Réceptly

Services

We design, build, and deploy AI-powered workflows that automate operations and connect core systems.

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Abstract Receptly brand background

What we help automate

Data & Reporting

  • Internal workflows
  • Approval processes
  • Support routing
  • Manual data processing

Operations

  • Data pipelines
  • Automated reporting
  • Real-time dashboards
  • Cross-system reporting

AI Enablement

  • Internal AI assistants
  • Document processing
  • CRM / ERP integrations
  • API-based automation

Our core services

From workflow automation to system integration, we deliver outcomes that move your business forward.

Built for real business industries

Connect your favorite tools and automate repetitive tasks for maximum efficiency.

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Typical projects

Connect your favorite tools and automate repetitive tasks for maximum efficiency.

  • Automating internal workflows across CRM, support, and operations
  • Integrating Salesforce, HubSpot, Slack, or internal tools
  • Building internal AI assistants and operational agents
  • Creating data pipelines and automated reporting
  • Document processing and invoice automation
  • Customer support routing and inquiry automation

A process built for results

Clear milestones, constant communication, and zero hand-waving. Here’s how we get from idea to impact.

  1. Step 01

    Discovery & Success Criteria

    We map your current workflows, identify bottlenecks, and define clear metrics for success.

  2. Step 02

    Map Workflows + Data Access

    Hours, services, staff, calendars, and routing rules come in. We connect the systems you already run instead of asking you to replace them.

  3. Step 03

    Build + Test + Security Review

    Solutions are built against real scenarios, tested live, and reviewed with your team before anything goes to customers.

  4. Step 04

    Launch + Monitor + Iterate

    Go live with monitoring in place, then refine from evidence — transcripts, analytics, and the workflows that keep running after the call.

Used by high-growth companies all over the world

HVAC Owner (Phoenix, AZ)

“I had no idea how many calls I was losing after 5pm. I pulled my phone records. Turns out 40% of my inbound calls came after hours or on weekends. I was missing every single one. Receptly now answers 24/7. I booked $4,200 in jobs in the first month — all from calls I never even knew existed.”

Partner, Marketing & Consulting Agency

“We thought our problem was 'we need AI.' Turns out our problem was a broken proposal approval process that cost us a $180,000 client. Receptly's strategy session uncovered that in the first hour. They fixed the process first, then automated it. Now proposals move in 3 hours instead of 3 days.”

32-Person Firm

“Every single Monday, my team spent 3 hours compiling status reports from Asana, Harvest, HubSpot, and GA4. By lunchtime, half the day was gone. Receptly automated the entire reporting pipeline — every Monday at 7am, 24 perfect client reports land in our inboxes. Our account managers now spend Monday morning on strategy, not spreadsheets.”

Director of Operations, Distribution Company

“I was terrified of implementation. Heard horror stories about AI projects taking 6 months and needing a dedicated developer. Receptly set everything up in 3 weeks and nothing broke. They wrapped AI around our existing systems instead of asking us to change anything. Our 20-year-old ERP didn't even blink.”

Manufacturing Company (Pittsburgh, PA)

“My team had zero AI literacy. Zero. Some were scared, some tried ChatGPT once and gave up. Receptly ran a 2-day hands-on training — not theory, actual implementation. Within a week, my team was actually using it. Within a month, we couldn't run the business without it.”

Get Started

Let's talk about your workflows

Book a discovery call or send us a message. We'll get back to you within one business day.

30 minutes to explore your automation opportunities. No pitch, no pressure—just a focused conversation about your workflow challenges.

  • Identify high-impact automation opportunities
  • Discuss your current tech stack
  • Get a ballpark timeline and approach

Schedule a discovery call

Tell us about your goals, and we'll tailor our expertise to fit your needs. Fill out the form below, and we'll get back to you soon.

Frequently AskedQuestions

Receptly is a 24/7 AI revenue capture platform: it answers calls, books appointments, qualifies leads, and follows up across email, SMS, WhatsApp, Telegram, and chat — all in one dashboard configured for your industry.