We map the processes your team runs by hand, then build the triggers, approvals, documents, and integrations that carry the work from start to finish and log every step along the way.
What kicks off the work
Trigger
An event in one of your systems starts the run on its own.
Route
Rules pick the owner, the approver, and the order they go in.
Generate
Documents, records, and signature requests get created and filed.
Escalate and log
Stalled steps get chased, and every action lands in the audit log.
One process drawn the way we build it: the event that starts the work, the stages we automate down the spine, and the finished run at the end.
What we build
Not sure which one to build first? Tell us where the business is now and we send back a ranked build order.
Get your free growth roadmapThe multi-step process your team walks through by hand runs on its own, with the exceptions still routed to a person.
Contracts, proposals, invoices, and reports build themselves from records you already keep, so nobody retypes a client name again.
The signature request goes out the moment the document is ready, and the signed copy files itself back where it belongs.
Quotes, expenses, and contracts move through the right approvers automatically, so a decision never sits unread in an inbox for a week.
Work gets assigned the moment it exists, chased when it runs late, and escalated before a client notices anything slipped.
Every project runs off the same template, so kickoff, milestones, and client updates happen on schedule without anyone chasing them.
A submitted form becomes a record, a task, and a notification on its own, so nothing gets rekeyed into a second system.
Customer, order, and job data reads the same in every system, so nobody argues about which screen is showing the right number.
The system watches the queues and the numbers, then tells the right person by SMS, email, or Slack while it is still a small problem.
Bots do the clicking in the old systems that have no API, running data entry and report pulls overnight on a fixed schedule.
Not on this list? We build to spec.
How we work
We sit with the people doing the work and write down every step, handoff, and exception as it actually happens today, not as the manual says it does.
You get a diagram of the triggers, the branches, and who touches what. Nothing gets built until you have read it and agreed with it.
We build the automation, connect the systems it touches, and run it against real cases in staging, including the ugly ones that break rules.
It goes live with monitoring and alerting on. We train your team, then tune the rules against how the automation behaves in real use.
The repetitive ones that follow rules: quote to contract, order to invoice, request to approval, new client onboarding, recurring reports, and the data entry that keeps two systems agreeing with each other. If a person follows the same steps every time, it can be built.
It depends on how many systems the process touches. A single workflow with one or two integrations is usually 2 to 4 weeks. A multi-system build with approvals, document generation, and sync typically runs 6 to 12 weeks. You get a dated plan during discovery, before any commitment.
Automation work is scoped per engagement, because the price follows how many steps, systems, and exceptions the process actually has. Third-party platform fees, e-signature and RPA licences among them, are billed at cost. We quote after we have mapped the process rather than publishing a number that would not apply to you.
Anything with an API, which covers most of what you already run: Salesforce, HubSpot, QuickBooks, Xero, Slack, Microsoft 365, Google Workspace, Shopify, and the rest. For older software with no API, we use a bot that drives the interface the way a person would.
That is not what we are selling. Automation takes the copying, the chasing, and the retyping. Your team keeps the judgment calls and the client conversations. Most of what we automate is work nobody wanted to be doing in the first place.
Every workflow ships with validation, retries, and alerting, so a failed step raises itself instead of going quiet. We watch the runs. When a platform changes its API underneath you, fixing the integration is our job, not a ticket you file.
We host it, monitor it, and maintain it. Rule changes, new steps, and integrations that shift under you are part of running the system. Your data, configurations, and workflows are yours and exportable at any time.
Bring the spreadsheet, the email chain, and the step that always gets missed. We map it, design it, and build the thing that replaces it.
Map my process