Services
Workflow automation services
Four things we get hired for, and what each one changes day to day.
What we build
Every engagement starts with the process mapped on paper. Automation comes second — it's cheaper to fix a diagram than a live workflow.
Workflow Design
Map how work moves between people and tools, then pin down the steps and owners so a task finishes the same way no matter who runs it.
- SOP-to-automation handoffs
- Approval paths & ownership
- Field-level mapping between systems
AI-driven Automation
AI handles the judgment calls that used to need a person: which bucket a request lands in, what's missing from a record, who should see it next.
- Entity extraction & tagging
- Scoring & prioritization
- Summaries for tickets, calls, and deals
System Orchestration
Keep HubSpot, Microsoft 365, and your file stores in sync. Every change is logged with its source record, so a bad sync can be traced and undone.
- HubSpot <-> Microsoft 365
- Data lakes & spreadsheets
- n8n / Zapier / custom Python
Data Quality & Governance
Standardize fields and dedupe records, with validation at the entry points where bad data gets in. Reporting only works when the rows underneath it do.
- Normalization & deduplication
- QA monitors that page a human
- PII hygiene & access scopes
Custom Internal Apps
When the automation needs a face — a review queue, a dashboard, a planning board — we build it on your existing database rather than migrating you onto someone else's product.
- Operational dashboards on live data
- SQL-backed tools on your infrastructure
- Azure App Service deployments
Not sure which of these you need?
Bring the process that hurts most to a free 30-minute call. We will tell you which of the four it actually is, and whether it is worth automating yet.