ProtegyProcess Strategy Evolved
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Small Business Strategy...Evolved.

Protegy guides you through an intelligently structured discovery interview, then delivers a complete workflow map, recommendations, and execution plans.

See How It Works
Protegy — Discovery Interview & Live Workflow Map
Protegy discovery interview beside the live workflow map it builds in real time

How Protegy Works

Three steps from conversation to a live, interactive workflow map of your business.

AI-Led Interview

Our intelligent agent asks the right questions about your operations, roles, and pain points — adapting in real time to your answers.

Live Workflow Map

As you speak, your process is visualized as an interactive diagram — drag, rename, and refine on the fly.

Improvement Roadmap

Receive a tailored plan of enhancements, automations, and recommendations — prioritized for your business.

Your Improvement Roadmap

Receive a tailored plan of enhancements, automations, and recommendations — prioritized for your business.

Protegy — Your Improvement Roadmap
Prioritized execution plans ranked by impact with ROI estimates

Every opportunity, ranked by impact — before you spend a dollar.

Protegy — Plan Detail
An execution plan detail with savings benchmarks and plain-language analysis

See the math behind each recommendation.

Protegy — Tool Recommendations
Ranked tool recommendations with pricing for each plan

Then get matched with the right tools to execute it.

Built for your business

No two businesses are the same. Protegy adapts to your industry, your team, and your goals.

Instant Analysis

A guided discovery interview builds a tailored workflow map for your business in minutes.

Secure & Private

Your business data is encrypted and isolated. Row-level security ensures your data is yours — always.

Actionable Roadmap

Receive a prioritized automation strategy tailored to your specific industry, team size, and operations.

Your data. Your rules.

We know what you're sharing is sensitive. Here's exactly how we protect it.

Clerk AuthStripe PaymentsSupabase RLSAnthropic APICloudflare CDN
How we protect your data →

Isolated by design

Your account is completely separate from every other business on the platform. No other user, no other company, and no algorithm can see your interview data, reports, or workflow diagrams.

AI that analyzes, not remembers

Your interview is processed by Anthropic's Claude AI in real time. Per Anthropic's own data policy, your business information is never stored by Anthropic or used to train any AI model — including future versions of Claude.

We don't sell your data. Ever.

Protegy earns revenue from subscriptions, not from your business information. We have no advertisers, no data brokers, and no financial incentive to share, rent, or sell anything you tell us.

Leave anytime. Take everything.

Export your full report as a data package whenever you want. Or permanently delete your account — every interview, recommendation, and diagram — in a single click from your profile page. No waiting period, no support ticket.

Common questions

Everything you might want to know before getting started.

Ready to map your workflow?

Be among the first to map your business with AI — and discover the automation opportunities hiding in plain sight.

Protegy
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