Automation & Integrations
Make your tools talk to each other.
Most businesses don’t need new software. They need the software they have to stop making people re-type things. I look at a manual process from start to finish, then connect your tools so the data moves on its own.
Signs you need this
- A lead starts in a spreadsheet, its status is tracked there, then the quote and invoice are rebuilt by hand in your accounting software.
- The same customer or job details get typed into more than one system.
- Someone exports a spreadsheet every week just to move data somewhere else.
- Follow-ups and reminders depend on someone remembering.
What’s included
- A map of the process from first contact to paid invoice, and every step that’s done by hand
- A simpler setup, often using tools you already pay for, such as leads and documentation in one place that syncs to your accounting software when something is created
- Integrations between your tools, built and tested
- Automation of the repetitive steps, with a manual fallback
- Plain-language documentation of what runs and why
- A hand-off session so your team knows how it works
// how it works
How a project runs
- 01
Listen
A free call to understand the business and the problem.
- 02
Diagnose
Agree on scope and price in writing, usually after a Workflow Checkup.
- 03
Fix
Fixed-scope work with regular check-ins, so you see progress.
- 04
Hand off
Documentation, training, and the accounts are yours.
Questions
Can you work with the software I already pay for?
Usually, yes. Making what you have work better is often cheaper than replacing it.
How is this different from your AI service?
Automation starts with a manual process and connects your tools so the data moves without anyone retyping it. The AI service starts with how you’re using AI today, often a manual task with a prompt bolted on, and decides what to keep, what to replace with a script, and what to leave alone. They overlap sometimes, since fixing AI use can mean building an automation, but they start from different places.
What happens if a connected tool changes?
Integrations can break when a vendor changes something. I document how each one works, so you or another developer can fix it, and I can quote ongoing support if you want it.
Not sure where to start? Book a free 30-minute call.
Bring one frustrating process, recurring software expense or broken system. We'll talk through what's happening, what you've tried, and whether I can help. If there's a fit, I'll explain the best next step.
Spokane, WA