Workflow Automation
Connect your existing tools so data flows automatically. No more copy-paste.
- Scope
- One workflow per deliverable
- Price
- Fixed, quoted from the approved spec
- Ownership
- Everything handed over to you
- Built with
- n8nMakeZapierCustom TypeScript/PythonWebhooks & REST APIs
Overview
What it is
If your team retypes the same data between your CRM, spreadsheets, email, and invoicing tools every day, that work belongs in a workflow, not in a person's afternoon.
We build automations on the tool that fits the job (n8n, Make, Zapier, or custom code), with error handling and logging from day one, so failures surface immediately instead of silently weeks later.
- “We retype the same data between tools every single day.”
- “Onboarding a client takes 2 weeks of back-and-forth that should take 2 days.”
How it works
A fixed-scope path from spec to handover
You approve the spec, we build it, you see it run, you own it.
Define the spec
One workflow per deliverable, with defined inputs, outputs, and acceptance criteria. You approve the spec before we build, and it doesn't grow without a new agreement.
Build with error handling
The workflow is built on standard tooling with retries, failure notifications, and run logging — not a fragile chain of happy-path steps.
Demo on your data
You see the workflow run against real (or realistic) data from your tools before handover.
Hand over with docs
You receive the workflow, credentials, and documentation written for a non-developer. You own everything.
- InputTrigger in Tool A (new row, email, form, webhook)
- Step 1Validate & transform data
- Step 2Error handling + run logging
- Step 3Write to Tool B, C, D
- OutputConsistent data everywhere, zero copy-paste
What you get
Named deliverables, not billable hours
Everything below is included in the fixed price and handed over with documentation and credentials.
- One workflow per engagement with defined inputs, outputs, and acceptance criteria
- Error handling, retries, and failure notifications
- Run logging so you can see every execution
- Documentation written for a non-developer, plus credentials and ownership transfer
Not sure this is the right first automation? The Automation Audit finds the highest-value opportunity and ends with a working proof-of-concept.
In practice
Workflows built with this service
Each one has the full spec and a labeled demo you can run.
- Invoice & Receipt ExtractionReading, validating, and filing incoming invoices and receipts — from the email landing in your inbox to the data sitting in your accounting system.
- Instant Lead Routing & Follow-UpThe path a lead takes from “form submitted” to “owner is working it”: routing, enrichment, notifications, follow-up sequencing, and the safety net when someone doesn’t respond.
- Automated Client ReportingAssembling and delivering the recurring report: pulling numbers from source systems, computing period-over-period changes, filling your template, QA-checking for anomalies, and sending it on schedule.
- Client Onboarding: Contract → KickoffEverything between “contract signed” and “kickoff happened”: creating the client workspace, sending intake and welcome sequences, booking the kickoff, chasing what’s outstanding, and telling the owner when onboarding stalls.
- CRM Data Entry AutomationGetting data that already exists somewhere — an email thread, an order spreadsheet, a signup form — into the CRM as clean, deduplicated, correctly-linked records, without anyone typing it twice.
Find out what’s worth automating. Free.
A 30-minute call about your actual processes. You leave with a prioritized roadmap and see workflow automation demonstrated on your own workflow, whether or not you work with us.
- 30 minutes, on your real processes
- Prioritized roadmap you keep either way
- Working proof-of-concept before any contract
- Reply within one business day