FinServe
How FinServe automated 5,000+ daily compliance checks using BotMatrix's observability stack.
Read Case StudyFor a B2B SaaS managing complex project workflows, moving from scattered cron scripts to a centralized BotMatrix pipeline drastically reduced technical debt and improved reliability.
"BotMatrix didn't just replace our scripts; it gave us a system of record for our automation. We finally know exactly what our bots are doing, why they're doing it, and how long it takes."— Sarah Jenkins, CTO, Loopcraft
Loopcraft provides project management tools for design teams. Like many B2B SaaS companies, they relied on a patchwork of independent cron scripts to handle onboarding, reporting, and data synchronization.
By late 2023, the infrastructure had become brittle. They maintained 11 independent cron jobs with no centralized logging. If a job failed silently, users often didn't notice until days later, making debugging a nightmare.
The deployment process was equally painful. Introducing a new automation feature required manually editing configuration files, redeploying cron daemons, and testing in production. A single bot update took an estimated 2 weeks from conception to launch.
Loopcraft migrated their automation infrastructure to BotMatrix, replacing the cron-based model with event-driven pipelines triggered by Trigger Hub.
They consolidated their 11 scattered scripts into 5 unified pipelines:
The team adopted the BotMatrix SDK for TypeScript to handle custom logic and integrated with their existing Intercom and Salesforce stacks via the Connector Library.
New bot features now ship in less than a day, from code to production.
Zero downtime incidents or unnoticed errors over the last 6 months.
The maintenance team now focuses on feature development rather than debugging legacy scripts.
Eliminated duplicate infrastructure and optimized LLM call routing.
Loopcraft's primary pipeline, onboarding-sync, handles the initial user setup. It is triggered by a webhook from their authentication provider. The pipeline consists of three main nodes:
const pipeline = new Pipeline('onboarding-sync'); await pipeline.onEvent('user.created') // 1. Enrich user data via OpenAI API .addNode(new LLMNode({ model: 'gpt-4o-mini', prompt: 'Extract company size and role from bio...' })) // 2. Route to Slack or Email based on region .addNode(new ConditionalNode(routeByRegion)) .then('slack', new SlackConnector()) .then('email', new EmailConnector()) // 3. Log completion and update CRM .onSuccess(new HTTPNode({ url: '/api/internal/track' })); pipeline.deploy();
By using the ConditionalNode, Loopcraft avoided creating separate pipelines for every region. The routing logic is centralized and testable, ensuring consistency across their global user base.
Loopcraft plans to expand its automation footprint significantly in Q3. The engineering team is currently building a dedicated Customer Support Bot to handle tier-1 ticket triage, using BotMatrix's LLM routing to switch between rule-based responses and generative AI assistance based on ticket complexity.
How FinServe automated 5,000+ daily compliance checks using BotMatrix's observability stack.
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