Stop doing
work that
doesn't need
a human.
If a task follows a predictable pattern and happens more than ten times a week, it shouldn't need a person to run it. We automate it — properly, with error handling, monitoring, and retry logic built in.
Six categories. Hundreds of flows.
We don't just connect Zapier triggers to actions. We design the automation architecture — what runs when, what it does when it fails, and how you know it's working.
New lead comes in — qualification check runs, personalised first response goes out in under 4 minutes, CRM record creates, follow-up sequence triggers. Reps only get involved when there's genuine intent to buy.
Data moving between systems without a human carrying it. CRM updates trigger ERP changes. Support tickets update account records. Invoices sync to pipeline. Everything stays in sync automatically.
Weekly reports that write themselves. Slack alerts when deals go cold. Email summaries when targets are hit. Dashboard data that refreshes automatically. No more Monday morning data pulls.
New client signs — welcome sequence fires, accounts provision, Slack channel creates, tasks assign to the right people, kickoff call books. Every step that was previously a checklist item becomes an automated trigger.
Contract sent for signature — status tracked, reminder sent after 48 hours, CRM deal stage updates on sign, finance notified, onboarding triggered. From sent to fully onboarded with zero human handoffs.
Order placed — inventory checked, fulfilment triggered, customer notified, review request scheduled for day 7, reorder alert fires if stock drops below threshold. Operations that run while the team sleeps.
Built to run.
Not to need
babysitting.
Most automation breaks silently. A webhook fails, nobody notices, data stops flowing, and someone discovers it three weeks later in a spreadsheet. Every automation we build includes error handling, retry logic, failure alerts, and monitoring — so you know the moment something goes wrong, and it usually fixes itself before you see it.
Hours freed.
Every week.
Every case below shows a recurring manual process that no longer needs a person. The hours add up fast.
Vantage Advisory Group's ops team was spending 6.5 hours setting up every new client manually — creating Notion workspaces, notifying finance, raising invoices in Xero, provisioning access, scheduling kickoffs. Four people touching eleven steps across a 2–3 day window. We mapped every step, automated all eleven, and wired it to DocuSign as the trigger. Same-day kickoff scheduling. Zero missed invoices in 14 months post go-live.
Full Case StudyBridgepoint Talent's 40 recruiters were spending the first 2–3 hours of every morning reading CVs before they'd spoken to a single person. Each role received 80–250 applications. We built a CV screening engine using Make and OpenAI that reads every application, scores it against the role brief, sends personalised responses to relevant candidates within 3 hours, and routes only the top 20% to a recruiter. Placements per recruiter tripled. No qualified candidate missed.
Full Case StudyPinnacle Property Group manages 1,200+ tenants across 40 commercial properties. Maintenance requests arrived through every channel imaginable — calls, emails, PDF forms — and one coordinator manually logged them all into a spreadsheet with no triage logic. Emergency leaks sat next to lightbulb replacements. We built a Zapier automation that ingests requests from a standardised form, classifies urgency automatically, assigns to the right contractor, updates the tenant, and reconciles invoices in QuickBooks on completion.
Full Case StudyClearfield Analytics had $2.4M ARR and 4.2% monthly churn — almost double their segment benchmark. The data existed: Segment tracked every session, Mixpanel showed feature drop-off. But 3 CSMs were manually eyeballing dashboards across 120 accounts with no consistent threshold for "at risk." We built a Pipedream automation that reads product signals daily, calculates a churn risk score per account, and triggers personalised re-engagement via Customer.io before the CSM ever needs to pick up the phone. 62% of at-risk accounts saved automatically.
Full Case StudyMeridian Nutrition's Shopify store was processing orders correctly. Everything after — delivery updates, review requests, reorder nudges, loyalty rewards, returns — was manual, inconsistent, or simply not happening. Their 30-day product supply cycle made the reorder window almost entirely predictable. We built a complete post-purchase automation: day-7 review requests, usage tips for new customers, reorder nudges timed to product run-out, subscription save flows, and a self-serve returns flow that eliminated email-by-email CS handling.
Full Case StudyClearwater Advisory's 35-staff bookkeeping firm was running 80 SME client month-ends manually — pulling data from accounting systems, emailing clients for missing bank statements, reconciling transactions, building management accounts in spreadsheets, getting partner sign-off, and formatting for delivery. Average close: 12 days. We automated document collection via Karbon, receipt chasing via Dext, reconciliation exception flagging, report generation, and payment collection via GoCardless. Average close now 5.2 days. Partners spend 12 minutes per client instead of 45.
Full Case StudyThe tools we use to automate everything.
We're tool-agnostic. We use whatever's right for the complexity of the flow and the systems already in your stack — not whatever we prefer to bill hours on.
What's costing your team the most time right now?
Tell us the process. We'll tell you whether it can be automated, what it would take, and what it should cost — in 30 minutes, before you commit to anything.
Shivam or Sonam on the call. Not a junior consultant.