Start with the Problem You Want Solved
Most companies know they need automation but are not sure where to begin. We start by identifying tasks that meet one or more of these criteria:
📅
Frequent
Happens daily or weekly
Consumes team bandwidth
🦀
Annoying
Necessary but irritating
Often leads to delays or errors
🤖
Repetitive
A robot could do it
Predictable steps and rules
These are your FAR Tasks, and they are perfect candidates for automation.
What Smart Automation Fixes
We help you eliminate the tasks that break flow, create delays, or rely on too much manual effort.
🎯 Lead Management
Leads captured, tagged, and routed without touching a spreadsheet.
📅 Scheduling
Calendar connections, reminders, confirmations, and follow ups handled automatically.
🔁 Follow Up
Email sequences, nudges, and timed reminders that run in the background.
👥 Team Coordination
Assign tasks, notify the right person, and keep everything moving.
🤖 AI Integration
Use AI to summarize data, draft messages, score leads, and drive smarter automations.
📄 Documents and Data
Generate files, update records, and sync information across your systems.
Popular Automations
A quick look at the everyday workflows you can automate to simplify your operations.
🔗 CRM Connections
Sync data across HubSpot, Go High Level, Zoho, Salesforce, and your website, with optional AI enrichment or lead scoring.
⬇️ Downloadable Resources
Instant delivery of guides, PDFs, or lead magnets when someone opts in.
🗓️ Calendar Access
Automatic booking flows, confirmations, and rescheduling.
📝 Intake and Onboarding
Forms that capture data and trigger AI generated summaries, next steps, or personalized onboarding messages.
⭐ Reviews and Testimonials
Request reviews, collect them, and publish client feedback easily.
💬 Interactive Chatbots
AI powered chatbots that answer questions, collect information, and guide visitors.
Our Process
A simple path to clean, dependable automation.
Identify
We help you pinpoint your highest value tasks to automate.
Build
Launch
Optimize
Ready to Remove the Busywork
