Automation Solutions
From intake to monitoring — we handle every step of your workflow. Discover which solutions fit your business.
Core Workflow: Intake → Normalize → Schedule → Monitor
1. Intake
Collect customer data automatically.
- Form-to-database pipelines
- Email-triggered workflows
- Lead capture & qualification
- Client onboarding forms
Benefit: No more manual data entry. Leads flow instantly into your system.
2. Normalize
Clean and organize raw data.
- Deduplicate customer records
- Auto-format phone/email
- Tag and categorize leads
- Merge partial records
Benefit: Consistent, clean data ready for action. No garbage in, garbage out.
3. Schedule
Sync calendars and book automatically.
- Google Calendar integration
- Meeting reminder emails
- Booking confirmation
- Automatic reschedule on conflict
Benefit: Zero double-bookings. Clients confirm in advance. Fewer no-shows.
4. Monitor
Track automation health & results.
- Workflow success/failure logs
- Time-saved metrics
- Monthly impact reports
- Alert on errors
Benefit: Prove ROI. Identify bottlenecks. Optimize continuously.
Email Integration
Automate email-triggered actions.
- Parse inbound emails
- Route to assignees
- Send templated replies
- Log to database
Benefit: Faster response times. No lost messages.
Custom Workflows
Chain solutions together.
- Multi-step automation
- Conditional logic
- Third-party integrations
- Scalable to your needs
Benefit: Automate the whole funnel, not just one task.
Technology Stack
We use industry-standard tools to ensure reliability, security, and scalability:
- Forms & Intake: Zapier, Make, Google Forms, Typeform
- Database: Airtable, Supabase, Google Sheets
- Calendar & Email: Google Calendar API, Zapier Email
- Automation: Make, Zapier, custom APIs
- Payments (future): Stripe
All integrations are secure, tested, and designed to scale with your business.
Ready to streamline your workflow?
Let's discuss which solutions fit your business. Schedule a free 30-minute consultation.
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