
Workflow automation and the custom tools that replace manual work
We're a workflow automation consultancy in South Jersey, NJ, working mostly with teams of 10 to 50-plus people. Some engagements are integration work — keeping HubSpot and Microsoft 365 telling the same story. Others are software: pulling fields out of PDFs, a scheduling tool on Azure, an internal app to replace the spreadsheet a process outgrew.
Automations we ship most
What each one does >Tools we build with
What we do with them >What we build
All four, in detail >Workflow Design
Get the process on paper before anything gets automated.
AI-driven Automation
Let AI make the routine calls a person used to make.
System Orchestration
Keep HubSpot and Microsoft 365 telling the same story.
Data Quality & Governance
Stop reporting on rows nobody trusts.
Custom Internal Apps
Replace the spreadsheet a process outgrew, on your own database.
Document Automation
Read the PDF once; write the fields everywhere they belong.
Recent work
More projects >CRM Pipeline
300,000+ contacts and 90,000+ companies enriched and deduped in under 8 hours of run time. Read the full case study.
Document Pipeline
PDF fields extracted once, then written to SharePoint, Excel, and the CRM together. Turnaround went from days to minutes.
Scheduling Tool
A real-time planning system on Azure App Service with a SQL database, replacing a manual process.
How it goes
What happens in each phase >A pilot first, sized so you can judge the result in weeks and walk away cheaply if it disappoints.
- 01Discover
- 02Pilot
- 03Scale
- 04Maintain
Want a rough number before you call?
The calculator sizes the time a project could take off your team. The assumptions behind it are worth arguing with — the AI assistant on that page will walk you through them.
Frequently Asked Questions
Tell us what's eating your week
Bring the process that hurts most. Thirty minutes is usually enough to tell you whether it's worth automating and roughly what that costs. Replies come within 24 business hours.