Workflow Automation
Make the Systems You Already Own Talk to Each Other
Most of the manual work in an office is moving information from one place to another. We connect the systems, add AI where judgment is needed, and let the routine parts run themselves.
Our Approach
Automate the Handoffs, Keep the Humans for the Decisions
Look at any repetitive task and it's usually a chain of handoffs: an email arrives, someone copies it into a ticket, someone else updates a spreadsheet, a third person is reminded on Friday to follow up. Each step is small. Together they eat a workday a week.
We automate the chain. The email is read, the ticket is created, the spreadsheet updates itself, the reminder fires — and the person only sees it when a decision is genuinely needed. Where a step requires reading and judgment, like classifying a request or drafting a reply, we put an AI model in that seat with a human checking its work until it earns trust.
We build on what you have — Power Automate and Logic Apps in Microsoft 365, Apps Script in Google Workspace, Azure Functions where something custom is needed — and we monitor it afterward, because an automation that silently stops is worse than one that never existed.
Where we build
Power Automate, Logic Apps, Apps Script, Azure Functions
Typical first automation
Live in 1–2 weeks
Most common candidate
Email → ticket / record → notification
Where AI earns its place
Classifying, extracting, summarizing, drafting
How failures are handled
Alerted to us; retried or escalated, never silent
What stays human
Approvals, exceptions, anything client-facing
What's Included
Automation Across the Platforms You Run On
Native tools where they fit, custom integrations where they don't, and scheduled jobs and alerts so the whole thing is observable.
Microsoft 365 & Google Workspace
Power Automate & Logic Apps
Flows that watch Outlook, Teams, SharePoint, Forms and Lists and act on them — approvals, notifications, document routing, record creation — built to be maintainable, not a tangle of steps only their author understands.
Google Apps Script & Workspace Add-ons
The same for Gmail, Drive, Sheets and Forms: automatic filing, sheet updates, form-driven workflows and scheduled reports.
Copilot & AI Steps Inside Flows
AI actions inside your automations — summarize this thread, extract the invoice fields, decide which queue this belongs in — using Azure OpenAI, Claude or Copilot Studio with your data rules applied.
Teams & Chat Notifications
The right person told at the right moment, in the tool they already watch — instead of a shared inbox nobody owns.
API & System Integrations
Line-of-Business Connections
Your PSA, CRM, accounting, practice-management or project system connected to the rest of your stack through their APIs — QuickBooks, ConnectWise, HubSpot, Clio, athenahealth and many others.
Two-Way Sync
Records that stay consistent across systems without re-keying: a client updated in one place is updated everywhere, with conflict handling that doesn't quietly overwrite.
Document & PDF Processing
Incoming invoices, applications, orders and forms read automatically — fields extracted with AI, validated, and written to the right system with the original filed alongside.
Webhooks & Event Triggers
React to things as they happen — a payment, a signed contract, a new lead — rather than polling or waiting for someone to notice.
Scheduled Jobs & Alerts
Recurring Reports
The Monday numbers, the month-end summary, the aging report — assembled from live data and delivered to the people who need them, on schedule, without anyone building them by hand.
Follow-Up & Escalation
Quotes not answered, tickets not touched, renewals approaching, documents not signed — surfaced automatically with escalation when the first nudge is ignored.
Data Hygiene Jobs
Nightly checks for duplicates, missing fields, stale records and mismatches between systems, with a short exception list for a human instead of a full audit.
Monitoring & Failure Alerts
Every automation we build reports its own health. If a flow fails, an API changes or a job doesn't run, we're alerted and fix it — you're not the one who finds out a month later.
See how this would work for your organization.
How It Works
One Workflow at a Time, Each One Proven
We start with the automation that saves the most hours for the least risk, prove it, then move down the list.
Map
Walk the workflow end to end with the people who do it. Every handoff, every system, every exception. Most of the value is in the exceptions.
Design
Decide which steps run automatically, which get an AI assist, and which stay with a person. Choose the platform — native flow, script or custom function.
Build & Test
Built and run in parallel with the manual process until the results match. Nothing goes live on trust.
Monitor
Health checks, failure alerts and a monthly look at what ran, what failed and what's next.
Is This For You?
For Any Team Doing the Same Thing Every Day
If a task can be described as "when X happens, do Y, then tell Z," it can almost certainly be automated — and it's probably costing more than you think.
You're a good fit if…
Someone spends part of every day copying information between email, a spreadsheet and a system
Reports are built by hand each week from the same sources
Follow-ups depend on someone remembering, and sometimes nobody does
You have Microsoft 365 or Google Workspace and are using a fraction of what's included
Invoices, forms or applications arrive as PDFs and get re-typed
Free IT Risk Assessment
Not Sure Where Your Gaps Are?
We'll review your current environment, identify risks, and give you a clear picture of what needs attention — at no cost and no commitment.
Get Your Free IT AssessmentPrefer to talk? (949) 385-6220