Automation
Automate the busywork and keep your data flowing.
We build workflow automations and integrations that route requests, sync systems, and produce consistent reporting—without fragile hacks.
Flows approvals + routing
Sync clean data
Alerts stay ahead
Highlights
- Start with process discovery to target high ROI workflows.
- Build with logging, retries, and guardrails.
- Documented handoff so automations stay maintainable.
What’s included
- Process discovery (identify repeatable tasks + bottlenecks)
- Custom automation flows (Power Automate / API-based)
- Form → approval workflows (PTO, purchase requests, change orders)
- Intake routing (emails/forms → ticket/CRM/project board)
- Notifications + escalations (Slack/Teams/SMS/email)
- Data sync between systems (CRM ↔ spreadsheets ↔ accounting)
- Automated document generation (quotes, invoices, reports)
- Scheduled reporting (daily/weekly KPI digests)
- Webhooks + integrations (Stripe, QuickBooks, HubSpot, etc.)
- Error handling + retries + logging
- Least-privilege service accounts for automations
- Documentation + handoff + change management
Ideal for
- Teams stuck doing repetitive admin work
- Businesses juggling multiple systems with manual copy/paste
- Organizations that need consistent routing and reporting
Outcomes
- Less manual work and fewer dropped tasks
- More consistent data across systems
- Better visibility through automated reporting
Ready to get this set up?
We’ll review your environment and recommend the fastest path to improvement.