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WORKFLOW AUTOMATION

things we’ve made computers do.

If you can teach a person what to do and what to do when something changes, you can teach a computer too.

A simple automation can save $60K+ in annual labour costs
You can automate your first workflow for as little as $500
A single workflow automation shouldn't exceed $10,000
Quoted way more than this? ASK WHY some companies charge extra simply because you'll let them

projects

Manual
  • 27 websites checked manually
  • New opportunities sorted by hand
  • Agents matched one lead at a time
30 hours saved every week
Automated
  • New opportunities are found and standardized automatically.
  • Leads are matched in the CRM and routed while they are still warm.
  • The same routing rules are applied consistently, even when lead volume spikes.
how it works
01Monitor

Checks 27 lead sources on a schedule.

02Qualify

Standardizes each opportunity and checks it against buyer criteria.

03Match

Scores the lead by territory, fit and agent rules.

04Act

Creates the CRM record and alerts the best-fit agent.

Estimated cost depends on the number of lead sources, CRM setup and matching rules. Money saved is calculated at $30/hour × 52 weeks.

Manual
  • Every lead got the same follow-up
  • Messages sent manually
  • Follow-ups delayed or missed
10–30 hours saved every week
Automated
  • Leads are segmented and sent the right personalized sequence.
  • Engaged prospects are escalated while every other lead stays in follow-up.
  • Every lead continues receiving the right follow-up without relying on someone to remember.
how it works
01Capture

Reads the form, source and stated interest for every new lead.

02Segment

Groups contacts by what they want and where they are in the buying process.

03Follow up

Starts the right personalized email or text sequence automatically.

04Escalate

Logs every touch and sends engaged leads to a person.

Estimated cost depends on contact volume, campaign complexity and the platforms used. Money saved is calculated at $30/hour × 52 weeks.

Manual
  • Shipment data scattered across systems
  • Truck plans built manually
  • Profit unclear until work was done
10 hours saved every week
Automated
  • Shipment, cost and capacity data are turned into a practical load plan.
  • Expected profit is visible before the truck leaves, helping protect the margin.
  • Low-value load combinations are easier to catch before dispatch.
how it works
01Combine

Pulls shipment, order, capacity and cost data into one view.

02Calculate

Applies the company’s truck, lane and margin rules.

03Compare

Tests practical load combinations before dispatch.

04Decide

Shows expected revenue, cost and profit before the truck leaves.

Estimated cost depends on the data sources, planning rules and reporting requirements. Money saved is calculated at $30/hour × 52 weeks.

Manual
  • Customers asked for updates manually
  • Team called or texted the crew
  • Every update required another follow-up
10 hours saved every week
Automated
  • Location and ETA update automatically as the job moves.
  • Meaningful changes trigger customer updates before anyone has to ask.
  • Customers get answers without interrupting the operations team.
how it works
01Track

Pulls current location and job status from the available source.

02Calculate

Updates ETA using the latest movement and schedule data.

03Detect

Recognizes delays, arrivals and meaningful status changes.

04Notify

Sends the right customer update without staff chasing the answer.

Estimated cost depends on job volume, tracking sources and customer-notification rules. Money saved is calculated at $30/hour × 52 weeks.

Manual
  • Revenue and expenses lived in different systems
  • Reports rebuilt by hand every week
  • Profitability took hours to figure out
20 hours saved every week
Automated
  • Revenue and expenses stay synchronized and consistently categorized.
  • Margin remains current by customer, job or department.
  • Unexpected changes are flagged while there is still time to act.
how it works
01Sync

Connects revenue, cost and transaction data from the systems already in use.

02Classify

Applies consistent categories and reporting rules.

03Calculate

Updates margin and profitability by customer, job or department.

04Report

Refreshes the dashboard automatically and flags unusual results.

Estimated cost depends on the data sources, reporting rules and system integrations. Money saved is calculated at $30/hour × 52 weeks.

Manual
  • Payments matched to invoices manually
  • Overdue accounts tracked by hand
  • Collection reminders depended on memory
20 hours saved every week
Automated
  • Payments are matched to open invoices and balances update automatically.
  • The right reminder or account hold is triggered consistently.
  • Overdue balances get attention sooner without someone maintaining a manual list.
how it works
01Import

Pulls payment, invoice and customer balance information.

02Match

Connects incoming payments to the correct open invoices.

03Follow up

Triggers the right reminder based on age, balance and prior contact.

04Update

Updates status and flags or holds seriously overdue accounts.

Estimated cost depends on payment volume, the accounting system and collection rules. Money saved is calculated at $30/hour × 52 weeks.

Manual
  • Bills opened and reviewed one by one
  • Invoice details entered manually
  • Missing information found by hand
20 hours saved every week
Automated
  • Bills are read, validated and prepared as draft accounting entries.
  • Duplicates, missing information and PO mismatches are flagged before posting.
  • Reviewers see only the bills that actually need a decision.
how it works
01Receive

Watches the AP inbox or upload folder for new bills.

02Extract

Reads vendor, invoice number, dates, tax, totals and line items.

03Validate

Checks for missing data, duplicates and PO mismatches.

04Post

Creates a draft accounting entry and sends exceptions to a reviewer.

Estimated cost depends on document volume, bill formats and accounting-system integration. Money saved is calculated at $30/hour × 52 weeks.

Manual
  • Applications reviewed one by one.
  • Interview follow-ups sent individually.
  • The same onboarding checklist rebuilt for every hire.
8 hours saved every week
Automated
  • Applications are sorted against the role’s criteria so the team can review the strongest matches first.
  • Scheduling, reminders and role-specific onboarding tasks launch on time.
  • Every applicant and new hire receives the right next step without relying on someone to remember.
how it works
01Sort

Organizes applications against the role’s required criteria for human review.

02Advance

After approval, moves selected candidates forward and sends the next-step message.

03Coordinate

Handles reminders, scheduling and candidate follow-up.

04Onboard

Launches role-specific tasks, documents and internal notifications after hire.

Estimated cost depends on applicant volume, hiring rules and the HR systems used. Money saved is calculated at $30/hour × 52 weeks.

Manual
  • Stock levels checked manually
  • Spreadsheets updated by hand
  • Reorders depended on someone remembering
6 hours saved every week
Automated
  • Stock movements update available quantities automatically.
  • Reorder rules account for thresholds, expected demand and supplier lead time.
  • The team is alerted before low stock becomes a stockout.
how it works
01Sync

Collects stock movements from sales, receiving and inventory records.

02Calculate

Maintains the current available quantity for each item.

03Check

Compares stock against reorder points, demand and lead time.

04Alert

Sends the right reorder action before the item becomes a problem.

Estimated cost depends on SKU count, reorder rules and inventory-system integrations. Money saved is calculated at $30/hour × 52 weeks.

your turn

here’s how we get it done.

Start with the free checklist to spot what’s taking up your team’s time. Or skip straight to a 15-minute call.

  1. 01

    a call

    Tell us how your business runs and where people are still doing things manually. We’ll find the best place to start: something repetitive, rule-based and connected to as few systems as possible.

  2. 02

    a map

    We map every step, exception and handoff with the people who actually do the work. Already have it mapped? We can skip this.

  3. 03

    a price

    You get the scope, price and timeline before we build anything. A simple automation could be live within a month. A custom app can take several months and cost several thousand dollars. You’ll know which kind of project yours is before you commit. We’ll also agree on login access, support and who manages it after launch.

  4. 04

    the build

    Once you approve the quote, you pay 50% upfront. We’ll update you weekly and have you test it as we go. If the scope changes, we agree on the cost and timeline before moving forward.

  5. 05

    your sign-off

    We’ll walk you through the finished project and make sure it works the way we agreed. Once you sign off, we bill the remaining 50%.