Services
Automation services for B2B teams.
From simple integrations to complete system implementations, we deliver automation solutions that eliminate manual work and scale with your business.
Workflow Automation & Integrations
The core build: connect your systems so data flows automatically, without manual effort.
What Is Workflow Automation?
Workflow automation connects two or more business tools so data flows between them without anyone retyping it. Ops Automators builds workflows across CRMs like Salesforce and HubSpot, payment processors like Stripe, accounting systems like QuickBooks, project tools like Jira and Asana, and communication platforms like Slack: on n8n, Zapier, or Make.
The Builds We Ship Most
Quote-to-cash orchestration, accounts payable and invoice automation, bi-directional CRM sync, customer onboarding cascades, approval routing, and cross-system error monitoring. Each one is scoped to a specific outcome with a fixed fee: never "connect these tools and see what happens."
Compliance-Aware by Default
For regulated teams we build the same workflows with attributable audit logs, explicit human approval gates, and self-hosted execution so HIPAA, SOC 2, or FINRA data never leaves your infrastructure. If you already run a platform we build inside it; if not, we can host and manage everything for you.
How the work runs
- 01Closed-Won fires the trigger
- 02Invoice raised, project created
- 03Team notified, records written back
- 04Silent failures alert a human
Typical range
$2,500 – $25,000
Timeline
1–6 weeks typical
Example outcome
- Time-to-invoice
- 11 days → 38 hrs
- Manual entry eliminated
- 82%
- Annual hours recovered
- 1,250+
- Annual cost saved
- $187k
Built against
- Salesforce
- HubSpot
- Stripe
- n8n
- Zapier
- Make
- Tray
- Workato
AI Automation & Agents
AI for the judgment steps rule-based workflows can't handle, with validation and human gates.
What Is AI Automation?
AI automation uses large language models to handle the parts of a workflow that need judgment rather than rules: reading a contract, coding an invoice, classifying a support ticket, researching an account before a call. It sits alongside deterministic automation, which still handles everything predictable, high-volume, and cheap.
Built to Survive Production
AI fails differently from a workflow: instead of breaking visibly, it returns something confidently wrong. Every build we ship enforces structured output against a schema before anything writes downstream, routes low-confidence cases to a person, gates irreversible actions behind human approval, and logs every invocation.
And Where AI Doesn't Belong
The most common outcome of an AI opportunity assessment is that we recommend the deterministic version instead. We'll backtest a proposed AI step against your historical records first, and if it can't beat the bar we say so before you spend build budget.
How the work runs
- 01Deterministic steps run first
- 02Model handles the judgment call
- 03Output validated against a schema
- 04Human approves anything that writes
Typical range
$2,500 – $25,000
Timeline
1–5 weeks typical
Example outcome
- Time-to-invoice
- 11 days → 38 hrs
- Manual entry eliminated
- 82%
- Invoice errors
- ≈ zero
- Payback period
- 11 weeks
Built against
- Claude API
- OpenAI API
- n8n AI nodes
- LangChain
- HubSpot Breeze
- Salesforce Agentforce
- Salesforce
- Slack
Automation Strategy & Program Leadership
The engagement where we think and lead rather than build, so the right things get automated in the right order.
Operations Audit & Roadmap
Not sure where automation will deliver the most value? We shadow your team, map every current workflow, and deliver a prioritized roadmap of opportunities ranked by ROI, build effort, and payback period. You'll know exactly what to automate, in what order, and what to expect, and you can execute it with us, in-house, or with anyone else.
Project Management Leadership
Are your projects spinning out of control? Our PMP-certified team embeds to establish the frameworks that keep them on track: setting up your PM tooling, running the ceremonies, coaching your team, and leading the program through go-live.
Tech Stack Rationalization
If you're paying for 80 SaaS tools and using 12, we help you cut. We audit subscriptions, find the overlap, and recommend consolidation. It often pays for itself within 30 days, before any automation gets built.
How the work runs
- 01Audit what actually happens
- 02Roadmap ranked by what it costs you
- 03Sequence the build
- 04Lead it through go-live
Typical range
$5,000 – $25,000
Timeline
1–4 weeks typical
Example outcome
- Engagement length
- 2 weeks
- Opportunities surfaced
- 23
- Year-1 hours recovered
- 2,100+
- Year-1 ROI on consulting fee
- 12x
Built against
- Notion
- Linear
- Jira
- Asana
- Monday.com
- Salesforce
- HubSpot
- Miro
Platform Implementations
End-to-end configuration, data migration, go-live, and team enablement for the platforms your business runs on.
What Does a Platform Implementation Include?
Platform implementation is the end-to-end process of configuring, migrating data into, and deploying a new business system. Ops Automators implements CRMs like Salesforce and HubSpot, automation platforms like n8n, project management tools like Jira, and payment systems like Stripe, with enablement and ongoing support included.
The same work applies to whatever platform your industry actually runs on rather than the ones everybody names: applicant tracking for recruiting firms, PSA and RMM for MSPs, practice management for legal and accounting practices. Where we've gone deep enough on one to have opinions worth reading, it gets its own page, and RecruitCRM is the worked example.
What You Get
We deploy your software right the first time: configuration tailored to how you actually work, complete data migration with validation, integration with your existing stack, sandbox and UAT before go-live, and documentation you'll actually keep. Implementations rarely fail on configuration. They fail when the team goes back to the spreadsheet in month three because nobody was trained on the exception cases, so we stay long enough to know it stuck.
Team Enablement Included
Enablement isn't a separate purchase. Every implementation includes role-based live sessions (admins, reps, and managers each learn different things), hands-on labs against your own configuration, custom documentation, a searchable recording library, and 30 days of post-launch reinforcement. Train-the-trainer is available where you want the capability in-house.
How the work runs
- 01Configure to how you work
- 02Migrate and reconcile the data
- 03Go live
- 04Enable the team that runs it
Typical range
$10,000 – $50,000+
Timeline
4–12 weeks typical
Example outcome
- Time to go-live
- 5 weeks
- Records migrated
- 92k
- Active-user adoption
- 100%
- Annual hours saved
- 1,250+
Built against
- Salesforce
- HubSpot
- Zoho
- Pipedrive
- Monday.com
- Asana
- Jira
- ClickUp
Custom Apps & Data Platforms
When no SaaS fits: internal tools, client portals, and the reporting warehouse underneath them. On infrastructure you own.
When Building Beats Buying
Some problems don't have a SaaS answer. The platform that fits your process costs more per seat than the process is worth, or fits eighty percent of it and leaves a spreadsheet holding the rest. We build the missing piece as real software: reporting warehouses with the pipelines feeding them, internal tools that replace a subscription outright, client portals, and the billing logic your accounting package can't express.
We Run Our Own Software On This Stack
Our time tracking, invoicing, and client portal run on an application we built to replace a platform we were paying for, including retainer balances that carry overage forward, and the approval gates in front of anything client-facing. We also operate a calendar-sync product with Stripe billing on the same Next.js and Postgres stack. When we say an approach holds up in production, it's because we depend on it.
You Own It Outright
Your repository, your database, your hosting accounts, set up in your name from day one. Standard stack, documented decisions, and no proprietary framework, so any competent developer can pick it up. Internal tools and dashboards typically land between $6,000 and $20,000; warehouses and portals run higher.
How the work runs
- 01Decide the smallest useful version
- 02Model the data first
- 03Ship it narrow, then widen
- 04Hand over repo and hosting
Typical range
$6,000 – $50,000+
Timeline
4–14 weeks
Example outcome
- Now runs
- Our own billing
- Test coverage
- 467 assertions
- Platform subscription
- Retired
Built against
- Next.js
- Postgres
- Neon
- Supabase
- Stripe
- Cloudflare Workers
- Vercel
- Airtable
Website Builds & SEO Programs
Marketing sites built like operations assets: fast, measured in Search Console, and wired into the systems your team already works in.
A Site That Is Measured, Not Just Shipped
Most agency sites are handed over and then quietly rot. Nobody watches what they rank for, the contact form posts into somebody's inbox instead of the CRM, and if it broke three weeks ago you'd hear about it from a customer. We build on Next.js and Cloudflare, migrate off WordPress without losing the URLs you already rank for, and wire the enquiry path into your CRM with attribution intact.
Technical SEO As A Monthly Rhythm
Crawlability, canonicals, structured data, and internal linking are the foundation, but the compounding part is the monthly cycle: review what Search Console is actually reporting, find the pages sitting just off page one, find the queries earning impressions with no page that answers them, and do that work. We publish our own numbers as we go rather than asking you to take our word for it.
Nothing Launches Without An Automated QA Pass
Before DNS changes, we run an automated agent suite across the build covering broken links, accessibility, metadata, performance, forms, and cross-browser rendering: the same suite we run against our own sites. A focused proof site starts around $6,000; full builds with migration and CRM integration run higher.
How the work runs
- 01Audit what already ranks
- 02Build and instrument
- 03Automated QA before DNS moves
- 04Measure monthly, then act
Typical range
$6,000 – $30,000+
Timeline
4–12 weeks
Example outcome
- Stack
- Next.js on Workers
- Lead path
- Straight into the CRM
- Launch QA
- Automated, 20 agents
Built against
- Next.js
- Cloudflare Workers
- Vercel
- Sanity
- WordPress
- Google Search Console
- GA4
- HubSpot
n8n Consulting & Development
The platform behind most of our builds: self-hosted deployments, Zapier and Make migrations, and managed hosting.
What Do n8n Consultants Do?
n8n consultants design, build, and maintain production workflows on n8n: the self-hostable automation platform. Ops Automators builds n8n workflows with real error handling and alerting, deploys hardened self-hosted instances, migrates teams off Zapier and Make, and layers AI agents into workflows using n8n's 70+ AI nodes.
Why n8n Is Our Default Platform
Most of our client automations run on n8n. Self-hosting keeps costs flat as volume grows, a $20 VPS routinely replaces $500+/month in Zapier spend, and keeps sensitive data inside your own infrastructure, which is what makes it the right backbone for regulated work.
From First Workflow to Managed Hosting
Single workflows start at $2,500 fixed-fee and ship in one to three weeks. Larger engagements cover multi-system orchestration, Zapier-to-n8n migrations with zero-downtime cutover, and fully managed hosting with monitoring, backups, and monthly patching.
How the work runs
- 01Self-hosted in your infrastructure
- 02Workflows built and documented
- 03Monitoring and backups wired
- 04Patched on a schedule
Typical range
$2,500 – $35,000
Timeline
1–6 weeks typical
Example outcome
- Build timeline
- 5 weeks
- Project cost
- $19,400
- Average sales cycle
- −32%
- RevOps time saved/week
- 12 hrs
Built against
- n8n
- Docker
- PostgreSQL
- Redis
- AWS
- Hetzner
- Salesforce
- HubSpot
Pricing
Transparent pricing. Two ways to work together.
Most engagements are scoped as fixed-price projects — we'll scope it, quote it, and ship it. For ongoing capacity, we offer monthly retainers starting at 10 hours/month on a 6-month engagement. Our base hourly rate is $150 / hour. Every engagement starts with a free discovery call.
Starter
900 – 1,800
1–2 weeks
One trigger, one or two systems, a fixed outcome. Buyable on its own, or paired with others when the outcome spans systems.
Example: Closed-won in the CRM pings the delivery channel with the account brief
Workflow
2,400 – 6,000
2–4 weeks
A multi-step workflow across two or three systems with branching, error handling, and a handoff session.
Example: Client onboarding end to end: CRM to project tool to comms to first invoice
Orchestration
6,000 – 13,500
4–8 weeks
Several systems moving together: approvals, reconciliation, dashboards, and the monitoring to keep them honest.
Example: Lead-to-cash across CRM, e-sign, Stripe and Jira, with retries and alerting
Platform
15,000 – 30,000
8–12 weeks
A system of record in its own right: data layer, pipelines, interfaces, and the operational plumbing underneath.
Example: A reporting warehouse plus the ETL and dashboards the board pack runs on
Custom or one-off work outside fixed scope is billed at $150/hour. Ongoing capacity available via monthly retainers starting at 10 hours/month on a 6-month engagement.
Platforms we implement
A selection of the platforms we build on and integrate with most often. Don't see yours? We've worked with 100+: just ask.
Questions
Common questions.
- What does Ops Automators actually do?
- Six things, in roughly the order we're hired for them. We build workflow automations and integrations between the systems you already run (quote-to-cash, accounts payable, CRM sync, onboarding, approvals). We add AI to the judgment steps rules can't handle, with validation and human gates. We run strategy engagements, audit, roadmap, and PMP-certified program leadership, where you need thinking rather than building. We implement platforms end to end, including team enablement. We build custom apps, dashboards, and reporting warehouses when no SaaS fits. And we build marketing sites with the technical SEO program behind them. Most builds run on n8n across Salesforce, HubSpot, Stripe, QuickBooks, Jira, Slack, and 100+ other tools.
- What's your pricing model?
- Two options: fixed-fee projects starting at $2,500 for simple integrations and scaling to $50,000+ for full operations overhauls, or monthly retainers starting at 10 hours/month on a 6-month engagement for ongoing capacity. Our base rate is $150/hour. Every engagement starts with a free 30-minute discovery call and a written scope before any work begins.
- How long does an implementation take?
- Most automation projects take 2–6 weeks depending on complexity. Simple integrations can be live in days, while full multi-system implementations may take 6–12 weeks. Discovery + design is week one; build is weeks 2–4; testing and training round out the rest.
- Do we need to switch tools or platforms?
- No. We build automations around the tools you already use. We integrate with Salesforce, HubSpot, Stripe, Jira, Slack, and 100+ other platforms. If you can dream it, we can probably build it on top of your existing stack.
- What happens after an automation goes live?
- Every fixed-fee project includes 30 days of post-launch tuning and documentation. After that, you can either run it in-house using the docs and training we provide, or roll into a monthly retainer (starts at 10 hours/month on a 6-month engagement) for ongoing capacity, enhancements, and monitoring. You own all the code and workflows either way.
- Can you work with our existing automation platform?
- Yes. If your team already runs n8n, Make, Zapier, Tray, or Workato, we build inside your existing platform. If you don't have one, we'll host on n8n (cloud or self-hosted, your choice).
Let's scope your build.
Tell us which workflow is killing your team's leverage. 30 minutes, fixed quote on the spot.