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Workflow Automation

Most bottlenecks come from manual handoffs between systems. We build agent workflows that connect your CRM, project tools, and comms into automated chains. Work that took hours happens in minutes — no copy-paste, no missed steps.

// the-problem

The Problem

Your team switches between ten or more tools every day — copying data from the CRM to the project tracker, pasting updates into Slack, reconciling spreadsheets by hand. Every handoff is a chance for something to fall through the cracks.

// our-approach

Our Approach

We sit with your team, diagram every handoff that crosses a system boundary, and identify where data gets re-keyed or where steps get skipped under pressure. Then we build event-driven agent chains — one tool fires a webhook, the agent picks it up, transforms the data, and pushes it downstream. No scheduled batch jobs. No polling. Just real-time cause and effect across your whole stack.

// outcomes

Eliminate copy-paste between systems entirely

Automated handoffs from sales to onboarding to delivery

Real-time data sync across your entire tool stack

Audit trails for every automated action

Integrates withZapierMakeSlackNotionAsanaHubSpot
// use-cases

Where This Applies

CRM Data You Can't Trust

Duplicate records. Stale contacts. Missing fields. Your team makes decisions on bad data every day. Agents clean and enrich your CRM continuously in the background — no manual audits needed.

Dropped Handoffs Between Teams

A deal closes, but onboarding stalls because someone forgot to create the project board. Agents handle the handoff — docs, boards, and notifications created within minutes of close.

Problems You Catch Too Late

Pipeline dropped 20% this week and nobody flagged it until the Monday standup. Agents monitor the metrics that matter and surface issues the moment they appear.

Your team has better things to do than move data between tabs.

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