2-6 weeks

Connect your processes end-to-end

Eliminate manual handoffs entirely

What this covers

Multi-step process automation that handles entire workflows end-to-end. From trigger to completion, no human hand-holding required.

What we build

Sales pipeline automation (lead to qualified to proposal to close)

Customer onboarding sequences

Order fulfillment workflows

Content approval and publishing pipelines

Employee onboarding processes

Support ticket routing and escalation

Inventory management alerts

Financial reconciliation workflows

Specific use cases

Add AI to Existing Software

Enhance your current tools with AI capabilities without replacing them

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AI Document Processing

Extract and process data from documents automatically using AI

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AI Email Assistant Integration

AI that drafts replies and summarizes threads inside your existing email

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AI CRM Enhancement

Add AI intelligence to your CRM for better insights and automation

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Customer Communication Workflows

End-to-end automation of customer touchpoints from inquiry to close

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Sales Pipeline Automation

Keep deals moving with automated tasks and reminders and escalations

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What you get

Complete workflow automation with multiple triggers and actions
Integration with your existing tools (CRM, email, project management)
Process documentation
Team training session
60 days of support

60 days of support included with every Connect Your Systems project.

Is this right for you?

Best for

Teams ready to automate an entire process, not just a single task.

Not ideal if

You only need one small thing fixed, or you don't have a defined process to automate yet.

Compare options

Service Timeline Outcome Support
Automate a Task 1-2 weeks Reclaim 5-10 hours per week 30 days View →
Connect Your Systems 2-6 weeks Eliminate manual handoffs entirely 60 days Current
Build a Custom Tool 4-12 weeks Your process, built into software 90 days View →
AI-Powered Operations 3-6 months Run a department on autopilot Ongoing with quarterly reviews View →

Connect Your Systems by industry

Workflow Automation for Service Businesses

Service businesses run on multi-step workflows that break when someone forgets a step. Workflow Automation connects the...

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Workflow Automation for Insurance Agencies

Insurance agencies have complex, multi-step processes for new business, renewals, and claims. Workflow Automation...

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Workflow Automation for Healthcare & Pharmacy

Healthcare operations involve hand-offs between front desk, clinical staff, pharmacy, and billing. Workflow Automation...

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Workflow Automation for Professional Services

Professional services firms run on repeatable workflows, from client intake through engagement, deliverables, and...

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Workflow Automation for Real Estate

Real estate transactions involve dozens of steps, deadlines, and parties. Workflow Automation connects every phase so...

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Workflow Automation for E-commerce

E-commerce fulfillment involves order processing, inventory checks, picking, packing, shipping, and customer...

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Ready to connect your processes end-to-end?

30-minute discovery call. We'll tell you honestly if this is the right fit.

Book a discovery call