ALL SPECS / SPEC B.1
Automation workflows
For operations running on copy-paste. We connect the tools you already pay for so leads, invoices, and follow-ups move on their own — documented, testable, and yours.
IN PLAIN WORDS — THE COPY-PASTE WORK BETWEEN YOUR APPS, DONE BY SOFTWARE INSTEAD.
SPEC B.1 — AUTOMATION & AI
PIECE B
What's included
Everything on the ticket, in writing
SPEC B.1 — DELIVERABLES
FIXED SCOPE — WRITTEN PROPOSAL
B.1.1
Built on your existing tools
CRM, inbox, spreadsheets, invoicing — connected to each other, not replaced with something new to learn.
B.1.2
Documented in plain language
Every workflow written up so anyone on your team can see what fires when, and why.
B.1.3
Tested on your real cases
Edge cases pulled from your actual operation — not demo data that always behaves.
B.1.4
A human where it matters
Approval steps on anything customer-facing or money-touching. Nothing fires blind.
How it goes
Four steps, all visible
You see real work at every step — nothing disappears into a studio and comes back as a reveal.
01
Process mapping
We watch how work actually flows today — the forwards, the copy-paste, the spreadsheet — and write it down.
02
Pick the seams
The two or three handoffs where automation pays back fastest. Start there, not everywhere.
03
Build + test
Workflows built and run against real scenarios, with your team watching them work.
04
Switch on + monitor
Live, logged, and watched. Failures alert us — they don't surprise you.
Fit
It's for you if…
And if none of these sound like you, we'll say so on the call — a wrong-fit project costs us more than it costs you.
- The same data gets typed into two systems by hand
- Leads sit for days because nobody saw the form come in
- Invoices get chased from memory, when someone remembers
- One person's whole job is “the spreadsheet”
Outcome
A form submission that reaches your sales team in under a minute, with the CRM already updated.
Tell us what your team still does by hand.
Thirty minutes. You'll leave knowing what we'd build, what it would cost, and whether it's worth doing at all.
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