Automation
Office work that used to wait for the end of the day now happens the minute it comes in: lead intake, invoice filing, review requests after a finished job.
One flat price to build the flow, then a small monthly fee to keep it running.
Example flow 1
Lead intake
What happens within a minute of someone filling in the contact form on a business website.
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Trigger
Form submission received
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Action
Contact saved to the customer list
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Action
Notification sent to your phone
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Action
Reply email drafted for review
Example flow 2
Invoice filing
The invoice is filed and logged before you have opened the email.
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Trigger
Invoice PDF arrives by email
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Action
Totals read from the document
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Action
Filed to the right folder and logged in a spreadsheet
Example flow 3
Review requests
The request goes out two days after every finished job, without anyone remembering to send it.
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Trigger
Job marked done in the schedule
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Action
Wait two days
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Action
Text message asks the customer for a review
How it works.
Map the routine.
First we map the routine you already follow, step by step, even the parts that only happen some of the time.
Build and test.
I build the workflow, and test it against real examples from your inbox and your files.
Then it runs.
After the build I cover two things: watching the workflow for failures, and modifying it when a service/project changes.
One flat price to build the flow, then a small monthly fee to keep it running, with no per-seat fees and no hourly billing.