Automation Services
Whether you want it built for you or want to hit the ground running yourself — we’ve got you covered.
Built for your exact workflow
We scope, build, test, and hand over automations tailored to your business. Starting from a short discovery call.
Custom Automation
Fully scoped to your workflow — any tools, any complexity
- ✓Discovery call to map your workflow
- ✓Written proposal with scope and price
- ✓Full implementation and testing
- ✓Documentation for your team
- ✓Ongoing support available
Automation Audit
We review your existing automations and tell you what to fix
- ✓Review of up to 5 existing automations
- ✓Written report with findings
- ✓Prioritized fix recommendations
- ✓30-minute walkthrough call
- ✓No obligation to proceed
Ready when you are
Self-guided systems and templates you can use immediately. No waiting for a build.
Lead Follow-Up Starter
Instant auto-response + 3-step AI follow-up sequence
- ✓Instant auto-response email on form submission
- ✓3-step AI-personalized follow-up sequence
- ✓Reply detection — sequence stops when they respond
- ✓Lead logged to Google Sheets
- ✓Setup guide + 30-day support
CRM–ERP Sync Starter
Bidirectional sync between your CRM and ERP, no manual data entry
- ✓Bidirectional sync on deal stage changes
- ✓Automated invoice creation on deal close
- ✓Slack or email notification on sync
- ✓Error logging with retry logic
- ✓Setup guide + 30-day support
Weekly Campaign Report
Auto-delivered campaign summary every Monday morning
- ✓Weekly email report with key metrics
- ✓Trend comparison vs. previous week
- ✓AI-written summary in plain English
- ✓Data pulled from your outreach tool
- ✓Setup guide + 30-day support
Webhook Router
Route incoming webhooks to multiple destinations without code
- ✓Receive webhooks from any source
- ✓Field-based filtering and routing rules
- ✓Payload transformation (rename, map, drop fields)
- ✓Fan-out to multiple endpoints
- ✓Setup guide + 30-day support
Database Poller
Poll MySQL or Postgres on a schedule and trigger downstream actions
- ✓Scheduled polling (1 min to daily)
- ✓New-row detection with deduplication
- ✓Configurable downstream action (email, Slack, API call)
- ✓Error alerting if poll fails
- ✓Setup guide + 30-day support
Not sure which is right for you?
Book a free 20-minute call and we’ll tell you exactly what would have the most impact.
Book a call