The fast wins that pay for themselves in the first month.
Rule-based handoffs between the tools you already use. No AI model, no ambiguity, and live within two weeks.
Examples we've shipped in this category.
Inbox and form intake into your CRM
Every inquiry lands in HubSpot or Salesforce with the right owner, stage, and source, without anyone re-typing it.
Invoice, renewal, and follow-up reminders
Reminders that pull the real balance and due date from your books, sent on a schedule you set.
Weekly reporting digests
A Monday summary in Slack or email with the numbers your leads would otherwise pull by hand from four dashboards.
Two-way updates between tools that don't talk
Customers in Shopify match customers in QuickBooks. Deals in the CRM match projects in Asana. Always.
Document generation
Proposals, statements of work, and onboarding packets filled from a form or a CRM record and sent for e-signature.
Employee and client onboarding checklists
Accounts created, calendar invites sent, and tasks assigned the moment someone signs.
The same discipline every time.
- 01
Map the process as it runs today
A 45-minute call where you walk us through the real steps, the exceptions, and where it breaks. We write it down. You correct it.
- 02
Choose the smallest tool that works
We use n8n, Make, or Zapier for most cases. We write a small custom program when volume or reliability demands it. You pay for nothing you don't need.
- 03
Build in your accounts with test data
We create everything inside workspaces you own. We use test records until the last day, then switch to real ones.
- 04
Monitor and hand off
Error alerts route to a channel you choose. You get a runbook, a recorded walkthrough, and 30 days of fixes.
Deliverables
- The automation, live in your own tool accounts
- A one-page runbook: what it does, how to pause it, what to check when it alerts
- Error alerting to Slack or email, with retries where the tool supports them
- A recorded walkthrough for whoever runs it day to day
- 30 days of fixes and adjustments after launch
- A written estimate of monthly tool cost, usually under $50
Tools we reach for
Chosen per engagement. If you already run something that fits, we build on it.
Questions we get about automations.
Do we need to buy new software?
What happens when the automation fails?
Can our own team change it later?
How fixed is the fixed price?
Tell us what your team still does by hand.
One paragraph is enough. We reply within a business day with questions or a time for a 45-minute call.