All Solutions
OPERATIONS

Operations & Workflow Automation That Runs Without You

Eliminate manual processes, connect your systems, and scale operations without adding staff. Automations that pay for themselves in 3–6 months. Starting at $2,000.

0x
Faster Processing
0%
Cost Reduction
3–6 mo
Typical Payback
WHY AUTOMATE OPERATIONS

Your Team Spends 40% of Time on Tasks a Computer Should Do

Manual data entry. Copy-pasting between systems. Chasing approvals via email. Generating the same reports every week. These tasks cost you $50,000–$150,000+ per year in hidden labor—and they're completely automatable.

Operations automation eliminates this waste. Workflows trigger automatically when events occur. Documents generate themselves from your data. Systems stay in sync without manual updates. Your team stops doing admin and starts doing the work that actually grows the business.

Whether you need simple form routing, complex approval chains, or full RPA bots—we build automation that pays for itself within months.

Quick ROI Example

10 hrs
Saved per week
×$50
Hourly cost
×52
Weeks per year
$26,000
Annual savings

A $10,000 automation pays back in under 5 months

10 SOLUTIONS

What We Build

Each automation eliminates a specific bottleneck. Together, they form the infrastructure that runs your operations.

Workflow Automation

Multi-Step Process Automation

Replace manual multi-step processes with automated sequences. Triggers fire based on events, tasks route to the right people, and repetitive operations complete without human input—reducing processing time from hours to seconds.

$5,000 – $25,0003–6 weeks

What's Included

  • Event-based triggers
  • Conditional branching logic
  • Multi-step sequences
  • Human-in-the-loop options
  • Error handling & retries
  • Audit logging

Results You'll See

  • Process 10x faster
  • Eliminate human error
  • Scale without hiring
  • Track every step

Document Generation

Auto-Create Contracts, Proposals & Reports

Eliminate manual document creation. Auto-generate contracts, proposals, invoices, and reports from your CRM data and templates—ensuring accuracy, brand consistency, and instant turnaround.

$3,000 – $15,0002–4 weeks

What's Included

  • Template library
  • Dynamic data merge
  • Conditional sections
  • Multi-format output (PDF, Word)
  • Version control
  • Batch generation

Results You'll See

  • Create docs in seconds
  • 100% accuracy
  • Brand consistency
  • Instant turnaround

E-Signature Integration

Digital Signing in Your Workflows

Remove paper-based signing bottlenecks. Embed legally-binding digital signatures into sales and onboarding workflows—accelerating deal closures and reducing time-to-revenue.

$2,000 – $10,0001–3 weeks

What's Included

  • DocuSign/Adobe Sign integration
  • In-workflow signing
  • Signing order & reminders
  • Audit trail & compliance
  • Template management
  • Status tracking

Results You'll See

  • Close deals faster
  • Legally binding
  • Track signing status
  • Reduce time-to-revenue

Approval Workflows

Multi-Level Routing & Escalation

Automate routing for quotes, expenses, contracts, and requests through multi-level approval chains with escalation rules—eliminating email threads and decision delays.

$5,000 – $20,0003–5 weeks

What's Included

  • Multi-level approval chains
  • Conditional routing
  • Escalation rules
  • Mobile approvals
  • Delegation & proxies
  • Full audit history

Results You'll See

  • Eliminate email chains
  • Faster decisions
  • Clear accountability
  • Compliance tracking

Task Assignment & Tracking

Auto-Assign, Track & Escalate

Automatically assign tasks based on triggers, role, or workload. Track completion with reminders and escalations—ensuring nothing falls through the cracks.

$4,000 – $18,0002–5 weeks

What's Included

  • Auto-assignment rules
  • Workload balancing
  • Due date tracking
  • Reminder sequences
  • Escalation triggers
  • Completion workflows

Results You'll See

  • Nothing falls through
  • Fair distribution
  • Automatic reminders
  • Clear accountability

Project Delivery Systems

Automated Project Coordination

Coordinate team work, timelines, deliverables, and client communication from kickoff to completion—keeping projects on schedule and stakeholders informed without manual status updates.

$10,000 – $40,0006–10 weeks

What's Included

  • Project templates
  • Milestone tracking
  • Resource scheduling
  • Client portals
  • Automated status updates
  • Time tracking integration

Results You'll See

  • On-time delivery
  • Client visibility
  • Resource optimization
  • Automated updates

Smart Form Automation

Forms That Trigger Actions

Convert form submissions into automated actions—routing leads to CRM, triggering follow-ups, creating records, and notifying teams without manual data entry.

$2,000 – $12,0001–4 weeks

What's Included

  • Conditional logic
  • CRM integration
  • Auto-routing rules
  • Notification triggers
  • Data validation
  • Multi-step forms

Results You'll See

  • Zero data entry
  • Instant routing
  • Automatic follow-ups
  • Data accuracy

Cross-Platform Data Sync

Real-Time System Integration

Maintain a single source of truth by synchronizing customer, order, and operational data across CRM, accounting, inventory, and communication systems in real time.

$5,000 – $30,0003–8 weeks

What's Included

  • Bi-directional sync
  • Real-time updates
  • Conflict resolution
  • Field mapping
  • Error handling
  • Sync monitoring

Results You'll See

  • Single source of truth
  • No duplicate entry
  • Consistent data
  • Real-time updates

Alert & Escalation Systems

Proactive Monitoring & Notifications

Monitor business metrics and events, then trigger notifications via SMS, email, or Slack when thresholds are breached or action is required—preventing issues from becoming emergencies.

$3,000 – $15,0002–4 weeks

What's Included

  • Threshold monitoring
  • Multi-channel alerts
  • Escalation chains
  • On-call scheduling
  • Alert acknowledgment
  • Incident tracking

Results You'll See

  • Catch issues early
  • Faster response
  • Clear escalation
  • Prevent emergencies

RPA & Process Bots

Software Robots for Repetitive Tasks

Deploy software bots that execute repetitive computer tasks—data entry, file processing, report generation, system updates—24/7 without errors or oversight.

$8,000 – $35,0004–8 weeks

What's Included

  • Unattended automation
  • Screen scraping
  • Data extraction
  • Report generation
  • System updates
  • Scheduling

Results You'll See

  • Runs 24/7
  • Zero errors
  • No oversight needed
  • Instant execution
HOW WE WORK

Live in 2–8 Weeks

We prioritize by ROI so you see value quickly.

01

Map

We document your current processes, identify bottlenecks, and prioritize automations by ROI impact.

02

Design

Build workflow diagrams showing triggers, conditions, and actions. You approve before we build.

03

Build

Configure automations, connect systems, and test thoroughly in a staging environment.

04

Deploy

Go live with monitoring, train your team, and optimize based on real usage data.

INCLUDED IN EVERY PROJECT

What You Get as Standard

Every automation includes these capabilities at no extra cost.

Zero Repetitive Tasks

Every recurring process becomes automatic—no manual intervention required.

Connected Systems

CRM, accounting, inventory, and ops work as one unified infrastructure.

Hours Reclaimed Daily

Team time redirected from admin to revenue-generating work.

Scale Without Hiring

Systems absorb 5x growth without adding headcount.

FAQ

Common Questions

How much does workflow automation cost?

Simple automations start at $2,000–$5,000. Mid-complexity workflows with multiple integrations run $8,000–$25,000. Enterprise automation suites with RPA and custom development range from $30,000–$100,000. We provide detailed quotes after mapping your processes.

How long does implementation take?

Simple workflows can be live in 1–3 weeks. Mid-complexity automations take 4–8 weeks. Enterprise implementations with multiple systems take 8–16 weeks. We prioritize by ROI so you see value quickly.

What systems can you connect?

We integrate with 200+ platforms including Salesforce, HubSpot, QuickBooks, Xero, Slack, Microsoft 365, Google Workspace, Shopify, and most tools with APIs. For systems without APIs, we use RPA bots.

Will automation replace my team?

No—automation handles repetitive tasks so your team can focus on high-value work. Most clients see their existing team become 3–5x more productive rather than reducing headcount.

What happens when something breaks?

All automations include error handling, retry logic, and alerts. When issues occur, you're notified immediately with details. Our support team monitors critical workflows and can respond within hours.

Can I modify automations after they're built?

Yes. We build on platforms you can manage (Zapier, Make, n8n, or custom) and provide training. Simple changes you can make yourself; complex modifications we handle in ongoing support.

How do you prioritize which processes to automate?

We calculate ROI for each process: (time saved × frequency × hourly cost) vs. automation cost. High-frequency, time-consuming manual processes with clear rules automate best. We build a prioritized roadmap during discovery.

What's the ROI of automation?

Typical payback is 3–6 months. A workflow that saves 10 hours/week at $50/hr costs $26,000/year in labor. A $10,000 automation pays back in under 5 months and runs indefinitely.

Ready for Operations That Run Without You?

Get a detailed quote and ROI analysis for your automation project. We'll show you exactly which processes to automate first.

Request a Free Quote

Free 30-min call • No obligation • ROI analysis included