Automation Services

Your business runs on repetitive tasks. It doesn't have to.

We connect the apps you already use, then let automation handle the busywork between them. Invoices, follow ups, data entry, reporting. Our workflows give small businesses hours back every week, without enterprise price tags.

A Real Workflow, Simplified

✉
New lead emails your inbox
▼
⚙
They're added to your CRM instantly
▼
📅
Sends a booking link automatically
▼
🔔
Notifies your team in Teams or Slack
10+ Hrs

Saved weekly, typical client

1,200+

Apps we can connect

160+

Workflows we run ourselves

3 Ways

To work with us

What We Automate

If it happens the same way twice, we can automate it

We build on a powerful automation platform that links your email, CRM, calendar, accounting, and over 1,200 other apps into workflows that run on their own. Here is where small businesses see the fastest wins.

📩

Lead Capture & Follow Up

Every form fill, email, and call gets logged, routed, and answered. No more leads slipping through the cracks while you’re busy doing the actual work.

🧾

Invoicing & Payments

Generate invoices from completed jobs, send them automatically, and chase overdue payments with polite reminders you never have to write.

🔄

App-To-App Data Sync

Stop copying and pasting between Outlook, your CRM, spreadsheets, and QuickBooks. Enter data once and let automation keep everything matched up.

📊

Reports & Dashboards

Wake up to a morning summary of yesterday’s sales, open tickets, or job status. Weekly and monthly reports build themselves and land in your inbox.

🤖

AI-Powered Workflows

Draft replies, summarize documents, categorize requests, and route work with AI baked into the workflow. Practical AI that earns its keep.

📅

Scheduling & Reminders

Appointment confirmations, no-show follow ups, renewal notices, and internal task reminders all fire on time, every time, without a human touching them.

Why Automate With Us

Big-company automation at a small-business price

✓

Pay Per Workflow Run, Not Per User

Big-name automation tools charge for every seat and every task. Our platform’s pricing means your costs stay flat as your team and volume grow.

✓

You Own Your Automations

The workflows we build are yours. Run them yourself, move them, or hand them to us to manage. You are never locked into a vendor.

✓

Hours Back Every Single Week

A task that takes 15 minutes, done 4 times a day, costs you over 250 hours a year. Automating even a handful of those changes your week.

✓

Fewer Errors, Happier Customers

Automated workflows don’t forget follow ups, mistype invoice amounts, or lose sticky notes. Consistency is the quiet win of automation.

The Math On One Automated Task

Manual data entry, per day

1.5 hrs

Staff cost at $25/hr

$37.50/day

Monthly cost of doing it by hand

~$825

Typical hosted workflow cost

a fraction of that

Time reclaimed per year

390+ hours

Illustrative example based on one recurring task. Your free automation audit maps the actual numbers for your business.

Work With Us Your Way

As little or as much help as you want

Some owners want to learn the tools and run everything themselves. Others never want to think about it again. Both are welcome here, and you can move between levels as your needs change.

No. 1

Learn It

Training & Coaching

We teach you and your team to build and manage your own automations, with real workflows for your business built during the training.

Most Popular
No. 2

Build Together

We Build, You Run

We design and build your automations, document everything, and hand you the keys. You run them day to day, and we stay on call for changes.

No. 3

Fully Managed

We Host & Support Everything

Automation as a utility. We host your automation platform, monitor every workflow, fix issues before you notice them, and keep building as you grow.

Our Process

From first call to running automations

01

Free Automation Audit

A short call where we map your repetitive tasks and identify the automations with the biggest payoff.

02

Roadmap & Quote

You get a prioritized plan with clear pricing. Pick the engagement level that fits, from training to fully managed.

03

Build & Test

We build your workflows, test them against real scenarios, and refine until they run clean.

04

Launch & Grow

Your automations go live. We train your team, monitor results, and keep finding new hours to give back.

Get Started

Find out what your busywork is really costing you

Book a free automation audit. In 30 minutes we’ll identify your three best automation opportunities and what they would save you. No pressure, no jargon.

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Prefer to explore on your own first? Browse our template gallery for ready-made workflows you can start with today.