B´atz

B'atz automates client onboarding so every customer gets the VIP treatment. Scale your relationships, not your workload, with personalized workflows and intelligent health monitoring.

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Inspiration

In the current wave of AI automation, many tools focus solely on efficiency, often at the cost of the personal touch that builds lasting client loyalty. We were inspired to flip that script. We asked, "What if we could use AI to deliver a perfectly personalized, high-touch experience to every client, no matter how much a business scales?" B'atz is our answer—a system where technology handles the repetitive tasks, freeing up humans to do what they do best: build relationships.

What it does

B'atz is a SaaS platform that automates the entire client onboarding process through a managed, 3-phase workflow. Each phase consists of "checkpoints" that are intelligently linked to your customer data.

One-Time Setup: Simply connect your tools and design your ideal onboarding workflow once. B'atz will fetch new clients from your CRM whenever you're ready.

Human-in-the-Loop Design: We know AI isn't perfect. That's why our Action Center is core to the experience. If a checkpoint requires approval (like a drafted email), it's sent to the Action Center for a human to review, edit, and approve before it ever reaches the client.

Seamless Integrations: For our MVP, B'atz works with the tools you already use:

Data & CRM: Airtable

Email: Gmail

Scheduling: Calendly

Team Communication: Slack

Documents & File System: Google Docs & Google Drive

How we built it

The entire project was brought to life using a modern, serverless architecture.

UI & Frontend: The user interface and overall application structure were designed and built visually using Bolt.new.

Backend & Database: We chose Supabase as our foundational backend, leveraging its robust Postgres database for all customer data storage and its Edge Functions to power our serverless logic and workflows.

Integrations & API Management: All third-party connections with user accounts are securely managed through Pica, which handles the credentialing and execution of actions like sending emails or creating documents.

AI Voice Generation: We integrated the ElevenLabs API to power our innovative audio reporting feature.

Challenges we ran into

This journey was a masterclass in overcoming technical hurdles.

Pivoting from a Core Idea: Our initial vision for the Tavus Challenge was to generate personalized videos for each client. When we discovered the API was geared towards live calls, we had to make a tough decision and pivot, transforming this feature into a core part of our future vision rather than a deliverable for the MVP.

The Steep Learning Curve of Edge Functions: As a primarily no-code builder, diving into Supabase Edge Functions was my biggest challenge. I struggled first with hardcoding secrets for testing, then with the complex process of using stored user credentials to make authenticated API calls. The majority of the development time went into building, testing, and debugging these functions.

The Classic Developer Moment: I lost nearly four hours one day debugging a function that wouldn't update. I kept deploying new versions and saw no changes in the logs, only to realize a spotty internet connection meant Supabase wasn't receiving the new code. The error was local, not logical!

From Automation to Manual Control: My initial attempt to use cron jobs for scheduled tasks was unsuccessful, which led me to build the manual triggers within the dashboard—a change that ultimately gave the user more control and became a core feature.

Accomplishments that we're proud of

Building a functional, end-to-end automated onboarding process that successfully merges machine efficiency with human oversight.

Acquiring deep, practical knowledge of serverless architecture and Edge Functions through hands-on problem-solving.

Laying the foundational framework for a scalable, real-world SaaS product in a short period of time.

What we learned

Beyond the technical skills, the main lesson was the importance of clear, specific prompting and planning, especially when using a tool like Bolt. I adopted a "discuss first, build second" approach, using the discussion mode to validate ideas before implementing them, which saved significant time. The challenges reinforced that persistence is key and that sometimes the simplest solution (like checking your Wi-Fi) is the right one.

What's next for B´atz

The journey is just beginning. Our roadmap is focused on growth and refinement:

Expanding Integrations: Adding more CRMs, communication tools, and project management platforms.

Building a Template Library: Offering more pre-made, industry-specific onboarding workflows.

Full Automation Options: Giving users the choice to let certain checkpoints run entirely on autopilot if they choose.

Realizing our Vision: Making the AI-powered conversational onboarding (using Tavus) a reality.

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