Quotes built by hand
Reps rekey every request, look up pricing and stock, and format a PDF. Slow quotes lose deals.
AI automation & engineering · Irvine, CA
Operations that run themselves.
LokenDevelops designs and builds AI agents, workflow automation and high-performance storefronts for ecommerce brands and B2B distributors. We connect to the systems you already run and remove the manual work between them.
Fixed-scope pilots
NDA from day one
You own the code
quote-desk · production
live
run #4182trigger: inbound email
- Quote request received Gmail250 copies, ship to Austin by Dec 4
- Order details extracted AgentISBN, quantity, deadline, ship-to address
- Price and stock checked ERPVolume tier and freight estimate applied
- Quote drafted CRMPDF with shipping and terms attached
- Rep approves and sendsOne click. A person stays in control.
Example run5 actions logged · approval required
Works with your stack
- Shopify
- BigCommerce
- NetSuite
- Odoo
- HubSpot
- Salesforce
- Google Workspace
- Microsoft 365
- Slack
- Claude
- OpenAI
- n8n
Fixed scope, fixed timeline
Every pilot has a written scope, a delivery date and a success metric agreed before work starts.
Humans approve what matters
Customer-facing and financial actions route to your team for a one-click approval.
You own everything
Code, prompts, workflows and documentation are yours. No proprietary lock-in.
Measured against a baseline
We record how long work takes today, then report results against that number.
The problem
Growth shouldn't mean more copy and paste.
As order volume rises, teams spend more of their week moving information between inboxes, spreadsheets and systems. These are the bottlenecks we remove most often.
Purchase orders retyped into the ERP
PDF and email POs are entered line by line, with errors caught only after shipping.
Product data out of sync
Supplier feeds, prices and availability drift between the PIM, storefront and ERP.
Inbox full of status questions
"Where is my order" and returns requests consume hours that answer themselves from your data.
Leads that never get a follow-up
Open quotes and cold accounts slip through when follow-up depends on memory.
Reporting stitched together weekly
Someone exports five systems into a spreadsheet to answer "how did we do last week?"
Services
Five practices. One accountable partner.
Start with an audit or a single workflow. Every service ends with something running in production and a measured result.
2 weeks
Automation Audit & Roadmap
We interview your team, map how work actually moves, and measure the hours each step takes. You get a ranked plan of what to automate first and what it's worth.
You receive
- Process maps for each core workflow
- Hours-and-cost baseline per task
- Opportunities ranked by return and effort
- Recommended architecture and budget
4–8 weeks
AI Agents
Agents that read email and documents, draft quotes and replies, answer routine questions and update your systems, with approval steps wherever a mistake would cost money.
You receive
- A production agent for one workflow
- Approval queue and escalation rules
- Evaluation tests and accuracy reporting
- Team training and runbook
3–8 weeks
Systems Integration & Data
Connect your ERP, CRM, PIM, storefront and inbox so information is entered once and stays correct everywhere. Includes supplier and publisher feeds such as EDI, CSV and ONIX.
You receive
- Documented integrations with monitoring
- Automated feed ingestion and validation
- Clean, deduplicated product and customer data
- Alerts when a sync fails
2–6 weeks
Commerce Performance
Faster storefronts that rank and convert. Core Web Vitals fixes, technical SEO, structured data for AI search, and custom landing and checkout pages for B2B programs.
You receive
- Before-and-after speed and SEO audit
- Core Web Vitals passing on key templates
- Schema markup for search and AI answers
- Private storefronts for corporate buyers
Monthly
Managed Automation
Automations need care as your business, vendors and AI models change. We monitor everything we build, fix issues before your team notices, and ship new workflows every month.
Included
- Uptime and accuracy monitoring for every agent and integration
- Fixes and model updates handled within one business day
- New automations shipped from a shared backlog each month
- Quarterly results review with hours saved and next priorities
Industries
Deep in two worlds, by design.
We focus on companies that move physical product at volume. Knowing your workflows means less discovery time and automations that fit on day one.
Wholesalers and distributors with quote-heavy, email-heavy sales.
Your margin depends on fast, accurate quotes and clean catalog data across thousands of SKUs. We automate the work between the inbox and the ERP.
NetSuiteOdooSalesforceHubSpotEDIONIX
| Workflow | Today | Automated |
|---|---|---|
| Quote requests | Rep rekeys details, checks pricing, builds PDF | Agent drafts a priced quote in seconds for rep approval |
| PO entry | Line items typed from PDFs into the ERP | POs parsed, validated and created as sales orders |
| Catalog feeds | Supplier files imported and fixed by hand | Feeds ingested nightly with validation and alerts |
| Follow-up | Open quotes tracked in someone's head | Timed, personalized follow-ups until a decision |
| Account reporting | Weekly spreadsheet built from exports | Daily summary delivered to inbox or Slack |
Shopify and BigCommerce brands scaling past what the team can handle.
Every new order adds support tickets, content work and operational exceptions. We automate the repetitive parts and make the storefront itself faster.
ShopifyBigCommerceKlaviyoGorgiasShipStation3PL
| Workflow | Today | Automated |
|---|---|---|
| Support inbox | Agents answer the same order-status questions all day | AI resolves routine tickets from live order data, escalates the rest |
| Product content | Descriptions and SEO fields written one by one | On-brand copy generated from specs, reviewed in bulk |
| Order exceptions | Address, payment and stock issues found late | Flagged and routed to the right person instantly |
| Site speed | Slow pages and failing Core Web Vitals | Optimized templates, images and scripts |
| Daily reporting | Sales, ads and inventory checked in five tabs | One morning brief with what needs attention |
Case study
Automating lead-to-quote at a national book distributor.
A B2B supplier of books in volume to corporations, schools and events, handling high volumes of custom quote requests and dozens of publisher catalog feeds.
Challenge
Every quote was assembled by hand from email: reading the request, looking up titles and publisher pricing, checking availability, and building a branded PDF. Catalog data arrived from publishers in different formats and had to be cleaned before it was usable.
Approach
We mapped the full lead-to-close process, then built in order of return: catalog data first so the agent would have accurate prices, then the quoting agent, then follow-up and corporate gifting storefronts.
Quoting agent
Turns inbound requests into priced, ready-to-send quotes for rep approval.
ONIX feed pipeline
Publisher catalogs flow into the PIM automatically with titles, prices and availability.
Gifting storefronts
Private checkout pages let a client's employees order holiday book bundles directly.
Architecture · quoting agentEvery step logged · human approval before send
InboxQuote requests by email and web form
AI agentExtracts titles, quantities, dates
PIM + ERPPricing tiers, stock, freight
CRMQuote and PDF created
Sales repReviews and sends in one click
Security & governance
Built for teams that answer to customers and auditors.
AI that touches your orders and customers has to be safe by default. These controls are standard on every engagement, not add-ons.
Your data stays yours
We build on business-grade AI APIs that don't train on your data by default, and keep processing inside accounts you control where possible.
Least-privilege access
Scoped credentials per system, read-only wherever possible, stored in a secrets manager and revoked at handoff.
Human-in-the-loop
Configurable approval for anything customer-facing or financial. Agents escalate when confidence is low instead of guessing.
Full audit trail
Every agent action is logged with its inputs, output and approver, so you can trace any decision after the fact.
Tested before launch
Each agent ships with an evaluation set drawn from your real cases, and accuracy is tracked after go-live.
NDA and clean handoff
Mutual NDA before discovery. At handoff you receive the code, prompts, credentials list and documentation.
Delivery
From first call to production in about eight weeks.
A small, measurable pilot first. You see results on one workflow before committing to more.
Audit
Weeks 1–2Understand the operation and set the baseline.
- Stakeholder interviews
- Process maps and time study
- Ranked roadmap
Build
Weeks 3–6Engineer the highest-return workflow end to end.
- Integrations and agent logic
- Approval and escalation flow
- Evaluation against real cases
Launch
Weeks 7–8Go live alongside your team, then measure.
- Staged rollout with monitoring
- Team training and runbook
- Results report vs. baseline
Scale
OngoingExpand to the next workflows on the roadmap.
- Monthly new automations
- Monitoring and model updates
- Quarterly business review
Engagement models
Clear terms. No surprises.
Every engagement is fixed-scope or flat monthly. You know the cost, the deliverables and the timeline before anything starts.
AuditFixed fee · 2 weeks
For teams that know they're losing time but want a clear, prioritized plan first.
- Process maps and time baseline
- Opportunities ranked by ROI
- Architecture and budget estimate
- Fee credited toward a pilot
PilotFixed scope · 4–8 weeks
One high-value workflow taken all the way to production, with a measured result.
- Audit of the target workflow
- Production agent or integration
- Approval flow, logging and tests
- Training and results report
PartnershipMonthly · cancel anytime
An ongoing automation team for companies ready to scale across departments.
- Managed monitoring and fixes
- New workflows every month
- Priority response times
- Quarterly business reviews
A strong fit if you
- Process hundreds of orders, quotes or tickets each week
- Run on systems like Shopify, BigCommerce, NetSuite, Odoo or HubSpot
- Have a leader who owns the process and can give feedback weekly
- Want measurable results, not an AI experiment
Probably not a fit if you
- Only want a chatbot added to your website
- Don't have a system of record for orders or customers yet
- Need a fully autonomous AI with no human review
- Are looking for strategy slides without implementation
ND
Nathan DiCostanzoIrvine, CA
Who you'll work with
"I build automation from the operator's side of the desk. I've run the quotes, chased the orders and fixed the data, so I build systems your team will actually use."
Nathan DiCostanzoFounder & Principal Engineer, LokenDevelops
Nate leads every engagement personally, from the first audit call to production. Before founding LokenDevelops he worked inside a national B2B book distributor, building its AI sales agents, publisher data pipelines and corporate gifting storefronts while handling customer accounts day to day.
AI agentsERP & PIM integrationBigCommerceClaude APIWorkflow automation
FAQ
Questions buyers ask first.
Something else on your mind? Email nate@lokendevelops.com and you'll get a direct answer within one business day.
What does an engagement cost?
Audits are a fixed fee, pilots are a fixed price agreed in a written scope, and partnerships are a flat monthly rate. Price depends on the number of systems involved and the complexity of the workflow. You'll have an exact number before any work begins, and the audit fee is credited toward a pilot.
Is our data used to train AI models?
No. We use business API tiers from providers like Anthropic and OpenAI, which don't train on API data by default. Access to your systems is scoped to what each workflow needs and revoked at handoff.
What happens when the AI gets something wrong?
Anything customer-facing or financial goes through a human approval step, and agents escalate when they're unsure instead of guessing. Every action is logged, so mistakes are caught early and used to improve the evaluation tests.
Do we have to change our software?
Almost never. We integrate with the ERP, CRM, storefront and email you already use. If a tool is genuinely holding you back, we'll say so in the audit with the reasoning and cost.
Who owns what you build?
You do. Code, prompts, workflow definitions and documentation transfer to you at handoff. Systems run in accounts you own, so you can bring support in-house at any time.
How quickly will we see results?
Most pilots reach production in four to eight weeks. Results are measured against the baseline captured during the audit and reported at launch.
Which AI models do you use?
We pick the model for the job, most often Anthropic's Claude for reasoning-heavy work like quoting and document extraction. Workflows are built so the model can be swapped as better options appear.
Free workflow audit call
Find out what you can automate.
A 30-minute call with Nate. Bring one process that costs your team hours every week, and leave with a clear plan to automate it, whether or not we work together.
nate@lokendevelops.com
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