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Workflow Automation

We connect your existing tools so information flows automatically. No more copy-paste between systems.

What you get

A single place to do your work — instead of juggling 5 different logins and windows.

Sound Familiar?

"My team spends half their day copying information from one system to another."

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The Email Dance

Take the email, copy the attachment, paste it into the CRM, update the spreadsheet, notify the team. Every. Single. Time.

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5 Logins, 5 Windows

You need information from five different systems just to answer one question. Each with its own login. Each with its own interface.

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The Manual Process

A "simple" task requires 6-8 steps across multiple systems. Training new hires takes months because no one remembers all the steps.

What We Actually Build

We don't rip out your existing systems. We connect them so they talk to each other.

Before: The 6-Step Process

  1. 1Check email for new request
  2. 2Download attachment
  3. 3Open CRM, find client record
  4. 4Upload document to CRM
  5. 5Update tracking spreadsheet
  6. 6Notify team in Slack

After: The 1-Step Process

  1. 1Email arrives → everything else happens automatically

The system reads the email, extracts the attachment, routes it to the right client record, updates your tracking, and notifies the team. You just see a notification that it's done.

Common Automations We Build

Email → CRM

Emails from clients automatically create or update records, attach documents, and route to the right person.

Form → Workflow

Web form submissions trigger entire workflows — assignments, notifications, calendar events, follow-ups.

Spreadsheet Replacement

That critical Excel file everyone's afraid to touch? We turn it into a proper web app that connects to everything else.

Single Dashboard

Instead of logging into five systems, we build you one screen that pulls everything together.

Document Routing

Files arrive, get categorized, and end up in the right folder/system without anyone touching them.

Notification Intelligence

Stop getting 100 notifications a day. Get the 5 that actually matter, when they matter.

Stop the Copy-Paste

Tell us about the process your team dreads most. We'll tell you honestly if we can automate it — and what it would take.