Scalable AI Operations Built Around Your Business, Industry Sector, and Workflow

Gridlex unifies AI-powered automation, intelligent document parsing, smart email processing, and extensible data modeling to streamline every layer of your commercial operations. From extracting structured insights from contracts and forms to triggering end-to-end workflows across CRM, finance, and service systems—every capability is tuned to your industry, your sector, and how your teams actually work.

Workflow AI

Workflow-Driven AI Automation

Automate commercial workflows across departments with precision and control

Gridlex's AI-powered automation is purpose-built for operational teams across sales, service, logistics, finance, and compliance. Whether processing incoming documents or coordinating deal flow, Gridlex enables reliable, sector-specific automation with fine-grained controls.

What Sets Gridlex Apart:

Trigger AI from Shared Inboxes, Portals, and Forms
Automate follow-ups, validations, and data updates as information flows in from partners, customers, or internal teams.
End-to-End Integration
Workflows connect CRM, ERP, compliance, support, and finance systems—customized to your business units.
Industry-Specific Logic
AI adapts to commercial processes in regulated and operationally intensive sectors.

Example Use Cases:

Biopharma (Commercial Ops)
New pricing contract from a distributor received via inbox → Extract pricing and territory → Update CRM and alert sales ops.
Architecture Firms
Proposal submitted via portal → Extract project scope and client details → Generate draft engagement record and assign to principal.
Food & Beverage Distributors
Order confirmation email received → Parse line items → Validate stock and update dispatch queue.
Data Conversion

Unstructured to Structured Data Conversion

Turn documents, emails, and attachments into clean records that fuel your operations

Commercial teams often rely on emails and PDFs that contain critical operational data—order forms, partner agreements, product specs, or pricing sheets. Gridlex AI converts these into structured entries that populate custom models and drive workflows.

What Sets Gridlex Apart:

Direct-to-App Conversion
No middleware required—unstructured data updates CRM, inventory, or compliance records instantly.
Built for Frontline Ops
Designed to support sales, customer service, and operations without IT dependencies.
Field-Aware Extraction
Tailored to sector-specific inputs like SKU lists, client codes, region-based pricing, and contract terms.

Example Use Cases:

Medical Device (Commercial)
Sales rep uploads regional agreement → Extract device categories, pricing tiers, and contract duration → Populate pricing model and notify finance.
Engineering Services
Field team submits scanned scope of work → Parse location, materials, estimated hours → Create project task record.
Appliances & Equipment Distributors
Email with service contract received → Extract model numbers, coverage periods → Create linked records in warranty management module.
Document Understanding

AI-Powered Document Understanding

Accelerate review and capture of key insights from the documents your teams handle every day

From distributor contracts to service agreements and project briefs, Gridlex AI can summarize, extract, and compare the information your commercial and support teams need—quickly and accurately.

What Sets Gridlex Apart:

Commercial-Focused Parsing
Identifies key terms like product pricing, service coverage, geographic scope, and duration.
Comparison & Version Control
Detects differences between client-submitted and internal templates, ensuring faster review cycles.
Fully Auditable Outputs
Extracted summaries and data are logged with user and source traceability.

Example Use Cases:

Biopharma
Distributor contract uploaded → Summarize allowed SKUs, territory, rebates → Sync to partner model and CRM.
Government Contracting
SOW document uploaded → Extract deliverables, timelines, and budget caps → Populate proposal management system.
Lumber & Building Materials Distributors
Updated vendor agreement submitted → Highlight pricing changes vs. previous version → Alert procurement and update vendor profile.
Email Automation

Smart Email and Inbox Automation

Turn your shared inboxes into intelligent operational engines

Gridlex transforms every shared inbox into a smart, AI-enabled interface that automates email classification, drafting, routing, and data extraction. Purpose-built for commercial teams, our platform reduces manual email handling while ensuring consistency, accuracy, and speed.

What Sets Gridlex Apart:

Multi-Team Inbox Management
Support, finance, sales, and compliance teams can each maintain their own RBAC-secured inbox with AI workflows tailored to their processes.
Context-Aware Drafting
AI replies are informed by CRM history, recent interactions, and document attachments.
Attachment-Aware Processing
Files like contracts, POs, and forms are automatically parsed and structured.

Example Use Cases:

Medical Device (Commercial)
Customer email with purchase inquiry → Classify product interest → Auto-draft reply with region-specific rep info → Update lead in CRM.
Engineering Services
Client sends revised work scope via email → Extract key changes → Update project timeline and notify delivery manager.
Appliances & Machinery Distributors
Support inbox receives warranty request with PDF → Extract product details and issue date → Create service ticket and response draft.
Knowledge Base

Knowledge Base Generation

Transform scattered files, chats, and documents into a centralized intelligence hub

Gridlex enables commercial teams to automatically generate and maintain a searchable knowledge base from daily inputs—emails, support cases, project docs, or compliance materials. This eliminates silos and accelerates onboarding, service, and decision-making.

What Sets Gridlex Apart:

Automated Article Creation
Generate internal FAQs, SOPs, and client-ready documents from actual case logs and correspondence.
Structured Tagging and Categorization
Built-in taxonomy tools organize entries by region, product line, regulation, or client segment.
Integrated Search and Permissions
Search results respect RBAC policies, making the right information available to the right roles.

Example Use Cases:

Biopharma (Commercial)
Automatically convert distributor onboarding queries into reusable knowledge base articles segmented by territory.
Architecture Firms
Aggregate past project briefs and lessons learned into a searchable internal library for future engagements.
Food & Beverage Distributors
Generate SOP articles from repeated customer inquiries on shipping timelines, returns, and compliance documentation.
Form Entry

AI-Enabled Easy Form Entry

Log activities and updates in seconds—Gridlex fills in the rest

Gridlex's AI-enhanced forms minimize manual input while maximizing data accuracy and speed. Whether you're logging time, submitting updates from the field, or capturing customer interactions, users only enter the essentials—AI completes the context automatically.

What Sets Gridlex Apart:

Minimal-Field Smart Forms
Just enter what's necessary—Gridlex predicts and auto-fills the rest based on recent actions, records, or role.
Context-Aware Suggestions
Smart defaults and field predictions eliminate guesswork, reduce errors, and ensure consistency.
Optimized for On-the-Go Teams
Mobile-friendly and designed for frontline workers who need speed without sacrificing structure.

Example Use Cases:

Engineering Services
Field engineer enters one line—Gridlex logs hours, associates it with the right client and project phase, and notifies the PM.
Architecture Firms
Associate submits a design update—project, client, and location auto-filled based on calendar and prior entries.
Appliances & Machinery Distributors
Installer completes a post-delivery checklist—Gridlex fills in customer info, model numbers, and timestamps from the job assignment.
Customer Intelligence

Customer and Case Intelligence

Understand and optimize every interaction, ticket, and customer relationship

Gridlex AI adds structured intelligence to every customer touchpoint, allowing teams to tag, summarize, and act on interactions across channels. This gives sales, service, and operations teams a full picture of every client—without the overhead.

What Sets Gridlex Apart:

Ticket Summarization & Tagging
Automatically condense support emails or service cases and categorize them by issue type, urgency, and customer segment.
Customer Insight Generation
Build real-time profiles using communication history, transaction patterns, and contract data.
Proactive Alerts & Routing
Detect account risks or upsell signals and route them to the appropriate owner.

Example Use Cases:

Biopharma
Summarize inbound requests from distributors to track product availability issues by region and notify commercial ops.
Government Contracting
Analyze client case history to identify repeat issues with billing or contract scope and prepare escalation summaries.
Lumber & Building Materials Distributors
Flag service requests related to delayed shipments and generate trend insights for logistics optimization.
Data Validation

Data Validation and Anomaly Detection

Ensure data accuracy and operational integrity across every touchpoint

Gridlex AI continuously validates the integrity of incoming records—whether from portals, inboxes, or form submissions—so that errors and inconsistencies are flagged before they impact downstream workflows. This is especially critical in industries with regulatory compliance or inventory sensitivity.

What Sets Gridlex Apart:

Pre-Processing Validation Hooks
Incoming data is checked before it populates your CRM, finance, or project systems.
AI-Powered Pattern Recognition
Flags issues like mismatched terms, duplicate entries, missing fields, and quantity variances.
Role-Based Resolution Paths
Automatically route flagged issues to the correct reviewer based on type and severity.

Example Use Cases:

Medical Device (Commercial)
Validate submitted pricing files from distributors to ensure SKUs, discounts, and region codes match master records.
Engineering Services
Detect anomalies in project expense reports—like duplicate line items or overbudget tasks—before approval.
Appliances & Equipment Distributors
Auto-check incoming POs for mismatched quantities vs. quote and alert account manager for review.
Content Creation

Dynamic Content Creation

Generate sector-specific content that scales with your business needs

Gridlex AI enables commercial teams to produce tailored documents, knowledge articles, and communication templates—all grounded in business logic and operational data. Whether you're building onboarding kits or responding to partner inquiries, content is accurate, relevant, and audit-ready.

What Sets Gridlex Apart:

Template-Driven Automation
Use dynamic templates linked to your CRM, project data, or pricing records.
Controlled Tone and Output
Generate internal or client-facing content with customizable voice and formatting.
Multi-Context Generation
Works across use cases like sales support, client training, and knowledge sharing.

Example Use Cases:

Biopharma
Auto-generate distributor onboarding packs that include region-specific SKUs, pricing, and compliance references.
Architecture Firms
Produce draft project outlines and welcome kits customized to client industry and scope.
Food & Beverage Distributors
Create product spec sheets and reorder instructions personalized for each customer based on order history.
Data Collection

AI-Enabled Data Collection via Portals

Capture clean, structured data from clients and partners through smart external interfaces

Gridlex external portals allow companies to collect operational data—compliance forms, service intake details, partner onboarding info—directly from stakeholders. AI enriches and validates this data before routing it into internal systems, eliminating the need for back-and-forth or manual cleanup.

What Sets Gridlex Apart:

Fully Branded, Role-Aware Portals
Create white-labeled experiences for customers, partners, or field teams—each with role-specific forms and permissions.
Intelligent Field Interpretation
AI reads uploaded documents and attachments and pre-populates structured fields for review.
Tightly Integrated with Internal Models
Captured data feeds directly into your CRM, service, or finance modules—triggering downstream workflows.

Example Use Cases:

Biopharma
External distributor uploads compliance documentation via portal → AI extracts license details and expiry → Sync to compliance model.
Government Contracting
Client agency completes engagement intake form → Extract key dates and scope → Auto-generate project kickoff record.
Lumber & Building Materials Distributors
Builder submits service request through portal → Extract delivery site, product list, and install date → Create and assign service ticket.