Automation

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.

A Filipina automation specialist builds a workflow flowchart on her laptop at a table on a plant-filled covered balcony

What your automation specialist takes off your plate.

Handed over on day one with written SOPs, reported on every day after.

Usually hired by

  • Teams retyping the same data into three tools
  • Businesses losing leads between the form and the CRM
  • Operators who already pay for Zapier but rarely use it
  • Founders curious about AI but unsure where it fits
  • Map your current processes and mark every manual handoff
  • Route new leads from forms and ads straight into your CRM
  • Build Zapier, Make and n8n workflows with error alerts
  • Sync contacts, deals and invoices between HubSpot and QuickBooks
  • Generate contracts and documents from templates on a trigger
  • Add AI steps that summarize emails, tag tickets or draft replies
  • Build Airtable bases that replace scattered spreadsheets
  • Connect APIs with webhooks where no native integration exists
  • Audit existing automations and fix broken or duplicate runs
  • Write a runbook for every workflow they build

A day on the seat.

An illustrative schedule. Your specialist's real day is built from your SOPs and priorities.

Works in the tools you already use

  • Zapier
  • Make
  • n8n
  • Airtable
  • Google Apps Script
  • HubSpot
  • Slack
  • Notion
  • QuickBooks Online
  • OpenAI API
  • Claude API
  1. Check overnight run history and clear two failed tasks

  2. Map the client onboarding process with your ops lead

  3. Build the form-to-CRM lead routing workflow in Make

  4. Test the workflow against ten real submissions

  5. Add an AI step that summarizes inbound support emails

  6. Write the runbook and walk your team through it

What you get from this seat.

The same reporting rhythm as every other seat on your team.

Process maps

A map of each process before and after automation, so you can see exactly which steps the workflow now handles.

Workflow runbooks

Plain-language documentation for each automation: what triggers it, what it does, where it can fail and who gets alerted.

Monthly automation review

A check of task usage, failed runs and the next processes worth automating, reviewed with your account manager.

Two ways to hire a automation specialist.

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.

Ongoing seat

Billed hourly

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.

  • Weekly hours you choose
  • End-of-day reports and a weekly review
  • Scale up, scale down or pause
Book a call for this seat

One-time project

One fixed price

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.

  • Scope and price agreed up front
  • Delivered, reviewed and handed over
  • Pay once, no ongoing commitment
Get a project quote

Automation: common questions.

Anything we have not covered, ask us on the discovery call.

Ask a question
Which automation platform should we use?

It 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.

What happens when an automation breaks?

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.

Can you add AI to our workflows?

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.

Do we own the workflows?

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.

How is pricing set?

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.

Ready to fill the automation specialist seat?

Tell us what this seat needs to handle. We shortlist specialists for it and you choose who joins your team.