Your Staff Are the Integration
In most small companies the same information gets entered two or three times: once when the deal closes, again when the customer is set up in billing, again when the account is created in your product, again when someone schedules the kickoff call. The tools don't talk, so a person carries the data between them. That person was hired to do something else, and as volume grows the only fix on offer is another one.
We connect your systems so it's entered once and flows from there. The copy-paste disappears, the typos that came with it disappear, and the capacity you would have spent on a coordinator goes back to the business.
These are rule-based automations. When a deal is marked closed-won, the same steps run the same way every time. There's no AI guessing in the middle, which keeps them cheap to run and easy to audit.
- System-to-system integrations. Your CRM, accounting and billing, project tools, spreadsheets, and email, sharing the data each of them already needs.
- Event-driven workflows. A closed deal creates the invoice, the customer record, and the onboarding tasks on its own.
- Approval steps. Refunds, write-offs, and anything else you want a person to sign off on pause until someone approves them.
- Real infrastructure underneath. Error handling and monitoring, built to keep working when a form changes or the data gets messy.
How It Works
Stage 1: Workflow Mapping
We trace each workflow end to end: what triggers it, which tools touch it, where the manual handoffs are, and where data gets re-entered. This is where we find out which workflows are worth automating and which aren't.
Stage 2: Rules & Data Mapping
We write down the rules: which event starts each workflow, which fields map to which, what happens when a record is missing or a system is down, and which steps wait for approval. You review and approve the rules before we build.
Stage 3: Build & Test
We build and test against your live tools and data, including the messy cases that break fragile automations. You see a real workflow running within the first sprint.
Stage 4: Deploy & Monitor
The automation goes live with monitoring and alerting, so a failure shows up as an alert instead of a surprise at month's end. You get documentation and training for your team.
Our Approach
Discovery & Assessment
We map your workflows and tools to determine what's worth automating, and estimate the ROI before you commit to a build.
- End-to-end workflow mapping
- Tool and integration inventory
- Feasibility and risk assessment
- ROI estimate and recommendation
Build & Integration
We build, test, and deploy the integrations and automated workflows against your live tools and data.
- System-to-system integrations
- Event-driven, automated workflows
- Human-in-the-loop review steps
- Error handling and monitoring
- Documentation and team training
Ongoing Support
We keep automations running as your tools, forms, and processes change, and add new workflows as you find them.
- Monitoring and maintenance
- Adjustments as your process changes
- Additional workflows as needs grow
- Tooling upgrades and optimization
What This Looks Like Day to Day
The Everyday Problem
A deal closes in the CRM. Now someone has to create the customer in the billing system and send the first invoice, set up their account in the product, add them to the onboarding tracker, and send a welcome email. That's four systems getting the same information typed in by hand, on every new customer.
The Automated Version
- The closed deal creates the customer and first invoice in billing
- The product account is provisioned with the right plan
- Onboarding tasks land in your project tool with owners and dates
- The customer gets a templated welcome email with next steps
Same outcome, none of the re-typing. Billing and setup errors drop too, because the data is entered once instead of four times.
Tools & Workflows We Connect
Sales & Onboarding
- Closed deals to customer records
- Account provisioning
- Onboarding task creation
- Status sync across tools
Billing & Accounting
- Auto-generated invoices
- Payment status tracking
- Expense and receipt capture
- Sync to accounting software
CRM & Customer Records
- Automatic record updates
- Full activity history per customer
- Follow-up and renewal reminders
- Lead and pipeline sync
Spreadsheets & Email
- Reporting and roll-ups
- Automatic notifications
- Templated emails and texts
- Data consolidation
Automation or an AI Agent?
If you can write the steps down as rules ("when this happens, do that"), it's an automation. If a step needs someone to read something, research something, or make a call, like sorting a messy inbox or writing a personalized email, that's a job for an AI agent. Most businesses need the automations first, and many workflows end up using both: the automation moves the data, and an agent handles the one step that needs judgment.