Automation
Stop Doing the Same Thing Twice
Every business has tasks that run on a schedule, trigger on an event, or require moving data between systems. Most of them don't need a human.
Problems we solve
- Manual data entry between tools that don't connect natively
- New leads sitting in forms or inboxes without being actioned for hours
- Reports that someone has to manually compile every week or month
- Customer onboarding sequences that require manual steps from your team
- Notifications and reminders that rely on someone remembering to send them
- Invoice generation and payment follow-up taking up time better spent elsewhere
What's included
- Automated workflow connecting your existing tools
- Trigger and condition logic (event-driven or scheduled)
- Error handling and notification system when automation fails
- Monitoring dashboard for automation health
- Documentation of all automation logic
- Handover training if your team will manage it going forward
Ideal for
- Operations teams spending hours on tasks that run on a predictable schedule
- Sales teams whose leads fall through the cracks due to slow follow-up
- Businesses that use multiple tools that don't talk to each other
- Founders spending time on admin instead of building the business
What Can Be Automated
If your team does something manually, on a schedule, or triggered by an event in another system, it can likely be automated. Common examples:
Lead and sales workflows: Route new form submissions to the right person, trigger follow-up email sequences, update your CRM when a deal status changes, notify Slack when a high-value lead comes in.
Operations and reporting: Generate weekly reports from your data sources and deliver them to your team. Sync inventory levels between your warehouse system and your website. Flag overdue invoices and trigger payment reminders.
Client onboarding: When a new client signs a contract, automatically create a project folder, send welcome materials, set up their account, and notify your team — without anyone lifting a finger.
Internal notifications: Alert the right person when an exception occurs, a threshold is crossed, or something needs approval.
Tools We Use
We pick tools based on what makes the automation maintainable and reliable, not just what’s quickest to set up:
- n8n for complex multi-step workflows with custom logic — self-hosted, no per-task pricing
- Custom Node.js services when the workflow needs to be embedded in your existing infrastructure
- Direct API integrations when connecting two specific systems is more reliable than adding a third
- Make (Integromat) or Zapier for simpler workflows where a visual builder is the right tool
We don’t lock you into a particular platform. If a workflow needs to migrate or be rebuilt, you have the logic documented.
What “Done” Looks Like
A completed automation has: a clear trigger, defined logic, error handling, a way to monitor that it’s working, and documentation. It doesn’t just work in testing — it works reliably in production, at 2am, for months without intervention.
Related work
Common questions about automation
How long does an automation project take?
Simple automations can be live in days. Complex multi-system pipelines with custom logic take 2-6 weeks. We scope clearly upfront.
What kinds of workflows can be automated?
Common examples: lead routing and follow-up emails, client onboarding sequences, invoice and payment notifications, report generation, data sync between systems, scheduling and reminder workflows, and internal approval processes.
What tools do you use for automation?
It depends on the use case. We use n8n or custom Node.js services for complex logic, integrate with Zapier or Make where simpler, and build direct API integrations between systems when needed.
Ready to stop doing it manually?
Tell us which process is eating your time and we'll scope a fix.