Process Audit
Week 1
Map your current workflows end to end. Identify bottlenecks, manual steps, and integration points.
Workflow Automation
Workflow automation replaces manual, repetitive human steps in a business process with software that runs those steps automatically: triggering on events, transforming data, routing outputs, and handling errors. For 10–200 person teams, this means eliminating the copy-paste work between tools that consumes hours of productive time each week.
Last reviewed: February 2026
We build end-to-end workflow automation for 10–200 employee teams that eliminates manual handoffs, spreadsheet-driven processes, and copy-paste busywork across your organization. You get deployed, monitored pipelines, not slide decks about what's possible.
Who is this for?
Mid-market teams (10–200 employees) where people are the glue between systems. Specifically:
- ◆Operations teams copying data between tools (CRM to spreadsheet to email to invoice)
- ◆Finance teams manually processing invoices, expense reports, or reconciliations
- ◆HR teams managing onboarding checklists across multiple systems by hand
- ◆Any team where someone's job is 'move data from A to B and make sure nothing falls through the cracks'
What do you get?
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Workflow audit and process map of your current operations
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Automated pipelines deployed in your environment (not ours)
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Integrations with your existing SaaS tools and databases
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Error handling, retry logic, and failure alerting
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Monitoring dashboard with run history and performance metrics
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Documentation, runbooks, and 30 days of post-launch support
What does the timeline look like?
Design & Build
Weeks 2–3
Architect the automation, build integrations, implement error handling. Weekly demos of working pipelines.
Test & Validate
Week 3–4
Run automations against real data. Validate outputs, tune error handling, stress-test edge cases.
Deploy & Monitor
Week 4+
Production deployment, monitoring setup, team training. 30 days of post-launch support and tuning.
What are the common pitfalls?
Automating a broken process
Automating a workflow that shouldn't exist in the first place just makes it fail faster. We audit your processes first and recommend what to fix, what to automate, and what to eliminate entirely.
No error handling
Simple automations break silently. An API rate limit, a missing field, a changed schema: any of these can stop a pipeline cold. We build in retries, fallbacks, and alerts so failures are caught immediately.
Over-reliance on no-code tools
Zapier and Make work for simple flows, but complex multi-step orchestration with conditional branching, data transformation, and parallel execution often needs code. We use the right tool for each layer.
No observability
If you can't see what your automations are doing, you can't trust them. We instrument every pipeline with logging, run tracking, and performance metrics from day one.
FAQ
What tools do you integrate with?
Whatever your team uses: Salesforce, HubSpot, Slack, Google Workspace, Airtable, Notion, Zapier, Make, custom APIs, databases, and more. If it has an API, we can connect it.
How is this different from just using Zapier?
Zapier and Make are great for simple A-to-B automations. We build on top of those when they fit, but most mid-market workflows need conditional logic, error handling, data transformation, and multi-step orchestration that point-and-click tools can't handle reliably at scale.
Can you automate processes that involve unstructured data?
Yes. We combine workflow automation with AI (LLMs, document extraction, classification) to handle unstructured inputs like emails, PDFs, images, and free-text forms. The AI handles interpretation; the automation handles routing and action.
What does ongoing maintenance look like?
We set up alerting for failures, retries for transient errors, and logging for auditability. After the 30-day support period, we hand off to your team with full documentation or provide ongoing maintenance.
How do you scope which workflows to automate first?
We prioritize by impact and feasibility: high-volume, repetitive processes with clear inputs and outputs go first. During discovery, we map your workflows and identify which ones save the most hours per week relative to build effort.
Ready to stop doing work a machine should do?
Book a free 20-minute discovery call. We'll map your workflows and identify the highest-impact automation opportunities.
Book a Strategy Call →