Lead follow-up
New lead comes in → gets enriched and scored → is routed to the right rep
Automate the work between your systems.
We connect your existing tools to reduce manual data entry, route approvals, and keep records up to date. We design, build, and maintain the workflows.
Work with the tools you already use
Copying data between applications and chasing approvals takes time. We connect these steps into documented workflows, with clear rules for exceptions and human review.
01
Map the process
We document how work moves across your teams and systems, identify bottlenecks, and agree on priorities and measures of success.
Deliverables
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A clear map of your current workflows
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Baseline numbers so you can measure the improvement
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A list of your tools and how they'll connect
02
Build and integrate
We build the agreed workflows, including approval rules, exception handling, and connections to your existing systems.
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Integrations across your CRM, support, HR, accounting, and inventory systems
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Routing rules for automated steps and human approvals
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Error handling and alerts for failed tasks
Example workflows
Before
Leads sit in your inbox while someone manually copies data around and figures out who should follow up.
After
Leads are scored and assigned to the appropriate sales representative. Priority leads trigger alerts; others enter an automated follow-up sequence.
Employee onboarding
Contract signed → accounts provisioned → training scheduled → check-ins set
Before
Onboarding tasks are spread across email threads and checklists, delaying account access, equipment, and training.
After
Onboarding tasks are assigned by role and tracked before the employee's start date.
Invoice processing
Invoice arrives → data extracted → validated → approved or flagged → payment tracked
Before
Invoice data is entered manually and approvals are tracked by email, making pending payments difficult to track.
After
Invoices that meet agreed rules move through approval automatically. Exceptions go to finance for review.
Support tickets
Ticket created → auto-categorized → simple ones self-serve, complex ones route to the right person
Before
Routine requests and complex issues share the same queue, delaying specialist support.
After
Routine requests receive automated responses. Complex issues are routed to the appropriate specialist.
Compliance monitoring
Regulation changes → assessed for impact → low-risk documented, high-risk flagged with action items
Before
Regulatory updates are tracked across bookmarks and spreadsheets, making changes and follow-up actions difficult to review.
After
Updates are monitored and flagged for review. Updates and follow-up actions are recorded for audit preparation.
03
Monitor and maintain
We monitor workflows, investigate failures, and update integrations as your tools and processes change.
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Workflow monitoring and failure alerts
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Live workflow status and scheduling dashboard
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Ongoing improvements as your business changes
Discuss a workflow
Bring a process you want to improve. We'll discuss the systems involved, where automation could help, and the next steps.