Every hour spent copying data between systems or chasing approvals is an hour not spent growing the business. We automate the repetitive work — using the tools you already have.
DocuSign envelope created from the closed-won deal, pre-filled with contract terms.
Notify Team
Pending
#deals-closed posted with account name, value, and owner — no one has to remember to share it.
Update Record
Pending
Opportunity stage, contract link, and next-step task written back automatically.
3 steps automated — zero manual work
Why manual work persists
Your team is the integration layer. It shouldn't be.
Tools that don't talk to each other
Your team becomes the integration layer — copying data between systems, re-entering information, and hoping nothing gets missed or mistyped.
Automations that break under pressure
Simple no-code tools work until your data gets complex or your process changes. Then they fail silently — and nobody notices until something goes wrong.
Logic too custom for off-the-shelf tools
Your business has rules, exceptions, and edge cases that generic automation tools can't handle. So the work stays manual.
What we automate
If your team does it by hand on a recurring basis, it's a candidate.
Here's where we typically start.
From signed contract to fully set up client — automatically.
We automate the entire onboarding sequence: task creation, document sending, system provisioning, and CRM updates — triggered the moment a deal closes. Consistent every time, zero manual steps.
Triggered from CRM deal stage or signed contract event
Automatic task assignment, welcome emails, and document delivery
System provisioning and account setup without manual handoffs
CRM fields updated in real time as each step completes
Scheduled reports that deliver themselves.
We build pipelines that pull from your live systems and push finished reports wherever they need to go — no spreadsheet, no manual export, no one spending half a day on it.
Pulls from CRM, ERP, databases, or third-party APIs on a schedule
Formats and delivers via email, Slack, or internal dashboard
Handles data transformations, joins, and business logic
Alerts on anomalies or threshold breaches automatically
Invoice generation, approval routing, and payment tracking — connected.
We automate invoice creation from project or CRM data, route them through approval chains, and sync payment status back to your accounting platform — without anyone copy-pasting.
Auto-generates invoices from project milestones or CRM deal data
Routes for approval and chases outstanding payments automatically
Syncs status to QuickBooks, Xero, or your accounting platform
Flags overdue invoices and escalates without manual follow-up
Routed to the right person, every time.
Contracts, purchase orders, expense submissions — routed automatically based on your business rules, with reminders, escalations, and a full audit trail built in.
Rules-based routing by amount, department, or document type
Automatic reminders and escalations when approvals go stale
Full audit trail for compliance and internal review
Integrates with email, Slack, or your existing approval tooling
Stock levels and supplier updates synced in real time.
We connect your inventory, order management, and supplier systems so stock levels, order status, and reorder triggers happen automatically — without anyone manually pushing data between platforms.
Real-time sync across inventory, WMS, and ERP systems
Automatic reorder triggers based on configurable thresholds
Order status updates pushed to your CRM or customer notifications
Supplier feed ingestion and reconciliation without manual imports
One event in one system triggers the right updates everywhere else.
We fetch from and feed into virtually any platform with an API. CRM, ERP, accounting, project management — one source of truth, no duplicate data entry.
Bi-directional sync between any two systems with an API
Field mapping, data transformation, and conflict resolution built in
Event-driven: triggers on record create, update, or status change
Works with Salesforce, HubSpot, Xero, Jira, and custom platforms
What we use
n8n
Cross-platform workflow orchestration
Zapier
No-code integrations across your apps
Python
Custom logic no-code tools can't handle
AWS
Serverless functions & scheduled jobs
Salesforce Flow
Native automation inside Salesforce
Our difference
How we work differently.
We automate what you already have
No tool replacement agenda. We build around your existing stack — CRM, ERP, accounting, project tools — and make them talk to each other.
We scope before we build
We map the process, identify where it breaks, and define what done looks like before writing a single line of code. No surprises mid-build.
We handle the edge cases
Real business processes have exceptions, approvals that go sideways, and data that doesn't fit the template. We build for those — not just the happy path.
Reliable in production, not just demos
Automations that work on a curated test dataset aren't enough. We build for the messy, real-world data your systems actually produce.
Business automation consulting for SMBs across Canada and the US.
If your team does something the same way more than once a week, there's a good chance it can be automated.
Teams spending hours each week copying data between systems that don't talk to each other
Businesses running the same report manually every day or week
Companies whose onboarding process relies on people remembering every step
Operations that slow down or break when a key person is out
Businesses that have tried no-code tools but keep hitting limits or silent failures
FAQ
Common questions.
Do we need to replace our existing tools to automate?
No — and we actively avoid suggesting it. We build automation around the tools you already use. Whether that's Salesforce, HubSpot, QuickBooks, or a custom internal system, we connect them rather than replace them.
How long does a typical automation project take?
Most focused automation projects — a single workflow or process — take two to four weeks from scoping to deployment. More complex multi-system integrations or approval chains with many edge cases can take six to eight weeks. We scope clearly before we start so you know what to expect.
What happens if the automation breaks?
We build error handling and alerting into every automation we deliver. If something fails, the right person gets notified immediately — no silent failures. We also build in retry logic and fallback paths where the process can be completed manually while we investigate.
Can you automate processes that span multiple systems?
Yes — that's the most common type of project we take on. A trigger in one system (a deal closing in your CRM, an invoice approved in your accounting tool) kicks off a sequence of actions across several others. We handle the API connections, data mapping, and sequencing.
How do you handle exceptions and edge cases?
We spend significant time in scoping identifying edge cases — the approvals that need a second sign-off, the records that don't fit the standard format, the steps that only apply to certain clients. Real processes have exceptions, and we build for them rather than assuming the happy path.
