Shadow the team for one to two days
We sit with your operators, watch the actual workflow, and time the steps. The audit comes from observation, not a survey.
Process Automation that turns 8–15 hours a week of manual work into AI-powered workflows.
Get a free workflow review and a prioritized list of the automations that would save your team the most hours.
Answer a few questions. Get a clearer view of where AI can actually help your business.
Process Automation is a 2–4 week engagement that maps your team’s most-repeated workflows and replaces the manual ones with AI-powered automations. It’s built for small and medium businesses where one or two people are doing the same data entry, reporting, or follow-up work over and over. Most clients reclaim 8–15 hours per week within 30 days.
Who Process Automation is for: teams losing the same hours every week.
If your team keeps doing the same work over and over, this engagement is built for you.
- Teams where one or two people are doing the same data entry, status updates, or reporting every week
- Operators who’ve outgrown spreadsheet workflows but aren’t ready for full enterprise software
- Owners watching $40–$80/hr staff time get burned on tasks AI could finish in seconds
- Businesses already paying for tools (Zapier, HubSpot, Notion, Airtable) that aren’t wired together yet
- Teams who want the manual work gone but can’t pull a senior engineer off the roadmap to build it
What we’ll actually do inside your team.
Five concrete moves, scoped before any work starts. We work alongside your team, not around them.
Pick the highest-leverage 3–5 workflows
Scored by hours reclaimed, error rate, customer impact, and how easy they are to build. We start where the math is obvious.
Build on tools you already pay for
Zapier, n8n, Make, custom code — whichever fits each workflow. We don’t add a platform you don’t need.
Test in a sandbox with your team
Every automation runs in shadow mode against real data before it touches a customer. Your team approves it before it goes live.
Hand off the runbook
Documentation in plain English so any team member can extend, pause, or tear down what we built. No lock-in.
The hours you can’t account for are the ones automation should be running.
94% of SMB employees say they perform repetitive, time-consuming tasks at work.[Zapier]
Almost all of those tasks are automatable. We find the highest-leverage ones and build them — typically reclaiming 8–15 hours per week per affected role.
40% of workers spend at least a quarter of their work week on manual repetitive tasks.[Smartsheet]
On a four-person team, that’s 40+ hours a week of work a machine could do. The automation engagement maps yours and ships the top three to five live in two to four weeks.
SMB managers spend roughly 12 hours a week on manual reporting alone.[HubSpot]
Reporting is one of the cleanest automation wins — the inputs already exist in your tools. We connect them and your weekly reports run themselves.
Examples of work Process Automation typically takes off your team’s plate.
Every team has its own version of these. The shape repeats — the specifics are yours.
- 01
Lead intake → email reply, CRM record, task assigned in under 60 seconds
- 02
Invoice received → categorized, approved, queued for payment without a touch
- 03
Sales call ends → transcript, summary, next-step tasks created in the CRM
- 04
New hire signs offer → payroll, benefits, kit, and accounts created in parallel
- 05
Support ticket arrives → classified, routed, draft reply written for review
- 06
End of week → KPI dashboard refreshed and emailed to the leadership team
How Process Automation reshapes the workflow.
A workflow that takes eight steps and an afternoon today becomes one trigger and a few seconds tomorrow. Your team owns the result.
Map the workflow. Build the automation. Hand it off clean.
We shadow the work, ship real systems, and hand it back so your team owns it.
- 01
Map + prioritize
We shadow the workflows that eat the most time and score them by leverage.
- 02
Build + deploy
We ship the top automations — real working systems, not prototypes.
- 03
Train + hand off
Your team learns what’s running, how to adjust it, and how to call us when something changes.
Everything that lands in your inbox.
6 deliverables
Workflow Audit
the highest-leverage automations for your business, identified
Prioritized List
automations ranked by hours saved and ease of deployment
Live Automations
top-priority builds shipped, tested, and running
Team Documentation
what runs where and how to tweak it
Monitoring Setup
so you’ll know if anything breaks
30-Day Check-in
to refine, expand, and measure impact
A sample workflow audit, scored by hours reclaimed.
Each workflow is scored by the hours it eats today and the hours it would reclaim. Sample only — yours will be specific to your team.
WorkflowManual todayReclaimedPriority
Lead intake → CRM record + auto-reply
Manual today6 hrs/wk
Reclaimed6 hrs/wk
Start here
Invoice categorization + approval routing
Manual today4 hrs/wk
Reclaimed3.5 hrs/wk
Next
Sales call notes → CRM tasks
Manual today3 hrs/wk
Reclaimed2.5 hrs/wk
Next
Weekly KPI roll-up email
Manual today2 hrs/wk
Reclaimed2 hrs/wk
Later
Your team has been doing manual work that automation should be running.
The discovery conversation finds the workflows where the math is obvious — high volume, high repetition, low judgment. Those are the ones we ship first.
The free discovery chat runs 15 minutes. We review it and send your opportunity report within three business days. No cost. No obligation.
Find where AI fits in your business →Answer a few questions. Get a clearer view of where AI can actually help your business.
Discovery delivers: A ranked list of the workflows in your business with the highest hours-saved-per-dollar payoff.
What tools do you build on?
Whatever fits your stack — Zapier, Make, n8n, custom code, or direct API integrations. We don’t sell a specific tool; we pick what’s right for the job. If your team already lives in a particular platform, that’s usually where we build.
What happens when something breaks?
Monitoring is built in, and we stay on call for 30 days post-launch at no extra cost. After that, we offer a maintenance subscription, or we hand over clean docs so your team can own it. You’re never locked in.
The other two services.
Strategy, automation, and scalable systems work as one system. Most clients use them in sequence.