Workflow Automation
Your team shouldn't spend 20 hours a week on tasks a machine could do in seconds. We identify your highest-ROI automation opportunities and build solutions that actually stick — not fragile Zapier zaps that break when you change a field.
What We Deliver
Every automation engagement starts with a deep process audit. We identify where time and money are leaking before we write a single line of code.
- End-to-end process mapping and bottleneck identification
- Custom automation pipelines using your existing tools
- Native integrations: Zapier, Make, n8n, or direct API
- CRM automation, lead routing, and follow-up sequences
- Client onboarding automation and document generation
- Internal reporting and data aggregation workflows
- Error monitoring, alerts, and failure recovery logic
- Full documentation and team handoff training
Project Timeline
Most workflow automation projects take 2–4 weeks from discovery to launch. Complex multi-system integrations may take 6–8 weeks.
Starting Investment
Automation projects start at $3,000 for focused, single-workflow builds. Larger multi-system projects are scoped individually.
Tools We Work With
Zapier, Make, n8n, HubSpot, Salesforce, Notion, Airtable, Slack, Google Workspace, and direct API integrations for any platform with an API.
Common Automation Use Cases
Every business is different, but these are the workflows that unlock the most value most consistently.
Client Onboarding
Turn a 5-hour manual onboarding into a 15-minute automated flow. Contracts, kick-off emails, project setup, and CRM updates — all triggered automatically.
Lead Routing & Follow-up
Every inbound lead automatically enriched, routed to the right rep, and enrolled in the right follow-up sequence. No more manual data entry.
Reporting & Dashboards
Pull data from every tool in your stack into a single, automated weekly report. Know what's working without spending hours in spreadsheets.