Automation & Workflows

Automate the busywork and scale what works — without hiring more people.

We help you design custom automations that reduce repetitive tasks, improve accuracy, and connect your business processes end-to-end.

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🔧 What’s Included

• Design and build custom workflows to streamline daily operations
• Automate recurring tasks like invoicing, lead handoffs, follow-ups, and notifications
• Trigger actions across tools like Airtable, Stripe, Pipedrive, Slack, Notion, and more
• Implement error logging, alerting, and retry logic for reliability
• Replace internal SOPs with self-running, auditable systems
• Visualize flows using Make.com, Zapier, or custom backends

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🧠 Ideal Use Cases

• New deal in CRM → create invoice, email client, notify team
• Stripe payment received → update Airtable, send onboarding form
• Contract signed → trigger email sequence + internal Slack ping
• Lead form submitted → validate data, enrich, push to Pipedrive
• Overdue invoice → trigger reminders or Slack alerts to ops team

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⚙️ Platforms We Use

• Automation Tools: Make (Integromat), Zapier, Pipedream
• Data & Triggers: Airtable, Stripe, Pipedrive, Notion, Slack
• Custom Logic: JavaScript, HTTP modules, webhooks, fallback paths
• Error Handling: Airtable logs, alerting, fail-safe design

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🚀 What You Get

• Clean, documented workflows built for real-world edge cases
• Time savings across your team and better client experience
• Optional dashboard or error tracking to monitor automation health
• Integration with your existing stack

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✅ Start With a Workflow Discovery

Let’s identify what’s manual, messy, or repetitive — and build a smarter way to run your ops.

[Book a free workflow review →]Contact Us