Workflow Automation
Reduce manual tasks, speed up intake, and improve consistency with automations designed for small teams.
Automation that reduces busywork and improves consistency.
We design automation with guardrails—so your team moves faster without creating errors, loops, or data silos.
Integrations (CRMs & APIs)
Connect the tools you already use—so data flows automatically between your site, CRM, calendar, and documents.
Scheduling & Reminders
Prevent no-shows with confirmation, rescheduling, and SMS/email reminders that respect timezones and staff capacity.
Document Automation
Generate consistent documents from intake data with approvals, versioning, and secure delivery.
Notifications & SLAs
Make follow-up predictable with routing rules, escalation, and visibility into response times.
Reliability & Safety
Automations that don’t silently fail: idempotency, guardrails, retries, logging, and alerting built in.
Prefer a human-in-the-loop approach? We can add approval steps, task queues, and SLA-driven notifications so staff can review critical actions before execution.