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Your workflows live in 15+ tools and your team's heads. Underpine makes them visible, scores the leaks, and produces machine-readable context so AI agents can actually work inside your company.
Every founder and ops leader we talk to describes the same three things.
Becky creates a brief in one tool, copies it to another, assigns it, it gets worked on in a third, reviewed in a fourth. One workflow. Multiple tools. Three people. Zero integration. And don't get us wrong: people should do whatever tool they are more comfortable with — but you need to be able to overview all the work and outputs in a better way.
When to push back on scope. When to escalate. Which client needs hand-holding. This is the holy grail — and it's walking out the door with every resignation.
You've identified dozens of workflows to fix. But without operational visibility, you're guessing. And guessing means wasted budget on the wrong things.
We don't sell AI. We make your operations visible enough that AI can actually work.
We (or the AI? 🤖) interview your team and connect to your tools to map how work actually happens — not how the org chart says it should.
We score your operations against YOUR goals and show you exactly where the margin is leaking.
We turn everything into structured context that any AI agents or AI solution can consume and act on. Not a PDF. Not a slide deck. A machine protocol ready to use and implement.
Your company now has everything it needs to start building AI solutions that actually work. Not sure which technical path to take? We’re here to help you plan the right one.
Most companies skip straight to tools and fail. Underpine starts with visibility because the map has to exist before the territory can be improved.
Without a map of how work actually flows, automation amplifies the dysfunction already there.
You can't fix what you can't measure. The operational map shows exactly where margin is disappearing.
The Context Pack is only as good as the operational intelligence behind it. Get the intelligence first.
We don't just ask how you work. We verify with real data from your actual tools — Slack patterns, Workfront throughput, HubSpot pipeline. We confirm, not just ask.
Every recommendation is tied to margin impact and goal progress. Not generic "AI opportunities." Quantified leaks. Specific ROI. Your numbers, not benchmarks.
The Context Pack isn't for humans to debate over. It's YAML + Markdown that AI agents can consume and act on. The only output in the market built for machines.
Discovery to Context Pack in a couple weeks sprint. Not 6 months of workshops. Not 47-slide decks. Not transformation theater. Full operational clarity, delivered.
Underpine is for agency leaders who know delivery, approvals, and client context are leaking margin, but cannot see the full workflow clearly enough to fix it.
Tell us where work gets stuck. We will show you what needs to be mapped first.
When briefs, revisions, approvals, and client notes are split across Notion, Slack, Figma, email, Workfront, and the account lead's memory.
When leadership needs a practical view of how work actually moves before adding another automation, AI agent, dashboard, or operating rule.
When the goal is not another generic AI tool, but a context layer that teaches agents your real processes, owners, exceptions, and guardrails.
Real deliverables. Not decks. Not vague recommendations.
This team creates ads, landing pages, email campaigns, and social content for clients. A simple request usually goes from brief, to first draft, to client feedback, to revisions, to final approval. That flow took 15 calendar days on average, but the team was only actively working for 7 of them. The other 8 days were spent waiting for feedback, clarifying conflicting comments, and chasing the right approver.
Work is not stuck because the creative team is slow. It is stuck because feedback arrives in different places, nobody owns the combined answer, and approvals do not have a clear deadline.
The fix is not more reminders. The team needs one intake rule for feedback, one revision brief, one named approval owner, and a deadline that moves with every handoff.
| Process area | Risk today | What to improve | Impact | Priority |
|---|---|---|---|---|
| Content revision loop avg 3.4 rounds · 8 idle days/project |
Projects slip because no one can tell whether feedback is complete. | Create one consolidated revision brief before creative work restarts. | $22K/mo | 1st |
| Feedback fragmentation Email + Slack + Docs — no single brief |
Conflicting comments create extra revision rounds and client frustration. | Choose one source of truth and flag conflicts before they hit the designer. | $11K/mo | 2nd |
| Approval routing No clear owner · avg 4-day wait |
Final delivery depends on whoever notices the approval request first. | Route by project size, client type, and decision owner with a visible deadline. | $8K risk/mo | 3rd |
| +8 other workflows… Full breakdown in report |
varied | varied | Low–Med | Later |
The Context Pack is delivered as a Markdown/YAML library. Humans can read it as documentation. AI agents can use the same files as operating instructions, decision rules, prompts, and guardrails.
What the agents handle
Same project. Fewer lost days.
This team receives about 320 vendor invoices every month: software bills, contractor bills, media spend, office expenses, and project costs. The finance software captures invoice amounts and due dates, but it does not know the human judgment behind exceptions: when a purchase order mismatch is harmless, when a missing contract needs follow-up, or who can approve a payment without creating risk.
The systems know vendor names, invoice amounts, and due dates. They do not know which exceptions are safe, who owns the answer, or what evidence should be saved for audit.
Finance needs clear rules for recurring vendors, purchase order mismatches, missing contract links, approval owners, escalation paths, and what an agent is never allowed to do.
| Process area | Risk today | What to improve | Impact | Priority |
|---|---|---|---|---|
| Recurring vendor approvals Staples, software, utilities |
Low-risk invoices wait in the same line as unusual or risky invoices. | Create safe approval rules for vendors that repeat every month. | 4 days idle | 01 |
| Purchase order mismatch Invoice does not match the original buying request |
Valid invoices are held because the system cannot explain why the number or date changed. | Attach campaign notes, owner comments, and risk level before finance reviews. | $18K held | 02 |
| Approver routing Department owner vs project owner |
Invoices bounce between Slack, email, and Bill.com with no clear decision owner. | Route each invoice by amount, department, project, vendor risk, and deadline. | 38 hrs/mo | 03 |
This is not just a technical configuration file. It is a full process library: documentation, decision rules, risk notes, agent instructions, prompt templates, and guardrails that can be read by humans and used by AI systems.
AI improvement is not "read the invoice faster." It is knowing the policy, the vendor history, the approval owner, and the safe next action before finance opens the ticket.
Same invoices. Fewer dead zones.
No hidden costs. Price depends on team size and tool count. Full breakdown shared after you join the waitlist.
Average delivery: discovery to Context Pack
Workflows mapped per engagement on average
Priority fixes that drive 60%+ of recoverable margin
Average recoverable margin found in pilot engagements
"We knew we were bleeding time and money — we just couldn't see where. Underpine gave us the map. Within a week we had our top 3 priorities and a concrete path forward."
"The tribal knowledge capture alone was worth the entire engagement. Our AI agents went from generic to actually knowing how our company works. This is the holy grail."
2-week delivery. Transparent pricing. No consulting theater.
Agent-ready in weeks, not quarters.