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03 / Automation

The repeated work,
handled.

The work draining your team's time — mapped, built, integrated with your existing tools, and tended as the operation evolves.

Where this fits

Three shapes of automation we build.

CRM-to-billing flows

Lead to invoice without anyone re-typing a customer's details. Triggered cleanly, error-handled, observable.

Document processing

AI-leveraged extraction from contracts, POs, invoices, forms. The document arrives and the relevant fields appear in the right system.

Cross-system reconciliation

When two sources of truth disagree, someone has to fix it. We automate the reconciliation so the disagreement is caught and resolved without the someone.

What's included

From the manual workflow to the maintained automation.

Workflow mapping

We learn the manual process as it actually runs — not as it's documented. The gap between the two is usually where the wins are.

Build the automation

Make, n8n, custom code, AI-leveraged steps where they fit. We pick the tooling that suits the workflow, not the tooling we already know.

Integration with your stack

Wired into the systems you already run — CRM, ERP, accounting, comms, document storage. The data flows where it needs to without manual handoff.

Documentation for your team

What it does, when it runs, what to do if it stops. Plain-language documentation aimed at the operator, not at engineers.

Monitoring and reliability

When an automation fails, you find out from us — not from a customer. Alerts, retries, fallbacks, and observability built in.

Tended as the operation grows

Workflows shift. Tools change. Business rules evolve. We maintain the automations as the operation does — they don't go stale and quietly stop helping.

What changes for you

The team's hours come back. The work keeps happening.

  • Hours come back to your team — the recurring manual work is no longer theirs.
  • Error rates drop because there's no human transcription step in the middle.
  • The operation scales without proportional headcount growth.
  • When something changes, the workflow gets updated. It doesn't quietly rot.
Often paired with

Automation usually meets two other surfaces.

When a workflow ends at the website — booking forms, lead routing, content pipelines — we handle that surface under Websites. When the right answer is a small custom application instead of stitched-together SaaS, we build it under Software. One partner across all three.

Frequently asked

Common questions about the Automation pillar.

What kinds of automation do you build?
Anything that's repeated, rule-based, and currently being done by a person who has better things to do. Common patterns include CRM-to-billing flows, document extraction, multi-system reconciliation, customer onboarding sequences, and reporting pipelines.
Do you use AI in the automations?
Where it earns its place. AI is good at extraction, classification, and summarization — bad at deterministic rule-following. We use it where it makes the workflow better, and don't use it where deterministic code is the right tool.
What if an automation breaks?
Monitoring and alerting are part of the build. If a workflow fails, we know before you do. Tending includes responding to failures, not just shipping the initial automation.
Who runs and maintains the automation?
We do. The workflow runs on infrastructure we operate (typically self-hosted n8n, sometimes Make or custom code), maintained by the engineers who built it. Tending includes monitoring, failure handling, and evolution as upstream systems change — not just the initial build.
How is automation priced?
Fixed-fee per workflow or per project, scoped on the discovery call. Tending is bundled. We don't price by execution count — your incentive should be to automate more, not less.

Tell us about your business.

We respond within one business day with next steps or a discovery-call invite.