AI Workflow Automation.
We map the manual, repetitive work inside your sales, ops, admin, and customer communication workflows — and replace it with automation that runs before anyone has to remember to do it.
Your team is spending hours every week doing work that a well-built automation handles in seconds.
The problem is not effort — it's architecture. Most businesses have the right tools but the wrong connections. Data that should flow automatically gets copy-pasted. Follow-ups that should be instant get queued in someone's inbox. Reports that should refresh live get built manually every Friday morning.
We map those friction points, design the automation logic, build it in your existing stack, and deploy it with test coverage and documentation. The work your team has been doing out of habit — because it felt too small to fix — disappears from their plates.
INSIDE
Six automation categories. Every repetitive process covered.
We go as narrow or as broad as your business needs — one workflow at a time, or a full ops layer.
Sales & Pipeline Automation
Lead routing, stage updates, task creation, owner assignments, quote triggers, deal alerts, and follow-up cadences — moving automatically as deals progress.
Ops & Admin Automation
Scheduling, document routing, approval chains, onboarding steps, and any recurring ops task that lives on a calendar or a checklist.
Customer Communications
Confirmation, reminder, re-engagement, review-request, and upsell messages — triggered by actions in your CRM or calendar, not manually by your team.
Reporting & Alerting
Auto-generated reports, live dashboards, anomaly alerts, and metric digests — delivered to Slack, email, or your BI tool without a human touching it.
Document & Data Routing
Forms, contracts, invoices, spreadsheets — filed, named, routed, and tagged automatically. No more "where did that go?"
Internal Triggers & SOPs
We encode your SOPs into automation. When X happens, Y gets notified, Z gets created, and the checklist runs — without the manager catching it.
DELIVERABLES
What you actually get.
Concrete artifacts you own. No vague strategy docs — everything is built, configured, and handed off.
Workflow map & trigger documentation
Every automation documented with trigger conditions, logic branches, error handling, and the business rule it enforces.
Live automations in your stack
Deployed in your existing tools — n8n, Make, Zapier, HubSpot workflows. You own the flows; we build and hand them off.
Test suite & edge case coverage
Every automation tested against real-world data, including edge cases, missing fields, and failure modes.
Error handling & alerting
When something breaks, the right person gets notified. Automations don't silently fail.
SOPs & Loom walkthroughs
Written SOPs and video walkthroughs so your team understands what each automation does and how to edit it.
Handoff & team training
A live training session with your ops or admin team. No black boxes — your team knows what's running and why.
DELIVER
Scoped, built, and live in 2–4 weeks.
We don't take months to ship. Each automation is a fixed, time-boxed build.
Scope
We document the current workflow, map the trigger conditions, define the logic, and confirm the output — before anything is built.
Build
We build the automation in your stack, connect the integrations, write the error handling, and run it against test data.
QA & Review
We run the automation end-to-end with real data, pressure-test edge cases, and walk your team through what it does.
Launch & Monitor
Live. We monitor the first two weeks of production runs, tune any edge cases that surface, and hand off documentation.
OUTCOMES
What changes once we deliver.
Typical ranges from active engagements. Your baseline is set during discovery.
Tools we build with.
We build on what fits your business — and we'll tell you when you're paying for something you don't need.
QUESTIONS
The questions we get on every call.
WITH
Where to go next.
These services stack on top of — or lead directly into — what we build here.
Systems Integration & APIs
If your tools aren't connected yet, we wire them before — or alongside — the automations that run on top.
SEE SERVICE →AI Agents & Assistants
Add AI decision-making on top of your automations — agents that handle judgment calls, not just rule-based routing.
SEE SERVICE →Ongoing AI Growth Partner
Monthly retainer to add new automations, tune existing flows, and respond to changes in your business.
SEE SERVICE →Stop doing things that shouldn't need a human.
Tell us which manual process is eating the most time. We'll scope the automation in the same call.