AI-assisted workflows and governed AI Operators that take work from start to finish. Saving time, money, and sanity.
We eliminate repeat work, missed follow-ups, and operational slip-ups, without replacing your team or ripping out your systems.
No rip-and-replace. Start with one Quick Win, then scale once ROI is proven. Want to click around first? Explore the sample Portal (no login...just a demo) for an example of the client side user interface/portal/dashboard.
Built for operators
You don't need a chatbot or another generic AI tool. You need work to stop falling through the cracks.
ThreadLogic combines workflows, AI Operators, and guardrails so routine work gets done automatically (routing, drafting, follow-ups, updates, and escalations) without forcing you to rebuild how your business runs.
That's automation built for real operations. That's what ThreadLogic is.
- Missed calls that never get returned
- Estimates and follow-ups that fall through
- Daily tasks people forget when it’s busy
- Inconsistent processes across staff or locations
- Leads stuck in inboxes with no clear next step
- Status updates that take longer than the work
- Owners chasing tasks across tools all day
- Jobs stuck waiting on approvals with no owner
- Customer replies buried in shared inboxes
- Invoices sent late or followed up inconsistently
- No clear escalation path when SLAs are missed
- Team handoffs that break after-hours or weekends
- and many more
Approvals for risky actions. Safe auto-runs for the boring stuff. And logs for everything, because “trust me bro” isn't compliance. Add rules for who can do what, which actions require review, what happens after-hours, and how escalations trigger when timing or thresholds fail.
A fully hosted and managed execution platform that orchestrates intelligent workflows and risk-managed AI Operators end-to-end, carrying tasks from initiation to resolution and accountable for outcomes.
ThreadLogic turns repeatable operations into reliable workflows: capture a request, route it, take action, follow up, and escalate when needed. We host the platform in our cloud, maintain and update your workflows and Operators, and monitor runs so work keeps moving. AI Operators can draft messages, update records, and push work forward (inside guardrails: approvals, policies, and a full audit trail).
- Stop leads from dying in inboxes
- Reduce no-shows with confirmations + reminders
- Follow up on quotes until booked or closed
- Send status updates without manual check-ins
- Draft replies + follow-ups automatically (with approval when needed)
- Escalate when deadlines or SLAs are at risk
- Triggers: email, calls, forms, CRM/billing events
- Actions: message, schedule, create/update records, route tasks (plus AI-drafted content / field extraction)
- Controls: approvals, escalation, SLAs, timeouts, retries (plus thresholds + allowlists)
- Auditability: logs + decision history per run (including AI outputs where applicable)
- Data discipline: structured fields + templates
Purpose-built applications that extend ThreadLogic without bloating the core platform.
ThreadLogic's main product is still governed workflows and AI Operators. Applications & Add-ons are the a la carte layer: focused software products you can license alongside the core platform when you need a dedicated workspace, interface, or operating tool for a specific job.
Distinct apps with their own interface, use case, and login experience.
License only the apps that solve a real operational problem instead of buying a bloated bundle.
Certain apps can be included for active ThreadLogic clients while still being available separately.
Structured sheets, better control, less spreadsheet chaos.
SheetFlow gives teams a cleaner, more governed way to manage operational records, workflows, attachments, and collaboration without forcing everything through a giant, overbuilt system. Think spreadsheet familiarity with stronger controls, sharing discipline, and room for institutional oversight.
- Give teams a purpose-built operational workspace instead of another fragile spreadsheet mess.
- Create a licensing path for standalone apps under the ThreadLogic umbrella.
- Let current clients access useful software without making them buy a separate platform first.
ThreadLogic clients: 1 license included with a minimum Quick Start account.
Standalone licensing: positioned for lighter self-serve plans outside the main pricing page.
SheetFlow is available now with licensing handled on its own page.
Workflow blueprints that go live fast
Start with a proven workflow and make it run reliably, without babysitting.
AI Operators own the outcome.
Workflows automate steps. Operators take a whole lane off your plate: intake → understand → decide → act → escalate. They’re outcome-owned and governed with approvals and audit logs, so it stays helpful, not hilarious.
- Tickets/tasks created in your system
- Draft replies (draft-first)
- Ownership + due dates
- Clean meeting notes + decisions
- Action items with owners and deadlines
- Follow-up emails
- Evidence map (requirement → proof)
- Gap list with owners
- Exportable binder (PDF + index)
- Vendor comparison memos
- Renewal calendar + alerts
- Contract summaries
- Micro-lessons + quizzes
- Attestations + reminders
- Completion tracking
- Renewal calendar + alerts
- Draft outreach sequences
- Risk list with owners
Explore practical use cases
Pick a problem that matches your world. We’ll map the workflow to your process, with real guardrails.
Pick a lane. Get ready-to-run blueprints.
Choose a workflow problem (or an industry) and we’ll surface the matching patterns you can deploy fast.
Stop losing leads when you’re busy or after hours
Every missed call, late reply, or half-filled form is a potential job that quietly disappears. Most businesses don’t need more leads, they need faster, more consistent follow-up.
- Missed call → instant text-back with a friendly message
- Lead → short intake form captures details automatically
- Responses → routed to the right person
- Follow-ups → reminders until booked or closed
- Booking → confirmation and prep checklist sent
Want this to match your exact process? That’s the point, we adapt the workflow blueprint to your rules.
A home base for your workflows plus AI agents
Once you’re a client, ThreadLogic includes a portal where your team can manage workflows, configure templates, track SLAs, and review run-by-run audit trails. You’ll also get reporting that answers the only question that matters: is this saving us time and reducing misses?
Kick the tires on the sample portal. It’s a dummy account, so you can click around without breaking anything (which is more than I can say for some CRMs).
Simple pricing that stays fair as complexity changes
Workflows are scoped by credits. Operators are metered by cases handled. Either way, pricing stays aligned with outcomes and guardrails — not token math.
Quick Win - Workflow
- 1 credit included
- Guardrails + audit trail
- Email + basic integrations
- 1 Quick Win blueprint installed
- Basic routing + follow-ups
- Approval checkpoints (optional)
- Run limits sized for SMB ops
- Missed call → auto follow-up
- No-show rescue sequence
- Support inbox triage + draft reply
Growth Kit - Workflows
- 5 credits included
- More connectors
- Better escalation
- Workflow blueprints scoped to 5 credits
- More triggers + actions
- Escalation rules
- Audit logs per run
- Lead intake → routing → follow-up
- Invoice overdue nudges
- Review request + recovery
Business Ops - Workflows
- 12 credits included
- SLA-minded controls
- Multi-team support
- Workflow blueprints scoped to 12 credits
- Advanced escalation + timeouts
- Role-based approvals
- Priority support
- Multi-location routing + escalation
- CRM hygiene + follow-ups
- Appointment confirmations + reminders
A Quick Win blueprint with light tailoring—one main trigger, a few rules, and 1–2 systems.
Standard workflows with more branching, more data handling, or more systems involved.
Complex builds: orchestration, heavy exception handling, strict approvals, SLAs, and auditability.
Example: 5 credits could be 5×1-credit Quick Wins, or 3×1 + 1×2, or 2×2 + 1×1. Same total value, fairer pricing.
AI Operators (Premium)
Operators own a complete business outcome, not just a step sequence. They can monitor context, handle exceptions, route approvals, and close the loop with a full audit trail.
- Case-based outcomes
- Review queue + approvals
- Audit trail + tracing
- Agentic follow-up until done or escalated
- Draft-first messaging with human approval controls
- Exception handling and confidence-based routing
- Structured extraction and system updates
- Decision traces and audit-ready logs
- Inbox-to-Done Operator
- Meeting-to-Implementation Operator
- Compliance Evidence Operator
- Vendor & Procurement Operator
- Policy-to-Training Operator
- Renewal & Retention Operator
- Metered by cases completed, not by tokens.
- Volume tiers and approval depth are scoped up front.
- Exception handling and review queue included by default.
- Inbox-to-Done (email threads)
- Meeting-to-Implementation
- Compliance Evidence binder
- Multiple systems + messy edge cases
- Regulated environments needing approvals + audit trails
- Complex routing/escalation across teams or locations
- Custom integrations / API work
- Discovery + process mapping
- Custom connectors / integration work (as needed)
- Staging + rollout plan
- Team training + governance
Frequently asked questions (FAQ)
Pricing, credits, Operators, and how this actually works once it's live.