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Business Automation

Connect your tools. Let the work run itself.

We wire your CRM, email, forms and finance apps into automated workflows that fire on every trigger — capturing leads, syncing data and chasing approvals while your team focuses on revenue.

600+ apps connected20+ hrs saved / week, on average

Lead Onboarding Flow

Live · v3 · last run 2s ago

Active
  • New lead

    Trigger

    Form submitted

  • Create record

    in your CRM

  • Send welcome

    personalized email

  • Alert sales

    Slack ping

  • Logged & done

    0 manual steps

1.8s

Avg. run

99.9%

Success

11 min

Saved / run

Your stack, connected

We make your apps talk to each other

No rip-and-replace. We connect the tools you already pay for into one system that passes data automatically — over native integrations and APIs.

One source of truth

A connected nerve-center

Every tool plugged into a central hub, so a change in one place ripples everywhere automatically — no swivel-chair re-keying, no stale data, no “which sheet is right?”

AI in the loop

When rules aren’t enough, we drop AI into the workflow to read, classify, summarize and draft — handling the fuzzy steps a simple if/then can’t.

Smart triage & extraction

CRMs

HubSpot, Pipedrive, Salesforce, Zoho

Email & SMS

Gmail, Outlook, Mailchimp, Twilio

Payments

Stripe, QuickBooks, Xero, PayPal

Forms & sites

Typeform, Webflow, your own site

Spreadsheets

Google Sheets, Airtable, Excel

Scheduling

Calendly, Google Calendar, Cal.com

Don’t see your tool?

If it has an API or a webhook, we can connect it. Custom integrations are our specialty when the off-the-shelf connector doesn’t cut it.

600+ apps
Build it yourself

Snap together a live workflow

Pick a trigger, an action and an outcome to see how an automation comes together. This is exactly how we design yours — just with your real tools.

When this happens

Trigger

Do this

Action

Then finish with

Outcome

Your automation

≈ 9 min saved every time it runs

Trigger

New lead arrives

1

Action

Add to CRM

2

Outcome

Generate document

3

In plain English: New lead arrives → add to crm → generate document. It runs the second the trigger fires — no clicks, no reminders, no dropped balls.

Before vs. after

Hand the busywork to workflows that don’t tire

Here's how a typical week shifts once the repetitive processes run themselves. The hours don't disappear — they move back to revenue work.

Hours per week, by process

Manual Automated

Lead capture & routing

8 0.5 hrs/wk

Client onboarding

6 1 hrs/wk

Invoicing & reminders

5 0.5 hrs/wk

Reporting & data sync

4 0.5 hrs/wk

That’s roughly 21 hours a week handed back to your team — over half a workday, every single day.

21 hrs

Reclaimed every week

−90%

Fewer manual errors

5.4x

Avg. first-year ROI

24/7

Workflows never sleep

Most automation projects pay for themselves within a single quarter through saved labor and faster cash collection.

Recipes we ship

Proven automations, wired node by node

A starting menu of the workflows clients ask for most — shown the way we actually build them: a trigger, a condition and the actions it fires. We tailor each to your tools and terminology.

Instant lead onboarding

Automated flow · 5 nodes

8 hrs/wk
  1. Lead fills out a form

    Trigger

  2. Real lead, not spam?

    Enrich & dedupe

  3. Create CRM record

    + send welcome

  4. Ping the right rep

    on Slack

  5. Every lead answered in seconds

    Outcome

Get-paid-faster billing

Automated flow · 5 nodes

5 hrs/wk
  1. Project marked complete

    Trigger

  2. Invoice not sent yet?

    Check status

  3. Generate & email invoice

    to the client

  4. Schedule polite reminders

    reconcile when paid

  5. Days off your payment cycle

    Outcome

Always-fresh data sync

Automated flow · 5 nodes

4 hrs/wk
  1. Record changes anywhere

    Trigger

  2. Fields actually differ?

    Detect the update

  3. Map & push to every app

    across your tools

  4. Log the change

    for audit

  5. One source of truth, always current

    Outcome

Hands-free re-engagement

Automated flow · 5 nodes

6 hrs/wk
  1. Customer goes quiet

    Trigger

  2. Inactivity window hit?

    Pick the right offer

  3. Send email + SMS nudge

    automatically

  4. Route warm replies

    to sales

  5. Dormant accounts revived on autopilot

    Outcome

By the numbers

The results that make Business Automation worth it

20+ hrsSaved per week

Reclaim hours every week

We eliminate the manual handoffs — data entry, status updates, report building — so your team spends time on work that actually grows the business.

24/7Always running

Workflows that never clock out

Once live, your automations run around the clock — onboarding customers, syncing records and sending follow-ups while your team sleeps.

-90%Process errors

Cut costly manual errors

Automated, rule-based processes apply the same logic every single time, so duplicate records, missed steps and typo'd invoices disappear.

5.4xAvg. first-year ROI

Returns you can measure

Most automation projects pay for themselves in a single quarter through saved labor, faster cash collection and fewer dropped leads.

Pricing

Simple, transparent pricing

Clear scope, fixed quotes, no hidden fees. Pick a starting point — we tailor the exact plan to your goals on a free call.

Starter

$1,200one-time

A fixed price per workflow build — ideal for teams who want to automate one painful, high-volume process and prove the ROI fast.

  • One workflow designed & mapped
  • Connect up to 3 of your existing apps
  • Automated lead capture or onboarding
  • Error-handling, logging & alerts
  • Free process audit to scope the build
Most popular

Growth

$2,800one-time

Our most popular package for growing teams ready to automate several connected processes across sales, onboarding and finance.

  • Everything in Starter, plus…
  • Up to 4 connected workflows
  • CRM, email, forms & accounting integrations
  • Document & invoice automation
  • Real-time dashboards & smart alerts
  • AI-powered task handling where rules fall short

Scale

Custom/mo

Ongoing managed automation for operations-heavy businesses — we monitor, maintain and continuously expand your automations every month.

  • Everything in Growth, plus…
  • Unlimited workflows across departments
  • Continuous monitoring & optimization
  • Fixes for third-party tool changes
  • Expanded AI workflows as bottlenecks surface
  • Dedicated automation team on call

Every plan includes senior specialists, transparent reporting and no long-term lock-in. Need something custom? Talk to us.

Automation FAQ

Questions before you automate

Straight answers on cost, timelines, your existing tools and what happens when something changes. Each rule below fires its answer when you open it.

5 rules ready

Tap any rule to expand the answer

  • Then we

    Most automation engagements start around $1,200 for a focused workflow and scale with the number of processes and integrations involved. After a free process audit you'll receive a transparent fixed quote — plus an estimate of the hours and money each automation will save, so the ROI is clear before you commit.

Keep exploring

Services that pair well with Business Automation

Most clients combine a few of these into one coordinated program — more effective together than run apart by separate vendors.

Free process audit

Find the hours hiding in your week.

Book a free process audit. We’ll map your most repetitive workflows, show you exactly how many hours each one is costing, and hand you a clear automation plan — whether you build it with us or not.