Workflow Automation

Your team is doing work a system should be doing

Every business runs on a set of repetitive steps somebody does by hand: copying data between tools, chasing updates, rebuilding the same report every week. We find those, automate them properly, and keep them running.

Most automations live in 2 weeks · You own everything we build

Before≈40min
Form submitted
Someone checks the inbox
Copies details into the CRM
Assigns an owner
Writes a welcome email
Creates the project folder
Adds tasks

Seven hand-offs, and steps get missed when it's busy.

After<30sec
Form submitted
Everything above, automatically
Team notified in Slack

Unattended, and nothing is ever missed.

Trusted by teams in the US, UK, and India

SiddhrajSiddhraj
UnoloftUnoloft
KofekoKofeko
3nStar3nStar
VedaVeda
CerataCerata
ShubhamShubham
Consultup IndiaConsultup India
navdrin
SiddhrajSiddhraj
UnoloftUnoloft
KofekoKofeko
3nStar3nStar
VedaVeda
CerataCerata
ShubhamShubham
Consultup IndiaConsultup India
navdrin
What We Automate

Pick the version of this that sounds like your week

Client onboarding

A signed proposal creates the client record, the project folder, the kickoff tasks, the Slack channel, and the welcome sequence. What took most of an afternoon happens before you've closed the tab.

Client reporting

Data pulls from your ad platforms, analytics, and project tools on a schedule, assembles into your template, and lands in the client's inbox on the first of the month. Nobody rebuilds it by hand.

Lead intake and routing

Every enquiry from every source arrives in one place, enriched and scored, routed to the right person with a first response sent inside a minute.

Time and invoice prep

Tracked hours assemble into draft invoices against each client's rate card, ready for review instead of ready to be built from scratch.

The same process, two ways

Client onboarding

By hand

Someone spots the signed contract. Opens the CRM, types the details. Creates the folder. Copies the task template. Writes the welcome email. Adds them to billing. Tells the team.

≈40 min

Steps get missed when it's busy.

Automated

The signature triggers all of it. The team gets a Slack message once the client is fully set up.

<30 sec

Nothing is ever missed.

Monthly client reporting

By hand

Export from four platforms. Paste into the template. Fix the formatting. Write the commentary. Send. Repeat per client.

2–3 hrs

Per client, per month.

Automated

Data assembles into your template on the first, ready for the commentary that actually needs a human.

10 min

Of judgement, not assembly.

Invoice processing

By hand

Open the PDF. Read the figures. Type them into the accounting system. Check them. File the document.

5–8 min

Per invoice, error-prone at volume.

Automated

Invoices read on arrival, fields extracted and validated against your rules, flagged only when something doesn't reconcile.

Seconds

A human reviews exceptions only.

None of this is exotic. It's the work your team already knows is a waste of their time, the only reason it hasn't been automated is that nobody's had a spare week to sit down and do it properly.

Four steps, about two weeks

01

We watch how you work now

2 days

A short call per workflow. We map what actually happens, including the steps nobody documented, and count what it costs in hours. You get that number whether or not you hire us.

02

Fixed scope and price

1 day

A written list of exactly which workflows we'll automate, what each will do, the price, and the date. Approved before anything is built.

03

Build and test

1 week

Built against your real tools and run on real cases in staging. You see it work on your own data before it touches anything live.

04

Live, then monitored

ongoing

Switched on with alerting, so if an integration breaks we know before you do. The monthly plan covers fixes, tuning, and new steps as your process changes.

We work with what you already use

We don't ask you to move to a new platform. We connect what you're running today.

Automation platforms

n8n
Make
Zapier
Custom Python & Node services

CRM and sales

HubSpot
Pipedrive
Salesforce
Zoho
Close

Comms

Slack
Gmail
Outlook
WhatsApp Business

Project and docs

Notion
Asana
ClickUp
Monday
Airtable
Google Workspace

Commerce and billing

Shopify
WooCommerce
Stripe
QuickBooks
Xero

Data

Postgres
MySQL
Google Sheets
BigQuery

Not listed? If it has an API, we can almost certainly connect it. If it doesn't, we'll tell you before you commit rather than after.

Three ways automation projects waste money

Automating a broken process

If the workflow doesn't make sense manually, automating it just makes the mess happen faster. Sometimes the honest answer is to fix the process first and automate less of it. We'll say so.

Building it where nobody can maintain it

An automation living in one person's personal account, undocumented, becomes a liability the day they leave. Everything we build sits in your accounts, documented, owned by you.

Nobody watching it

APIs change and integrations break silently. An automation nobody monitors fails quietly for weeks before someone notices the reports stopped arriving. Monitoring isn't an upsell here, it's the difference between an asset and a time bomb.

Do you need automation, or an AI agent?

Workflow automation

The steps are known in advance. If the form says X, do Y. Cheaper, faster, more predictable, easier to maintain. Most business processes are this, and most people over-estimate how much judgement theirs really needs.

AI agents

The right next step depends on judgement: understanding an unusual customer message, reading a non-standard document, deciding which of six paths applies. More capable, more expensive, needs ongoing tuning.

Read about AI agent development →

Honest answer: we start most clients on automation. It's cheaper, it works immediately, and it usually reveals which one or two steps genuinely need an agent, a much better basis for that decision than guessing upfront.

Need it to answer questions instead of run a process? That's a RAG chatbot. And if what you actually need is invoices and contracts read and posted rather than a workflow triggered, that's document processing. And if the problem is really just the inbox, sorting and drafting mail as it arrives, that's email and inbox automation. And if your customers already message you on WhatsApp, the same logic just runs there instead. And if the workflows keep breaking because the CRM record feeding them is wrong or missing, that's CRM automation, fix the source before automating around it. And if what you actually need is to see the state of the business rather than move data between tools, that's custom dashboards, a different job, though most dashboard projects need this page's work first.

And if your team needs a place to actually do the work, enter it, track it, approve it, not just have it move between systems, that's internal business tools. Most internal tools end up containing this page's work, not replacing it.

And if you're still evaluating who can build custom software at all, not just this shape of it, that's web application development, the engineering underneath everything on this list.

Common questions

How long does one automation take to build?

Most single workflows go from kickoff to live in about two weeks. A package of three to five connected workflows usually takes three to four weeks, depending on how many tools we're connecting and how clean your data is.

Can't we just use Zapier ourselves?

Often, yes, and if your workflow is simple enough for that, we'll tell you on the call. People usually come to us when the process branches, needs data cleanup, requires error handling, or spans more tools than a simple chain manages well. Cost matters too: at volume, per-task pricing on hosted platforms frequently exceeds the cost of running a proper automation on your own infrastructure.

Who owns what you build?

You do. It runs in your accounts, on your platforms, with documentation handed over. If you stop working with us, everything keeps running and your team can maintain it.

What if something breaks?

Everything ships with alerting, so we usually know before you do. Fixes to anything we built are covered by the monthly plan.

Do we need to change the tools we use?

No. The point is to connect what you already run. We'd only suggest a change if a tool genuinely can't do what you need, and we'd explain why before you commit to anything.

What's the smallest project you'll take?

A single workflow. Plenty of clients start with one, see the time it gives back, and expand from there. We'd rather start small and be right than sell you a package you're unsure about.

How do you work with clients abroad?

We're in Ahmedabad, India, and stay available for video calls in your US and UK working hours, not ours. Written update every Friday plus a short Loom walkthrough.

See what the monthly plan actually covers, the tuning work that keeps automations from quietly breaking as your process changes.

Tell us what your team does every week that it shouldn't have to.

Book a 30-minute call. We'll map one workflow with you, tell you what it's costing in hours, and give you a fixed price to automate it. If it isn't worth automating, we'll tell you that too.