Workflow automation
Most bottlenecks come from manual handoffs between systems. We build agent workflows that connect your CRM, project tools, and comms into automated chains. Work that took hours happens in minutes, without copy-paste or missed steps.
The problem
Your team switches between ten or more tools every day: copying data from the CRM to the project tracker, pasting updates into Slack, reconciling spreadsheets by hand. Every handoff is a chance for something to fall through the cracks.
Our approach
We sit with your team, diagram every handoff that crosses a system boundary, and identify where data gets re-keyed or where steps get skipped under pressure. Then we build event-driven agent chains. One tool fires a webhook, the agent picks it up, transforms the data, and pushes it downstream. No scheduled batch jobs. No polling. Just real-time cause and effect across your whole stack.
What changes
- Zapier
- Make
- Slack
- Notion
- Asana
- HubSpot
- Eliminate copy-paste between systems entirely
- Automated handoffs from sales to onboarding to delivery
- Real-time data sync across your entire tool stack
- Audit trails for every automated action
Where this applies
CRM data you can't trust
Duplicate records. Stale contacts. Missing fields. Your team makes decisions on bad data every day. Agents clean and enrich your CRM in the background, so nobody has to audit it by hand.
Dropped handoffs between teams
A deal closes, but onboarding stalls because someone forgot to create the project board. Agents handle the handoff: docs, boards, and notifications are ready within minutes of close.
Problems you catch too late
Pipeline dropped 20% this week and nobody flagged it until the Monday standup. Agents monitor the metrics that matter and surface issues the moment they appear.
Other services
Lead capture
Every inquiry is picked up, checked, filled in, and routed to the right person within seconds of arriving.
HubSpot, Salesforce, Slack, Gmail
Error reduction
Agents check, merge, and complete your records in the background, so your reports reflect what's true.
HubSpot, Salesforce, Google Sheets, Airtable
Scaling operations
When volume grows, agents absorb the extra onboarding, follow-ups, and reporting without new hires.
HubSpot, Slack, Notion, QuickBooks
Your team has better things to do than move data between tabs.
It starts with a 30-minute call about one process. Most agents are live within two weeks, and you pay month to month.