Build · Service 01 / 13
Workflow automation.
Most teams don’t need new software. They need the software they already pay for to talk to each other, so people stop acting as the cable between systems.
The problem
Orders re-keyed into a second system. Leads copied from a form into a CRM. Receipts typed into accounting. Reports rebuilt every Monday from four exports. Each step takes minutes; together they take a role.
What we build
Typical systems.
- 01
Lead intake & routing
Form, email and chat leads captured, enriched, de-duplicated and routed to the right person with context attached.
- 02
Document extraction
Invoices, receipts, purchase orders and applications read by AI, checked against rules, and posted to the system of record.
- 03
Order & status updates
Order, fulfillment and delivery events pushed to customers and teammates automatically, in their language.
- 04
Scheduling & reminders
Booking, confirmations, reschedules and follow-ups handled without a person watching the calendar.
- 05
Reporting that builds itself
Data pulled from each tool on a schedule, reconciled, and delivered as a short summary with the numbers that changed.
Deliverables
What you keep.
- Workflow map with baseline time and error measurements
- Production automation running in your accounts
- Human review queue for exceptions
- Logging, alerts and a documented off switch
- Runbook and recorded walkthrough for your team
A good fit for
- Teams spending hours a week moving data between tools
- Operations that depend on one person remembering every step
- Owners who want visibility without building spreadsheets
Platforms we work in
- Zapier
- Make
- n8n
- Google Workspace
- Microsoft 365
- Shopify
- HubSpot
- Airtable
- QuickBooks
- Slack
Google Workspace, Microsoft 365, Shopify, HubSpot, QuickBooks, Slack, Airtable, WhatsApp Business, Zapier, Make, n8n, and custom code when a no-code tool is the wrong fit.
Every engagement follows the same five forms.
Questions
About this service.
Do we need to replace our current tools?
Usually not. We start from the stack you already pay for and only recommend new software when it clearly removes cost or risk.
What happens when an automation hits something unusual?
It stops and routes the item to a person in a review queue, with the reason attached. Nothing unusual is pushed through silently.
Begin
Every kata begins with a bow.
Book a 30-minute strategy call. Bring the process that eats your team’s week, or the channel that isn’t working. Leave with a clear view of what to fix first, and what to leave alone.