Automations — Workflow automation

Workflow automation — remove the work software should be doing.

The repeated, rules-based work that’s currently sitting in someone’s inbox. Lead routing, quote generation, onboarding sequences, status updates, internal notifications, document generation. Implemented in Zapier, Make, n8n, or custom — whichever fits the job and the team that has to live with it.

← Automations

How we approach workflow automation

Workflow automation is straightforward when the underlying process is sound. When it isn’t, the automation just makes the dysfunction faster. We always look at the process first — sometimes the right answer is to fix the process before automating, sometimes it’s to automate as-is, sometimes it’s both at the same time.

  • Process check first — is this worth automating, or worth redesigning?
  • Right tool for the job — Zapier for simple, Make/n8n for complex, custom when needed
  • Built so a human can still understand what’s happening
  • Logging and error handling — not silent failure
  • Documentation so your team can adjust without us
  • Monitoring so you know when something stops working

Automation that doesn’t become a black box.

A common pattern: someone built an automation, left, nobody knows how it works, it breaks, the team starts doing the work manually again. We build documented, debuggable, owner-able workflows — even when that’s slightly slower upfront.

Got a manual process eating hours?

Tell us the workflow. We’ll map what could be automated and what shouldn’t be.

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