AI Transformation
AI-Powered Transformation
Trellist helps businesses integrate AI to drive efficiency, innovation, and competitive advantage. Our AI transformation packages provide tailored solutions to enhance workflows, customer experiences, and internal operations.
What we do
AI Strategy
Identify which business problems AI should solve, in what order, and under what governance — before anything gets built. We assess readiness honestly, help you pick a first use case that’s painful, high-value, and measurable, and sequence a roadmap where one contained win funds the next.
Learn MoreHarness Engineering
The entry point to the whole program: how the pieces fit together and in what order. MCPs are the secure, governed connections between your systems and the AI suite you choose; Skills are the capabilities your people run on top of them, in plain language. See the path end to end, the diagrams, and five custom connections already in production.
Learn MoreFractional AI Team
Senior AI experts embedded in your operation across several use cases at once, with no headcount to add. We build the foundation, enable your team on top of it, then step back as your own capability takes hold — ten hours a month on a term you can cancel anytime, so month one tells you whether it is working.
Learn MoreWorkflow Modernization
Redesign a process around what AI now makes possible, instead of automating an outdated one as-is. We take the workflow apart, decide what AI should own, what stays with your people, and what shouldn’t exist at all — then build it, integrate it, and manage the transition.
Platforms
n8n
Power Automate
AI Agents
Software that plans, decides, and acts across multiple steps of a task with minimal human intervention, connected directly to your own tools and data. We build agents for defined, repeatable work inside your existing systems, with human-in-the-loop guardrails so your team stays in control of the decisions that matter.
Learn MoreAgentforce Implementation
Production Salesforce Agentforce agents in four weeks, from a preferred Agentforce partner. We ground each agent in your knowledge and data, connect it to your systems, test it against guardrails, and hand it off to your team to run.
Platforms
Agentforce
Salesforce Data Cloud
MuleSoft
Internal Assistants
A conversational assistant trained on your own knowledge, policies, and systems, so employees get answers and complete tasks without leaving their workflow. Built on your institutional knowledge rather than generic public data, scoped per team, and governed so each assistant only reaches what it should.
Learn MoreKnowledge Management
Organize institutional knowledge so it can be found, trusted, and reused — by your people and by the AI systems built on top of it. We audit what your organization actually knows, structure scattered documentation into something searchable, and build the processes that keep it current instead of leaving it a one-time project.
Learn MoreCustom MCP Servers
Model Context Protocol servers create secure, governed connections between your existing systems and the AI tools your teams already use. We build and host the foundation — you keep the keys. Paired with Skills your team controls in plain language, MCP servers replace manual, UI-bound workflows with conversational operations.
Platforms
Model Context Protocol
Claude
OpenAI
AI Search Visibility (GEO)
Measure and improve how your brand appears in AI-generated answers from ChatGPT, Perplexity, and Google’s AI Overviews. Our audit tests targeted, vertical-specific queries to show how you’re ranked, described, and cited relative to competitors — and gives prioritized recommendations to change it.
Platforms we test
ChatGPT
Perplexity
Google AI Overviews
Gemini
AI Content Scaling
Produce AI images and video at campaign scale from the creative you already own — versioned by product, restyled for new markets, and extended into motion. We run it as a managed service across every state-of-the-art model, so there’s no platform to buy, no team to train, and no new tool for your marketers to learn.
Learn MoreLeadFlow AI
AI-driven lead qualification and routing that scores, enriches, and assigns inbound leads in real time across your existing CRM and marketing stack. Built for B2B revenue teams that need faster response times without adding headcount — and it runs in the systems you already have, with no platform migration.
Works with
HubSpot
Salesforce
Quals.ai
AI-powered qualitative research at enterprise scale. As Quals.ai’s exclusive US distribution partner, Trellist replaces slow, expensive qualitative research with AI-moderated conversations that surface the motivations, emotions, and context behind behavior — with the insight your data is missing delivered in 24 hours.
Platform
Quals.ai
AI Strategy
Identify which business problems AI should solve, in what order, and under what governance — before anything gets built. We assess readiness honestly, help you pick a first use case that’s painful, high-value, and measurable, and sequence a roadmap where one contained win funds the next.
Learn MoreHarness Engineering
The entry point to the whole program: how the pieces fit together and in what order. MCPs are the secure, governed connections between your systems and the AI suite you choose; Skills are the capabilities your people run on top of them, in plain language. See the path end to end, the diagrams, and five custom connections already in production.
Learn MoreFractional AI Team
Senior AI experts embedded in your operation across several use cases at once, with no headcount to add. We build the foundation, enable your team on top of it, then step back as your own capability takes hold — ten hours a month on a term you can cancel anytime, so month one tells you whether it is working.
Learn MoreWorkflow Modernization
Redesign a process around what AI now makes possible, instead of automating an outdated one as-is. We take the workflow apart, decide what AI should own, what stays with your people, and what shouldn’t exist at all — then build it, integrate it, and manage the transition.
Platforms
n8n
Power Automate
AI Agents
Software that plans, decides, and acts across multiple steps of a task with minimal human intervention, connected directly to your own tools and data. We build agents for defined, repeatable work inside your existing systems, with human-in-the-loop guardrails so your team stays in control of the decisions that matter.
Learn MoreAgentforce Implementation
Production Salesforce Agentforce agents in four weeks, from a preferred Agentforce partner. We ground each agent in your knowledge and data, connect it to your systems, test it against guardrails, and hand it off to your team to run.
Platforms
Agentforce
Salesforce Data Cloud
MuleSoft
Internal Assistants
A conversational assistant trained on your own knowledge, policies, and systems, so employees get answers and complete tasks without leaving their workflow. Built on your institutional knowledge rather than generic public data, scoped per team, and governed so each assistant only reaches what it should.
Learn MoreKnowledge Management
Organize institutional knowledge so it can be found, trusted, and reused — by your people and by the AI systems built on top of it. We audit what your organization actually knows, structure scattered documentation into something searchable, and build the processes that keep it current instead of leaving it a one-time project.
Learn MoreCustom MCP Servers
Model Context Protocol servers create secure, governed connections between your existing systems and the AI tools your teams already use. We build and host the foundation — you keep the keys. Paired with Skills your team controls in plain language, MCP servers replace manual, UI-bound workflows with conversational operations.
Platforms
Model Context Protocol
Claude
OpenAI
AI Search Visibility (GEO)
Measure and improve how your brand appears in AI-generated answers from ChatGPT, Perplexity, and Google’s AI Overviews. Our audit tests targeted, vertical-specific queries to show how you’re ranked, described, and cited relative to competitors — and gives prioritized recommendations to change it.
Platforms we test
ChatGPT
Perplexity
Google AI Overviews
Gemini
AI Content Scaling
Produce AI images and video at campaign scale from the creative you already own — versioned by product, restyled for new markets, and extended into motion. We run it as a managed service across every state-of-the-art model, so there’s no platform to buy, no team to train, and no new tool for your marketers to learn.
Learn MoreLeadFlow AI
AI-driven lead qualification and routing that scores, enriches, and assigns inbound leads in real time across your existing CRM and marketing stack. Built for B2B revenue teams that need faster response times without adding headcount — and it runs in the systems you already have, with no platform migration.
Works with
HubSpot
Salesforce
Quals.ai
AI-powered qualitative research at enterprise scale. As Quals.ai’s exclusive US distribution partner, Trellist replaces slow, expensive qualitative research with AI-moderated conversations that surface the motivations, emotions, and context behind behavior — with the insight your data is missing delivered in 24 hours.
Platform
Quals.ai
Why work with us
We bring expertise in AI-driven business transformation, helping organizations integrate cutting-edge AI solutions with minimal disruption. Our approach ensures a balance between automation and human insight, maximizing productivity while maintaining strategic oversight.
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