run client relationships from first inquiry to final payment without switching between a dozen tools.
InfrasAI
InfrasAI (formerly iLife Technologies) is a Sunnyvale-based AI infrastructure company that builds the plumbing behind modern insurance distribution. Their headless API platform lets insurance carriers connect to any distributor channel - agents, brokers, IMOs - without rebuilding integrations from scratch each time. The core bet: use agentic AI to auto-generate workflows from natural language, collapsing integration timelines from 24 weeks to about 2. Customers include Transamerica and Guardian Insurance. Backed by Foundation Capital, Brewer Lane Ventures, SCOR, and others, InfrasAI has raised $28M total.
Jasper
Jasper is an enterprise AI marketing platform that gives marketing teams a purpose-built workspace with 100+ specialized AI agents, proprietary Brand IQ and Marketing IQ technology layers, and content pipelines designed to produce on-brand content at scale. Founded in 2021 by Dave Rogenmoser, Chris Hull, and JP Morgan, Jasper grew from a simple GPT-3 frontend into a unicorn valued at $1.7 billion, serving over 100,000 customers including nearly 20% of the Fortune 500.