Automations

Stop doing repetitive work manually. We build custom automation workflows that connect your tools and save you hours every week.

What are automations?

Automations are workflows that run without you. Instead of copying data between spreadsheets, sending follow-up emails manually, or updating your CRM by hand, automations handle it for you.

Think of them as digital assistants that work 24/7. When something happens in one tool (a form is submitted, a payment comes in, a task is completed), the automation triggers a chain of actions across your other tools. No code required on your end.

We design, build, and test each automation to make sure it is reliable. You get documentation, training, and 30 days of support. If something breaks, we fix it.

Example automations

Here are some of the workflows we build for clients. Each one is customized to fit your specific tools and processes.

Lead Capture to CRM

Sales

Automatically capture form submissions from your website, enrich the data with company info, score the lead, and create a contact in your CRM with follow-up tasks assigned.

Save 5+ hours per week on manual data entry

TypeformClearbitHubSpotSlack
  1. 1Visitor fills out website contact form
  2. 2Form data is enriched with company info automatically
  3. 3Lead is scored based on company size and role
  4. 4Contact is created in CRM with all enriched data
  5. 5Sales rep gets a Slack notification with lead details
  6. 6Follow-up task is auto-created with suggested next steps

Invoice Generation & Follow-Up

Finance

When a project milestone is marked complete, automatically generate a professional invoice, send it to the client, and schedule payment reminders if unpaid after 7 days.

Get paid 40% faster with zero manual follow-up

NotionStripeGmailMake.com
  1. 1Project milestone marked complete in Notion
  2. 2Invoice is auto-generated with correct line items
  3. 3PDF invoice is emailed to client with payment link
  4. 4Payment status is tracked in real-time
  5. 5If unpaid after 7 days, friendly reminder is sent
  6. 6Payment received notification sent to your inbox

Content Scheduling Pipeline

Marketing

Write content once and distribute it everywhere. This automation takes a blog post draft, reformats it for each platform, schedules posts, and tracks engagement metrics.

Post to 5 platforms in the time it takes to write one draft

NotionBufferCanvaZapier
  1. 1Write your content in Notion with a template
  2. 2Mark the post as ready to publish
  3. 3Content is auto-reformatted for each platform
  4. 4Social images are generated from templates
  5. 5Posts are scheduled across all platforms
  6. 6Engagement metrics are collected in a dashboard

Client Onboarding Flow

Operations

When a new client signs a contract, automatically create their project workspace, send a welcome email, schedule the kickoff call, and set up billing.

Onboard new clients in minutes instead of hours

DocuSignNotionCalendlyStripeGmail
  1. 1Client signs contract in DocuSign
  2. 2Project workspace is auto-created in Notion
  3. 3Welcome email sent with next steps and links
  4. 4Kickoff call is auto-scheduled via Calendly
  5. 5Billing is set up with payment schedule
  6. 6Team is notified with project brief in Slack

Multi-Tool Data Sync

Operations

Keep your data consistent across tools. When a contact is updated in your CRM, changes automatically sync to your email platform, billing system, and project management tool.

Eliminate duplicate data entry across 4+ tools

HubSpotMailchimpQuickBooksAsana
  1. 1Contact info is updated in your CRM
  2. 2Change is detected and validated automatically
  3. 3Email marketing lists are updated instantly
  4. 4Billing system records are synced
  5. 5Project management tool is updated
  6. 6Sync log is recorded for audit trail

Support Ticket Triage

Support

Incoming support emails are automatically categorized by urgency and topic, assigned to the right team member, and an AI-drafted response is prepared for review.

Respond to support tickets 3x faster

GmailOpenAILinearSlack
  1. 1Customer sends support email
  2. 2AI analyzes the message for urgency and topic
  3. 3Ticket is created and categorized in Linear
  4. 4Assigned to the right team member automatically
  5. 5AI drafts a response based on your knowledge base
  6. 6Team member reviews, edits if needed, and sends

Weekly Business Report

Analytics

Every Monday morning, get a clean summary of last week's key metrics. Revenue, new leads, project progress, and support tickets, all pulled from your tools automatically.

Know exactly how your business performed, every week

StripeHubSpotLinearGoogle SheetsGmail
  1. 1Monday at 8am, automation triggers
  2. 2Revenue data pulled from Stripe
  3. 3Lead metrics pulled from CRM
  4. 4Project status pulled from project tool
  5. 5Support metrics compiled
  6. 6Clean PDF report emailed to you and your team

Brand Mention Monitoring

Marketing

Track when your brand, products, or competitors are mentioned online. Get real-time alerts so you can respond quickly and stay ahead of conversations.

Never miss a brand mention or competitor update

Google AlertsTwitter APISlackNotion
  1. 1Keywords and brand names are monitored 24/7
  2. 2New mentions are detected across web and social
  3. 3Mentions are categorized: positive, neutral, negative
  4. 4High-priority mentions trigger Slack alerts
  5. 5All mentions are logged in a tracking database
  6. 6Weekly summary report is generated

Ready to automate?

Tell us about the tasks that eat up your time. We will design a custom automation that handles it for you.

Get a Free Automation Audit