The AI operator for your business
The AI-first business operating system with enterprise-grade data integration
Meet Lane—your personal AI Concierge. Lane connects your tools, learns your business, unifies every customer conversation, and turns daily chaos into a clear lane of trusted actions you approve.
Connect your existing tools
Worklane™ integrates with the platforms you already use, bringing all your business data into one unified view.
Payments
Payment processing and customer data
E-commerce
E-commerce and website platforms
CRM
CRM and marketing automation
Email Marketing
Email marketing platforms
Contacts
Contact management and import
Education
Online course and membership platforms
Import
Data import and manual entry
Platform Capabilities
Worklane™ is built as a data integration platform first. Every feature is built on a foundation of robust data management, quality monitoring, and seamless synchronization.
Canonical Data Layer
Single source of truth with intelligent field mapping and transformation rules. Map any source field to canonical fields with support for direct copy, concatenation, formatting, lookups, and conditional logic.
Bidirectional Sync
Real-time synchronization via webhooks or scheduled polling. Automatic conflict detection and resolution with configurable strategies: source wins, target wins, or manual resolution.
Data Quality Monitoring
Comprehensive data quality dashboard with deduplication, validation, and quality metrics. Track duplicates, missing fields, and invalid data across all your integrations.
Data Lineage
Complete traceability from source events to canonical entities. Visual timeline showing the journey of every data point, enabling full auditability and debugging.
From scattered tools to a single lane of action
Small business owners don't fail because they lack tools—they fail because the work is fragmented. Leads come in from five places. Messages get missed. Follow-ups slip. The website gets outdated. A promo idea sits in your notes app for three weeks.
Worklane™ is different: it's built to take trusted action on your behalf.
Worklane™ connects to the tools you already use (email, messaging, scheduling, payments, forms, website, files, CRM) and builds a holistic view of your business. Then Lane uses that context to draft action plans—messages to send, pages to publish, follow-ups to schedule, tasks to complete—so you can approve and move on.
Instead of juggling tabs, you get one place that tells you what matters, what to do next, and what Lane can do for you.
How it works
1) Start by chatting with Lane
Lane begins with a concierge-style conversation to learn your business: what you sell, who you serve, your pricing, your availability, your offers, your brand voice, and your goals. This isn't a form—it's an onboarding interview designed to capture the reality of your business so Worklane™ can run it.
2) Connect your tools and copy what's already happening
Worklane™ connects to your existing tools and builds a unified operational view—so you don't have to re-enter everything. The goal is simple: bring your business into one place, with context that stays current.
3) Your Worklane™ becomes the dashboard for the whole business
Worklane™ doesn't just show data. It builds a live model of what's going on across your business: leads, customers, conversations, tasks, revenue signals, campaigns, appointments, and open loops.
4) Every customer relationship becomes omnichannel by default
Lane automatically unifies conversations from email, SMS, forms, calls, and other channels into a single timeline per customer. No more "where was that message?" or "did someone follow up?" Worklane™ gives you a complete relationship view with key moments, intent, and history.
5) Lane drafts the work—then you approve
When customers reach out, Lane doesn't just summarize conversations. Lane proposes the next best actions:
- drafts replies in your brand voice
- creates follow-up sequences
- updates pipeline stages
- schedules tasks and reminders
- generates a landing page or promo when needed
You get a clear action plan with previews and diffs. You approve. Lane executes the rest.
6) Trusted Action is the point (with guardrails)
Worklane™ is designed so AI can act safely:
- actions are permissioned and scoped
- previews before publishing
- approvals for high-impact changes
- audit trails for what changed, when, and why
- rollback where it matters
This is how Worklane™ becomes a system you can rely on—not another tool you manage.
What Lane can do
Lead follow-up
Draft a reply, schedule a follow-up, and route the lead—without you building an automation flow.
Inbox relief
Summarize a long customer thread and propose a response and next steps you can approve.
Website updates
When your hours, pricing, or offers change, Lane updates your site and key messages everywhere.
Campaign launch
Propose a limited-time offer, generate the landing page + email/SMS campaign, and launch it with your approval.
Reviews on autopilot
Turn on a review capture flow and nudge customers at the right time.
Weekly improvements
Deliver a weekly summary of what worked, what leaked, and the top changes to make next—then apply them.
Vertical Solutions
Worklane™ is built on a platform-first architecture. Reusable modules compose together to deliver complete vertical solutions.
Church Module
PlanningCenter competitor
Complete church management system with giving, services, groups, and member directory.
- Giving dashboard
- Service planning
- Member directory
- Groups management
- Event registration
Education Module
Teachable/Skool competitor
Full e-learning platform with courses, enrollments, progress tracking, and community features.
- Course builder
- Student dashboard
- Progress tracking
- Community integration
- Access control
Insurance Module
Custom solutions competitor
Parametric insurance platform for managing policies, claims, and risk pools.
- Policy management
- Claim processing
- Risk pool management
- Automated evaluation
- Event triggers
All modules are built on Worklane™'s canonical data layer, ensuring consistent data quality and seamless integration across your business.
Why this matters
Most owners don't need "more features." They need:
- • fewer missed leads
- • fewer forgotten follow-ups
- • fewer half-finished marketing efforts
- • fewer tools to learn
- • fewer days ending with "I didn't get to it"
Worklane™ is built to give you a single lane where the work becomes clear—and then actually gets done.
Get StartedEnterprise-Grade Platform
Worklane™ is built with security, reliability, and scalability as foundational principles—not afterthoughts.
Multi-Tenant Architecture
Workspace-scoped data isolation ensures complete separation between organizations.
Security & Compliance
RBAC, encrypted secrets, and comprehensive access controls protect your data.
Audit Trails
Complete visibility into what changed, when, and why with full audit logging.
Data Governance
Retention policies, cleanup candidates, and data quality monitoring.
Encrypted Storage
All sensitive credentials and secrets are encrypted at rest and in transit.
Scalability
Built for growth with cursor pagination, efficient queries, and transaction support.
Even though Worklane™ is built for small businesses, we treat security and reliability as foundational. Access controls, tenant isolation, and audit trails help protect your data—especially because Worklane™ is designed to publish changes and trigger actions on your behalf.