Connect your tools
Integrate your AI with the systems, data, and context it needs to do its job.
Murphy Shade Co.
“Revi Systems provided invaluable insights into my window treatment business. The expertise and guidance they gave me made a real impact.”
— Brian Murphy, Owner
Optimize your AI's performance
Diagnose & fix knowledge base gaps, context engineering failures, and missing integrations that hold your AI back.
A Chief of Staff's Guide to AI Agents
AI agents are making a case for themselves in your organization that no operator should ignore.
Sawyer MiddeleerScale pilots into operational systems
Expand what works across your organization. Build measurement systems, maintenance processes, and operational playbooks.
What we see
3 patterns we see in almost every AI operations review
Companies invest in AI tools and expect transformation. Here's what they get instead.
Data is everywhere
CRM fields are half-filled, knowledge bases are stale, and your AI agents can't find the right product data. The information exists — but it's not organized for machines.
AI performance is unknown
Nobody can tell you how many tickets the AI agent resolves correctly, or why it struggles. There's no measurement, no validation, and no feedback loop.
Tools, not systems
You bought the tools. Some people use them. But you're spending a lot and barely more productive than you were before.
Our point of view
The problem isn't your AI.
It's the operations around it.
Revi Systems combines hands-on operator experience with deep AI systems knowledge to diagnose and fix the operational layer that makes AI agents perform — knowledge bases, context engineering, integrations, and measurement.
How we work
The Revi Systems methodology
Week 1–2
Diagnose
Benchmark current AI performance, audit knowledge base structure, map integrations and data flows, and identify the gaps between what your AI needs and what it has.
Week 3–6
Fix
Restructure knowledge bases, engineer context pipelines, build missing integrations, and set up measurement dashboards so you can see what's working.
Ongoing
Maintain
Establish the operational processes — maintenance cadences, performance reviews, knowledge base updates — that keep your AI performing as your business evolves.
Automation Recipes
Step-by-step guides for automating your RevOps workflows
Weekly Pipeline Report
Automate a weekly pipeline report with HubSpot and Slack
Contact Enrichment
Automatically enrich new HubSpot contacts with Apollo
Round-Robin Lead Routing
Round-robin route new HubSpot leads and notify reps in Slack
Stale Deal Alerts
Alert Slack when a HubSpot deal is stuck in a stage for over 14 days
Sales-to-CS Handoff
Automate a sales-to-CS handoff when a HubSpot deal closes won
Pipeline Snapshot
Snapshot your HubSpot pipeline weekly and track changes in Google Sheets