Workflow Automation

Stop Doing the Same Tasks
Twice a Day, Every Day.

If you've done it more than three times, it should be automated. We map your repetitive workflows and replace them with intelligent automations — so your team focuses on work that actually requires a human.

Automate My Workflows →
What We Automate

Hours of Manual Work. Gone.

📋

CRM Automation

Lead capture → CRM entry → task creation → follow-up sequence triggered. Zero manual data entry.

📧

Follow-Up Sequences

Multi-touch email and SMS sequences that fire automatically based on lead behavior — opens, clicks, form fills, no-shows.

📊

Reporting Automation

Weekly performance reports compiled and sent to stakeholders without anyone pulling data or building slides.

📅

Scheduling & Reminders

Appointment confirmations, reminders, reschedule requests, and no-show follow-ups — all automated around your calendar.

🔄

Cross-Platform Sync

Keep your CRM, calendar, email, accounting software, and project management tool in sync without copy-pasting between tabs.

🧾

Invoice & Payment Flows

Invoice generation, payment reminders, receipt delivery, and overdue escalation — handled automatically from project completion.

Our Stack

Tools We Build With

We use the right tool for the job — not a one-size-fits-all platform that barely fits your use case.

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Make (Integromat)

Visual automation builder for complex multi-step flows

⚙️
n8n

Self-hosted automation for sensitive data workflows

Zapier

Rapid deployment for standard integrations

🤖
Custom AI Agents

For decisions that require reasoning, not just routing

🏗️
Base44

Full-stack app + automation backend for complex systems

🔗
Webhooks + APIs

Direct integrations when platforms don't have native connectors

FAQ

Common Questions

Do I need to change my existing tools?

Usually not. We work with what you have — HubSpot, Salesforce, Google Workspace, QuickBooks, whatever. We connect them, not replace them.

How long does it take to automate a workflow?

Simple automations go live in 1-3 days. Complex multi-system workflows take 1-2 weeks. Full ops layer builds run 4-6 weeks.

What if a workflow breaks?

We monitor all automations and respond to failures within 4 hours. Most issues self-resolve before you notice them.

Can you automate workflows that need decision-making?

Yes — that's where AI agents come in. If a workflow requires judgment, we wire in an LLM reasoning layer that handles nuanced decisions.

What Would You Do With 10 Hours a Week Back?

Most clients save 8-15 hours of manual work per week in the first month. Let's find yours.

Start Automating →