From one repeated task to a workflow your team can use.
We map the task, connect your tools and test the workflow. Your team gets a working setup, clear operating instructions and the support agreed in your project.
- 01
Understand the current process
Walk us through one task from its trigger to its final result. We identify the tools, inputs, rules, people, and exceptions involved. A real example usually tells us more than a long feature list.
What you should have: A shared workflow map and a specific problem to solve.
- 02
Agree on scope and price
We assess available integrations and permitted browser actions, define approval points, and agree on deliverables. Dependencies such as software subscriptions, account access, and ongoing support should be visible before work begins.
What you should have: An agreed scope, quote, and responsibilities.
- 03
Begin with the 7-day free service period
Your paid project includes seven days of service. We set up the workflow, test representative inputs, and give your team a way to handle exceptions.
What you should have: A working, reviewable service period with the included work and start date confirmed in your proposal.
- 04
Test routine and difficult cases
Check normal inputs, missing information, duplicates, and failed connections. Review the output with the person who owns the process. A workflow should not appear successful when it has silently skipped an important step.
What you should have: Clear acceptance checks and a known path for exceptions.
- 05
Hand over and plan support
Explain how to run the workflow, review results, and respond when a tool or business rule changes. Agree on support responsibilities and maintenance scope rather than assuming they are included indefinitely.
What you should have: Operating instructions and a clear owner for the live workflow.
How long does a project take?
The timeline depends on the number of tools, the quality of the inputs, access arrangements, and how much review is required. We discuss a realistic schedule after scoping. Starting with one repeatable task usually makes it easier to assess feasibility before expanding.
Our first-automation guide can help you prepare a focused brief. You can also compare the workflows described in our services directory.
Let’s make work easier
Let’s talk about your task.
Tell us what takes your time. We’ll help you find a practical next step.
Keep the tools you know. We connect the work between them.
Google Sheets
Gmail
Slack
Notion
HubSpot
Shopify
Airtable
ChatGPT
ClaudeCursor
- Browser actions
How we work with you
Eight things you can count on.
Keep exploring
Where to next?
Find a useful idea, see how we work, or talk it through with us.
Compare six service areas and their practical limits.
Explore this serviceUse a checklist before the discovery conversation.
Explore this guideDescribe your repeated task and start a direct conversation.
Start a conversation