Technology · Operations

Samso Industry Demo · Updated May 2026

Operations for Technology

Ops at a Series A SaaS is the back-office that nobody owns yet - SOC 2 prep, customer onboarding ops, inbox triage, internal RAG. Samso runs the layer that lets 25 people operate like 60.

Function KPIs · how the operations org reads its own week

Hours reclaimed / week

64

+22 LTMAcross 8 workflows

Workflow completion

92%

vs 90% targetFailures auto-flagged

Document throughput

1.2K / mo

PDFs · contracts · invoices

SOC 2 prep open items

18

+12 hrs/wk on backlogAudit window May–Jul

Weekly hours reclaimed by workflow - last 12 weeks

WEEKLY · HOURS RECLAIMED · CUMULATIVE OVERLAY · MOCK DATA

016324864HRS / WK61232742CUM HRSW1W2W3W4W5W6W7W8W9W10W11W12

Workflow categories

Inbox triageDocument extractionReporting + reconciliation

Knowledge surfaces

Internal RAG queries

Twelve services · sized to technology

Each tile is what Samso runs in this function for a technology org.

01 · Service

Document Extraction Pipelines

Vendor invoices, customer MSAs, and order forms parsed into structured fields - straight into Brex and the CRM.

Docs / mo

1.2K

Accuracy

97.4%

Hours / wk

18

02 · Service

Project Management Tool Creation

Linear customizations + lightweight Notion build that mirrors how engineering and ops actually pass work.

Tools wired

Linear+Notion

Workflows

9

03 · Service

Email Triage & Classification

Founder + support inboxes auto-labeled, summarized, and routed - 22 hrs/wk back across the leadership team.

Inboxes

5

Hours / wk

22

Accuracy

94%

04 · Service

SOP Generation from Recordings

Loom walkthroughs converted into step-by-step SOPs - onboarding goes from tribal knowledge to a doc that scales.

SOPs live

34

Avg time

12 min

05 · Service

Cross-System Data Reconciliation

Stripe ↔ NetSuite ↔ HubSpot daily reconciliation - exceptions flagged before the close, not after.

Systems

4

Daily exceptions

8

Auto-resolved

78%

06 · Service

Internal Knowledge Base / RAG

Private retrieval over Notion, Linear, Slack, and the data room - the new-hire question answered without pinging the founder.

Sources

6

Queries / wk

320

Helpful rating

88%

07 · Service

Workflow Orchestration Builds

End-to-end orchestrations across HubSpot, Stripe, Brex, and Notion - with human-in-the-loop checkpoints.

Workflows

9

Checkpoints

26

08 · Service

Contract Review & Extraction

Customer MSAs + DPAs + vendor contracts reviewed for redline triggers - your in-house legal counsel without the headcount.

Contracts / mo

32

Redline rate

41%

Hours saved

14 / wk

09 · Service

Reporting Pipelines

Weekly ops report assembled from 6 systems - CSAT, cycle time, support backlog, deploys, incidents.

Reports

6

Cadence

Weekly

10 · Service

Calendar & Scheduling Agents

Founder + sales + customer calls coordinated across Google Calendar, Gong, and the CRM - no back-and-forth.

Meetings / wk

84

Auto-booked

62%

11 · Service

Audit & QA Automation

SOC 2 evidence collection + transaction sampling auto-pulled - what gets the audit window from May to July clean.

SOC 2 open

18

Evidence auto-pulled

78%

12 · Service

File Organization & Tagging

Incoming docs auto-renamed, tagged, and filed into the data room - the Series B prep that doesn't require an intern.

Files / mo

640

Tag accuracy

96%

What you get · every week & every month

Concrete deliverables, not just dashboards.

Deliverable

Weekly hours-reclaimed report

Hours saved by workflow + cumulative - what the COO points at when the board asks about leverage.

Deliverable

Daily reconciliation summary

Stripe ↔ NetSuite ↔ HubSpot exceptions surfaced and triaged before the morning standup.

Deliverable

SOC 2 evidence package

Auto-pulled evidence + open-item list for the audit window - what keeps the auditor on schedule.

Deliverable

Internal RAG with citations

Queryable knowledge over Notion / Linear / Slack with source links - the new-hire onboarding accelerator.

Technology · Operations

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