Workflow Automations

Workflow Automations

Eliminate busywork. Reduce handoffs. Make operations run on autopilot.

Faster response times
Fewer missed follow-ups
Cleaner handoffs between tools

Built with

Maken8nZapierGoogle WorkspaceMicrosoft 365HubSpotJobberServiceTitanQuickBooksStripeTwilio

Services

What We Automate

Lead → CRM → Follow-up

  • Form/chat capture
  • Lead enrichment
  • CRM create/update
  • Auto-text/email sequences
  • Pipeline stage updates
  • Owner alerts

Scheduling & Dispatch

  • Booking confirmations
  • SMS/email reminders
  • Route/dispatch notifications
  • No-show prevention
  • After-hours capture

Admin & Reporting

  • OCR/document intake
  • Quote request routing
  • Invoice triggers
  • KPI dashboard updates
  • Weekly summaries to email/Slack

Examples

Example Flows

Missed Call Rescue

→Missed call
→Auto-SMS + CRM log
→Zero lost leads

Lead-to-Quote Pipeline

→Form submit
→CRM + task + calendar
→Same-day quotes

Post-Job Review Request

→Job marked complete
→Review link via SMS
→More 5-star reviews

Invoice Follow-up

→7 days past due
→Reminder email series
→Faster collections

Daily Ops Digest

→Every morning 7am
→Pull metrics → email
→Start day informed

Document Intake (OCR)

→Upload to folder
→Extract → CRM fields
→No manual data entry

Integrations

Integrations

Connect with the tools you already use

CRM

HubSpotSalesforceJobberServiceTitan

Comms

TwilioEmailSMSSlack

Finance

QuickBooksStripe

Files

Google DriveDropboxOneDrive

Ops

Sheets/ExcelCalendarsForms

Process

How It Works

1

Workflow Audit (15 min)

Map current tools + bottlenecks

2

Prototype

Build a working flow in your stack

3

Deploy + Iterate

Monitoring, tweaks, documentation

Trust & Safety

Least-privilege access
Audit logs where available
Data stays in your systems
Documented handoff + SOPs

Stop leaking time in the cracks.

Show us your current process — we'll return a clean automation plan.