What can you automate?
Browse every automation we build, organized by business function. Find exactly what you need, or talk to us about something custom.
AI Agents & Assistants
9Autonomous AI that handles tasks, answers questions, and makes decisions
AI Chatbot Development
Custom chatbots that handle customer questions and route complex issues to your team
AI Customer Service Agent
Autonomous agents that resolve support tickets and escalate only when needed
AI Sales Assistant
AI that qualifies leads and books meetings while your sales team sleeps
AI Scheduling Assistant
Intelligent scheduling that handles back-and-forth and finds optimal times
AI Data Analysis Agent
Agents that monitor your data and surface insights without manual queries
AI Research Assistant
AI that gathers and synthesizes information from multiple sources on demand
AI Writing Assistant
Custom AI writing tools trained on your brand voice and content standards
AI Voice Agent
Phone bots that handle inbound calls and route or resolve without hold times
Multi-Agent Systems
Multiple AI agents working together to run entire business functions
AI Integration
7Add AI capabilities to your existing tools without replacing them
Add AI to Existing Software
Enhance your current tools with AI capabilities without replacing them
AI-Powered Search Implementation
Semantic search that finds what users actually mean across your content
AI Document Processing
Extract and process data from documents automatically using AI
AI Email Assistant Integration
AI that drafts replies and summarizes threads inside your existing email
AI CRM Enhancement
Add AI intelligence to your CRM for better insights and automation
GPT/Claude API Integration
Connect powerful AI models directly into your business applications
AI Copilot Development
Custom AI assistants embedded in your workflows to help employees work faster
AI Strategy
5Expert guidance on where and how to implement AI for maximum ROI
AI Readiness Assessment
Evaluate your organization's preparedness for AI implementation
AI Opportunity Audit
Identify the highest-ROI AI opportunities in your current operations
AI Implementation Roadmap
Strategic plan for rolling out AI across your organization
AI Tool Selection Consulting
Expert guidance on choosing the right AI tools for your specific needs
AI ROI Analysis
Calculate expected returns before investing in AI projects
Communication Automation
7Automate email, SMS, notifications, and internal communications
Email Automation
Automate repetitive email tasks from sorting to sending
Email Triage & Routing
Auto-sort incoming emails by type and urgency and route to the right person
Auto-Response Systems
Intelligent automatic replies that handle routine requests without human touch
SMS/Text Automation
Automated text messaging for appointments and updates and follow-ups
Notification Systems
Real-time alerts that keep your team informed without manual monitoring
Internal Communication Automation
Streamline team updates and announcements and status reports
Customer Communication Workflows
End-to-end automation of customer touchpoints from inquiry to close
Sales Automation
9Capture, score, route, and follow up with leads automatically
Lead Capture Automation
Automatically collect and organize leads from all your sources
Lead Scoring & Qualification
AI-powered scoring that identifies your hottest prospects instantly
Lead Routing & Assignment
Auto-assign leads to the right rep based on territory or expertise or availability
Sales Pipeline Automation
Keep deals moving with automated tasks and reminders and escalations
Quote/Proposal Generation
Generate professional quotes in minutes instead of hours
Follow-up Sequence Automation
Never let a lead go cold with automated multi-touch follow-up
Sales Reporting Automation
Real-time sales dashboards that update themselves
CRM Data Entry Automation
Eliminate manual CRM updates with automatic data capture
Contract Generation
Auto-generate contracts from templates with deal-specific details
Marketing Automation
8Launch campaigns, nurture leads, and track results on autopilot
Marketing Campaign Automation
Launch and manage campaigns across channels without manual work
Social Media Automation
Schedule and post and monitor social content automatically
Content Publishing Automation
Streamline content workflows from creation to publication
Email Marketing Setup
Configure and optimize email marketing platforms for maximum engagement
Lead Nurture Sequences
Automated email sequences that warm leads until they're ready to buy
Marketing Analytics Automation
Auto-generated marketing reports with actionable insights
Ad Campaign Automation
Automate ad creation and bidding and optimization across platforms
Review Request Automation
Systematically collect reviews from happy customers at the right moment
Operations Automation
8Scheduling, inventory, fulfillment, and resource management, automated
Scheduling Automation
Intelligent scheduling that eliminates back-and-forth and double-bookings
Appointment Booking Systems
Self-service booking that syncs with your calendar and workflows
Resource Allocation Automation
Optimize how you assign people and equipment and resources to jobs
Inventory Management Automation
Track stock levels and automate reorders before you run out
Order Processing Automation
Process orders faster with automated validation and fulfillment triggers
Fulfillment Workflow Automation
Streamline picking and packing and shipping with automated workflows
Vendor Management Automation
Automate POs and communications and performance tracking with vendors
Procurement Automation
Streamline purchasing from request to approval to order
Finance & Admin Automation
7Invoicing, payments, expense tracking, and financial reporting on autopilot
Invoice Generation
Auto-generate and send invoices based on completed work or orders
Payment Processing Automation
Automate payment collection and reconciliation and reminders
Expense Tracking Automation
Capture and categorize and report expenses without manual entry
Financial Reporting Automation
Auto-generate financial reports on schedule with accurate data
Accounts Receivable Automation
Automate invoicing and reminders and collections workflows
Payroll Automation Support
Streamline time tracking and approvals and payroll data preparation
Budget Tracking Automation
Real-time budget monitoring with automatic variance alerts
HR & People Automation
6Onboarding, time tracking, PTO, and performance management, streamlined
Employee Onboarding Automation
Streamline new hire setup from paperwork to training to equipment
Applicant Tracking Automation
Automate candidate screening and scheduling and status updates
Time Tracking Automation
Capture time automatically and eliminate manual timesheets
PTO/Leave Request Automation
Self-service leave requests with automatic approval workflows
Performance Review Automation
Streamline review cycles with automated scheduling and reminders
Training Assignment Automation
Auto-assign training based on role and compliance and career path
Customer Success Automation
7Onboarding, health monitoring, renewal tracking, and churn prevention
Customer Onboarding Automation
Guide new customers through setup with automated sequences
Customer Health Scoring
Automatically identify at-risk customers before they churn
Renewal Reminder Automation
Never miss a renewal with automated outreach sequences
Churn Prevention Workflows
Triggered interventions when customer behavior signals risk
Support Ticket Routing
Auto-route tickets to the right team based on type and priority
Customer Feedback Collection
Systematically gather feedback at key moments in the customer journey
NPS/Survey Automation
Automated surveys with analysis and follow-up workflows
Document Automation
8Generate contracts, proposals, reports, and forms from templates automatically
Document Generation
Create documents from templates with data pulled automatically
Contract Automation
Generate contracts with correct terms and parties and clauses automatically
Proposal Automation
Build professional proposals fast with automated content assembly
Report Automation
Generate reports on schedule with current data and consistent formatting
Form Processing Automation
Extract data from submitted forms and route to appropriate systems
Document Approval Workflows
Streamline review and approval with automated routing and tracking
E-Signature Integration
Connect e-signature tools into your document workflows seamlessly
Template-Based Document Creation
Build any document instantly from reusable smart templates
Data Automation
8Entry, sync, validation, migration, and cleanup without manual effort
Data Entry Automation
Eliminate manual data entry with automatic capture and validation
Data Migration Services
Move data between systems accurately without manual re-entry
Data Cleanup & Deduplication
Fix messy data with automated deduplication and standardization
Data Sync Between Systems
Keep data consistent across all your tools automatically
Data Validation Automation
Catch errors before they cause problems with automated checks
Database Maintenance Automation
Automated cleanup and optimization and backup of your databases
Data Backup Automation
Scheduled backups with verification and recovery testing
Data Transformation Pipelines
Convert data between formats and structures automatically
Reporting & Analytics
7Real-time dashboards and auto-generated reports from all your data sources
Automated Report Generation
Reports that build themselves on schedule with current data
Dashboard Development
Custom dashboards that show exactly what you need to see
KPI Tracking Automation
Real-time KPI monitoring with alerts when metrics go off track
Business Intelligence Automation
Turn raw data into actionable insights automatically
Real-Time Reporting Systems
Live dashboards that update as data changes
Executive Dashboard Creation
High-level views that give leadership instant clarity
Multi-Source Report Consolidation
Combine data from multiple systems into unified reports
Platform Integrations
7Connect your CRM, ERP, accounting, and marketing tools seamlessly
CRM Integration
Connect your CRM to the rest of your tech stack seamlessly
ERP Integration
Link your ERP system with other business applications
Accounting Software Integration
Connect QuickBooks or Xero or other accounting tools to your workflows
E-commerce Integration
Sync your online store with inventory and fulfillment and accounting
Marketing Platform Integration
Connect marketing tools for unified campaigns and reporting
Project Management Integration
Link project tools to time tracking and billing and communication
Communication Tool Integration
Connect Slack or Teams or email to your business workflows
Technical Integration
7APIs, webhooks, databases, and cloud services, connected properly
API Integration Services
Connect any software with an API to your existing systems
Webhook Implementation
Set up real-time data triggers between applications
Custom API Development
Build APIs that let your systems talk to each other
Legacy System Integration
Connect older systems to modern tools without replacing them
Database Integration
Link databases across applications for unified data access
Cloud Service Integration
Connect cloud platforms like AWS or Azure or Google Cloud to your workflows
Third-Party App Connections
Make any third-party app work with your existing stack
Automation Platform Services
7Expert setup and optimization of Zapier, Make, n8n, and Power Automate
Zapier Implementation
Expert setup and optimization of Zapier automations
Make Implementation
Build powerful automations on Make (formerly Integromat)
n8n Setup & Configuration
Self-hosted automation with n8n for maximum control
Power Automate Implementation
Microsoft Power Automate setup for Office 365 environments
Workato Implementation
Enterprise-grade automation with Workato
Automation Platform Migration
Move automations between platforms without losing functionality
Automation Audit & Optimization
Review and improve existing automations for reliability and speed
Internal Tools
7Custom dashboards, admin panels, and operational tools for your team
Custom Internal Dashboards
Purpose-built dashboards for your specific operational needs
Admin Panels
Backend interfaces for managing your business data and processes
Operations Management Tools
Custom tools for managing day-to-day business operations
Inventory Management Systems
Track and manage inventory with tools built for your workflow
Project Tracking Tools
Custom project management tailored to how your team works
Employee Portals
Self-service hubs where employees access what they need
Knowledge Base Systems
Searchable internal documentation that keeps your team informed
Customer-Facing Tools
7Portals, dashboards, and self-service tools your customers will love
Client Portals
Branded portals where customers can access their information
Customer Dashboards
Give customers visibility into their data and status and history
Self-Service Portals
Let customers help themselves with automated self-service tools
Booking/Scheduling Portals
Customer-facing scheduling that syncs with your operations
Quote Request Systems
Streamlined quote requests that capture what you need from prospects
Customer Account Management
Portals where customers manage their own account details
Order Tracking Portals
Give customers real-time visibility into order status
Business Applications
7Custom CRMs, calculators, configurators, and workflow apps built for you
Custom CRM Development
CRM built specifically for your sales process and industry
Custom Quote/Estimate Tools
Generate accurate quotes fast with custom pricing logic
Pricing Calculators
Interactive calculators that help customers understand costs
ROI Calculators
Tools that help prospects see the value of working with you
Assessment Tools
Diagnostic tools that qualify prospects and surface needs
Configurators
Product or service configurators that guide customer choices
Custom Forms & Workflows
Forms that do more than collect data with built-in logic and routing
Service Businesses
7HVAC, plumbing, and field service automation for scheduling, dispatch, and follow-up
Service Scheduling Automation
Intelligent job scheduling that optimizes routes and technician time
Technician Dispatch Automation
Auto-dispatch the right tech to the right job with all the info they need
Job Costing Automation
Track actual costs against estimates automatically
Service Agreement Management
Automate maintenance agreement tracking and renewals and scheduling
Parts Inventory Automation
Track parts on trucks and in warehouse with automatic reorder
Field Service Automation
End-to-end automation from job creation to invoice
Service Call Follow-up Automation
Automated follow-up after service calls for reviews and rebooking
Insurance Agencies
7Policy renewals, quote processing, and client communications, automated
Policy Renewal Automation
Never miss a renewal with automated reminders and outreach
Quote Request Processing
Automate intake and routing and follow-up on quote requests
Insurance Client Communication
Automated touchpoints that keep clients informed and engaged
Commission Tracking Automation
Track and reconcile commissions automatically across carriers
Claims Processing Support
Streamline claims intake and status tracking and communication
Carrier Communication Automation
Automate routine carrier communications and submissions
Insurance CRM Optimization
Make your agency CRM work harder with custom automation
Healthcare & Pharmacy
7Patient communication, inventory, compliance, and intake automation
Patient Communication Automation
HIPAA-compliant automated patient messaging and reminders
Appointment Reminder Systems
Reduce no-shows with smart appointment reminders
Prescription Refill Automation
Streamline refill requests and processing and notifications
Healthcare Inventory Automation
Track medications and supplies with automatic reorder points
Compliance Documentation Automation
Generate required documentation automatically and accurately
Patient Intake Automation
Digital intake forms that flow into your systems automatically
Insurance Verification Automation
Auto-verify patient insurance before appointments
Real Estate
6Lead follow-up, transaction coordination, and listing management
Listing Management Automation
Sync and publish and update listings across platforms automatically
Real Estate Lead Follow-up
Automated nurture sequences for real estate leads
Transaction Coordination Tools
Streamline closings with automated task tracking and communication
Real Estate Document Management
Organize and automate real estate transaction documents
Real Estate Client Portal
Branded portals for buyers and sellers to track their transaction
Market Report Automation
Generate CMA and market reports automatically with current data
Professional Services
6Client intake, billing, document assembly, and case management automation
Client Intake Automation
Streamline new client onboarding from inquiry to engagement
Time Tracking & Billing Automation
Capture time and generate invoices without manual entry
Legal/Accounting Document Assembly
Assemble complex documents from templates and matter data
Matter/Case Management Automation
Automate workflows around client matters and cases
Professional Services Client Reporting
Automated status reports and deliverable tracking for clients
Engagement Letter Automation
Generate engagement letters with correct terms automatically
E-commerce
7Order processing, inventory sync, and multi-channel management
E-commerce Order Processing
Automate orders from receipt through fulfillment
E-commerce Inventory Sync
Keep inventory accurate across all sales channels
E-commerce Customer Service Automation
Handle common customer inquiries automatically
Returns Processing Automation
Streamline returns and exchanges and refunds
E-commerce Review Collection
Automatically request reviews from satisfied customers
Product Data Management
Keep product info consistent across all platforms
Multi-Channel Sync
Sync orders and inventory and products across all sales channels
Support & Optimization
6Ongoing maintenance, monitoring, and improvement of your automations
Automation Maintenance & Support
Ongoing care for your automations to keep them running smoothly
Automation Optimization
Improve speed and reliability and capability of existing automations
Workflow Monitoring
Proactive monitoring to catch issues before they cause problems
Performance Tuning
Speed up slow automations and eliminate bottlenecks
Automation Expansion
Add new capabilities to existing automation systems
System Health Checks
Regular audits to ensure your automations are working optimally
Training & Enablement
5Teach your team to use AI tools, automation platforms, and custom workflows
AI Tools Training
Teach your team to use AI tools effectively and safely
Automation Platform Training
Train your team on Zapier or Make or other platforms
Team Workflow Training
Help your team adopt new automated workflows successfully
Custom Tool Training
Training on the custom tools we build for you
AI Prompt Engineering Training
Teach your team to get better results from AI tools
Advisory Services
5Process audits, technology reviews, and strategic automation guidance
Process Audit
Deep analysis of your current processes to find automation opportunities
Automation Opportunity Assessment
Identify and prioritize the best automation investments
Technology Stack Review
Evaluate your current tools and recommend improvements
Workflow Optimization Consulting
Expert guidance on improving business processes
Build vs Buy Analysis
Objective analysis of whether to build custom or buy off-the-shelf
Don't see what you need?
These are just the automations we've named. If you have a process that needs fixing, we can probably build it. Let's talk.
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