Wincent × AdapttoAI

TL;DR

We spoke about the manual work between your tools — six systems that don't talk to each other, forcing your team to carry the same client data across SamSap, Elliptic, Asana, Google Sheets, Fireblocks, and Drive every day.

What you are looking for is an orchestration layer that keeps your existing tools in sync automatically, without replacing Asana or changing how your team works.

→We have 8 quick questions (below) to finalize the scope

→Once answered, proposal within 3 business days

→Follow-up call Wednesday, June 3 to walk through it together

What we understood from the call

Your compliance and operations team manages approximately 40 active client onboarding processes at any time, some running for months. The team is 7 people, all touching these workflows daily.

Your current tool stack:

SamSap	Client data repository — clients submit questionnaires and documents here
Asana	Project management — one project per client, tasks per onboarding step
Google Sheets	Risk assessment — questionnaire answers mapped manually to risk model
Elliptic	Transaction monitoring — wallet addresses registered, alerts reviewed
Fireblocks	Trade registration — already integrated with Elliptic for transaction flow
Google Drive	Document storage — one folder per client, reports filed manually

None of these tools talk to each other. Every time a client progresses through onboarding, your team carries the information manually across systems. This costs 5+ hours of manual work per day — roughly 80-90% of onboarding time.

The specific workflows you want automated:

1.SamSap to Google Sheets: questionnaire responses auto-populate the risk assessment — no manual copy-paste, no scoring errors

2.SamSap to Elliptic: client wallet addresses automatically registered for monitoring when submitted

3.SamSap to Asana: when a client completes a step, the corresponding task advances and is assigned automatically — including weekly status summaries

4.Automated follow-ups: system monitors pending cases and sends client reminders when documents are overdue — no daily manual check

5.Elliptic smart filter: a whitelist of exposures your team has already reviewed and cleared, so they stop generating duplicate alerts on every transaction

6.Auto-filing to Drive: documents automatically placed in the correct client folder when milestones are reached

7.Periodic review auto-creation: when a risk rating and review date are set in Google Sheets, the Asana review project is created automatically on that date

Does this match what you had in mind? Let us know if we missed anything or if the priorities are different.

Before we send the proposal — 8 quick questions

You can answer by email or we cover these on our follow-up call. They help us make the scope and pricing precise.

Integrations

Can you share SamSap's API documentation, or connect us with their technical team?

SamSap is the entry point for most of the workflows we discussed — we need to confirm how it exposes data before we can finalise the scope. We could not find public documentation for SamSap, so any documentation, a Postman collection, or a contact at their support team would help us move fast.

Does your risk model need to stay in Google Sheets, or are you open to the same logic living inside the system we build?

Either works — we just scope them differently. If Google Sheets must stay, we connect to it via API. If not, we can rebuild the logic in a way that is easier to maintain and update.

Can you confirm API access for Asana and Fireblocks?

We expect yes for both — just want to confirm before we commit to the scope.

Elliptic smart filter

When your team clears an exposure, who should be able to add it to the whitelist?

And at what level: per entity (e.g. "Gazprom"), per exposure type (e.g. "Russia country risk"), or per client-entity pair (e.g. "Client A — Gazprom exposure — cleared")?

Context

Roughly how many new client onboardings start each month?

We understand you currently have around 40 active processes — we are asking about monthly intake going forward, to size the system correctly.

How would you describe Wincent's regulatory role?

For example: crypto asset manager, broker, compliance service provider, or something else. This helps us understand audit trail requirements from the start rather than retrofitting them later.

Does your board have a preferred format for proposals?

We typically send a web page (easy to navigate, works on any device) but we can export to PDF or Word if that works better for your approval process.

Data & compliance

Do you have specific requirements for how client data is stored and handled — for example, data residency, retention policies, or audit trail depth?

Given you operate in a regulated environment, we want to make sure the architecture we propose is compliant from day one — not something we retrofit later. Even a rough answer ("data must stay in the EU", "we need logs of every data access") is enough at this stage.

Who we are

Adaptto builds AI systems for fast-growth companies, helping them scale.

We map how your company works, and build AI systems that automate the manual workflows your team cannot keep up with.

About us

We are experienced technology entrepreneurs who have grown and scaled software companies globally. We have raised capital from top funds like SoftBank, and also grown and sold businesses (Rocket Internet, Listopro).

More importantly, we have built software for hundreds of clients — having been partners at Revelo, which helps US companies build software — and managed complex IT rollouts including ERP and WMS implementations for our own companies.

What happens next

You answer the 8 questions

By email or on our follow-up call — whichever is easier

Proposal within 3 business days

Scope, timeline, and pricing — ready for your board

Follow-up call — early next week

Wednesday, June 3, 2026

Board approval and sign

We are available for any questions during the approval process

Giuseppe Belpiede

giuseppe@adaptto.ai · +39 379 269 0350

Next steps after our call