Sales
Speed-to-lead routing
New inquiries enriched, scored and assigned to the right person in seconds, with an instant acknowledgement to the prospect.
Workflow Automation
Workflow automation for the work your team repeats every day
We map how work really moves through your business, then automate it end to end — lead routing, onboarding, document handling, reporting — with workflows that retry on failure, log every run and ask a person when a decision matters.
workflows · speed-to-lead
- 0 msTriggerNew web inquiry
- 820 msAI stepEnrich & score lead
- 4 msBranchScore ≥ 70 → senior agent
- waitingApprovalConfirm in Slack
- queuedActionCreate deal in CRM
Runs today
437
Success rate
99.8%
Auto-retried
3
Hours saved / wk
26
Runs per hour
Sound familiar?
Signs it's time to automate
- 01
Leads wait hours for a reply because someone has to copy them from a form into the CRM.
- 02
Onboarding a customer or employee means the same checklist across five tools, every time.
- 03
Your Zapier or Make scenarios fail silently, and nobody notices until a client does.
- 04
Month-end reports are assembled by hand from exports and spreadsheets.
Capabilities
Automation that never fails quietly
Every workflow we ship is versioned, monitored and documented — built to be trusted with real operations.
Process mapping & ROI
We time the current process, find the steps worth automating and estimate the hours saved before building anything.
Low-code & custom workflows
Make, n8n, Zapier or Power Automate when they fit; custom TypeScript or Python services when volume, logic or cost demand it.
Event-driven triggers
Workflows start from webhooks, form submissions, new emails, database changes or schedules — the moment the event happens.
Human-in-the-loop approvals
Approval steps in Slack, Teams or email for the decisions that need a person, with timeouts and escalation built in.
AI-powered steps
Requests classified, attachment fields extracted and replies drafted inside the flow, so automation copes with unstructured input too.
Monitoring & alerting
Run history, automatic retries, dead-letter queues and alerts when something needs attention — no silent failures.
Use cases
Workflows we automate most
Operations
Client onboarding
One signed contract triggers account setup, document requests, welcome emails and kickoff scheduling across your tools.
Marketing
Multi-channel publishing
Publish a listing or article once and push it to your website, portals and social channels, formatted for each one.
Finance
Invoice to ERP
Incoming invoices read, matched to purchase orders and posted to accounting, with exceptions flagged for review.
Process
From manual process to running workflow
- 01
Map the process
We document each step, owner, tool and exception, and measure the time it takes today.
Deliverable: Process map & savings estimate
- 02
Design the flow
Triggers, branches, approvals and error paths — agreed with the people who actually do the work.
Deliverable: Workflow blueprint
- 03
Build & test
Implemented on the right platform and tested against real past cases, including the awkward ones.
Deliverable: Tested, documented workflows
- 04
Monitor & extend
Alerts, run dashboards and regular reviews to catch drift and pick the next process to automate.
Deliverable: Runbook & monitoring
Technology
Platform-agnostic automation
- Orchestration
- Maken8nZapierPower Automate
- Custom
- TypeScript & Python workersQueues & schedulersWebhooks
- Channels
- SlackMicrosoft TeamsEmailCRMs & ERPs
Should we use Zapier, Make, n8n or custom code?
Low-code platforms are ideal for moderate volumes and fast iteration; custom code wins on high volume, complex logic, strict data residency or per-task cost. We often combine them: low-code for the orchestration your team wants to tweak, code for the heavy lifting.
What happens when an automation fails?
Every workflow has explicit error paths: automatic retries with back-off, a queue for failed runs and an alert to the owner with the context needed to fix it. Nothing fails silently.
Can you fix or take over our existing automations?
Yes. We audit existing scenarios, fix fragile steps, add monitoring and documentation, and consolidate duplicates — often the quickest win before automating anything new.
Which processes should we automate first?
High-frequency, rule-based tasks with a clear trigger and a measurable cost: lead handling, data entry between systems, onboarding checklists, recurring reports. We rank candidates by hours saved against build effort.
Do we lose control when work is automated?
No. Decisions that need judgment stay with people through approval steps, and every run is logged, so you can see exactly what happened, when and why.
Workflow Automation
Pick the first process to automate
Tell us which task eats your team's week. We'll map it and show what automating it would save.