What’s draining most of your team’s time?
Here are 8 workflows we automate most often—but these are just examples.
Describe it in plain English. We build it. You use it.
Average 48-hour delivery. No platforms. No troubleshooting.
Customer Management
The Problem:
Your team enters the same customer data into 3 different systems. Someone always misses one.
What You Tell Us:
“When an order comes in, update our CRM with customer details”
What We Handle:
- •API connections & authentication.
- •Data mapping & validation.
- •Error handling & retries.
- •Ongoing maintenance.
Order Processing
The Problem:
Orders come in, then someone manually updates 5 different systems. Something always gets missed.
What You Tell Us:
“When checkout completes, notify fulfillment, update inventory, send receipt, log in accounting”
What We Handle:
- •Multi-system integration.
- •Failure recovery.
- •Real-time monitoring.
- •Updates when your process changes.
Not sure which applies to you?
Book Your Assessment Call →Lead Management
Remember spending 3 hours in Zapier setting up lead routing rules?
You say:
“Route inbound leads to the right sales rep based on company size”
We build:
Smart routing + CRM updates + notifications + assignment logic.
Reporting & Analytics
Tired of spending Friday afternoons pulling data from 6 tools into spreadsheets?
You say:
“Every Monday morning, send me last week’s key metrics in Slack”
We build:
Automated data pulls + formatting + delivery on your schedule.
Invoice & Payment Processing
Cash flow suffers when invoices go out late or reminders get forgotten.
You say:
“Invoice clients when project marked complete, send reminders at 7 and 14 days”
We build:
Invoice generation + payment tracking + reminder sequence + accounting sync.
Most clients start with 2-3 of these → All included in your $4,999/mo subscription
Need Enterprise-Grade Automation?
Multi-system integrations and specialized workflows for growing businesses
Need Enterprise-Grade Automation?
Multi-system integrations and specialized workflows for growing businesses
Client Onboarding
New clients get inconsistent experiences because manual onboarding has 20 steps someone always forgets.
You say:
“When client signs contract, create project folder, send welcome email, schedule kickoff, add to Slack”
We build:
Multi-step sequences + folder creation + calendar booking + team notifications
Appointment Management
No-shows cost you money. Manual reminder systems are inconsistent and team members forget to follow up.
You say:
“Send appointment reminders 24 hours before, handle rescheduling, sync with my calendar”
We build:
Automated reminders + rescheduling logic + calendar sync + no-show tracking
Data Synchronization
Your CRM, project management, and accounting tools have different data. Nobody knows which system has the ‘source of truth.’
You say:
“Keep customer data, project status, and invoices in sync across all our tools”
We build:
Bi-directional sync + conflict resolution + data validation + real-time monitoring