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Workflow Automation

Bridge the gaps between your systems with reliable, observable workflows that handle the messy middle of your operations.

Problems we solve
  • Tools that don't talk to each other
  • Manual reconciliation across systems
  • Errors from copy-paste and rekeying
  • No visibility into process health
Benefits
  • Single source of truth across tools
  • Faster, more accurate operations
  • Real-time visibility and alerting
  • Scales without adding headcount
Our approach

We treat workflows as products, not scripts. Every workflow has an owner, an SLA, an exception path, and an observable dashboard — which is why ours stay alive long after the consultants leave.

We pick the lightest tool that works. Sometimes that's n8n or Make; sometimes it's a few hundred lines of Python on a scheduler. The goal is reliability and total cost of ownership, not adding another vendor to your stack.

Who it's for
  • Ops leaders connecting 10+ disconnected SaaS tools
  • Finance teams ending the era of manual reconciliation
  • RevOps teams sick of brittle spreadsheets
  • IT leaders standardizing integration patterns across the business
500+
Pre-built integrations supported
99.9%
Uptime on managed workflows
70%
Less manual reconciliation
Use cases

Where this delivers value

01
Quote-to-cash
Connect CRM, CPQ, billing, and accounting into one clean revenue flow.
02
Hire-to-retire
Automate offers, onboarding, IT provisioning, and offboarding end-to-end.
03
Marketing-to-pipeline
Sync ads, forms, CRM, and attribution into a single funnel view.
04
Procure-to-pay
Requisitions, approvals, POs, and invoices without spreadsheets.
05
Incident response
Detect, route, and resolve incidents across PagerDuty, Slack, and Jira.
06
Cross-system reporting
Auto-collect data from 10+ tools into one weekly leadership report.
Implementation

A clear path to production

01
Systems map
Inventory tools, data flows, owners, and the gaps causing rework.
02
Workflow design
Model the end-to-end process with triggers, branches, and error handling.
03
Integration build
Wire APIs, webhooks, and middleware with retries and idempotency.
04
Observability
Logging, dashboards, and alerts for every step in the workflow.
05
Rollout
Phased cutover with training, documentation, and a fallback plan.
06
Continuous tuning
Quarterly reviews to expand coverage and retire legacy steps.
Engagement models

Ways to work with us

Workflow Sprint
One critical end-to-end workflow, designed and shipped in 3 weeks.
  • Process mapping
  • 1 production workflow
  • Monitoring & alerts
  • 30-day support
Integration Program
Systematically integrate your stack, function by function.
  • Integration backlog
  • 4–6 workflows / month
  • Middleware & APIs
  • Operational dashboards
Managed Operations
We own the uptime, monitoring, and evolution of your workflows.
  • 24/7 monitoring
  • Incident response
  • Change management
  • Quarterly reviews
Deliverables
  • End-to-end process map of current vs target state workflows
  • Production workflows with branching, retries, and idempotency
  • Bidirectional integrations across CRM, ERP, finance, and ops tools
  • Custom middleware and APIs where off-the-shelf connectors fall short
  • Centralized error handling, dead-letter queues, and alerting
  • Operational dashboards for throughput, latency, and exception rates
  • Role-based access, audit trails, and change management process
  • Documentation, diagrams, and enablement sessions for internal owners
  • Quarterly review and continuous improvement backlog
Technology stack
n8nMakeZapierWorkatoREST/GraphQLWebhooksPostgres
Industries we serve
Operations-heavy SMBsSaaSLogisticsConstructionAgenciesHealthcare
Integrations

Plays nicely with your existing stack

n8nMakeZapierWorkatoTray.ioSalesforceHubSpotNetSuiteSAPQuickBooksXeroStripeShopifyJiraServiceNowSlackMicrosoft TeamsGoogle Workspace
FAQ

Common questions

Do you work with our existing stack?+

Yes — we integrate with 500+ tools and custom systems.

What if a workflow breaks?+

Every workflow ships with monitoring, retries, and alerts.

Ready to put AI to work?

Book a free 30-minute discovery call. We'll map the highest-impact automations for your business — no slides, no fluff.