Workflow Automation
Automate the operational work that keeps stealing margin.
We audit, build, and deploy automations for document processing, approvals, handoffs, CRM updates, multi-location reporting, and production scheduling — then measure before-and-after cost per workflow across finance, professional services, franchise, and manufacturing operations.
Find the bottleneck
We map the process, quantify cycle time, and rank automations by effort and ROI.
Run it in parallel
Automations are tested against real cases before replacing the manual path.
Hand off ownership
Your team receives monitoring, alerts, runbooks, and a 60-day optimization loop.
What We Automate
Areas of impact
We target the workflows where manual effort is high, error tolerance is low, and volume makes automation worth the investment.
Finance & Document Processing
Automate invoice handling, audit trail generation, contract review, AP/AR reconciliation, and regulatory report generation for finance and accounting teams.
Client Onboarding & HR
Streamline client intake for professional services firms, employee onboarding checklists, PTO approvals, and multi-location HR coordination for franchise networks.
Sales, Proposals & Reporting
Automate lead routing, CRM updates, proposal generation, pipeline reporting, and multi-location performance dashboards for agencies, consultancies, and franchise operators.
Operations & Production Workflows
Connect siloed teams with automated handoffs, work-order routing, supplier approvals, and quality-control notifications — from franchise ops to plant floor scheduling.
ROI
What moves after the first engagement
These are the numbers we track with clients. We document before-and-after metrics at the close of every engagement.
40–60%
Reduction in manual task time
3–5×
ROI within the first 6 months
90%+
Process accuracy improvement
Process
How we work
Four phases, no surprises. Each one has clear inputs, outputs, and acceptance criteria before we move on.
Audit
We map your current processes end-to-end, find bottlenecks, and put a cost figure on the manual work.
Architect
We design automation blueprints with clear triggers, conditions, actions, and fallback paths.
Implement
We build and test each workflow using the right tool for the job — n8n, Zapier, custom APIs, or native integrations.
Optimize
We monitor performance, refine decision logic, and expand automation coverage based on real-world data.
Engagement Playbook
5-phase delivery
Every engagement follows this playbook — process audit through live deployment and ROI measurement. You get written deliverables at the close of each phase.
Process Audit
Week 1- Process Audit Report — current workflows documented with time/cost analysis
- Automation Opportunity Matrix — scored by time saved, complexity, and ROI
- Tool Recommendation — platform selection with rationale (n8n, Zapier, Make, custom)
Design
Week 2- Automation Blueprint — visual flow diagrams for each target workflow
- Technical Spec — triggers, conditions, actions, error handling, data mapping
- Implementation Timeline — week-by-week build plan with acceptance criteria
Build & Test
Weeks 3–4- Working Automations (Staging) — all workflows functional in test environment
- Test Report — pass/fail across 50+ test cases, edge cases documented
- Parallel Run Report — automated vs. manual results compared side by side
Deploy & Train
Week 5- Production Deployment — live automations with monitoring and alerting
- Runbook — per-automation: what it does, how to monitor, how to fix common issues
- Training Session — 60-minute recorded walkthrough for your ops team
Optimize
Week 6- Performance Dashboard — runs, successes, failures, and time saved
- ROI Report — before/after metrics and annual savings projection
- Recommendations — additional automation opportunities identified
Deliverables
What you get
Every engagement closes with documentation and handoff materials your team can operate without us.
- Full process audit and automation roadmap
- Custom-built workflow automations deployed to your stack
- Integration with your existing SaaS tools and databases
- Error handling, retry logic, and alerting built in
- Documentation and training for your operations team
- 60-day optimization period with weekly check-ins
Consulting Tiers
From US$45,000
AI Implementation covers 3–5 workflows designed, built, and deployed over eight weeks. Add the Fractional AI Lead retainer when you want ongoing monitoring, reporting, and new builds after handoff.
AI Implementation
From US$45,000
Hands-on delivery of your first high-impact AI workflows — from scoping to handoff.
Fractional AI Lead
From US$15,000/mo
An embedded AI executive for organizations that need ongoing strategy, delivery, and team leadership — without a full-time hire.