Document intelligence
ResumeLens
AI-powered CV extraction with Vertex AI. Structured candidate data from unstructured résumés in seconds.
- Vertex AI
- React
- Make.com
AutomationAI where it countsEnd-to-end
Your business, running on autopilot where it counts
cortexLegion designs and builds automation from lead generation to back-office operations — so you scale output without scaling headcount.
Trusted across
SalesOperationsMarketingSupportFinance
Why cortexLegion
Our Solutions
Six core domains, one partner. Add what you need, ignore the rest.
Lead generation & sales
Capture, validate, deduplicate, and route leads automatically so your pipeline fills itself.
AI customer engagement
Chatbots and assistants that resolve real questions and hand off to humans at the right moment.
Workflow automation
Invoicing, reporting, approvals, and data sync — the repetitive ops that consume your week.
Systems integration
CRM, email, forms, and internal tools connected into one coherent flow.
Data & analytics
Dashboards that update themselves. Reporting pipelines that run without someone clicking export.
Back-office operations
Document processing, onboarding sequences, and operational workflows handled end-to-end.
Sales
Leads that route themselves
Every inbound lead validated, scored, and routed before a rep ever sees it. Follow-up sequences fire on time, every time.
- Form and ad capture with real-time validation
- CRM deduplication and enrichment
- Lead scoring and rep assignment rules
- Automated follow-up sequences
- Slack and email notifications on high-value leads
Engagement
AI assistants that actually help
Not scripted dead-ends. Assistants that understand context, qualify inquiries, and escalate when a human is needed.
- NLP-powered responses, not rigid decision trees
- CRM and knowledge base lookups as tools
- Conversation history and context persistence
- Clean human handoff with full context
- Multi-channel: web, email, Slack
Integration
Your tools, one coherent flow
Stop copying data between systems. We connect CRM, forms, email, and internal tools into sync flows that stay reliable as you scale.
- Bi-directional CRM, form, and email integrations
- Field mapping and transformation rules
- Webhook and API orchestration
- Error handling with retries and alerts
- Monitoring across every connected system
Analytics
Numbers that update themselves
Dashboards and reports built on live data pipelines — no manual exports, no stale spreadsheets, no waiting on someone to pull the numbers.
- Automated extract, transform, and load pipelines
- Self-updating dashboards for ops and leadership
- Scheduled reporting to email and Slack
- Metric definitions your whole team trusts
- Alerts when KPIs move outside target ranges
Use cases
What you can automate
I
Sales teams
Pipeline fills itself. Reps only talk to qualified prospects with full context before the call.
II
Customer support
Resolve common questions instantly. Escalate complex cases with full conversation history.
III
Operations
Invoicing, onboarding, and reporting run on schedule without someone chasing spreadsheets.
IV
Marketing
Campaign orchestration, audience segmentation, and performance reporting that updates itself.
V
Agencies & consultancies
Deploy repeatable automation stacks per client. Clean handoff, measurable outcomes.
VI
Growing businesses
Scale output without scaling headcount. Systems that adapt as your processes evolve.
Selected work
Projects that started with too much manual work
Real automation builds across sales, intake, finance, and customer engagement — each scoped to a process that was eating hours every week.
Research intake automation
HelixIntake
Research request intake for life sciences teams. Validated, deduplicated, and routed into Asana in under two minutes.
- Make.com
- Asana
- OpenAI
Sales automation
CRM Lead
Lead validation and deduplication middleware for HubSpot. Every inbound lead normalized before it hits the CRM.
- n8n
- HubSpot
- Airtable
Finance automation
ClearLedger
Invoice intake, approval routing, and finance tracking. Back-office workflows without spreadsheet chasing.
- OCR
- Workflow
- APIs
AI customer engagement
CareBridge
AI assistant for appointment booking and FAQs. Resolves common questions and hands off to humans when needed.
- GPT
- Node.js
- Chatbot
Document intelligence
ResumeLens
AI-powered CV extraction with Vertex AI. Structured candidate data from unstructured résumés in seconds.
- Vertex AI
- React
- Make.com
Research intake automation
HelixIntake
Research request intake for life sciences teams. Validated, deduplicated, and routed into Asana in under two minutes.
- Make.com
- Asana
- OpenAI
Sales automation
CRM Lead
Lead validation and deduplication middleware for HubSpot. Every inbound lead normalized before it hits the CRM.
- n8n
- HubSpot
- Airtable
Finance automation
ClearLedger
Invoice intake, approval routing, and finance tracking. Back-office workflows without spreadsheet chasing.
- OCR
- Workflow
- APIs
AI customer engagement
CareBridge
AI assistant for appointment booking and FAQs. Resolves common questions and hands off to humans when needed.
- GPT
- Node.js
- Chatbot
How we work
From first call to running workflow
It starts with a free consultation. Most clients begin with one painful process — we automate it, prove the value, then expand from there.
I
Discover
We start with a free consultation to map the process eating your time — how work actually runs today, not the org-chart version.
II
Design
One workflow scoped with clear inputs, outputs, and tools. You know what we’re building before we start.
III
Build
Integrations wired, automation tested, edge cases handled. Most first workflows go live in 1–3 weeks.
IV
Hand off
Documentation, a setup your team can run, and optional support. No black box, no dependency trap.
Skills and integration
Built on the tools you already use
Automation platforms, CRMs, AI APIs, and productivity stacks — connected with clean integrations, not duct tape.
Make.com
Automation
n8n
Automation
Zapier
Automation
HubSpot
CRM & sales
Salesforce
CRM & sales
Airtable
CRM & sales
Google Workspace
Productivity
Microsoft 365
Productivity
OpenAI
AI & LLM
Slack
Communication
Shopify
E-commerce
Stripe
Payments
Notion
Productivity
Supabase
Data
REST APIs & Webhooks
Integration
Insights
Latest articles
FAQ
Frequently asked by owners like you
Absolutely. Most clients start with one or two workflows like intake forms or internal approvals and expand as they see results.
Most companies have their first workflow up and running in 1–3 weeks. We handle setup, testing, and handoff — you stay focused on the day-to-day.
No. We build systems designed for non-technical teams. You'll get a clean setup, simple interface, and optional ongoing support if you want it.
Yes. We integrate with CRMs, project management software, finance platforms, and more — including tools like Salesforce, HubSpot, QuickBooks, Google Workspace, and Slack.
Yes. We follow best-practice security protocols and support compliance needs like PCI, GDPR, and HIPAA, depending on your industry.
Get started
Ready to stop doing work a system should do?
Tell us what eats your time. We'll map the automation that gives it back.
Measurable outcomesEnd-to-end deliveryAI where it earns its placeNo vendor lock-in