Workflow Automation

Stop copying data between apps. Stop missing follow-ups. Stop doing work a computer should do. We build automated workflows that run your repetitive processes 24/7.

Discuss Your Workflows

What We Automate

Common workflows we build for clients

Lead Management

Automatically capture leads from forms, enrich data, score, route to sales, and trigger follow-up sequences.

Sales Operations

Proposal generation, contract workflows, CRM updates, commission tracking, and pipeline reporting.

Client Onboarding

Welcome emails, account setup, document collection, task assignment, and progress tracking.

Invoicing & Payments

Automatic invoice generation, payment reminders, reconciliation, and financial reporting.

HR Processes

Recruiting workflows, employee onboarding, time tracking, expense approvals, and compliance reminders.

Reporting & Alerts

Scheduled reports, KPI dashboards, threshold alerts, and executive summaries delivered automatically.

How Our Automations Work

1

Trigger

Something happens: form submitted, email received, date reached, or data changed.

2

Process

Data is transformed, validated, enriched, or combined with other sources.

3

Action

Records created, emails sent, notifications triggered, or systems updated.

4

Monitor

Errors caught, alerts sent, and logs maintained for full visibility.

Ready to Automate?

Tell us about your most time-consuming workflows. We'll show you what's possible.

Get Started