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Workflow automation

Your tools already know. Nobody told them to act.

A lead arrives, a job finishes, an invoice clears. We build the sequence that runs next, in your own accounts, so a person is not the wire between two systems.

Book a free audit 30 minutes, no chargeA written proposal in 2 business days
From $499 one workflow 10 days to running Your accounts not ours
Inbound leadsRunning
RMRachel Moore Replied in 48s
TBTom Bennett Replied in 51s
SDSarah Doyle Routing
MHMark Hayes New
# Slack · salesMark Hayes matched to an existing account and routed to Dana
Built in the tools you already pay for
  • Make
  • n8n
  • Zapier
  • Power Automate
  • HubSpot
  • QuickBooks
The actual problem

Six tools that all work. None of them talk.

So a person becomes the integration: copying a name here, pasting an amount there, remembering to tell the third system. That person is your bottleneck, and they are also on holiday next week.

Doing it by hand

  • Nothing moves until somebody opens the right tab
  • The same fact typed into three systems by three people
  • Two systems disagree and nobody knows which is right
  • The exceptions live in one person's head
  • Evenings, weekends and holidays are queue time

Once it is built

  • The trigger fires the whole sequence, unattended
  • Written once, propagated everywhere it belongs
  • One source of truth, agreed before we build
  • Every rule written down and version controlled
  • 2am is the same as 2pm
Routed

The right owner, before anyone has read it

Territory, product, value, language, whatever your rule is. The record is matched against what you hold, deduplicated, assigned and acknowledged.

  • Deduplicated against the existing record by domain
  • Assigned on your rules, not round robin
  • Anything ambiguous goes to a person, not a guess
Routing rules
01Country is US or CADana 02Value over $10,000Founder 03No rule matchesAsk a human
Answered

A reply at 2am that reads like you wrote it

From your own address, in your words, answering what they actually asked. Not a receipt saying we have received your inquiry.

  • Sent from your domain, authenticated
  • Written from your material, not the open internet
  • A booking link only when the rules allow one
Conversation
Do you handle installs in Arizona, and roughly what does a small job run? We do, out of the Phoenix crew. Small installs are typically two days. Here are three times this week if a call is easier. Sent 51s after the form
Watched

It fails loudly, which is the whole point

Every call retries, every failure alerts, and the manual fallback is written down before go-live. An automation that stops quietly is worse than one that never ran.

  • Retry with backoff on every external call
  • Alerting to Slack, Teams or email
  • A documented way to do it by hand while it is down
Health
Lead intake1,284 runs, 0 failed Invoice syncRetried twice, then fine
Success rate, 30 days99.8%
Where it pays back first

Six places we start, in the order we usually find them

Lead to first response

Form, inbox or missed call into the CRM, deduplicated, routed and acknowledged before anyone opens a laptop.

Quotes and proposals

One intake form produces the document and sends it for signature.

Client onboarding

Signature triggers folders, project, CRM status and the first invoice.

Approvals that chase themselves

Routed by amount, escalated on a timer, every decision logged.

Recurring reporting

Pulled on a schedule, formatted, delivered already readable.

Order to cash

Order, stock, fulfillment, invoice and payment reconciled on arrival.

Which platform

Whichever is cheapest to own, not whichever we prefer

Make

Our default under roughly fifty thousand operations a month. Visual enough for your team to read, and priced per operation. More on Make.

Priced byOperation
Wins whenSMB volume, mixed tools
Watch forCost at high volume
Before you talk to anyone

Work out whether it is worth doing at all

Move the three sliders. If the payback runs past a year, we will tell you not to build it.

That work currently costs you

$1,974

every month in wages alone, before the errors and the waiting.

A $2,500 build pays for itself in 1.3 months.

What drives the price

Setup runs $499 to $4,500, fixed before work starts, then $175 a change or a plan, with 30 days of support after go-live. The count of systems moves it most, then API quality, then the exceptions.

See full pricing

Common questions

Can we not just build this ourselves in Zapier?

For a trigger and two actions, yes, and you should. It stops being worth doing in-house when the branches outgrow what anyone can safely change, or when the person who built it leaves.

What if one of our systems has no API?

Usually there is a route: a scheduled export, a database connection, an email bridge, or browser automation last. Each is less robust than a real API, and we price and flag that up front.

How do you test before going live?

We run it beside your manual process on real data for a week or two and compare line by line. We cut over when the outputs match.

Who pays for the platform licenses?

You do, in your own account. We take no margin, and we estimate the monthly running cost during scoping.

What if we want to change it later?

Your team can, with the documentation and walkthrough we leave you. That is why we build in visual platforms. If you would rather we did it, a plan covers that.

Tell us what your team is doing by hand

Thirty minutes, no charge. We will tell you whether it is worth automating and roughly what it would cost, before anyone asks you for a number.

You will talk to Fayez or Kareem. Nobody else.

Related: Scoping and proposal · System integrations · Automation support