ServicesWorkflow Automation

Automate the Work Your Team Repeats. Every Day.

We connect your apps with n8n, Zapier and Make so leads, data and tasks move on their own, with AI handling the steps that need judgment.

Book a Free Strategy Call Get a Free Demo Build

Signs It’s Time to Automate.

  • Your team copies data between tools by hand.
  • Leads and tasks fall through the gaps between apps.
  • Weekly updates and reports take hours to put together.
  • One person knows how the process works, so everything waits on them.

Workflows We Build.

Each workflow is documented and monitored, so you know it’s running.

  • Lead routing & handoffs

    Sends every new lead to the right person or CRM stage the moment it arrives, with the context they need.

  • Client onboarding & updates

    Creates the accounts, folders and tasks for a new client and keeps them updated as work moves forward.

  • Data sync between apps

    Keeps your CRM, spreadsheets, project tools and ad platforms in step, so nobody re-types anything.

  • Scheduled reports & alerts

    Builds and sends recurring reports, and alerts your team the moment a number needs attention.

Built with

  • n8n
  • Zapier
  • Make
  • GoHighLevel
  • HubSpot
  • Salesforce
  • Google Sheets
  • Notion
  • monday.com

Results From Systems We Built.

  • 45+

    hours back every month

    We automated a B2B founder’s recurring work and gave back more than 45 hours a month.

    B2B founder

  • +110%

    client growth

    Bright Path Loans grew from 28 to 59 clients with the lead routing, follow-up and reporting we built.

    Bright Path Loans

Get a Free Demo Build.

Tell us one thing you want automated. We’ll build a working demo around your business and walk you through it on a call, along with a fixed quote for the full build.

For example, we’ll build a demo workflow that takes one of your tasks from start to finish.

  • Built around your business, using sample data
  • Walked through live on a 30-minute call
  • No account access or payment needed

We build a limited number of demos each week and review every request first.

See It Working Before You Pay.

  1. 1Free strategy callFree

    We learn your business and your tools, and find the automation that would make the biggest difference.

  2. 2Free demo buildFree

    We build a working demo of that automation and walk you through it on a call.

  3. 3Build and launch

    You get a fixed quote up front. Then we build, test and launch it in your accounts.

  4. 4Grow together

    We stay on as your team after launch. We keep it running, review the results with you and keep improving it as your business grows.

Questions, Answered.

Which platform should we use: n8n, Zapier or Make?

It depends on your volume, budget and the apps involved. Zapier is quickest to set up, Make handles more complex logic at a lower cost, and n8n can be self-hosted for high volume. We recommend one on the strategy call.

What if a workflow breaks?

Every workflow has error alerts, so a failure is caught and fixed, not discovered weeks later. Ongoing support is available month to month.

Can AI make decisions inside a workflow?

Yes. AI can sort, summarize, score or draft at any step, with rules that send anything uncertain to a person.

Do we need to change our tools?

No. We connect the tools you already use.

Still have questions? Ask them on the call.

Book a Free Strategy Call

From Our Insights.

Other services

Let’s Find Your Biggest Win With AI.

Book a free 30-minute strategy call. You’ll leave knowing the one automation that would make the biggest difference to your business.

  • A reply within 24 hours
  • You own everything
  • A fixed quote up front
  • No long contracts
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