Process & data mapping
Define the trigger, required fields, ownership, and destination for each step.
Workflow Automation & Integrations
Move work between systems without retyping it.
We connect the tools behind a business process. An agreed event starts the next step, updates the right records, and gives your team a clear way to handle exceptions.
A connected operation01 / 04
- Approved termsAgreed definitions
- Check billing dataAn accountable owner
- Prepare draftA working connection
- Finance reviewA useful next decision
Carry the handoff through to the next system.
When to bring us in
A finished task becomes someone else’s manual work.
The agreement is signed, but finance still needs to prepare the invoice. A project is approved, but someone has to copy the details into a delivery tool. We trace the handoff and build the missing connection.
- The same information is copied across several tools.
- Work stalls between sales, operations, and finance.
- An existing integration needs better ownership or error handling.
The work we can scope01 02 03 04
What the engagement can include
The scope follows your process and priorities. We agree on the deliverables before the work begins.
Connected workflows
Configure native integrations or build custom logic where your process requires it.
Exception handling
Handle missing records, duplicates, and failed requests with agreed alerts and review paths.
Testing & handover
Test representative records, document the workflow, and prepare the people who will operate it.
Example workflowRead the related work example
A signed agreement becomes a reviewed invoice draft.
The workflow checks the approved terms, prepares the draft, and gives finance the source information needed to review it. Missing billing details stop the handoff and go to the agreed owner.
- 01Approved terms
- 02Check billing data
- 03Prepare draft
- 04Finance review
Featured automation
Arrive at the next call already up to speed.
A Call Briefing Agent brings account history and open questions into a five-minute Slack or email brief before the meeting.
Explore the call briefing agentWorked examples
Follow the decisions
behind the workflow.
Fictional operating scenarios, practical worksheets, and clearly explained design choices.
Worked exampleRevenue & CRM
Customer success: turn account signals into a clear next action
Find the accounts that need attention, understand the warning signs, and choose the next action.
Explore the proposed workflow
Worked exampleRevenue & CRM
Partner portal: connect learning, referrals, and deal registration
Bring partner learning, referrals, deal registration, and quoting into one connected experience.
Explore the proposed workflow
Worked exampleFinance & delivery
Consultant portfolio: see stalled work across delivery tools
See project health, stalled work, and the next useful action across your delivery tools.
Explore the proposed workflow
How we workFrom the operating problem
01 02 03
From the operating problem
to a working system.
Trace the handoff
Follow a real record through the process and agree what a successful result looks like.
Build and test
Connect the tools and check ordinary records, duplicates, missing data, and downstream failures.
Launch and monitor
Run the agreed acceptance checks, train the owner, and establish the post-launch support plan.
The wider operating process
Connect this project to the rest of the business.
RevOps & Operations Consulting coordinates process ownership, data quality, implementation, and reporting across teams. Explore the workstream that supports this project.
Questions about the servicePricing and engagement terms
Before we scope the work
Do we have to switch platforms?
Usually not. We check access, native features, and integration options in the tools you already use. We recommend a change when the existing tool cannot support the agreed process.
Can you repair an existing workflow?
Yes. We can investigate a failed integration, add missing checks, or improve a workflow that has become difficult to maintain.
Can we start with one process?
Yes. A focused workflow can be a useful first project. Larger changes can follow when the first handoff is running and the team understands it.
Budget research
See what goes into a build estimate.
Find a comparable catalogue scope, add your own software and support assumptions, and download a planning brief before discussing the build. The guide keeps every published estimate tied to its source listing. These build estimates cover listed scope; confirm the full service engagement separately.
What Automation Actually CostsPractical resources
Explore the implementation details
Quote-to-Cash Automation: A Step-by-Step Implementation Playbook
The single highest-ROI automation in B2B operations. Here's how we ship it in 4–6 weeks, with the seven workflows that compress quote-to-cash from days to hours.
Accounts Payable Automation: The Implementation Guide
How to actually automate AP: invoice capture, coding, approval routing, payment sync, and the exception queue. The implementation playbook, with real costs and the software-vs-custom decision.
How to Automate Salesforce Invoicing with Stripe
Stop manually creating invoices. Learn how to connect Salesforce to Stripe and automate your entire invoicing workflow from Closed Won to payment received.
Connected services
The next part of the process
Core service
RevOps & Operations Consulting
Improve processes across sales, delivery, finance, and internal operations, with CRM, data, automation, and reporting work scoped around your priorities.
Explore RevOps & Operations ConsultingFocused expertise
n8n Consulting & Development
Workflow development, repairs, migrations, and deployment or maintenance on n8n.
Explore n8n Consulting & DevelopmentImplementation service
AI Workflow Automation
Extract information, classify requests, or prepare drafts, with evaluation and review before the output moves into the process.
Explore AI Workflow AutomationA practical next step
Where does your operation get stuck?
Tell us about the process, the systems involved, and the decision you need to make. We’ll help identify a practical next step.
Discuss your operationsFree 30-minute discovery call