Maximize revenue per employee
Automation and agents move your team's time back to growth work.
AI Agents
Less manual work. More revenue per person.
We design and deploy AI-powered automations and custom AI agents across your revenue cycle. Built to augment your team, not replace their thinking.
Trusted by revenue leaders
TreasuryPath
Three Value Pillars
Operational complexity goes down
The right infrastructure removes process debt and brittle workflows.
Leadership gets visibility
Engineered systems make data reliable and handoffs traceable.
The Shift
Build an operating layer that handles work automatically, deploys agents where judgment is required, and routes attention to the decisions that move deals forward.
Automation Scope
01
Lead Routing & Assignment
Routing logic that gets the right lead to the right owner based on territory, segment, score, or motion.
02
CRM Updates & Hygiene
Automated enrichment, field updates, stage progression, and deduplication without manual upkeep.
03
Outbound Sequence Triggers
Behavior-based automation that enrolls, pauses, or advances prospects based on real-time signal.
04
Handoff Automation
Structured handoffs between teams, with the right context routed to the right person every time.
05
Reporting & Alerts
Pipeline reports, deal risk alerts, and summaries delivered to the right stakeholders.
06
AI Research & Enrichment
Prospect research, account summaries, and contact enrichment generated at the point of need.
07
Custom AI Agents
Custom agents trained on your data, ICP, and revenue motion.
08
CS & Expansion Automation
Health scoring, sentiment tracking, usage monitoring, and expansion alerts.
09
Workflow Consolidation
We audit, redesign, and consolidate tangled workflows, redundant triggers, and brittle integrations.
Implementation Method
Automation without process clarity creates a faster version of the same problem. Ombrik finds the right opportunities first, then builds in ROI order.
OmbrikMSP for GTM Engineering
01
Process Audit
We map manual processes, handoffs, repeated tasks, and places where human effort is replacing systems.
02
Opportunity Prioritization
We identify where automation fits, where an AI agent is required, and rank by impact.
03
Custom Build
Our team builds every automation and agent around your stack, processes, and operating logic.
04
Validation & Testing
Every automation and agent is validated before it goes live, including edge cases and failure states.
05
Deployment & Handover
We deploy into your live environment with the documentation and context your team needs to manage what was built.
06
Ongoing Optimization
As your business evolves, we review performance, retrain agents, and update workflows.
Outcomes
~73%
Reduction in manual work
Routine updates, reconciliations, and reporting replaced by automation and agents.
22+
Hours saved weekly
Time redirected toward selling, managing, and decision-making.
1.9x
Faster deal execution
Automated handoffs, follow-ups, and AI-surfaced context move deals faster.
66%
Less operational overhead
Less coordination cost and management drag during periods of scale.
Next Step
Request a strategy call and leave with a clear picture of what is worth automating and where AI agents create leverage.