Workflow Automation

Replace manual steps and “can you nudge this?” emails with small automations that save hours every week and make handoffs painless.

Before (manual)
  • • Copy/paste between tools
  • • Lost emails and late approvals
  • • “Where is this at?” messages
After (automated)
  • • Data flows between systems
  • • Timely approvals & reminders
  • • Clear status, fewer errors

Start small. Ship in days, not months.

PLAYBOOK

Audit → Automate → Observe → Iterate

We keep scope tight and visible so you see results quickly.

  1. 1) Quick audit (1–2 days)

    Map the current steps, owners, tools, and failure points. Pick the first high-ROI slice.

  2. 2) Automate the handoff

    Wire the trigger → transform → action. Add approvals, notifications, and safety rails.

  3. 3) Observe & alert

    Logs and dashboards for visibility. Alerts when something needs a human.

  4. 4) Iterate

    Tune rules, add one more step, or expand to the next team.

COMMON AUTOMATIONS

Small loops that save big time

Sales & Intake

  • • Lead capture → CRM with dedupe
  • • Quote approvals & e-sign
  • • Win → project kickoff checklist

Operations

  • • Request → assignment → status updates
  • • Inventory/parts reorders on thresholds
  • • Weekly rollup with blockers

Finance & Admin

  • • Invoice creation + reminders
  • • Expense approval & categorizations
  • • Payout/export to accounting

WHY AUTOMATE

Manual vs automated

Manual
  • • Re-typing data across tools
  • • Follow-ups slip through the cracks
  • • Status lives in someone’s inbox
Automated
  • • One source of truth, synced
  • • Time-based nudges & approvals
  • • Shared, always-current status
Back-of-napkin ROI

Minutes saved × times per week × team size × hourly rate → monthly time back. Start with one high-frequency handoff and expand.

INTEGRATIONS & VISIBILITY

Works with the tools you already use

We connect CRMs, ERPs, accounting, forms, and email. You keep your stack-just with less copy/paste.

CRM
ERP
Accounting
Email
Sheets
Docs / PDFs
SMS
Webhooks
APIs

RESULTS IN BRIEF

What teams see after a few weeks

50%

Faster turnaround on approvals

0→near-0

Re-entry errors on handoffs

Hours/week

Time saved from reminders & syncs

FAQ

Common questions

Where do we start?

A short audit of one workflow. We target a single handoff first so you see value quickly.

Do we need to change our tools?

Not usually. We connect your current systems with APIs, webhooks, or small bridges.

What happens if an automation fails?

We add retries, exception queues, and notifications so a human can take over with context.

How do we measure success?

Time saved, error reduction, and on-time throughput. We’ll define a simple baseline and track improvements.

Ready to retire a manual workflow?

We’ll start with one high-impact handoff, automate safely with visibility, and expand as results roll in.