1. Sub-Services

Automation solutions we offer:

Task & Project Automation
Auto-assign tasks, trigger reminders, and move items between boards — no more manual follow-ups.

Form to Board Flows
Turn website forms into actionable records in your CRM or operations board — instantly.

Email & Notification Automation
Send automated emails or Slack alerts when key actions happen (like new leads or project updates).

Sales & Ops Handoffs
Automatically move deals from sales to operations with all info synced — zero data entry needed.

Approval Workflows
Need sign-offs? Automate approval requests and notify the right person at the right time.

Invoice & Billing Triggers
Link CRM actions with accounting tools like QuickBooks or Stripe for faster invoicing.

Multi-App Integrations
Use Make, Zapier, or custom APIs to connect monday.com with your favorite tools — like Google Sheets, Slack, Calendly, and more.

AI-Powered Workflows
Combine AI tools with automation to generate content, qualify leads, or analyze inputs in real time.

2. What’s Included

Each automation project includes:

• Strategy call to identify bottlenecks and manual tasks

• Custom workflow mapping

• Automations built in monday.com, Zapier, Make, or native tools

• Tool integrations and testing

• SOPs and documentation

• Optional AI enhancements

• Support and tweaks after launch

3. Benefits

Why automate your workflow?

Save Time: Stop repeating tasks. Automate once, focus on growth.
Reduce Errors: Say goodbye to missed follow-ups or copy-paste mistakes.
Boost Productivity: Your team works smarter, not harder.
Better Visibility: Automated updates keep everyone informed in real time.
Scalable Systems: As you grow, your automations grow with you.

4. Approach

How we build automations that actually work:

Step 1 – Audit & Map: We dig into your current process and highlight pain points.
Step 2 – Design the Flow: We sketch a streamlined version of your process.
Step 3 – Build & Test: We create automations, integrations, and custom rules.
Step 4 – Launch & Train: We deploy your new system and make sure your team is ready.
Step 5 – Optimize: After live use, we tweak and improve based on real feedback.

5. Pricing

Flexible packages based on complexity:

Simple Workflow – $800
One board or process automation (e.g., task assignment or email alerts).

Mid-Level Flow – $2,000
Multiple boards, cross-tool automation, basic integrations.

Full Automation Suite – $4,500+
End-to-end automation across departments, apps, and workflows.

Let’s automate your business — one smart step at a time.

6. FAQs

Q: Do I need to be using Zapier or Make.com?
A: We specialize in make.com, but also work with other platforms using n8n, Zapier, or custom integrations.

Q: Will I still be able to make changes after?
A: Yes! We build systems that you can manage and adjust without needing us.

Q: What tools can you integrate?
A: Gmail, Slack, Google Sheets, Typeform, Calendly, QuickBooks, and more.

Q: Is AI included?
A: If it adds value to your workflow, we can integrate AI agents or content generation.

Q: How do you ensure automations don’t break?
A: We test thoroughly and provide documentation, plus 30-day post-launch support.