BUSINESS AUTOMATION & WORKFLOWS

Stop Doing Manually
What Code Can Do in Milliseconds

Every repetitive task in your business is a workflow waiting to be automated. We find them, build them, and give you back your time.

The Philosophy

If you're doing it more than twice, automate it

You didn't start your business to spend hours every week doing the same repetitive tasks. Copying data between systems. Sending follow-up emails. Posting to social media. Generating reports.

These tasks don't make you money. They cost you money. Every hour spent on manual work is an hour not spent on strategy, sales, or actually serving customers.

We build custom automation workflows that handle the boring stuff so you can focus on what actually grows your business.

Workflow Examples

Real workflows we've built and deployed

01

Lead Capture Pipeline

Meta ads → CRM → WhatsApp → Follow-up

lead_capture.workflow

TRIGGER: Form submitted on website

→ Extract: name, email, phone, service, budget, timeline

→ CREATE lead in CRM (auto-assigned ID)

→ SCORE lead: hot/warm/cold (AI analysis)

→ SEND WhatsApp alert to owner with lead details

→ CREATE follow-up task (due: today)

→ SEND confirmation email to lead

→ TRACK Meta Pixel event: "Lead"

✓ Completed in 340ms

TIME SAVED

15 min per lead → Instant

ACCURACY

100% — no human error

RESPONSE TIME

Under 1 second

02

Content Distribution

Create once → Post everywhere → Track engagement

content_distribution.workflow

TRIGGER: New post drafted in CMS

→ OPTIMIZE image for each platform (sizes, ratios)

→ POST to Facebook Page

→ POST to Instagram Feed + Stories

→ POST to Google Business Profile

→ SCHEDULE LinkedIn post (best time)

→ TRACK engagement for 48h

→ GENERATE performance report

✓ Posted to 5 platforms in 2.1s

TIME SAVED

45 min → 10 seconds

CONSISTENCY

Same message, perfect timing

REACH

5x platforms simultaneously

03

Client Onboarding

Contract signed → Fully onboarded in 5 minutes

client_onboarding.workflow

TRIGGER: Contract signed (DocuSign webhook)

→ CREATE client record in CRM

→ SEND welcome email with next steps

→ CREATE project in PM tool (tasks, timeline)

→ ASSIGN team members to project

→ SEND onboarding questionnaire

→ SCHEDULE kickoff call (calendar invite)

→ GENERATE invoice (first payment)

✓ Client fully onboarded

TIME SAVED

2 hours → Automatic

EXPERIENCE

Client starts immediately

ERRORS

Zero missed steps

04

Review Collection

Project complete → Automated review requests

review_collection.workflow

TRIGGER: Project marked "Complete" in CRM

→ WAIT 24 hours

→ SEND review request email (Google, Yelp, Facebook)

→ IF no response after 3 days:

→ SEND reminder email

→ IF no response after 7 days:

→ SEND final request (personal touch)

→ IF review submitted:

→ AGGREGATE to website testimonials page

✓ Review collected & published

RESPONSE RATE

3x higher with automation

FOLLOW-UP

Never forget to ask

PUBLISHING

Auto-added to website

05

Automated Reporting

Data from everywhere → Weekly insights delivered

weekly_report.workflow

TRIGGER: Every Monday, 8:00 AM

→ FETCH data from Google Analytics

→ FETCH data from Meta Ads Manager

→ FETCH data from CRM (leads, conversions)

→ CALCULATE: traffic, cost per lead, conversion rate

→ COMPARE: vs. previous week, month, year

→ GENERATE visual charts & graphs

→ COMPILE into PDF report

→ EMAIL report to client

✓ Report delivered at 8:03 AM

TIME SAVED

3 hours → 3 minutes

FREQUENCY

Weekly, never late

INSIGHTS

Always data-driven

What We Automate

If it's repetitive, we can automate it

Marketing & Sales

  • Meta Ads → CRM → WhatsApp alerts
  • Lead scoring and prioritization
  • Automated follow-up sequences
  • Email nurture campaigns
  • Appointment scheduling & reminders

Operations

  • Website forms → Lead database
  • Task assignment & deadline tracking
  • Client onboarding processes
  • Document generation (contracts, invoices)
  • Team notifications & status updates

Content & Social

  • Cross-platform social posting
  • Blog post → Email newsletter
  • Google Business Profile updates
  • Image optimization & resizing
  • Engagement tracking & reporting

Finance & Reporting

  • Invoice generation & sending
  • Payment tracking & reminders
  • Weekly/monthly performance reports
  • SEO monitoring & alerts
  • Revenue tracking & forecasting
NOT NO-CODE JUNK

Real APIs, Real Code

Custom webhooks and serverless functions, not Zapier with 5-second delays

Why Not Zapier?

  • 5-15 minute delays between steps
  • Monthly task limits — pay more as you scale
  • Random failures with no clear error messages
  • Limited logic — can't handle complex workflows
  • No custom APIs — stuck with what they support

Custom Built

  • Real-time execution — milliseconds, not minutes
  • Unlimited runs — flat monthly hosting cost
  • Detailed error logs — know exactly what failed and why
  • Complex logic — handle any business rule you need
  • Any API — if it has an endpoint, we can integrate it
automation_stack.config

# Webhooks & Event Handling

- Custom webhooks for real-time triggers

- Event queues for reliable delivery

# APIs & Integrations

- Meta Graph API (ads, leads, conversions)

- WhatsApp Cloud API (instant alerts)

- Supabase (real-time database)

- Vercel serverless functions

# Processing

- Python for data transformation

- TypeScript for business logic

- Cron jobs for scheduled tasks

# Performance

- Avg execution time: 200-500ms

- 99.9% uptime SLA

- Cost: ~$30-100/mo depending on volume

Automate Your Business

Stop wasting time on repetitive tasks. We'll build custom workflows that give you back hours every week.

Get Your Automation Quote

Free workflow audit • Custom solution • Real results