Processes that run end to end
We automate the multi-step processes that cross teams, like client onboarding, approvals and invoicing, with clear owners at every step.
Business process automation
- Starting price
- $4,500
- Typical timeline
- 5 to 6
- weeks to launch
Works with
Where cross-team processes stall
Work waits in inboxes
An approval sits in a manager's email for 3 days because nobody knew it was waiting.
The same data typed 4 times
A new client's details are entered into the CRM, the invoicing tool, the project board and a spreadsheet.
Steps depend on one person
When the person who knows the process is on leave, the process stops.
From signed contract to kickoff call
One trigger starts every step. People only act where a decision is needed.
Contract signed
Trigger
Client folder
Drive, templates
Invoice schedule
In accounting
Manager approval
One click
Kickoff booked
Welcome email
What we build for you
Client onboarding
A signed contract creates the client folder, project board, invoice schedule and welcome email.
Approvals
Requests go to the right approver with one-click approve or reject, plus reminders and escalation.
Invoicing and payments
Invoices are created from completed work and payment reminders go out on schedule.
Document generation
Quotes, contracts and reports are filled from your data in Google Docs and saved to the right folder.
Employee onboarding
Accounts, equipment requests, training tasks and first-week emails are triggered from one form.
Audit trail
Every step is logged with who did what and when, in a sheet your team can search.
Example: client onboarding for an accounting practice
Before
Each new client took about 2 hours of admin across 5 tools, and steps were often missed.
After
A signed engagement letter triggers every setup step in under 5 minutes, with a checklist the partner can review.
An illustrative example of a typical project.
Tools we connect
All integrations- Google Drive
- Gmail
- Google Sheets
- Apps Script
- QuickBooks
- ClickUp
- Asana
- n8n
What you receive
- A process map showing every step, owner and tool
- Automations with approval steps where people need to decide
- Document templates connected to your data
- An audit log of every run
- Handover guide and 30 days of monitoring
Timeline
MapWeek 1
We walk through the process with the people who do it today and find where time is lost.
BuildWeeks 2 to 4
We automate the steps in order, with approval points wherever a person must decide.
TestWeek 4
We run real cases through the process and adjust it with your team.
LaunchWeeks 5 to 6
We switch over in stages so nothing breaks during the change.
Business process automation
From $4,500
for a multi-step process across 3 or more tools.
Questions we hear often
Which processes are worth automating first?
The ones that happen often, follow the same steps each time and involve copying data between tools. We help you rank them on the first call.
What if our process has exceptions?
We build the normal path first and route exceptions to a person with all the context attached.
Do we lose control over decisions?
No. Anything that needs judgment stays with a person. The automation prepares the information and waits for their decision.
Can you work with tools we built in-house?
Often yes, if they have an API, a database we can read, or even a spreadsheet export.
Related services
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Keep your CRM accurate and your follow-ups on time without anyone updating records by hand.
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Lead acquisition & qualification
Capture every lead, score it, and route the good ones to the right person in minutes.
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Data reporting & analytics
Dashboards that update themselves, so the Monday report is ready before Monday.
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Find the first workflow worth automating
A 20-minute call is enough. We tell you plainly what we would automate first, and what it would cost.
What happens on the call
- 1We look at how the work happens today
- 2We name the first workflow worth automating
- 3You get a fixed written quote. No obligation
Free, 20 minutes, on Google Meet.