Workflow Automation Services

Explore our automation services in the way that makes the most sense for your business.

Start with your industry to discover common workflows and challenges for companies like yours, choose the business area where manual work is creating the most pressure, or browse the platforms already in your technology stack.

You can also begin with the specific situation you need to solve—whether you want to build a new automation, repair an unreliable workflow, upgrade an existing system, or set up ongoing monitoring and support. Each path will guide you toward the most relevant services, examples, and solutions for your needs.

Business areas

Start with the part of the business under pressure

Choose the team or operational outcome you want to improve. Each area connects to relevant industries, platforms, case studies, and concrete automation opportunities.

  • Revenue

    Capture and convert more demand. Connect marketing, sales, and customer success so leads are captured, routed, followed up, and retained without manual record movement.

    Explore Revenue

  • Operations

    Deliver work without manual handoffs. Automate project, service-delivery, logistics, inventory, and status workflows so the next step starts when the work is ready.

    Explore Operations

  • Back Office

    Simplify finance, admin, and approvals. Move documents, approvals, finance, HR, and record-keeping through controlled workflows with human review where it matters.

    Explore Back Office

  • Customer Experience

    Respond, onboard, and support consistently. Route requests, coordinate onboarding, and trigger the right follow-up so customers receive a consistent experience at every stage.

    Explore Customer Experience

  • Data & AI

    Turn operational data into decisions. Build reporting and AI workflows on top of live systems of record so outputs remain useful as the underlying operation changes.

    Explore Data & AI

  • Reliability & Integrations

    Keep integrations reliable and scalable. Connect systems, monitor failures, and repair brittle workflows so the automation stack remains dependable as tools and volume change.

    Explore Reliability & Integrations

Platforms

Tools we build with and connect

We meet you in the platforms you already run—and wire them so data and actions stay in sync.

  • Zapier

    Automation

    Fast automation of repetitive tasks across forms, CRMs, email, and SaaS apps.

    Explore Zapier services
  • GetAptly

    CRM and Sales

    Property ops automation: owner onboarding, contracts, and deal follow-through.

  • WordPress

    Websites and Content

    Automate content publishing, page updates, and connections to external systems.

    Explore WordPress services
  • Freshdesk

    Customer Support

    Ticket automation, response timing, tagging, escalations, and support reporting.

    Explore Freshdesk services
  • Slack

    Customer Support

    Alerts, approvals, reports, and notifications triggered by your other systems.

    Explore Slack services
  • React

    Websites and Content

    Dashboards, internal tools, client portals, and interactive interfaces.

  • Python

    Custom Development

    Scripts, data processing, integrations, automations, and custom APIs.

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How we can help

Build, repair, or improve an automation

Start from your current situation—from finding the opportunity to building, testing, modernizing, and keeping systems reliable.

Intelligence

AI that earns its place in the operation

Audit first, then assistants, voice, documents, and video—applied where they cut real busywork, not because AI is popular.

  • AI audit and due diligence

    We start with the business problem, not the model. We map the workflow, flag where AI would cut real busywork versus where it would be a demo, and recommend Build, Redesign, Postpone, or Keep Manual—including when not to use AI at all.

    Explore Diagnose

  • Knowledge-grounded assistants

    We connect chatbots, customer-service assistants, and internal knowledge bases to your actual docs, tickets, and data—so answers stay grounded instead of generic, and the assistant lives in the channel your team or customers already use.

  • AI in the workflow

    We wire models into the CRM, helpdesk, and ops tools you already run—qualifying leads, drafting follow-ups, booking appointments, updating records, and flagging exceptions—so AI acts inside the process instead of sitting in a chat window nobody opens.

  • AI document processing

    We extract structured data from PDFs and forms, classify it, and route it into the right system automatically—so someone isn't retyping the same invoice or application fields by hand.

  • AI receptionists and voice agents

    We build voice agents that handle inbound calls—greeting, qualification, booking, and common questions—then escalate to a person when the conversation needs judgment. Human handover is part of the design, not an afterthought.

  • Internal tools and rapid MVPs

    When the workflow does not fit a no-code platform, we build the internal tool, dashboard, or light AI-powered SaaS MVP that does—scoped to a usable outcome, not a platform rewrite.

  • AI video production

    We set up a repeatable pipeline that produces videos up to one minute—marketing, informational, or educational. Brief, stills, generation, review, and assembly, so the team gets a steady stream of clips without a new shoot for every cut.

    How to generate quality video with AI

See AI automation in production

Packaged services

Common automations. Defined scope. Fixed price.

Choose a proven automation package when you already know what you need. The core outcome and price are defined upfront, while the implementation is adapted to your tools, fields, rules, and messaging.

Every package includes

  • Implementation and testing
  • 3 revision rounds
  • 14-day bug-fix period

Fixed price

$490

3–5 business days

Form → CRM Automation

Capture website form submissions in your CRM, organize the lead, notify your team, and trigger the first follow-up automatically.

Included

  • Form connection
  • CRM field mapping
  • Team notification
  • First follow-up

Customizable

CRMform platformfieldsmessages

Fixed price

$690

4–6 business days

Lead Routing System

Route incoming leads to the right person, team, territory, or pipeline using the assignment rules your business already follows.

Included

  • Lead capture
  • Assignment logic
  • Pipeline update
  • Internal alerts

Customizable

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Fixed price

$590

3–5 business days

Appointment Automation

Connect bookings with your CRM and calendar, then automate confirmations, reminders, and the actions that happen around each appointment.

Included

  • Booking connection
  • CRM update
  • Calendar sync
  • Reminder flow

Customizable

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Fixed price

$890

5–7 business days

Client Onboarding System

Turn a closed deal into a repeatable onboarding process with emails, tasks, document requests, and internal handoffs.

Included

  • Onboarding trigger
  • Client emails
  • Internal tasks
  • Document requests

Customizable

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Fixed price

$990

5–8 business days

Two-Way Data Sync

Keep records aligned between two business platforms with mapped fields, filters, conflict rules, and reliable synchronization logic.

Included

  • Two platforms
  • Field mapping
  • Sync rules
  • Testing

Customizable

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Fixed price

$390

2–4 business days

Automation Repair

Repair one unreliable automation in Make, n8n, Zapier, or a connected workflow so it runs predictably again. Diagnosis of the existing workflow is free; the package price covers the fix.

Included

  • Free workflow diagnosis
  • Root-cause fix
  • Error handling review
  • Functional test

Customizable

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Fixed price

$690

4–6 business days

Document Generation Workflow

Generate a repeatable business document from structured data, then deliver or store it automatically as part of your workflow.

Included

  • One document template
  • Data mapping
  • Generation trigger
  • Delivery or storage

Customizable

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Fixed price

$790

4–7 business days

AI Inbox Classification

Use AI to read incoming emails or form submissions, classify them, extract useful context, and trigger the correct next action.

Included

  • AI classification
  • Structured output
  • Routing logic
  • One downstream action

Customizable

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Revisions cover adjustments to the agreed workflow, logic, mappings, messages, and configuration. New integrations, workflows, or features are quoted separately before any additional work begins.

Need a custom project?

Need help automating a process?

Tell us about the repetitive work on your team—we’ll map a practical custom automation plan.