Workflow Automation Services

We build custom systems that replace manual work. Every project is scoped to your specific workflow. No one-size-fits-all packages.

Intake & Lead Handling Systems

Capture leads from any source, route them to the right place, and trigger follow-up sequences automatically. No more leads slipping through or slow responses.

Common Automations:

  • Form submission → database/CRM entry → email/SMS follow-up
  • Lead scoring and routing based on criteria
  • Appointment booking with calendar sync
  • Multi-channel intake (website, email, phone) unified
Typical Outcome:

Faster response times, no missed leads, and a clear view of your pipeline.

Start with the Audit

Ops & Admin Workflow Replacement

Replace the copy/paste, manual entry, and tool-hopping that eats your day. We connect your systems and automate the handoffs.

Common Automations:

  • Invoice/estimate data extraction into spreadsheets or accounting tools
  • Project handoffs between team members with task creation
  • Document generation from templates
  • Multi-step approval workflows with notifications
Typical Outcome:

Fewer errors, less admin time, and clean handoffs between steps.

Start with the Audit

Customer Support & Knowledge Assistants

Deploy AI-powered assistants that handle common questions, triage requests, and escalate to humans when needed. Reduce inbox overload.

Common Automations:

  • AI chatbot trained on your FAQs and documentation
  • Email triage with tagging, prioritization, and draft replies
  • Ticket routing based on request type
  • Knowledge base search with AI-powered answers
Typical Outcome:

Faster responses for customers, less repetitive work for your team.

Start with the Audit

Reporting & Visibility

Stop spending hours gathering data for reports. We automate the collection, compilation, and delivery so you have visibility without the work.

Common Automations:

  • Scheduled reports pulled from multiple sources
  • Dashboards that update automatically
  • Alert notifications when metrics hit thresholds
  • Summary digests delivered to Slack, email, or SMS
Typical Outcome:

Always-current visibility into what matters, without manual data work.

Start with the Audit

Pricing (Starting Ranges)

Most builds fall into one of these ranges. Final pricing depends on scope, systems involved, and reliability requirements.

Start with the $299 Automation Audit (credited toward your build). You'll receive a workflow map, build plan, and a firm quote range.

Starting Range

Simple Workflow Automation

$1,000–$2,500
  • Lead intake → routing → follow-up (email/SMS) → logging
  • Form/email → spreadsheet/database update + notifications
  • Recurring reporting automation (daily/weekly summaries)
  • Basic data entry replacement with validation + error flags
Starting Range

AI-Assisted Automation

$2,500–$6,000
  • AI email triage: categorize, tag, and draft replies
  • AI document extraction (invoices/estimates/forms) → structured data
  • AI support assistant (FAQ + handoff/escalation rules)
  • AI-generated summaries for tickets, calls, or long threads
Starting Range

End-to-End Workflow Replacement

$6,000–$15,000+
  • Multi-system workflow with approvals, logging, retries, and monitoring
  • Lead-to-cash or operations pipeline with exception handling
  • Custom dashboards, alerts, and SLA-style notifications
  • Role-based routing + audit trails for reliability

No fragile hacks. We design for reliability: clean handoffs, monitoring, and documentation.

What You Get

Every project includes documentation, training, and a clean handoff.

Documentation

Clear documentation of how your system works, what triggers what, and how to troubleshoot common issues.

Training

Walkthrough of your new system so you and your team know how to use it confidently.

Monitoring Option

Optional ongoing support to monitor your automations and fix issues before they become problems.

Ongoing Support

Automations break when tools change. Support keeps systems running and improving.

Monitor

$149
/month
  • Workflow monitoring
  • Error alerts
  • Minor fixes

Maintain

$299
/month
  • Everything in Monitor
  • Priority fixes
  • Small improvements monthly

Optimize

$499
/month
  • Everything in Maintain
  • New automations each month
  • Quarterly workflow review

Start with the $299 Automation Audit

Get a workflow map, prioritized opportunities, and a build plan. The fee is credited toward your project.

Request Your Audit