Automate the work your team repeats every day.
Turn predictable work into observable workflows with clear exception handling.
- 20–30 minute review
- No preparation needed
- One workflow mapped
The work your team is doing by hand
Every one of these is a handoff a system should own. Today, people are the glue.
Manual data transfer
People re-keying the same record across CRM, spreadsheets, and internal tools.
Approvals and sign-offs
Requests waiting in inboxes because no system routes them to the right owner.
Onboarding
New customers and staff onboarded through checklists that live in someone’s head.
Lead handling
Inbound leads triaged, assigned, and followed up on by hand.
Order processing
Orders moved between systems and statuses through manual copy-paste.
Reporting
Weekly numbers stitched together from exports instead of a live source of truth.
All six are one problem: people acting as the glue between tools that were never connected. Remove that one job, and the rest of the list starts disappearing with it.
One request, zero manual handoffs
Follow one request down the line. It is classified on arrival, then every system it touches is updated in sequence and confirmed — no one copies data between tools, and nothing waits in an inbox.
A regional newsletter workflow — submission, approvals, assembly, and distribution — moved into one monitored automation across 6 WHO regions.
Not everything should be automatic. When confidence is low or a rule has no answer, the run pauses into a review queue with full context — a person decides, and the workflow resumes. Judgment stays human; the chasing does not.
- Low confidence or no matching rule → routed to a person
- The decision is recorded, so the next run is smarter
- The workflow resumes automatically — nothing is dropped
See the handoffs disappear
Pick the one that hurts most — today on the left, as a production system on the right. A representative pattern; your map will be exact.
- 1Inbound lead lands in a shared inboxsits overnight
- 2Someone triages it against the CRM by hand15 min each
- 3Ownership decided in a Slack threadping-pong
- 4Rep copies the details into the CRMre-keyed twice
- 5Follow-up depends on someone rememberingoften never
Days to first response · 5 manual touches
- Lead classified and scored on arrivalAI + rules
- Routed to the right owner instantlyauto
- CRM record created and enrichedauto
- Rep notified in Slack with full contextauto
- Follow-up scheduled and confirmedverified
Minutes to first response · 0 manual handoffs
Works with the tools you already run
No rip-and-replace — the system wires into your stack.
The capabilities that deliver it
Operations Automation is built from three engineering capabilities working together.
Automation
Trigger, routing, approval, and execution logic that moves work end-to-end without chasing.
AI Systems
Classification, prioritization, and next-action selection for the decisions that stay manual today.
Integration
The connective layer that lets CRM, ERP, and internal tools share state instead of humans.
How much glue is your team providing?
Slide to your reality. This is only arithmetic — the review tells you which of those hours a system can actually own.
≈ 1,380 hours a year spent moving data, chasing approvals, and stitching reports instead of work that needs judgment.
Assumes ~46 working weeks a year. We will tell you which of those hours a system can own — and which it should not.
From broken workflow to running system
Four steps, and each one hands you a concrete artifact — not a status update.
Map the workflow
We trace how work actually moves today — who touches it, where it stalls, and which handoffs are manual.
You get · A map of how work really moves
Done when · The workflow that breaks most is chosen and its constraint named
Design the system
We define trigger logic, routing rules, integrations, and the AI decisions that remove coordination.
You get · The system design — triggers, routes, integrations
Done when · Every handoff has an owner — human or system
Build and connect
We build the automation and wire it into your CRM, ERP, and internal tools with production safeguards.
You get · A running automation in your stack
Done when · The first real request flows end-to-end
Operate and verify
We ship with monitoring and verification so every action is confirmed and nothing silently fails.
You get · Monitoring with every action confirmed
Done when · A full week runs with zero silent failures
Where Operations Automation fits
We would rather map the wrong workflow out than sell you a system you do not need.
Good fit when
- The same operational work repeats on a predictable trigger
- People re-key data between CRM, ERP, spreadsheets, and internal tools
- Approvals, handoffs, and follow-ups stall in inboxes
- You can point to one workflow that breaks most often
Not a fit when
- The process changes every time with no repeatable rules
- The real constraint is strategy or headcount, not coordination
- You need a one-off script, not a monitored production system
- No system of record exists to build against yet
Not sure which side you are on?
Operations Automation questions
Is this the same as a Zapier or Make workflow?
Those tools are often part of the picture, but Operations Automation is a production system, not a single zap. We design the trigger logic, routing, approvals, AI decisions, integrations, and verification as one system with monitoring and safeguards so it holds up under real operating volume.
Start with the workflow that breaks
We will map one manual workflow, find the real constraint, and show you the first operational system to build.
20–30 minutes · No preparation needed · Not ready for a call? Send a note instead