SERVICES / WORKFLOW AUTOMATION
Remove the manual work between your systems.
We build workflow automation that connects documents, business systems, approvals, and reporting, so information moves on its own and people step in where judgment is needed.
FROM ACTUAL WORK
Workflow projects we have delivered.
- 01
Document intake to analyst decision
External parties upload files through a secure link. Files are extracted, classified, and checked against rules, and flags go to an analyst queue. Decisions sync to HubSpot and ClickUp, and reporting updates automatically.
- 02
Outbound calls to CRM follow-up
Campaigns and scheduled calls are placed by an AI voice agent. Transcripts, summaries, and outcomes are saved to the contact and synced to HubSpot, and calls that need a person become follow-up tasks.
- 03
Lease walkthrough to e-signature
A voice assistant pilot walks an approved tenant through lease terms, sends the e-signature link, and flags any question it cannot answer for the office.
AUTOMATED VERSUS HUMAN
What a system handles, and what a person keeps.
Can be automated
- Moving data between systems
- Extracting and classifying documents
- Rule-based checks and validation
- Routine calls, reminders, and follow-up scheduling
- Status updates and reporting
Requires a person
- Approvals and exceptions
- Judgment calls on flagged issues
- Negotiation and sensitive conversations
- Changes to policy or terms
- Anything the rules do not cover
INTEGRATION REQUIREMENTS
What we need from your systems.
- API access or a supported export for each connected system
- An account or service user with the right permissions
- A test environment or sample data where possible
- A named owner for each system who can approve access
ERROR HANDLING
Failures are visible, not silent.
Every sync is logged. Failed steps retry, and anything that still fails goes to an exception queue with the reason attached and an alert to the owner. Records are never overwritten silently, and actions that change data keep an audit trail.
DELIVERY AND SUPPORT
Scoped, staged, and supported.
Workflow projects follow our standard process: discovery, technical review, a written scope, staged development, client testing, launch, and ongoing support.
NEXT STEP
Map the workflow you want to automate.
Bring the steps, the systems involved, and where work gets stuck today.
Book a discovery call