Lead & sales operations
New leads captured from forms, ads, and inboxes; enriched, scored, routed to the right rep in your CRM, and followed up on time — no spreadsheet in the middle.
Process automation
with AI where it helps.
We turn manual, repetitive business processes into reliable workflows — in n8n, Zapier, Make, Power Automate, or custom Node.js and Python — with AI for the steps that need judgement and a human approval where it matters.
01
What we automate
The work your team repeats every day.
Most automation projects start with one process that eats hours each week. These are the ones we're asked to automate most often.
Documents & data entry
Invoices, forms, PDFs, and emails turned into structured data, checked against your rules, and written to the system that needs it. AI handles the messy formats; validation catches what it gets wrong.
Support operations
Tickets classified and routed the moment they arrive, context pulled from your CRM and order history, and reply drafts prepared for an agent to approve.
Back office & finance
Approval chains, invoice matching, reconciliations, and month-end reports that run on schedule and stop for a human only when something doesn't add up.
HR & recruiting
Candidate intake, screening, interview scheduling, and onboarding checklists connected across your ATS, calendar, email, and HR tools.
Reporting & alerts
Data pulled from the tools you already use into one report, delivered to Slack or email on schedule — plus alerts the moment a number crosses a line.
02
How it works
From a manual process to a workflow you can trust.
- 01
Map the process
We walk through how the work happens today: every step, system, volume, and exception — and which decisions genuinely need a person.
- 02
Pick the right tool
n8n, Zapier, Make, or Power Automate when they fit; custom Node.js or Python when volume, logic, or data rules outgrow them; self-hosted n8n when data has to stay on your infrastructure.
- 03
Build with guardrails
Retries, idempotency, error alerts, approval steps, and a log of every run — so a failed step is visible and recoverable, never silently lost.
- 04
Run and hand over
Monitoring, a runbook, documentation, and training for your team. Keep it in-house, or have us maintain and extend it.
03
Stack
The simplest tool that will hold up.
No-code when it fits, custom code when it has to, and AI only for the steps that need it.
No-code & low-code
Fast to build and easy for your team to change.
- n8n (cloud or self-hosted)
- Zapier
- Make
- Microsoft Power Automate
Custom workflows
For high volume, complex logic, or strict data rules.
- Node.js
- Python
- Webhooks & REST APIs
- Queues & background workers
- Scheduled jobs
AI steps
For the parts that need judgement, with a human check where it matters.
- OpenAI
- Anthropic Claude
- Document extraction
- Classification
- Summaries & drafts
Connects toHubSpotSalesforceGoogle WorkspaceMicrosoft 365SlackAsanaShopifyStripeTwilioPostgreSQL
04
FAQ
Questions we get before every automation project.
Which processes are worth automating?
The best candidates are repetitive, rule-based, and high-volume, and they move data between systems — lead routing, data entry, approvals, reporting. If a person copies the same information from one tool to another every day, it's usually a strong fit. We start by mapping the process to confirm the time saved is worth the build.
n8n, Zapier, Make, or custom code — which should we use?
Zapier and Make are quickest for simple flows between popular SaaS tools. n8n handles more complex logic and can be self-hosted when data must stay on your infrastructure. Custom Node.js or Python makes sense at high volume, for complex business rules, or when per-task pricing gets expensive. We recommend the simplest option that will hold up, and say so when a no-code tool is enough.
Where does AI fit into automation?
AI handles the steps that need judgement: reading an unstructured document, classifying a ticket, extracting fields from an email, or drafting a reply. Everything around it — routing, validation, writing to your systems — stays deterministic. Low-confidence results and sensitive actions go to a person for approval instead of running automatically.
Can the automation run on our own infrastructure?
Yes. We deploy self-hosted n8n or custom workflows on your own cloud account when data sovereignty or security policies require it, with access limited to the systems each workflow needs.
What happens when a step fails?
Every workflow we ship has retries for temporary errors, alerts when something needs attention, and a log of each run. Failed items are held for review rather than dropped, so nothing is silently lost — and you get a runbook explaining how to handle each alert.
How is a process automation project priced?
We work on a fixed-price proposal basis. After a short discovery call we map the process, agree what success looks like, and send a proposal. There's no cost for the discovery call.
Who leads this work
AI Automation & Data Engineer
Turns business processes into AI workflows and builds the data underneath them — ingestion, pipelines, and the knowledge bases agents retrieve from.
Our services
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