Our Automations

Workflows that work while you sleep

Every automation we build is designed to save real time, reduce errors, and let you focus on what matters most.

Client Onboarding

5+ hrs/week saved

When a new client fills out the intake form, the automation captures their data, creates a CRM contact, sends a personalized welcome email sequence, creates a project in the project management tool, and notifies the team via Slack.

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How it works

  1. 1Auto-captures form submissions from website
  2. 2Creates contact in CRM with all fields mapped
  3. 3Sends personalized welcome email sequence
  4. 4Creates project folder and tasks automatically
  5. 5Notifies team via Slack with client details
Automation visual coming soon