Transforming Enterprise Workflows with AI
How we built a natural language platform that revolutionized capital markets automation
2021-2023
0→1Product DeliveryPLGAI Workflow Innovation
How we built a natural language platform that revolutionized capital markets automation
Enterprises are rapidly deploying intelligent agents and applications to automate tasks, streamline workflows, and accelerate decision-making. But with every new tool introduced, the challenge of getting these systems to talk to each other—and to the humans who rely on them—grows exponentially. Interoperability becomes more than just data exchange; it demands agentic coordination, real-time context sharing, and the ability to loop humans into decisions at critical moments.
Historically, connecting an AI model to all these external sources has been a messy, ad-hoc affair. Developers had to write custom code or use specialized plugins for each data source or API. This made 'wire together' integrations brittle and hard to scale.
Dozens of AI tools operating in isolation, creating exponential integration complexity with every new system added.
Dozens of AI tools operating in isolation, creating exponential integration complexity with every new system added. Black-box AI decisions in critical operations, creating trust barriers and compliance risks in regulated industries.
Enterprises use 100+ tools but platforms support only a fraction. Every new SaaS tool requires a new connector, creating exponential complexity. Every workflow change required specialized engineers, creating bottlenecks and excluding business stakeholders.
We built an intelligent platform that transforms how enterprises create and manage AI workflows. By leveraging natural language processing and advanced agent orchestration, Connectifi enables business users to describe complex workflows in plain English and watch them come to life instantly. Our platform bridges the gap between human intent and technical execution, democratizing workflow automation for non-technical stakeholders while maintaining enterprise-grade security and compliance.
Built on ChatGPT with custom financial models for real-time context sharing and intelligent routing based on business patterns.
Strategic checkpoints for critical decisions with seamless handoffs and complete audit trails for regulatory compliance.
Extended FDC3 standard for AI agents with universal intent system and cloud-native hybrid deployment support.
Describe workflows in plain English and watch them materialize—no code required, instant preview and testing.
AI handles routine tasks, intelligently escalates exceptions to humans when confidence is low.
AI provides recommendations and analysis, humans make final decisions on critical actions.
AI executes workflows autonomously, humans validate critical steps for compliance.
Humans correct AI decisions, system learns and improves future performance.
See the breakthrough features that transformed enterprise workflow automation
Transforms natural language requirements into FDC3-compliant workflows. Bridges the communication gap between product owners and developers.
Pre-configured workflow templates with single-click setup. Accelerates development in financial services technology.
Pioneered an approach to SaaS connectivity that predated modern solutions like Claude's connector directory.
Visual workflow editor for data transformation and enrichment—predating similar tools from Anthropic (Artifacts) and OpenAI (Canvas).
Embeddable AI components with context-aware UX that adapt dynamically, allowing any app to fetch cross-system data and embed AI agents.
Bank-grade security with comprehensive audit trails and regulatory compliance for financial services.
FDC3 Interoperability
Built interoperability layer on FDC3 standard. Achieved instant compatibility with trading systems and early proof of concept with enterprise clients.
Product-Led Growth
Pivoted to PLG model. Created self-serve onboarding and template marketplace, significantly increasing user acquisition velocity.
Natural Language Engine
Launched AI-powered workflow assistant. Secured $3.4M seed funding and enterprise partnerships including JP Morgan, T.Rowe Price, and Singletrack.
Key insights that will shape the next generation of enterprise AI automation, drawn from our experience building natural language workflows for capital markets.
The ability to describe intent in plain language democratizes automation. The next frontier isn't just understanding commands but understanding context, nuance, and business logic.
Instead of building more connectors, build smarter agents that can understand and adapt to different data formats and protocols dynamically.
Enterprise AI adoption hinges on explainability. Every decision must be traceable, every action reversible, every output verifiable.
The future isn't full automation but intelligent collaboration—AI handling complexity while humans provide judgment, creativity, and accountability.
Learn how I can help your enterprise transform complex operations with intelligent workflow automation. From natural language interfaces to human-in-the-loop architectures—let's build AI systems that your teams will actually adopt.