Workflow Automation
Lead-to-CRM-to-email-to-Slack chains. Document handling. Onboarding flows. Anything your team does the same way every Tuesday — we build it once, and it runs forever.
Service · Workflow Automation
What it does
Lead routing and enrichment
Document intake and parsing (PDFs, forms, contracts)
Onboarding and offboarding sequences
Cross-system data sync
Approval routing with audit trail
Scheduled reporting and alerts
By industry
Same capability, tuned to your vertical. Tap an industry for the full picture.
Real Estate
Lead routing, listing sync, showing reminders, e-sign chase
For real estateProfessional Services
Client intake, document collection, billing handoff
For professional servicesHealthcare
Patient onboarding, insurance verification, referral routing
For healthcareFinancial Services
KYC document handling, approval routing, statement processing
For financial servicesE-commerce
Order fulfillment chains, return handling, supplier sync
For e-commerceHome Services
Dispatch, invoice generation, follow-up sequences
For home servicesHow it works
We watch how your team does it today. We measure the steps, the tools, and the time.
We diagram the before/after, get your sign-off, and define where humans still belong.
The automation runs in parallel with your humans for a week. We compare outputs before flipping it on.
You get the runbooks, the credentials, and the alerting. We stay on for tuning if you want us to.
Capabilities
We document the before and after — what got automated, what's still human, and where the boundary is.
n8n, Make, Zapier, or custom. We pick the tool that fits the workflow, not the other way around.
Every workflow has alerts. When something breaks, you hear about it before a customer does.
Where an LLM helps (summarization, classification, extraction), we use one. Where it doesn't, we don't.
Your team owns the documentation. If you fire us, the workflows still work and you understand them.
Workflow changes go through a review process. No mystery edits, no silent breakage.
Integrations
Don't see your stack? We integrate with most tools that have an API. We'll confirm in the audit.
How we engage
We begin with a Free AI Audit. If a pilot makes sense, we ship it in two to four weeks and tune it weekly. If the audit shows it won't work, we'll tell you — and you keep the report.
A recent result
Cut new-lead handling time from 90 minutes to 4 minutes. No leads dropped in 60 days post-launch.
See more case studiesWorkflow Automation · FAQ
Usually no. We orchestrate the tools you already pay for. If a tool is the bottleneck we'll say so and recommend a swap — with reasoning, not a kickback.
Alerts to your team and ours. We diagnose, document, and either fix it or hand you the fix. Workflows have a runbook so you can investigate too.
Yes. We build in tools your team can read. We're not interested in lock-in.
Free AI Audit
We'll show you three places AI can save you money this quarter — yours to keep, no obligation, no slide deck.
