Automation
Workflow Automation
Connect the tools you already use so information moves on its own and people only step in where judgement matters.
The problem
Why businesses come to us.
Copying data between forms, spreadsheets and apps eats hours every week and creates errors nobody notices until a customer does.
What’s included
- Mapping of your current handoffs and bottlenecks
- Connected workflows between your existing tools
- Task creation and notifications for the right person
- Human review steps for exceptions
- Monitoring so failures are caught, not hidden
What changes
What it means for your team.
01
Routine admin happens without anyone chasing it
02
Handoffs between teams stop slipping
03
Your team spends time on work that needs a person
Works well with
Connect it to the rest of the system.
Guides
Before you build workflow automation.
Workflow automation: what to automate first
A simple scoring test for which tasks to automate and which to leave to people.
Read the guideCOMPARISONZapier vs custom automation: when to switch
How task pricing scales and the signs you have outgrown it.
Read the guideGUIDEThe sales-to-delivery handoff checklist
What should pass to delivery when a client signs, and what to automate.
Read the guideReady to talk about workflow automation?
Tell us where you are and what is getting in the way. We will scope it before anything is built.