Workflow Automation
Automations and integrations that move work between your tools without a human retyping it.
Your workflow core
Your workflow core
2 options
Packages
Pick one to start. We can resize or combine later if the work calls for it.
Automation Starter
Small teams needing fast automation wins
1-2 weeks
- Workflow audit and opportunity map
- Up to 2 automations
- Basic integration across 2-3 tools
- Documentation and handoff
Automation Growth
Businesses ready to systemize core operations
3-5 weeks
- Everything in Automation Starter
- Custom workspace or PM build
- Multi-step automations and data pipelines
- CRM, project, or ops system setup
- Team training session
What this solves
- 01Cross-tool workflows breaking at handoffs
- 02No unified operating model
- 03High founder dependency in daily execution
Three layers, one workflow.
Anatomy
Three layers, one workflow.
Automations stay reliable when triggers, logic, and systems are wired with the same discipline as product code.
- Trigger
- Forms, events, and schedules. The input layer that decides when a workflow fires and what payload it carries into the rest of the pipeline.
- Logic
- Routing, transforms, AI steps for the judgment calls, and approval gates. The decision layer where data gets shaped, branched, and held back when a human should weigh in.
- Systems
- Notion, Gmail, Slack, Stripe, and your CRM. The systems of record that workflows write to, so the business of record stays in sync.
What you get
How the engagement runs
Click any phase to see what ships
Proof
- Lead and fulfillment pipeline automation
- Cross-platform data routing with ownership standards
What the work looks like
3 artifacts
Common questions
Which tools can you connect?
Notion, Gmail, Slack, Stripe, your CRM, and most anything with an API. We use Zapier, Make, or n8n where they fit and write custom glue where they do not.
How do you decide what to automate?
We walk the workflow with the person who runs it and count the hours. Steps with clear rules get automated first. Steps that need judgment stay human, with a cleaner handoff.
What happens when an automation breaks?
You hear about it before your customer does. Every workflow ships with monitoring and error alerts routed to the right inbox, plus a runbook your team can follow.
Is AI part of these automations?
Where it earns its place. A model step can classify, extract, or draft inside a workflow, with the same guardrails and logging as every other step. When a whole workflow should run on a model, that is an agent, and we scope it as one.
Ready to scope workflow automation?
Thirty-minute working call. You leave with a direction, fit or not.