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Tell me about your project

Automation and integrations

Connect your tools and turn repetitive, manual processes into workflows that run together.

Tell me about your project

You might ask for

  1. Connect my CRM to invoicing
  2. Sync orders to the warehouse
  3. Stop re-typing data every week
  4. Replace an expensive Zapier setup

Who it is for

  1. Businesses moving the same information between several tools
  2. Sales teams manually sorting inquiries and updating their CRM
  3. Operations teams chasing handoffs, approvals and follow-ups

What you get

  1. Connected tools with less manual copying and re-entry
  2. Clear routing and handoffs for incoming work
  3. Human approval before actions that need judgment
  4. Monitoring and recovery steps when an integration fails

Approach

An inquiry arrives in your inbox. Someone copies it to a spreadsheet, creates a contact in the CRM and messages a colleague. Each step is small; together they take attention away from the customer.

We start by mapping the whole process, including the exceptions. Then we agree on which steps should happen automatically and which decisions belong with your team.

The build connects your existing tools through supported integrations. AI can help interpret unstructured information, while explicit rules handle the predictable steps. Approvals, validation and failure handling are built into the workflow.

We test the process end to end before rolling it out. At handover, your team knows what it does, how to monitor it and how to take over when something needs attention.

Deliverables

  1. A map of the current workflow and its bottlenecks
  2. Integrations with the agreed tools and data sources
  3. Automated workflows with validation and error handling
  4. Approval steps, alerts and a record of workflow activity
  5. Documentation and a team walkthrough

Technology

n8n, Make, Zapier, Power Automate, HubSpot, Salesforce, Pipedrive, QuickBooks, Xero, Stripe, Slack, Google Workspace, Microsoft 365, Airtable, Notion, Webhooks, Python, Node.js

Ways to work together

  • Model 01

    Roadmap

    A one to two week review of the process and the tools it touches, ending in a written scope and a fixed quote for the automation.

  • Model 02

    Starter build

    One workflow or integration between your existing tools, with its approvals and alerts, live in two to four weeks.

  • Model 03

    Care plan

    Monitoring of every run, updates when a connected tool changes and small improvements each month.

Questions

Can you connect the tools we already use?

We check the APIs, webhooks and permissions available in your tools before proposing an integration. Where a connection is limited or unavailable, we explain the constraints and options up front.

Does every workflow need AI?

No. Predictable rules often work better for straightforward tasks. We use AI where understanding text or handling variable information helps, and conventional automation where it is simpler and more reliable.

What happens if an automation fails?

We design for failure as part of the project. Depending on the workflow, that can include retries, alerts, checks for duplicate actions and a manual recovery path. Your team gets a runbook for the situations it may encounter.

Start here

Tell me about the work that slows your team down.

A 20-minute call, no obligation. You leave with a written next step whether or not we work together. Plain language is fine; you do not need a technical brief.

Tell me about your project

Prefer to write? [email protected]

I read every message myself and usually reply within one business day.