Process maps
A map of each process before and after automation, so you can see exactly which steps the workflow now handles.
Connect your tools so leads, invoices and updates move without copy and paste.
Your automation specialist starts by mapping how work actually moves through your business. Then they build workflows that pass data between your CRM, forms, inbox, spreadsheets and billing tools, test them on real cases, and document each one so you know what runs, when and why.

Handed over on day one with written SOPs, reported on every day after.
Usually hired by
An illustrative schedule. Your specialist's real day is built from your SOPs and priorities.
Works in the tools you already use
Check overnight run history and clear two failed tasks
Map the client onboarding process with your ops lead
Build the form-to-CRM lead routing workflow in Make
Test the workflow against ten real submissions
Add an AI step that summarizes inbound support emails
Write the runbook and walk your team through it
The same reporting rhythm as every other seat on your team.
A map of each process before and after automation, so you can see exactly which steps the workflow now handles.
Plain-language documentation for each automation: what triggers it, what it does, where it can fail and who gets alerted.
A check of task usage, failed runs and the next processes worth automating, reviewed with your account manager.
Keep a specialist on your team by the hour, or hand over one defined job for one fixed price. Same vetting, same account manager, same daily reporting.
Your automation specialist works the hours you agree every week, reports at the end of each day and grows with the work. Add hours, add seats or pause as things change.
For example: a workflow build such as lead routing or invoicing, documented and handed over. Scope, timeline and price are agreed before work starts, and you pay once.
Anything we have not covered, ask us on the discovery call.
Ask a questionIt depends on your tools, volume and budget. Zapier is quick to set up, Make handles complex branching well, and n8n can be self-hosted. Your specialist recommends one after mapping your processes.
Each workflow is built with error alerts, so failures reach a person instead of failing silently. Your specialist fixes the cause and records it in the runbook.
Yes, where it helps: summarizing messages, classifying requests, pulling data from documents or drafting replies for review. AI steps are tested on real examples and kept behind human review where accuracy matters.
Workflows are built in accounts you own and pay for, so they keep running under your control. Your specialist works through access you grant and can revoke.
You can keep an ongoing seat billed by the hour, or book a one-time project at one fixed price. Pricing depends on hours and scope. We quote it on the discovery call once we have seen the processes you want automated.
Tell us what this seat needs to handle. We shortlist specialists for it and you choose who joins your team.