Connect common SaaS tools, CRMs, ERPs, finance platforms, project tools, inboxes, storage, and data sources.
Connected workflow platform
Connect AI, systems, data, and the work your team runs on.
Optic brings AI, business systems, documents, workflow tools, reporting, and automation into one supported operating layer.
Built for teams that need connected software, cleaner handoffs, better visibility, and automation that can include AI when the workflow is ready for it.
Optic layer
Connect work to outcomes
Inputs
Systems
Documents
Team work
Optic
Workflow layer
Connect. Build. Report. Support.
Outcomes
Software
Reporting
AI support
Connect sources
Systems, documents, forms, inboxes, and workflows.
Prepare context
Fields, records, rules, review points, and actions.
Build workflow tools
Interfaces, handoffs, automations, and review paths.
Report outcomes
Dashboards, KPIs, exceptions, and review volume.
Use AI when ready
Rules, agents, model support, fixes, and improvement.
See Optic in action
A quick look at how Optic brings connected intelligence into the workflow.
The walkthrough helps explain the bigger idea behind Optic: connect the systems, documents, reporting, and AI-ready processes that teams already depend on.
Proof points
Designed for real systems, real workflows, and support after launch.
Optic is strongest when the work needs more than a prompt: connected data, useful software, better reporting, and someone accountable for keeping the workflow running.
Older software and custom systems can still be part of the workflow through practical push, pull, import, and export patterns.
When the team needs a better interface, handoff, review queue, or internal tool, Optic can support the build.
Track usage, exceptions, cycle time, outcomes, quality, and where automation or AI is actually creating value.
The problem
AI works best after the workflow and data are connected.
Teams are stuck with documents reviewed by hand, updates copied between systems, approvals buried in inboxes, missing workflow tools, and metrics that are hard to trust.
Your tools each know part of the story.
Customer, order, service, inventory, and project details sit in separate places, so teams spend their day reconstructing the full picture.
Documents are full of usable details.
Quotes, forms, reports, invoices, PDFs, and service notes hold information that rarely moves cleanly into the workflow.
People become the integration layer.
Updates, summaries, checks, and records get moved by hand when systems do not speak to each other.
Handoffs depend on follow-up.
Approvals, exceptions, and next steps get delayed when the workflow depends on memory.
AI needs more than prompts.
It needs the right documents, rules, records, workflow access, review points, software, and monitoring behind it.
Leaders cannot see what the workflow is really doing.
Without usage, outcomes, exceptions, and workflow metrics, it is hard to know where work is moving, where it is stuck, and what should improve next.
What Optic does
Optic sits between the work, the tools, the reporting, and the AI.
Optic connects scattered information, turns it into usable workflow software and reporting, prepares it for AI and automation when useful, and keeps the system supported as business rules, tools, and models change.
Before
Search inbox
Open PDF
Check CRM
Update sheet
Optic
Prepare
Workflow app
AI support
Track
Report
Support
After
Completed handoff
Approval task
KPI dashboard
Supported prompt
How we approach it
Connect the workflow before deciding what AI should support.
Optic starts with the work your team already does, then builds the software, data, reporting, review points, AI-ready automation, and support needed to keep it useful.
Connect sources
Bring together systems, spreadsheets, forms, documents, inboxes, and workflow tools.
View PlatformPrepare the information
Turn messy inputs into usable fields, summaries, records, and workflow details.
View ExamplesBuild the workflow layer
Create the tools, AI support, automations, handoffs, and review paths that fit the work.
Explore Use CasesTrack, report, and support
Monitor usage, outcomes, exceptions, KPIs, prompt changes, model updates, and workflow fixes.
Request DemoMetrics and reporting
Know where the workflow is helping and where it still needs attention.
Optic tracks the operational signals that matter after a workflow goes live, so leaders can see usage, outcomes, exceptions, cycle time, review volume, and where automation is creating measurable value.
UsageActivity by workflow
OutcomesUpdates, summaries, approvals
ExceptionsReview queues and failure points
KPIsCycle time, volume, savings, accuracy
Use cases
Where Optic fits best.
Document-to-workflow automation
Pull key information from PDFs, forms, reports, quotes, invoices, and service notes.
Explore Use CasesSystem handoffs
Move information between CRM, ERP, spreadsheets, project tools, and internal systems.
Explore PlatformOperational summaries
Create summaries, status updates, alerts, and reports from scattered activity.
View ExamplesAI-ready workflow automation
Use AI where it fits, with connected data, tracked usage, human review, and ongoing support.
Request DemoManaged support
We support the workflow layer, so your team does not have to.
Digital workflows are not set-and-forget. Integrations break, reporting needs change, edge cases appear, processes evolve, and AI pieces need tuning when they are part of the solution. Optic is supported by Teric so your team gets connected workflows without owning the maintenance burden.
Why Optic
Built by people who understand the systems behind the work.
Optic is backed by Teric's experience in data, integrations, workflow automation, custom software, reporting, and AI implementation. Useful automation depends on the information, systems, rules, interfaces, testing, and maintenance behind it.
- Built around existing tools
- Designed for real workflows
- Connected to data and integration expertise
- Ready for human review where it matters
- Custom workflow software and reporting support
- Prompt and model maintenance support where AI is used
- Usage, outcome, and exception tracking
Next step
Ready to connect the workflow your team depends on?
Tell us where work depends on disconnected information, manual handoffs, repeated decisions, missing reporting, or tools that do not fit the process. We will help determine where Optic can connect, build, apply AI, automate, report, and support the workflow.