Yeah, we do AI.

Automation ⚡ Integration

Grail Automation is a consulting firm specializing in workflow automation, custom integration, and master data management.

Three problems. One practice.

Custom Integration

Your CRM doesn't talk to your ERP. Your billing platform has its own version of the truth. We build the connectors and data flows that make your stack behave like one system — using Workato, custom code, or both.

Workflow Automation

The approval that lives in someone's inbox. The spreadsheet that "only Karen understands." We find the manual work hiding in your operations and replace it with automation that runs itself — increasingly with AI doing the heavy lifting.

Master Data Management

Duplicate records, conflicting fields, migrations that went sideways. We clean up your data, define the source of truth, and build the governance layer that keeps it clean. Because every automation is only as good as the data underneath it.

How an engagement works

01

Discovery

We audit your stack, interview your team, and document every integration, workaround, and manual process. You get a clear map of where you are — and where the leverage is.

02

Design

We architect the solution and pressure-test it before writing a line of code. Data models, error handling, edge cases — documented and reviewed with your team.

03

Build

We build in your environment, test against real data, and ship incrementally. AI-assisted development means faster cycles without cutting corners.

04

Handoff

You own the result. Full documentation, runbooks, and a walkthrough with your team. We stick around for questions — but the goal is independence.

Claude Firecrawl Jira Marketo NetSuite Okta OpenAI Salesforce Slack Snowflake Workato

Senior help, not a staffing agency

Grail Automation is a one-person consultancy — intentionally. When you hire us, you work directly with a senior practitioner who's built integrations across Salesforce, NetSuite, Stripe, Workato, and dozens of other platforms. No account managers. No handoffs to juniors.

We've spent the last year going deep on AI-assisted development — using tools like Claude Code and custom LLM toolchains to move faster without sacrificing quality. The result: boutique attention at a pace that surprises people.

Let's look at your stack together.

Book a 30-minute call. We'll talk through what's connected, what's broken, and what's costing you time. No pitch deck — just problem-solving.

Or reach out directly — hello@grailautomation.com