Automations

Eliminate the repetitive. Scale without headcount. Automate the work that wastes your team's time.

Time-Wasting Workflows,
Gone.

We map your processes, build the automations, and watch as your team gets back hours per week.

📅
Scheduling & Calendars

Book meetings automatically. Sync calendars. Send reminders. No back-and-forth emails. Instantly available for client bookings.

👋
Onboarding Workflows

New hire? New customer? Trigger automated sequences. Send docs, schedule training, create accounts, set permissions — all hands-free.

💳
Billing & Invoicing

Generate invoices from deals. Send automatically. Track payments. Send reminders. Integrate with accounting software. Reduce days-to-payment.

📊
CRM Updates & Sync

Data flows between tools automatically. New form submission → CRM contact. Email opens → activity log. No manual data entry.

📧
Email Sequences

Trigger email campaigns based on actions. Follow-ups, upsells, nurture sequences — all automated and personalized.

📈
Reporting & Analytics

Automated dashboards. Weekly reports sent via email. Alerts on key metrics. Slack notifications for important events.

Automation Platforms

We work with the best no-code and low-code platforms:

Zapier

The most popular automation platform. 6000+ integrations. Great for simple to mid-complexity workflows.

6000+ Apps No Code Multi-step
Make (Integromat)

Powerful visual automation. More control than Zapier. Better for complex conditional logic.

Advanced Logic Visual Builder Cost Efficient
n8n

Open-source automation platform. Self-hosted or cloud. Unlimited workflows. Perfect for complex, custom automations.

Open Source Self-hosted Custom Code
Airtable Automations

Built-in automation in Airtable. Trigger actions based on data changes. Email, webhooks, and more.

Data-Driven Native Easy
HubSpot Workflows

Workflows built directly in HubSpot. Nurture leads, score contacts, trigger actions based on behavior.

CRM Native Lead Nurture Powerful
Custom Webhooks

When standard platforms don't cut it, we build custom automation using APIs and webhooks.

Unlimited Custom Logic Flexible

Time Saved.
Money Made.

Here's what our clients typical see:

10-20
Hours Saved Per Week
$50K+
Annual Payroll Saved
95%
Fewer Manual Tasks
2-4 weeks
ROI Timeline

Our Process

From discovery to deployment:

01

Map

Document your current workflows. Where are the bottlenecks? What are your biggest time-wasters? Where does data get stuck?

02

Design

Design the automation. What are the triggers? What happens in each step? How do we handle edge cases? Get your approval before we build.

03

Build

Build in staging. Test every scenario. Make sure it handles edge cases. Refine until it's perfect.

04

Test

Run real data through it. Simulate errors. Make sure it handles failures gracefully. No surprises in production.

05

Deploy & Monitor

Go live. Monitor performance. Adjust as needed. Track how much time you're actually saving.

FAQ

Simple automations: $1K-$5K. Complex workflows: $5K-$20K. Monthly platform fees: $50-$500 depending on platform. We map your needs and quote accurately.

Sure — for simple stuff. But complex workflows with conditional logic, error handling, and integrations? That's where expertise saves time and money. We handle the hard part.

We build error notifications into every automation. Breaks alert you immediately. We also provide support and maintenance to keep things running smoothly.

Yes. If your system has an API, we can integrate it. We've worked with legacy systems, custom databases, proprietary software — you name it.

They'll love it. When people get 10 hours back per week, they're happy. We train your team and handle the transition smoothly.

Simple: 1-2 weeks. Medium: 2-6 weeks. Complex: 6-12 weeks. We're fast and iterate based on feedback. Most clients see time savings within weeks.

Ready to Automate?

Let's audit your workflows and find where we can save you the most time.

Get a Free Estimate →