Business Process Automation for Recurring Manual Work Across Your Stack
We automate recurring business processes across CRMs, spreadsheets, finance tools, project systems, marketing platforms, communication tools, and internal databases — so your team stops doing the same manual work every week.
Rules where the rules are known. AI only where judgement is genuinely the work.
Problems this service solves.
- 01The same tasks are done manually every week with no variation
- 02Approvals take days because the process lives in email threads
- 03Errors happen when someone forgets a step in a multi-tool workflow
- 04New tools have been added but nothing is connected to anything else
- 05Reporting requires manual rebuilding across multiple systems each week
Concrete deliverables, not activities.
- Approval and sign-off workflow automation
- Follow-up reminders and task handoff flows
- CRM update and data sync automations
- Automated report generation and distribution
- Notification workflows across Slack, email, and SMS
- Finance and ops data sync between systems
- Exception queues with one-click human review
- No-code automation using Make, n8n, or Zapier
- Custom connectors when iPaaS hits its limits
- Hours-saved reporting per workflow
What this is built on.
- Make
- n8n
- Zapier
- Node.js / Python
- PostgreSQL
Built for these teams
Operations managers with teams doing high-volume repetitive work · Finance teams running reporting and reconciliation manually · HR and people teams with approval flows in email · Customer support teams with ticket routing that depends on manual triage
How the weeks run.
WEEK 1
Workflow mapping and manual-effort diagnosis
The process drawn as it is, with every handover and every wait marked.
WEEK 2
Automation logic, trigger, and integration design
Triggers, conditions and the systems each step writes to — agreed before anything is wired.
WEEKS 3–N
Automation build, testing, and exception handling
Built with the exceptions handled explicitly, because the exception is what sends the work back to a person.
FINAL WEEK
Handover, documentation, and monitoring setup
Documented, monitored, and owned by someone on your side who can change a rule without us.
Work in this area.
Logistics Automation System for Pricing, Tracking, Invoicing, and Workflow Management
A centralized logistics automation platform for pricing, orders, invoicing, tracking, reporting, warehouse visibility, carrier pricing, and mobile field operations.
Shopify Ecommerce Operations Automation, Inventory, and Mobile Warehouse Apps
A connected Shopify, order management, inventory, warehouse scanning, mobile field update, and shipping handoff system for custom ecommerce operations.
Importer Operations Platform for Inventory, Marketplace Sync, Fulfillment, and Dealer Ordering
A US importer of industrial and DIY durables running stores, marketplaces, a warehouse and a dealer network needed one operations platform instead of a stack that agreed with itself only when somebody checked.
“Skilled, reliable, communicates well, and works cohesively as part of the team.”— Upwork client feedback
Where this shows up.
The outcome-oriented engagements this service powers.
Workflow Automation
Reduce manual work and recurring effort across approvals, reminders, reporting, and notifications — connected across the tools your team already uses.
Ecommerce Operations Automation
Shopify and custom ecommerce automation — inventory sync, order flows, product feeds, customer journeys, and operational dashboards built around your stack.
CRM & Lead Automation
Lead capture, follow-ups, call/SMS/email workflows, and CRM automation for real estate and service businesses — built on top of the tools you already use.
Services that work alongside this.
AI Workflow Automation
AI triage, summarization, routing, and qualification workflows built into your existing tools.
API Integrations
CRM, ERP, payments, logistics, and marketing platforms connected with proper error handling.
Internal Tools
Admin dashboards, approval workflows, and ops consoles that replace spreadsheets.
Email Marketing Systems
Klaviyo setup, lifecycle flows, segmentation, and deliverability by an official Klaviyo partner.
Paid Ads & Campaign Management
Meta, Google, and Amazon campaigns with tracking, creative direction, and attribution.
What makes us different.
Pick the right surface
Make, n8n, Zapier, or custom — chosen on reliability and cost for the specific workflow, not on platform preference.
Exception-first design
We design for the failure modes, not just the happy path. Human review queues are not optional add-ons.
Hours-saved reporting
Every workflow reports the hours it returned. So you can measure the ROI and prioritize what to automate next.
Questions we hear every time.
How quickly do we see ROI?+
Will this break our existing tools?+
Do you handle complex multi-step workflows?+
Relevant sectors.
Industries where this service is most commonly applied.
Ecommerce
Ecommerce operations automation, email marketing, SEO, product feeds, inventory sync, and retention flows for DTC and marketplace operators.
Logistics
EDI/API workflows, shipment tracking, dispatch automation, freight systems, inventory movement, and operational dashboards for 3PLs and shippers.
Start a conversation
Audit your manual workflow.
Bring the process with the most handovers in it. We'll show you where the time actually goes and which steps are rules rather than judgement.