Workflow Automation
The manual work your team shouldn't be doing.
Routing leads, updating CRM records, sending follow-up sequences, reconciling invoices, pulling reports. When your team handles the same sequence of steps every week, that's a systems problem, not a staffing problem.
We automate the operational workflows eating your team's hours. Built on n8n and Make for operator-friendliness, or custom code when the workflow demands it.
What We Automate
- Lead capture to CRM routing and enrichment. Inbound form or ad lead enriched, scored, and pushed to the right rep.
- Email and SMS follow-up sequences. Behavior-triggered, multi-step, tied to CRM state.
- Multi-platform data synchronization. CRM, billing, marketing, and ops systems kept in sync without manual re-entry.
- Invoice and billing automation. Invoice generation, payment reconciliation, dunning sequences.
- Automated client reporting. Data pulled from ad platforms, analytics, and CRMs into templated reports on a schedule.
- Internal approval and notification workflows. Approvals routed, stakeholders notified, SLA tracked.
Why n8n + Make (and when we skip both)
n8n is our default when you need full code access and want to self-host. No per-operation pricing. Custom JavaScript nodes for logic Zapier or Make cannot express. Your data stays in your infrastructure.
Make is our pick when you need fast delivery on a well-supported SaaS and the logic stays inside what their modules already cover. Cleaner UI for operators, better for teams that will maintain it themselves.
Zapier still has a place for simple 2-step triggers where speed-to-ship matters more than cost.
Custom code when the workflow has throughput, logic, or compliance requirements that no platform handles cleanly. Typically integrated into n8n as a custom node so the orchestration stays visible.
We tell you which one fits before we start. No upsell to the platform with the highest margin.
When You've Hit the Ceiling
Already on Zapier or Make and hitting limits on logic complexity, per-operation cost, or monthly bill? We migrate the workflow to self-hosted n8n (or rebuild in code) and most migrations complete in two weeks.
Stack
- Primary: n8n (self-hosted), Make
- Secondary: Zapier, custom Node.js / Python workers
- CRM & Ops: HubSpot, Salesforce, Pipedrive, GoHighLevel, Clio, Bullhorn, Airtable, Notion
- Comms: Twilio, Slack, Gmail, SendGrid, Postmark
- Data: Postgres, Supabase, BigQuery, webhook/API endpoints
- Infra: Your VPS, AWS, Azure, DigitalOcean, or Hetzner
Selected Work
- Medical Practice Intake Automation: Self-hosted n8n replacing 14 hours of weekly admin work for a multi-location practice. Typeform intake, Availity eligibility check, DrChrono booking, and Twilio confirmation.
- Law Firm Lead Qualification Pipeline: Automated intake scoring and Clio matter creation in under 8 minutes, recovering 3.4 hours per day of intake staff time.
- Recruiting Agency Outreach Automation: LinkedIn scraping, contact enrichment, fit scoring against Bullhorn roles, and per-recruiter Gmail outreach. Reply rates went from 12% to 28%.
Start Here
Book a 15-minute audit. We'll map the workflows eating your team's time, rank by ROI, and hand you a prioritized automation roadmap. No commitment to proceed.