Services
Core Automations & Integrations
(Backend systems, workflows, and data movement)
Workflow Automation
- Build end-to-end business automations using platforms like Zapier, Make (Integromat), Airtable, and n8n
- Automate repetitive tasks across apps (data entry, notifications, file organization)
- Multi-step workflows with conditional logic and error handling
CRM & Lead Management
- Custom CRM setup with Airtable, Notion, or HubSpot integrations
- Lead capture forms connected to pipelines automatically
- Follow-up automations: SMS, email, or task reminders
- Syncing contacts between multiple platforms (Google Contacts, Mailchimp, Slack, etc.)
API & Data Integrations
- Connect tools that don’t natively integrate using APIs or webhooks
- Push and pull data between CRMs, spreadsheets, and databases
- Automate reporting dashboards from APIs (Google Analytics, Stripe, QuickBooks, etc.)
Document & File Automations
- Connect tools that don’t natively integrate using APIs or webhooks
- Push and pull data between CRMs, spreadsheets, and databases
- Automate reporting dashboards from APIs (Google Analytics, Stripe, QuickBooks, etc.)
Marketing & Sales Automations
- Connect tools that don’t natively integrate using APIs or webhooks
- Push and pull data between CRMs, spreadsheets, and databases
- Automate reporting dashboards from APIs (Google Analytics, Stripe, QuickBooks, etc.)
Operations, Intelligence & Support
(Management, AI, reporting, and ongoing optimization)
Project Management Automations
- Auto-assign tasks in such as Asana, Trello, ClickUp, or Monday etc...
- Time tracking automations such as Toggl/Harvest integrations
- Status update workflows & automated reporting
Operations & Back-Office
- HR & onboarding workflows (contracts, employee setup, task assignment)
- Finance automations: invoicing, payment reminders, expense tracking
- Inventory & order management with real-time updates
AI-Powered Automations
- Integrate ChatGPT or other LLMs into business workflows
- Automated email drafting, summarization, or customer replies
- AI data enrichment (categorization, tagging, lead scoring)
Custom Dashboards & Reporting
- Automated analytics dashboards (Google Data Studio, Airtable, Notion, Retool)
- KPIs synced from multiple data sources in real-time
- Automated weekly/monthly performance reports
Training & Documentation
- SOP creation for automated workflows
- Training sessions for teams to self-manage automations
- Ongoing support & optimization
Add a footnote if this applies to your business