Workflow Automation
Automate your workflows, unlock your time.
We connect your tools and add AI so your team stops doing busywork.
Why workflow automation
- ✓Less manual work means your team focuses on what matters
- ✓Faster responses to customers and leads
- ✓Fewer mistakes from copy-paste and repetitive tasks
What we automate
HVAC: lead-to-job workflows
From first contact to scheduled appointment, dispatch, and follow-up — all automated.
Law firms: intake to consult
Screen prospects, collect documents, schedule consultations, and sync with your case management system.
Cross-tool syncing
CRM, email, Slack, phone, forms — we connect them so data flows automatically without manual entry.
How it works
1
Map
We document your current process and identify automation opportunities
2
Build
We connect your tools and implement the automated workflow
3
Monitor
We track performance and refine based on real-world usage
Workflow examples
HVAC: Lead-to-Job Automation Flow
Lead captured
AI qualifies
Job created
Customer notified
Law Firm: Intake-to-Consult Flow
Case details captured
AI qualifies lead
Case created
Consult scheduled
Ready to stop doing everything manually?
Let's map your workflows and show you what automation can do for your business.
Book a 30-min consult