For RevOps and IT teams whose best operators spend half their week in the swivel-chair. We engineer the integrations, retire the manual hand-offs, and hand the reclaimed hours back.
Every operations team has 50 tiny manual processes that nobody writes down, copy this CRM record into that spreadsheet, route this approval, update three systems at once. We find them, automate them, and document them so they survive turnover, promotion, and the next reorg.
For ops leaders and team managers tired of watching their best people spend half their week copy-pasting between systems.
Manual processes don't scale, they tax every hire, every promotion, every quarter, until somebody finally writes them down.
A workflow program isn't one deliverable, it's a stack. We don't pick and choose. Below is the full set we deliver against from kickoff to handoff.
Shadow sessions, interviews, screen recordings. We find the workflows your org chart doesn't show.
CRM, helpdesk, billing, comms. APIs, webhooks, middleware, whatever each system actually supports.
Rules-based routes, parallel reviewers, auto-escalation when SLAs slip. Bottlenecks priced and removed.
Bi-directional, idempotent, conflict-aware. Records that match across every system you ask about.
The right person, the right channel, the right moment. No firehoses. No silence.
Retry policies, dead-letter queues, alert thresholds. Failures are loud, scoped, and recoverable.
Every event timestamped and attributable. SOC-2, SOX, GDPR, your compliance team gets what they need.
Runbooks, architecture diagrams, ownership maps. Built so the next hire ramps in days, not quarters.
Drag the sliders to your team's profile. The number on the right is what we typically reclaim in a year. Conservative, it ignores the second-order wins on accuracy, morale, and pipeline velocity.
Five phases. Five working agreements. Each one ends with something live, measurable, and handed back to your team.
Shadow your team. Document every manual process. Find the copy-paste tax.
Score by frequency × time. Pick the top 3 workflows to ship first.
Wire the automations. Handle the edge cases. Build error logging from day one.
Document, train, monitor. Live workflows running with full audit trails.
New workflows monthly. Existing ones tuned as conditions change.
The left column is what we walk into. The right is what we ship. Compare them honestly to your own week, most teams recognize at least three.
Same record keyed into three systems by hand. The same rep doing it five times a day, updating tabs from memory.
Enter once. Propagate everywhere. Sync runs in the background while the rep talks to customers.
Reclaim ~6 hrs / person / weekCritical workflows exist in one person's memory. They take a Friday off and the work backs up by Monday.
Every workflow documented, version-controlled, observable. Vacations stop being a risk.
Zero single-points-of-failureThings break and nobody notices, until a customer emails support, or finance finds the gap a month later.
Errors caught at the source. Slack pings the right on-call. Runbook attached. Audit trail intact.
Mean-time-to-detect < 5 minEvery request waits on one manager's inbox. Cycle time stretches from hours to days.
Rules-based routing. Parallel reviews where they make sense. Auto-escalation when SLAs slip.
3-4× faster cycle timeOnboarding is "watch how Sarah does it." Sarah is already burnt out. Tribal knowledge becomes hostage knowledge.
Workflows in code. Onboarding becomes a checklist. Sarah finally takes the vacation she's owed.
1 week ramp, not 1 quarterRecognize three or more? Book the 10-minute intro call →
Four phases. Each one starts by shadowing your team, never by guessing, and ends with something your people can run without us.
We sit with your team and document every manual workflow, including the embarrassing ones nobody talks about. The output is a ranked list you can actually defend in a leadership meeting.
Wire the systems together, CRM to helpdesk, billing to finance, marketing to sales. APIs, webhooks, middleware. Whatever each tool actually supports, in the order that unlocks the most value first.
Triggered workflows, approval routing, conditional logic, error handling. Edge cases handled explicitly on day one, not ignored until they break in production at the worst possible moment.
Logging, monitoring, alerting, and a runbook for every workflow we ship. Your team owns it after handoff, we just made the lift smaller and the failure modes louder.
Four phases · one automated layer · zero swivel-chairs
If you don't see yours here, the easiest way to get an answer is to ask. We don't gate calls.
Email us a question →Zapier, Make, n8n, Workato, Tray.io, and custom code when the workflow is complex enough to need it. We pick by what fits your team's ability to maintain it, not by what's trendy.
Frequency × time. The 30-minute thing your team does five times a day beats the 4-hour quarterly task every time. We start where the leverage is highest.
Every automation we ship has logging, alerting, and a documented runbook. Failures are loud, not silent, and the on-call person knows exactly what to do.
Yes, we usually work in close partnership with IT on security, access, and naming conventions. The goal is automations IT is comfortable owning long-term.
Encrypted in transit and at rest, scoped credentials, audit logging, role-based access. We work to your security posture, not around it.
Most engagements pull in one or two of these. Strategy frames the bet, data feeds the engine, and marketing automation puts it in front of customers.
Frame the bet, platform mix, operating model, and roadmap before the build queue.
→Production agents with tools, evals, guardrails, observability, and human handoff.
→Capture, dedupe, score, route, and nurture without leaks between marketing and sales.
→Behavior-triggered programs that ship at scale across lifecycle, nurture, and expansion.
→Schemas, cleanup, enrichment, quality monitoring, and governance.
→Integrations and back-office workflows that remove manual handoffs.
●Manual workflow tax compounds quietly. Every new hire pays it. Every promotion triggers it. Automate the rote work and let your team do the work only they can do.