Workflow Automation
03
Automation
Before you need AI, you often need plumbing. We connect your CRM, inbox, spreadsheets and finance tools so information moves on its own — then add AI where judgment is needed.
3–6 weeks
$12,000
(01) Outcomes
What changes for your team.
Fewer copy‑paste errors
Real‑time data across tools
Shorter cycle times on core processes
Clear ownership of every automated step
(02) How it works
Four steps, a demo every Friday.
Map
Find every manual hand‑off.
Connect
Integrate the tools you already pay for.
Automate
Rules first, AI where it adds judgment.
Monitor
Alerts when anything breaks.
(03) Deliverables
What you keep.
Integration map
Automations
Monitoring & alerts
Documentation
Team handover
Engagement
Connect the tools you already use and remove hand‑offs, double entry and status‑chasing.
