Business automations
Connect the steps your team keeps doing by hand.
A form comes in. Someone copies the details into another tool and creates the next task. We build automations that do that part for you.
Follow the work from one tool to the next.
Examples to discuss, not client projects. Each one is built around your software and your rules.
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Intake to customer record
An approved form submission creates or updates the customer record. We agree up front what happens when the customer already exists or a required detail is missing.
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Approved work to draft invoice
Agreed job details flow into a draft invoice. The person responsible for billing approves it.
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Quote to follow-up
An open quote gets a follow-up task. Reminders stop when the customer replies or the status changes.
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Booking to scheduling updates
Appointment details reach the people and tools that need them, including changes and cancellations.
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Business records to a report
Agreed fields come together from your sources. Missing data gets flagged, so a gap never passes for a complete report.
Illustrative workflow
Every new request gets a defined next step.
A proposed process, not a completed client project.
Plan for the request that breaks the pattern.
A customer submits twice. A tool is down. A job is canceled after the next task already exists.
Those cases get rules too.
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Duplicate handling
We agree with you how a repeat submission is recognized and what happens to it, and the offer spells it out.
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Failed-step handling
If a step fails, the automation stops and alerts a named person on your team instead of guessing.
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Human approvals
Customer messages, quotes, invoices and payments wait for a person. Internal data moves run on their own after testing.
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Manual fallback
Every automation has a manual way to finish the job, so your team is never stuck waiting on it.
We check the connection before we price it.
Tell us which tools you use and where the information needs to go. Some connections need a paid plan or permission from the account owner.
- Compatibility
- We check access and limits during discovery, before the offer. The price never assumes a connection your software can't support.
- Access
- Accounts are set up in your name. You give us access for the build and stay in control of it.
Don't send passwords or account keys through the inquiry form.
Price the workflow after mapping it.
On the free discovery call we learn the steps and their exceptions. Within 2 business days you get a written offer with fixed scope and price.
Scope details
The offer lists the connected tools, what starts each step, where a person approves and how each exception is handled.
Running costs
You pay automation platform subscriptions and usage directly. The offer lists the expected monthly cost. Support is an optional monthly plan.
Handover
A recorded walkthrough, written instructions and accounts in your name. If you leave, you keep everything, with no exit fee.
Questions about automations
Usually not. Most steps follow clear rules. AI earns its place when a step means reading free text or drafting a response.
In most cases that comes down to what access those tools give. We check it during discovery, before we send the offer.
Yes. Customer messages wait for a person by default.
The automation stops and a named person on your team gets the alert. Your team finishes the work by hand until the tool is back.
We build around your current process. If your software forces a change, the offer says so before you agree to anything.
Pick one task that moves through several tools.
Tell us what starts it, where the details go and who checks the result.