Connecting Your Business Apps to Save Hours Every Week
How much time do you spend copying data from one app to another? Downloading a spreadsheet, reformatting it, uploading it somewhere else? There's a better way.
What Is Workflow Automation?
At its simplest: when something happens in one app, automatically do something in another app. For example:
- New form submission → automatically add to your CRM
- New invoice paid → automatically update your spreadsheet
- New team member → automatically create accounts in all your tools
- Customer signs contract → automatically create project folder and tasks
The tools that make this possible - Zapier, Make, n8n - act as translators between apps that don't normally talk to each other.
Start With Your Biggest Time Sink
Don't try to automate everything at once. Think about what you do repeatedly that feels like a waste of time:
Data entry. If you're typing the same information into multiple places, that should be automated.
Follow-up tasks. If you need to remember to do something after something else happens, that should be automated.
Status updates. If you're manually updating people or systems about progress, that should be automated.
DIY vs. Professional Setup
Simple automations - like "email me when someone fills out my contact form" - you can probably set up yourself with Zapier's free tier and a few minutes.
Complex workflows with multiple steps, conditions, and error handling? That's where professional setup saves you headaches and ensures things actually work reliably.
The Bigger Picture
Workflow automation connects to everything else in your business tech: your CRM and email, your reporting, your document processing. A well-automated business runs smoother and scales better.
Ready to Automate?
If you know what you want to automate, we can build it. If you're not sure where to start, we can look at your current processes and identify the best opportunities.
Want to stop doing repetitive tasks? Tell us what's eating up your time and we'll figure out how to automate it. Let's talk.