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AI & Automation

Workflow Automation

Connect your tools and automate repetitive tasks with Make, Zapier, n8n, and custom integrations.

What It Is

Workflow Automation eliminates manual, repetitive tasks by connecting your existing tools and creating intelligent workflows. Whether it's routing support tickets, syncing data between systems, or triggering notifications based on events—we build automated workflows that run 24/7.

Who It's For

Operations Teams

Spending hours on manual data entry and handoffs

Customer Support

Overwhelmed with ticket routing and follow-ups

Sales Teams

Losing leads due to slow response times

HR Departments

Managing repetitive onboarding and approval workflows

Typical Deliverables

Workflow Documentation: Visual maps of current and automated processes

Automation Implementation: Built and tested workflows in production

Integration Setup: Connections between all relevant tools and systems

Error Handling: Fallback logic and notification systems

Training Materials: How to use, monitor, and modify workflows

Monitoring Dashboard: Track workflow runs, success rates, and errors

How We Work

Week 1

Process Discovery

Map existing workflows, identify bottlenecks and automation opportunities

Week 2

Automation Design

Design workflow logic, get approval, set up integrations

Week 3-4

Build & Test

Develop workflows, test with real data, refine based on feedback

Week 4-5

Deploy & Train

Go live, train team, monitor for issues, optimize

Timeline

Typical Duration

4-6 weeks

Your Involvement

8-12 hours total

Tools We Use

Make
Zapier
n8n
APIs
Webhooks

Frequently Asked Questions

Ready to Get Started?

Book a discovery call to discuss your specific needs.