Workflow Automation for Small Businesses
We build custom automations that connect your existing tools and eliminate the repetitive work that eats your week.
What we automate
Every SMB has processes that eat hours every week, invoicing, follow-ups, data entry, onboarding checklists, report generation. These tasks are necessary but repetitive. They are also the easiest to automate with measurable results.
We build workflows that connect the tools you already use. When an invoice is approved in your accounting software, the client gets a payment reminder. When a new employee is added to your HR system, their access, training, and onboarding tasks trigger automatically. When a deal closes in your CRM, the project setup begins without anyone touching a spreadsheet.
Common automations
Invoicing + collections
Auto-generate invoices, send tiered payment reminders, sync with your accounting software. Zero missed invoices.
Client follow-ups
New leads auto-tagged in your CRM, welcome emails sent, follow-up sequences scheduled. Nothing falls through the cracks.
HR onboarding
New hire triggers access provisioning, document collection, training reminders, and manager notifications. Two days of work in a few hours.
Reporting + dashboards
Monthly reports generated automatically from your data. Key metrics in a live dashboard instead of end-of-month spreadsheets.
Quoting + proposals
Standard quotes auto-generated from templates. Proposal tracking with automated follow-ups when prospects go quiet.
Email triage
AI categorizes incoming emails, routes them to the right person, and drafts responses for routine inquiries.
Questions about automation
What kinds of processes can you automate?
Invoicing, client follow-ups, HR onboarding, report generation, data entry between systems, email triage, and document processing. If it is repetitive and rule-based, it can likely be automated.
Do you work with our existing tools?
Yes. We integrate with Google Workspace, Microsoft 365, QuickBooks, Acomba, HubSpot, folk CRM, Notion, Slack, and most tools with an API.
What happens after deployment?
We monitor, fix anything that breaks, and adjust as your needs evolve. You also get a monthly performance report showing what the automation handled.
Ready to stop doing it manually?
Tell us which processes eat the most time. We will show you what automation looks like for your business.