Workflow Automation.
Multi-step workflows automated across the tools your team already relies on, cutting manual handoffs.
What this covers.
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Mapping the full workflow end to end before automating any part of it
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Automation across CRM, project management, email and internal tools
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Conditional logic for the exceptions that come up in real usage
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Notifications and approvals built in where a human decision is needed
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Testing against real historical data, not a clean demo scenario
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Ongoing support as workflows are refined after launch
A clear process from idea to launch.
Four stages, each ending in something you can see, click or sign off.
- 01/
Discovery & data prep
We review your ticket history or workflow and identify which parts are genuinely safe to automate.
DELIVERABLEWritten scope, timeline and fixed price
- 02/
Agent design
Response logic, escalation rules and a strict "say I don't know" policy, reviewed with your team before any live testing.
DELIVERABLEAgent design document
- 03/
Build & shadow mode
The agent runs alongside your team for two weeks, visible only to you, before it touches a live customer.
DELIVERABLEWorking agent in shadow mode
- 04/
Live rollout & tuning
Gradual rollout starting with the lowest-risk categories, with weekly review of every escalation.
DELIVERABLELive agent, monthly report and backlog
The right stack for your automation.
We choose what your team can maintain. If a simpler tool does the job, we will say so.
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AI & AGENTS
- OpenAI API
- Anthropic API
- LangChain
- Vector databases
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AUTOMATION
- n8n
- Zapier
- Make
- BullMQ
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INTEGRATIONS
- Zendesk
- HubSpot
- Salesforce
- Slack
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INFRASTRUCTURE
- AWS
- Node.js
- PostgreSQL
- Sentry
Questions about Workflow Automation.
Answers to what clients ask us most before a project starts. Don't see yours here - just ask.
Contact Us01/ What tools can you automate between?
Most modern SaaS tools with an API or established integration platform - we scope against your specific stack.
02/ What if a step in the workflow needs a human decision?
Built in as an approval or notification step, so the workflow pauses rather than making a decision it should not.
03/ How do you handle a workflow breaking when a connected tool changes?
Monitoring flags failures so they get fixed quickly rather than silently breaking for weeks.