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Module 07 · Custom

Forge

Custom copilots & automation

Every company has three or four workflows that are genuinely theirs — the ones held together by a spreadsheet, an inbox rule, and one person who knows how it works. Forge is where those get built properly.

  • Copilots grounded in your catalog, policies, and internal documentation
  • Automations wired into the tools your team already runs on
  • Deployment, data-residency, and governance controls shaped to your constraints
Forge · merchandising copilot
Which of next month's launches have incomplete catalog data?
Eleven SKUs are missing required attributes. Six have no size chart, four have no primary image at the required resolution, one has no category assigned. Want the list grouped by owner?Grounded in PIM · internal launch calendar
Yes, and open tickets for the owners
Eleven tickets created and assigned, due three days before launch. I've linked each one to the SKU record.Action: create_tickets · scoped to project LAUNCH-11
Custom workflow Your tools, your rules

Illustrative interface. Not real customer data.

Why it exists

The workflows that matter most are the ones nobody sells.

Standard products cover standard problems. The processes that actually differentiate you — how you merchandise, how you handle a supplier exception, how you brief a campaign — are specific to your business, and that is precisely why no vendor has a module for them.

Forge is the engagement where we build those with you: grounded in your data, wired into your tools, and evaluated against your definition of a good outcome before anyone relies on it.

Capabilities

What Forge actually does.

Grounded copilots

Assistants that know your catalog, your policies, your internal documentation, and the vocabulary your team actually uses.

Wired into your tools

Actions that run in the systems you already have — ticketing, PIM, ERP, spreadsheets, internal APIs — not in a separate destination nobody opens.

Evaluation before reliance

A test set built from your real cases and a measured success rate, so the decision to trust it is evidence-based.

Deployment on your terms

Managed cloud, your own VPC, or a defined data-residency region — chosen to fit your governance, not ours.

Governance controls

Role-based access, audit logs, PII handling rules, and explicit boundaries on what any automation may do unattended.

Documented handover

You get the prompts, the evaluation set, the configuration, and the documentation. Your team can run and change it without us in the room.

How it works

From connected to live.

Four stages. The first two are where the real work is; the rest is calibration.

Scope

A short discovery engagement: what the workflow really is, where the data lives, what a good outcome looks like, and whether this should be built at all. Sometimes the answer is no.

Prototype

A working version against real data, fast, so the conversation is about something you can use rather than a specification document.

Evaluate

Measured against a test set drawn from your actual cases. You see the success rate and the failure modes before rollout, not after.

Deploy and hand over

Into your environment with your controls, with documentation and training so ownership genuinely transfers.

In practice

Where teams point it first.

Merchandising copilot

Catalog completeness, pricing checks, and launch readiness surfaced before they become a launch-day problem.

Operations automation

Exception handling in fulfilment, supplier communications, and the reconciliation work that currently lives in a spreadsheet.

Internal knowledge assistant

Policies, runbooks, and product documentation made answerable, with sources cited so answers can be checked.

Brand-constrained content

Product copy and campaign variants generated within your tone rules and legal constraints, reviewed before publishing.

Measurement

How we judge whether it worked

Custom work is where vague success criteria go to hide. We agree these before building.

Task success rate

Measured on a held-out set of your real cases.

Time per workflow

Before and after, on the same task.

Adoption

Whether the team actually uses it after week three.

Escalation rate

How often a human has to step in, and why.

Error cost

What a wrong output would cost, and whether the controls bound it.

Handover completeness

Whether your team can change it without us.

Connects to

Sits on top of the stack you run.

Prebuilt connectors for the common systems, and an integration path for the ones that are yours. Nothing here asks you to migrate.

Do not see yours? Ask us — most integrations are a connector, not a project.

Internal APIs ERP systems PIM / catalog Ticketing (Jira, Linear) Slack / Teams Data warehouses Document stores
Questions

Forge, answered plainly.

Who owns what you build?

You do. Prompts, configuration, evaluation sets, and any code written specifically for you are yours, documented and handed over. We are not interested in building you something you cannot maintain without us — that arrangement goes badly for both sides eventually.

Do we need the other modules first?

No. Forge engagements can be entirely standalone. They are cheaper and faster when Atlas already exists, because the data work is largely done, but that is an argument for sequencing rather than a prerequisite.

How is this different from hiring a consultancy?

The deliverable runs on the same platform as our products, with the same guardrails, evaluation tooling, and observability. You are not getting a bespoke system with no operational story attached — and you are not paying to have that infrastructure rebuilt from scratch for your project.

What if the honest answer is that it should not be automated?

Then we will say so during scoping, and we would rather do that than take the engagement. Workflows with unclear success criteria, low volume, or an unacceptable cost of error are usually better left alone or fixed with a process change instead.

Bring a real workflow. We will show you Forge running on it.

Thirty minutes, your data, no slideware. If it is not the right module for your bottleneck we will tell you which one is.