Workflow Automation
Workflow Automation
Stop paying people to do what machines do better. We design and deploy intelligent automations that eliminate busywork and accelerate every team.
What We Automate
Areas of Impact
We target the workflows with the highest ROI potential — where manual effort is high and error tolerance is low.
Document Processing
Automate invoice handling, contract review, data extraction, and report generation with AI-powered document workflows.
HR & Onboarding
Streamline hiring pipelines, employee onboarding checklists, PTO approvals, and performance review cycles.
Sales & Marketing Ops
Automate lead routing, CRM updates, campaign triggers, proposal generation, and pipeline reporting.
Cross-Department Orchestration
Connect siloed teams with automated handoffs, approvals, and notifications that keep projects moving.
ROI
Measurable Results
Our clients see quantifiable improvements within the first quarter.
40-60%
Reduction in manual task time
3-5x
ROI within first 6 months
90%+
Process accuracy improvement
Process
How We Work
Audit
We map your current processes end-to-end, identify bottlenecks, and quantify the cost of manual work.
Architect
We design automation blueprints with clear triggers, conditions, actions, and fallback paths.
Implement
Our team builds and tests each workflow using best-in-class tools — 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 Process
Every automation engagement follows this structured playbook — from process audit to live deployment and ROI measurement.
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
- 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
Starting from $2,500
Start with a Quick Win Sprint to automate your first workflow, or go deeper with the Transformation Package for 3–5 workflows over 8 weeks.
AI Quick Win Sprint
$2,500
Everything in the Assessment, plus hands-on implementation of your first AI win.
AI Transformation Package
$8,500
A full 8-week engagement to automate workflows and upskill your team.