Automate complex operations into streamlined, scalable, always‑on performance
ClipSurface is the orchestration layer for modern enterprises. Build reliable workflows, connect data and systems, and govern execution at scale without the busywork.
Core capabilities that deliver measurable impact
Workflow Orchestration
Design multi-step processes with clear ownership, SLA timers, and automated escalations. Orchestrate across teams and tools using event triggers and conditional logic so every task moves forward without nudges.
Integration Hub
Connect CRMs, ERPs, ticketing, data warehouses, and messaging tools through a modular hub. Reuse connectors, map fields visually, and keep data consistent across environments with built-in transformations.
AI-Assisted Operations
Accelerate triage, summarization, and routing with AI assistants trained on your playbooks. Generate next-best actions and automate routine updates while keeping humans in control of approvals.
Governance & Security
Apply least-privilege access, audit trails, and change controls across your automation estate. Enforce policies globally, monitor drift, and pass compliance audits with confidence.
- Time-to-value in weeks, not months
- Reusable templates and playbooks
- Enterprise-grade observability
- Role-based access control
How it works
- Model your process: define triggers, steps, owners, and SLAs.
- Connect systems: select connectors, map fields, test flows safely.
- Automate decisions: add rules and AI suggestions for speed and accuracy.
- Govern at scale: apply policies, monitor runs, and iterate with data.
ClipSurface aligns people, data, and apps around a single source of operational truth.
Solutions by team
Revenue Operations
Eliminate lead leakage, reconcile quotes to cash, and keep CRM hygiene spotless with automated validation and handoff flows.
IT & Service Management
Standardize incident response, change approvals, and access requests with guardrails that scale across tools and time zones.
Finance Operations
Automate invoice intake, approvals, and reconciliation while maintaining granular controls, auditability, and segregation of duties.
What customers say
“We cut onboarding time from 9 days to 3 and reduced escalations by 58%. ClipSurface became our operational backbone.”
Daniel Wright — Head of Operations, Sydney
“Our incident MTTR dropped by 41% after codifying runbooks into automated flows. The audit trail is stellar.”
Priya N. — Director of ITSM, Melbourne
“Revenue ops finally runs on rails. No more spreadsheet chases—handovers just happen.”
Laura Chen — RevOps Manager, Brisbane
Interfaces and scenarios
- Kanban-style run views with SLA timers
- Visual workflow builder with version history
- Execution logs and audit-ready exports
- Dashboard of bottlenecks and cycle-time trends
Ready to accelerate your operations?
See how your processes perform with orchestration, visibility, and control in one platform.
Prefer email or phone? [email protected] · +61 3 9110 7486