Process Automation

Your Team Spends Too Much Time on Repetitive Tasks

Manual data entry, copying files between systems, running reports, checking status—these tasks eat up hours every week. We automate the boring stuff so your team can focus on work that actually matters.

Time Wasted on Manual Work

  • • Copying data between Excel and your CRM
  • • Manually creating reports every week
  • • Moving files from email to folders
  • • Checking multiple systems for status updates
  • • Sending the same emails over and over
  • • Updating inventory across multiple places

What Automation Gives You

  • • Data syncs automatically (no copy-paste)
  • • Reports generate themselves on schedule
  • • Files organize themselves automatically
  • • One dashboard shows everything
  • • Emails send automatically based on triggers
  • • Update once, changes everywhere

Calculate Your Time Savings

If your team spends just 10 hours per week on repetitive tasks that could be automated:

520 hours/year
Time wasted
$26,000/year
At $50/hr loaded cost
2-4 months
Typical payback period

Common Things We Automate for Small Businesses

🔄 Data Synchronization

Stop copying data between systems. Connect your CRM to QuickBooks, your website to your inventory system, your form submissions to your database.

Example: Orders from website automatically create invoices in QuickBooks

📊 Automated Reporting

Stop spending hours creating weekly/monthly reports. Set it once, reports generate automatically and email themselves to you.

Example: Weekly sales report pulls data from multiple sources, emails every Monday at 8am

📧 Email & Notification Automation

Trigger emails based on events—new orders, status changes, reminders. Notifications sent automatically when things need attention.

Example: Customer automatically gets tracking email when order ships

📁 File & Document Management

Files organize themselves—email attachments saved to right folders, documents renamed and filed automatically, old files archived.

Example: Invoice PDFs from email automatically saved to customer folders

🔔 Alert & Monitoring Systems

Get notified when things need attention—low inventory, overdue tasks, website issues, unusual activity.

Example: Text alert when inventory falls below 10 units

⚙️ Workflow Automation

Multi-step processes that run themselves—new customer onboarding, order fulfillment, employee onboarding.

Example: New customer triggers welcome email, creates CRM record, assigns to sales rep

How We Build Automation

1

Watch Your Process

We observe what you're doing manually

2

Map the Steps

Document every step, every system

3

Build Automation

Connect systems, write scripts, test thoroughly

4

Monitor & Refine

Watch it run, fix edge cases, optimize

What Does Process Automation Cost?

Simple Automation (1-2 systems): $2,000 - $5,000

Connect two systems, basic data sync or email automation. 2-4 weeks.

Multi-Step Workflow: $5,000 - $12,000

Multiple systems, complex logic, triggered actions. 4-8 weeks.

Complete Process Overhaul: $12,000 - $25,000

End-to-end automation of major business process. Custom dashboard, monitoring, integrations. 8-12 weeks.

ROI Example: $8K automation saves 10 hrs/week ($26K/year) = payback in 4 months

Stop Wasting Time on Repetitive Work

Let's talk about what we can automate in your business.