Studio / Automations
Workflows that move your data
Your team re-types the same details between tools, and things fall through the gaps between them.
What we build
- Lead captured, then added to the CRM, answered and a task created
- Invoices and reminders sent on a schedule
- Reports assembled and emailed each week
- Alerts when something looks wrong
- Clean hand-offs between your apps
How it runs
- 1
A trigger fires (a form, an email, a payment, a schedule)
- 2
The data is checked and cleaned
- 3
The right tool is updated
- 4
The right person is told
- 5
Failures retry, then raise an alert
Engagement and stack
- Engagement
- Scoped per project
- Stack
- n8nWebhooksZapierAPIs
Questions
We use n8n or Zapier where they fit and code you own where volume, cost or compliance means they do not.
It retries, then alerts a person with what failed, so nothing disappears silently.
Typically a one to two week build, scoped per workflow before we start.
Pairs with Agents: an agent takes the call, an automation does the follow-through.
Next: ERP and CRMHear it, then book it.
A short call. We listen first and tell you honestly if an agent will help.