Custom Automation & Integration Services

We build workflow automation and system integrations that eliminate manual work, reduce errors, and scale operations—without adding headcount.

SERVICE 1

Workflow Automation

Eliminate manual, repetitive tasks across your systems.

The Problem

Your team wastes hours every week on:

  • Copying data between systems
  • Routing files and notifications manually
  • Generating reports from multiple sources
  • Following up on tasks and approvals

The Solution

We automate workflows so they run automatically:

  • Data entry happens in real-time
  • Files route to the right people
  • Reports generate on schedule
  • Notifications trigger based on events

Common Workflows We Automate

Lead Management:

  • Form submissions → CRM entry → Team notification
  • Email inquiries → Lead enrichment → Assignment

Operations:

  • Invoice received → Data extraction → Approval workflow
  • Contract signed → File storage → Task creation
SERVICE 2

AI Agents

Deploy intelligent automation for complex tasks.

The Problem

Some tasks require more than simple automation:

  • Customer support needs context and nuance
  • Documents need intelligent data extraction
  • Content generation requires understanding tone
  • Routing decisions depend on multiple factors

The Solution

We deploy AI agents that:

  • Understand natural language & context
  • Extract structured data from unstructured sources
  • Generate content that matches your brand
  • Make routing & triage decisions

Common AI Agent Use Cases

Customer Support:

  • Answer common questions via email or chat
  • Route complex inquiries to human agents

Document Processing:

  • Extract data from invoices, contracts, forms
  • Summarize long documents
SERVICE 3

System Integration

Connect your tools and enable seamless data flow.

The Problem

Your systems don't talk to each other:

  • Leads live in email but need to be in the CRM
  • Calendar bookings don't sync with your scheduling system
  • Payment data doesn't flow into invoicing
  • Custom tools need API connections

The Solution

We integrate your systems so data flows automatically:

  • Leads → CRM → Enrichment → Assignment
  • Bookings → Calendar → CRM → Follow-up
  • Payments → Invoicing → Accounting
  • Custom APIs → Internal systems

Common Integrations We Build

CRM Integration:

  • Email ↔ CRM contact sync
  • Form submissions → CRM leads
  • Calendar bookings → CRM events

Payment & Invoicing:

  • Payment received → Invoice generation
  • Subscription renewal → CRM update
  • Failed payment → Notification workflow
SERVICE 4

CRM Automation

Automate lead management and customer workflows.

The Problem

Your CRM requires constant manual work:

  • Leads from forms/emails need manual entry
  • Contact data is incomplete or outdated
  • Follow-ups happen late or not at all
  • Sales reps waste time on data entry

The Solution

We automate CRM workflows so they run automatically:

  • Leads → Auto-capture → Enrichment → Assignment
  • Contacts → Data sync → Enrichment → Tagging
  • Follow-ups → Triggered sequences → Reminders
  • Pipeline → Auto-update based on activity

Common CRM Automations

Lead Capture & Enrichment:

  • Form submissions → CRM entry → Team notification
  • New lead → Lookup company data → Enrich CRM record

Follow-up Automation:

  • New lead → Automated email sequence
  • No response → Reminder to sales rep

Technologies We Use

Integration Platforms

Make.com, Zapier, n8n

CRM Systems

HubSpot, Salesforce, Pipedrive

Custom Development

Python, Node.js, APIs

AI & ML

GPT-4, Claude, Custom models

Typical Results

10–20

Hours saved per week per team

90%+

Reduction in data entry errors

3x

Faster response times to leads

Ready to Automate Your Operations?

We start with a discovery session to understand your workflows, then build automation that works.

Book a Discovery Plan Contact Us