What It Does
We create custom automations that move data between your tools, saving hours of manual work. No more copying information from one system to another or remembering to send follow-up messages.
Common Automations
See how automations eliminate repetitive tasks in real businesses
New lead → CRM → text + email follow-up
Automatically add leads to your CRM and send personalized follow-up messages within minutes.
New patient form → EHR → reminder message
Transfer patient intake forms directly to your health records system and schedule automated reminders.
Missed call → text reply
Send automatic text messages to callers you miss, so they know you will call back soon.
Invoice → payment reminder
Automatically send friendly payment reminders when invoices are due or overdue.
End-of-day report → Slack or email
Get daily summaries of sales, appointments, or key metrics delivered automatically.
Benefits
Why businesses automate their workflows
Less manual work
Eliminate hours of repetitive data entry and copying information between systems.
Fewer mistakes
Automated processes are consistent and error-free, unlike manual data handling.
Faster turnaround
Respond to leads and customers instantly instead of waiting for manual processing.
How It Works
Simple 4-step process from idea to automation
You describe your workflow
Tell us what manual process is slowing you down. We will ask questions to understand exactly what needs to happen.
We design and connect the tools
Our team builds the automation, connecting your software and creating the rules for how data should flow.
You approve and test
We show you how it works and let you test it before we turn it on. You stay in control.
It runs automatically
Once approved, your automation runs 24/7. You get notifications about what is happening, and we monitor to ensure it keeps working perfectly.
Software We Connect
Works with the tools you already use
Don't see your software? We can likely still connect it. Most business tools can be automated.
Pricing
Transparent, straightforward pricing for workflow automation
Discovery + Build
One-time setup fee covers workflow analysis, design, development, testing, and deployment.
Price varies by complexity: $500-$5,000 depending on number of tools, steps, and conditions.
Monthly Maintenance(Optional)
Ongoing monitoring, updates, and support to keep your automations running smoothly.
Starting at $99/mo: includes minor adjustments, monitoring, and priority support.
What You Get
- Free workflow review and consultation
- Custom automation designed for your exact process
- Testing and quality assurance
- Training on how to monitor and use it
- Documentation of your workflow
- 30-day support after launch
Request a Workflow Review
Tell us about your process and we will show you how to automate it