Automation
Repetitive office work handled automatically: 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 after someone fills 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
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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
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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
What happens in a build.
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.