How It Works

From discovery to working software in 30 days.

ForgeWorks is built from a library of pre-built technical modules — each one does one thing well. We combine the right ones for your problem and assemble them into working software in 30 days. No scope creep, because the scope is defined by the modules.

1

Discovery

4 sessions. Free. No contract.

Session 1

The Business Case

What’s broken, why it matters, and the financial impact.

Session 2

Workflow Deep Dive

Current process, systems in play, and the gaps between them.

Session 3

The User Reality

Users only, no stakeholders. The unvarnished truth about what works.

Session 4

Solution Alignment

Here’s what we heard. Here’s what your ForgeWorks will do.

Total client time: ~6 hours across 4 sessions. No contract. No commitment.

2

Decision

You see mockups. You see the scope. You sign or you don't. Everything you need to decide, zero obligation.

3

Build

30 days from signature to working software.

Week 1

Foundation

Infrastructure, integrations, skeleton.

Week 2

Core Features

Primary workflows, business logic.

Week 3

Testing

Bug fixes, polish, UAT begins.

Week 4

Deployment

Production deploy, training, go-live.

If we're not ready on Day 30, we work until it's right — at no additional cost.

4

Grow

Your ForgeWorks is live. When you need it to do more, we add a module. Same discovery, same 30-day build, same results. One system that compounds over time.

How Assembly Works

Modules become implementations.

Each ForgeWorks is assembled from the right modules for your problem — not built from scratch.

Email Parser
Entity Graph
Scoring Engine
Draft Generator
ForgeWorks
Nexus
Sales & CRM
Layer 1

Technical Modules

Reusable, standalone capabilities. Each does one thing well. Every ForgeWorks implementation is assembled from these building blocks.

50 modules across 4 categories — each one reusable, each one composable.

Ingestion

Email Parser

Parses inbound email into structured data: sender, subject, body, attachments, intent, and entities.

Document Parser

Extracts structured content from PDFs, Word docs, and other document formats.

Calendar Sync

Ingests calendar events from Google and Outlook. Normalizes to a common event schema.

Transcript Pipeline

Processes meeting transcripts into structured summaries, action items, and entities.

RSS/Feed Ingest

Polls RSS feeds and web sources on a schedule. Deduplicates and normalizes to a common article schema.

Webhook Receiver

Validates and ingests inbound webhook payloads from any source. Routes to downstream handlers.

Spreadsheet Parser

Parses CSV and Excel files into typed, structured row data with schema inference.

Video Transcriber

Converts audio and video to structured text via transcription APIs. Returns timestamped, speaker-attributed segments.

Contact Enricher

Enriches contact and company records with data from external sources (Clay, Apollo, LinkedIn).

API Connector

Generic authenticated connector to external REST and GraphQL APIs with retry and rate limiting.

AI & Intelligence

LLM Router

Routes LLM requests to the right provider (Anthropic, OpenAI, Bedrock) based on task type, cost, and latency.

Multi-Agent Orchestrator

Spawns and coordinates multiple specialized agents toward a shared goal.

Tool-Use Loop

Manages LLM tool-call cycles — invokes tools, collects results, continues reasoning.

Classifier

Classifies text or documents into a configurable taxonomy with confidence scores.

Extractor

Extracts structured entities and fields from unstructured text using LLM.

Draft Generator

Generates structured draft documents (emails, proposals, specs) from input context.

Scoring Engine

Scores entities against configurable weighted criteria. Returns 0–100 score with per-criterion breakdown.

Scenario Planner

Builds multiple forward-looking scenarios with probability estimates, key drivers, and recommended actions.

Story Clusterer

Groups related content items into thematic clusters with titles and summaries.

ICP Scorer

Scores contacts against an Ideal Customer Profile definition. Returns fit tier and gap analysis.

Persona Simulator

Simulates domain expert personas for structured advisory and evaluation output.

Requirements Clarifier

Structured multi-agent discovery sessions that turn vague problems into precise, actionable specifications.

Memory & Workflow

pgvector Store

PostgreSQL vector storage for embeddings. Supports cosine similarity search and hybrid queries.

Embedding Pipeline

Generates and stores embeddings for documents, chunks, or entities. Handles chunking and batching.

Knowledge Base

Retrieval layer over embedded content. Answers natural language questions grounded in source documents.

Job Queue

Manages async task execution with priority, retry, dead-letter handling, and status tracking.

Task Dispatcher

Assigns and routes tasks to agents or workers based on type, availability, and priority.

Approval Workflow

Manages human-in-the-loop review gates. Routes to approvers, tracks decisions, escalates on timeout.

Evidence Ledger

Tracks citations and evidence chains for AI-generated claims. Enables auditability and hallucination detection.

Entity Graph

Builds and queries a graph of entities and their typed relationships. Supports path and neighbor queries.

Agent Runtime

Spawns, manages lifecycle, and coordinates agents. Handles messaging, state persistence, and shutdown.

Event Bus

Pub/sub messaging between system components. Decouples producers from consumers.

Sequence Manager

Manages multi-touch communication sequences with timing, branching, and per-contact status tracking.

Audit Logger

Records all data access and system actions. Immutable append-only log for compliance and traceability.

Program Manager

Tracks epics, milestones, tasks, and dependencies. Supports dependency graphs and status rollups.

Delivery & Platform

Briefing Generator

Assembles narrative briefings from structured data using configurable templates and tone.

Report Assembler

Composes multi-section reports from module outputs. Exports to PDF, DOCX, or HTML.

Streaming Chat

Real-time streaming chat interface with LLM backend, session management, and tool use.

Dashboard Shell

Configurable dashboard container for metrics, lists, status views, and charts.

Multi-Tenant Auth

Authentication, authorization, and session management with tenant isolation. Supports OAuth and API key.

CRM Connector

Bi-directional sync with CRM platforms (Attio, HubSpot, Salesforce) with conflict resolution.

Transactional Email

Sends templated transactional emails via SendGrid. Handles delivery tracking and bounce management.

File Storage

Manages file upload, storage, retrieval, and access control. Supports S3-compatible object storage.

Media Generation Router

Routes image and video generation requests across multiple provider APIs (DALL-E, Flux, Runway, Luma).

Notification Router

Dispatches notifications across channels (email, Slack, SMS, webhook) per user preference.

Search Aggregator

Routes and merges results from web search, semantic vector search, and keyword full-text search.

Shell Executor

Safely executes OS-level commands in a sandboxed environment with allowlist and audit logging.

Data Transformer

Converts data between formats and schemas. Handles JSON↔CSV, field renaming, and type coercion.

Rate Limiter

Manages API rate limits, exponential backoff, and retry logic for all external API calls.

Multi-tenant Workspace

Handles workspace isolation and row-level data partitioning per tenant at the database layer.

Layer 2 — Reference Products

Pre-Built Starting Points

Fully-built systems, ready to adapt for your business. These aren't demos — they're production systems we've built and run. Your ForgeWorks starts here.

Fully-built systems assembled from technical modules. Each one is a real, deployable starting point — adapted and extended for a specific client.

CommandPost

formerly: Paia / Assistant System

Operations

AI-powered operations desk. Manages email, calendar, tasks, and daily briefings — proactively, not reactively. Learns your priorities and works while you sleep.

Email ParserCalendar SyncTask DispatcherBriefing Generatorpgvector StoreAgent RuntimeEvent Bus

Lodestar

unchanged

formerly: Lodestar

Intelligence

Market and situational intelligence platform. Ingests signals from multiple sources, builds scenarios, scores confidence, and surfaces what decisions to make — and when.

RSS/Feed IngestClassifierScenario PlannerScoring EngineEvidence LedgerBriefing Generator

Folio

unchanged

formerly: Folio

Knowledge

Institutional knowledge base with semantic search. Ask questions in plain language, get answers grounded in your own documents. New hires ramp up in days, not weeks.

pgvector StoreEmbedding PipelineKnowledge BaseStreaming ChatDocument Parser

Dispatch

formerly: Third Layer News

Intelligence

AI newsroom for industry-specific intelligence. Ingests sources, clusters stories into dossiers, writes daily briefings, and spawns research briefs on demand. Your team reads signal, not noise.

RSS/Feed IngestMulti-Agent OrchestratorClassifierStory ClustererBriefing GeneratorEvidence Ledger

Nexus

formerly: LFW AI Graph CRM

Sales & CRM

Graph-native relationship intelligence CRM. Maps your network, tracks deal momentum, surfaces who to contact and what to say — based on actual interaction history, not guesses.

Entity GraphEmail ParserCalendar SyncScoring Enginepgvector StoreDraft Generator

Reach

formerly: Prospecting Partner

Sales & CRM

Outbound prospecting engine with AI judgment. Scores leads against your ICP, drafts personalized outreach, manages multi-touch sequences, and detects reply intent — before a rep touches it.

ICP ScorerScoring EngineDraft GeneratorEmail ParserClassifierSequence ManagerJob Queue

Pulse

formerly: Vibez Monitor

Communications

Communications intelligence for high-volume channels. Monitors Slack, Teams, email groups, or chat — classifies signal, surfaces contribution opportunities, and delivers a daily intelligence brief.

Webhook ReceiverClassifierScoring EngineBriefing Generatorpgvector Store

Ascend

formerly: Training Assistant

Operations

Adaptive performance coaching platform. Ingests real performance data, generates plans that adjust to actual conditions, and provides an AI coach that explains its reasoning.

Webhook ReceiverScoring EngineTool-Use Looppgvector StoreBriefing Generator

Aurora

unchanged

formerly: Grok Aurora CLI

Content

AI media generation studio. Routes image and video requests across multiple providers, enforces content policy, tracks costs, and manages a brand identity library.

LLM RouterMedia Generation RouterJob QueueStreaming ChatFile Storage

Counsel

formerly: AI Simulations / Expert Panel

Intelligence

Multi-specialist advisory simulation. Assembles domain-specific expert panels to evaluate strategy, product, investment, or market decisions — structured discussion, synthesized output, documented rationale.

Multi-Agent OrchestratorLLM RouterPersona SimulatorScenario PlannerReport Assembler

DraftForge

unchanged

formerly: DraftForge-v2

Operations

AI-powered requirements and scope clarification system. Structured discovery sessions with multi-agent analysis turn vague business problems into precise, actionable specifications.

Requirements ClarifierMulti-Agent OrchestratorDocument Parserpgvector StoreApproval WorkflowFile Storage
Layer 2 — Catalog Recipes

Common Starting Points

Named combinations of technical modules that solve common business problems. A starting point for the conversation — not a product menu.

Sales & Revenue

BidSight

Respond to RFPs in hours instead of days

Prospector

Reps spend time on the 20% of leads that close

DealPulse

Fewer stalled deals, shorter sales cycles

Operations & Workflow

ParseMail

Eliminate manual data entry from email

GreenLight

Approvals in hours, not days

DocStream

Documents sorted and filed without human touch

Recap

Zero post-meeting admin work

WatchTower

Catch process gaps before auditors do

Supply Chain

VendorLink

Manage suppliers by exception, not by inbox

ReStock

Never run out, never over-order

RouteRunner

3 dispatchers' work done by 1

Finance

LedgerMind

AP processing time cut by 75%

SpendLens

Month-end close in days, not weeks

HR & Recruiting

TalentSift

1 recruiter covers what used to take 3

FirstDay

Every new hire has a perfect first day

Customer Management

PulseCheck

Save accounts before they leave

TicketFlow

Support team solves instead of sorts

InsightDeck

75% less time on report assembly

Knowledge & Intelligence

MarketRadar

Know about market shifts the day they happen

BrainTrust

Institutional knowledge that never leaves

Don't see your use case? Your ForgeWorks can include any combination of modules — or grow a new one.

Frequently Asked Questions

What is ForgeWorks?

Modular AI software that connects your tools, automates your workflows, and grows with you. Pre-built components make fixed-scope delivery possible — working software in 30 days, without the scope creep of traditional custom dev.

How long does discovery take?

Four sessions, typically over 2–3 weeks. Total time commitment from you is about 6 hours. Discovery is free — no contract required.

What happens after 30 days?

Your ForgeWorks is in production. Monthly subscription covers hosting, support, security updates, and maintenance. When you need more capability, we add a module.

How is this different from Zapier or Make?

Automation tools are great at connecting apps and moving data. ForgeWorks is a different thing entirely — it’s living software that plugs into your business, understands context, makes judgment calls, and handles end-to-end workflows. If your problem needs understanding, not just routing, that’s what ForgeWorks is for.

What if we need changes after launch?

Your ForgeWorks grows with you. New modules follow the same process: discovery sessions, 30-day build. One system that compounds over time.

Do we own the code?

Yes. You own everything we build. If you ever want to take it in-house, you can.

Ready to See What Your ForgeWorks Can Do?

Four sessions. Free. No contract. We map your workflows and show you exactly what ships in 30 days.

Start a Conversation
ForgeWorks Consultant

Ask me anything about your workflow.

Your ForgeWorks

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