APIs, webhooks, retries, error queues, and clear ownership.
Sync rules, deduplication, source-of-truth logic.
Routing, SLAs, follow-ups, handoffs—less manual work.
Consistent events and fields for dashboards and attribution.
Ideal for: a fast, clean start.
Note: 12-month minimum term, then flexible.
A first workflow can go live in days, depending on access and data quality. A typical automation sprint takes 2–4 weeks and delivers 3–6 workflows with monitoring, retries, and documentation.
Both. We’re tool-agnostic and choose based on constraints: speed, complexity, hosting/compliance needs, and how much custom logic is required.
Common stacks include HubSpot/Salesforce, Shopify/WooCommerce, email/calendar (Google/M365), telephony, analytics/ads, and internal APIs. We connect only what’s needed—no tool sprawl.
We set naming conventions, ownership rules, logging, QA, and a release process. If needed, we run a monthly routine to review failures, clean up edge cases, and keep the automation layer maintainable.
Yes—recommended. We usually start with one high-impact workflow (e.g., routing + SLA alerts or a CRM sync), then expand iteratively once the data model and source-of-truth rules are stable.
Your team can own them, or we can stay on as managed automation. Either way, we deliver documentation, ownership mapping, and a handover checklist so it doesn’t depend on one person.
We build with retries, idempotency (no duplicate actions), error queues, and alerts. For critical flows, we add a human fallback step so operations don’t stop when something fails.
Both. We keep workflows simple where possible, and add custom code steps or lightweight services when needed—always with testing, logging, and clear ownership.
Yes. Our Managed Automation model covers implementation, monitoring, incident handling, and continuous improvements (new flows, changes, QA). We define SLAs and a change process so the automation layer stays stable. Minimum term is 12 months, then flexible.
