Workflow Automation
Connect the tools your team already pays for
We join your CRM, email, spreadsheets, forms, project tools and finance systems into workflows that run themselves — no copy-paste, no chasing, no forgotten handoffs.
Work moves between systems automatically, and nothing sits waiting because someone forgot to forward it.
Most workflows fit inside the Starter or Growth Automation package
Automate a workflow
Tell us which steps your team repeats every week and we'll suggest the fastest win.
Fast to value
Most first workflows are live within two to three weeks, not a quarter.
Your existing stack
HubSpot, Salesforce, Google Workspace, Microsoft 365, Slack, Jira, Xero, QuickBooks and more.
Monitored, not forgotten
Alerts when a workflow fails, plus a monthly review of what ran and what saved time.
Typical workflows we build
Sales
- Lead routing and enrichment
- Proposal and quote generation
- CRM hygiene and reminders
Delivery
- Project status roll-ups
- Task creation from requests
- Client update emails
Back office
- Invoice and payment follow-up
- Report distribution
- Data sync between systems
How we work together
- 1
List the repetitive steps and the tools involved
- 2
We design the workflow and confirm the edge cases
- 3
Build, test with your team, then switch on
- 4
Ongoing monitoring and improvements under a care plan
Ready to talk specifics?
Share a little context and we'll come back with a plan, a timeline and a number.
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