Operations Automation
Eliminate manual work that slows your team down and introduces errors into your operations.
The problem
Your team spends hours on repetitive tasks: copying data between systems, sending status updates, generating reports, routing approvals. Every manual step is a chance for error and delay.
As volume increases, manual processes break. You hire more people to do the same work faster, but the bottlenecks remain. What worked at 100 orders per day fails at 500.
Who this is for
- Teams with predictable, repeatable processes that run daily
- Operations managers tracking work across multiple stages
- Businesses where staff spend 2+ hours daily on manual data tasks
- Companies experiencing growth pains with current manual systems
Not a fit
- Processes that change weekly and aren't yet standardized
- Teams looking for simple Zapier-style connections only
What we build
Triggered workflows based on events or schedules
Multi-step approval routing
Automated email and SMS notifications
Data synchronization between systems
Scheduled report generation and delivery
Exception handling and escalation rules
Status tracking and visibility dashboards
Batch processing for high-volume operations
Example workflows
- Invoice processing: Invoice received → extracted and validated → matched to PO → routed for approval → synced to accounting → payment scheduled
- Lead routing: Form submitted → lead scored → assigned to rep based on territory/capacity → CRM updated → follow-up task created → reminder sent if no action
- Inventory alerts: Stock level checked hourly → threshold breach detected → reorder request created → supplier notified → receiving team alerted when shipment arrives
- Daily operations report: Data pulled from multiple sources → metrics calculated → report formatted → emailed to stakeholders at 8 AM
Timeline & budget
Typical timeline
6–10 weeks
Per automation module, including testing
Typical budget
$5k–$60k
Depending on complexity and number of integrations
Let's talk
Ready to automate your operations?
Tell us about your current workflow and what you need. We'll suggest an approach and a realistic scope.
- Call971.255.2633
- Email[email protected]
We will respond within 1 business day.