AdapttoAI Wincent — May 29, 2026
Wincent × AdapttoAI

Next steps after our call

Thank you, Mariana. Here is what we discussed and what happens next.

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, Excel, 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 7 quick questions (below) to finalize the scope
→Once answered, proposal within 3 business days
→Follow-up call early next week 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:

SamSapClient data repository — clients submit questionnaires and documents here
AsanaProject management — one project per client, tasks per onboarding step
ExcelRisk assessment — questionnaire answers mapped manually to risk model
EllipticTransaction monitoring — wallet addresses registered, alerts reviewed
FireblocksTrade registration — already integrated with Elliptic for transaction flow
Google DriveDocument 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 Excel: 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 Excel, 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 — 7 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
1.
Does SamSap support real-time webhooks, or does it only allow scheduled data exports?
If possible, can you share API documentation or a Postman collection? This helps us confirm the integration approach before we scope.
2.
Does your Excel risk model need to stay as an Excel file, or are you open to the same logic living inside the system we build?
Either works — we just scope them differently. If Excel must stay, we connect to it as a file. If not, we can rebuild the logic in a way that is easier to maintain and update.
3.
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
4.
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
5.
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.
6.
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.
7.
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.

Who we are

We build 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.

·Scaled Listopro — a hiring platform for technology roles across LATAM
·Managing Directors at Revelo — a US company that helps build AI and digital products with LATAM talent
·Partners at Gaia Design — a fast-growth e-commerce company in Mexico that reached over $100M in revenue in under 10 years

Our partners bring 15+ years of experience building and scaling digital companies globally.

What happens next

You answer the 7 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
Monday, June 1, 2026
Board approval and sign
We are available for any questions during the approval process
Giuseppe Belpiede
giuseppe@adaptto.ai  ·  +39 379 269 0350