Workflow Automation
Multi-step processes across your tools — triggered by events, ran by AI, monitored end-to-end.
- n8n / Zapier / Make
- Custom AI nodes
- Error handling + retries
We map the busywork in your back office — approvals, invoices, onboarding, reporting, document processing — and replace it with reliable AI workflows your team actually trusts.
Approvals, copy-paste, status updates, document review — they don't show up on the org chart, but they own the calendar.
Decisions waiting on a Slack DM. Deals waiting on a signature. Hours lost per task.
Same number typed into 4 systems by 3 people. Errors compound; trust in dashboards collapses.
CRM, ERP, accounting and ops live in silos. Reporting is a weekly fire drill.
Contracts, invoices and forms sit in PDFs. No one searches them, nothing flows out of them.
We don't sell generic templates. Every workflow is mapped, scoped, and tested against your team's reality.
Multi-step processes across your tools — triggered by events, ran by AI, monitored end-to-end.
AI extracts, validates and posts invoices, receipts, contracts and POs — directly into your accounting system.
New hire offer → contract → equipment → tools provisioning → first-week schedule — fully automated.
Smart routing for budget, deal, content and PR approvals — with full audit trails and Slack/email actions.
Daily, weekly and executive reports compiled by AI from CRM, ads, finance and product data.
Make your contracts, SOPs and policies searchable, queryable, and actionable via an AI assistant.
Input → AI Processing → Automation → Approval → Dashboard Update — visible at every step.
Email, form, document, Slack message or system event triggers the workflow.
AI extracts data, classifies intent, and decides the next action.
Records created, tools updated, notifications sent across your stack.
Anything requiring a human goes to the right person with full context.
Status, SLA, throughput and exceptions reported in real time.
Hours instead of days, days instead of weeks.
Validation built into every step, audit trail by default.
Across operations, finance and HR — average client.
One dashboard for status, SLA and exceptions.
Status reports, time tracking and client comms eat 10 hrs/week per PM.
AI compiles reports, drafts updates, and frees PMs for client work.
Procurement, vendor invoices and approvals lost in email chains.
AI processes invoices, routes approvals, posts to ERP.
Booking, paperwork and channel-partner payouts done manually.
Workflows automate site visits, agreements and commissions.
Order ops, returns and supplier comms eat support hours.
AI ops layer routes, refunds and updates inventory automatically.
Insurance pre-auth, billing and intake forms are manual.
AI extracts, validates and submits — staff just review exceptions.
Bookings, payments, follow-ups and reviews all live in different apps.
Unified ops workflow with a single dashboard.
Book a free AI automation audit. We'll map the highest-ROI workflow and scope a system you can launch in weeks, not quarters.
Still curious? The free audit call is the fastest path to a direct answer.
Zapier connects apps. We design the system — including AI decisioning, error handling, exception routing, and dashboards — and use Zapier, n8n, Make, or custom code where each fits best.
No. We remove the repetitive part of their job so they can focus on judgement work — vendor relationships, exceptions, strategy.
Every workflow has explicit error handling, SLA monitoring, and human-in-the-loop routing for anything ambiguous.
Usually not. Most workflows fire inside the tools they already use — Slack, email, Notion, your CRM.
Single workflows: 1–2 weeks. Full ops layer (5–10 workflows + dashboard): 4–8 weeks.
Every workflow has logs, role-based access, and audit trails. We sign DPAs and follow least-privilege on all integrations.