Business process automation for the work between your tools
Buying another tool rarely fixes it. The work is in the gaps between the tools you already have: the re-typing, the chasing, the weekly report somebody assembles by hand.
$1,500, fixed. One week. You keep the findings whether or not you hire us.
- Official Make Technical Partner
- Airtable
- n8n
- OpenAI
- Close CRM
- GoHighLevel
- Shopify
The processes worth automating first
- Client and employee onboarding. The single highest-value process in most businesses, because it's repetitive, involves five systems, and every delay is visible to the customer.
- Invoicing and reconciliation. Generating, sending, chasing, and matching payments back to records.
- Reporting. Pulling numbers from wherever they live and distributing them on a schedule.
- Data entry and sync. Anywhere the same information gets typed into more than one system.
- Approvals and handoffs. Routing work to the right person and escalating when it stalls.
How we decide what's worth it
Every candidate gets three questions.
| Question | Where we start |
|---|---|
| How many hours a month does it consume? | High hours |
| How stable are its rules? | Stable rules |
| What happens if it fails silently? | A visible failure mode |
Low volume, changing rules, or judgement calls dressed up as tasks we leave alone, and we tell you why. That's what the automation audit is for.
Proof
Wholesale Universe was manually onboarding clients, reconciling invoices and uploading product data across Shopify, Close CRM, GoHighLevel, PandaDoc and Google Sheets. We rebuilt all three processes around Make and Airtable. About a thousand hours returned in six months, and errors in invoicing and product listings effectively eliminated.
Related case studies
- case-study / inclusive therapy group
Automated email and SMS follow-up from Pipedrive at Inclusive Therapy Group
Leads and deals in Pipedrive get the right email and SMS at the right time, with every send logged. About four hours a day back for the team.
4 hours a dayMake, Pipedrive, Webhooks - case-study / recruitment agency
Recruitment automation for a staffing agency's sales outreach
Leads sourced from ZoomInfo by rule, and a personalised sales video made for each one automatically. 100 hours of manual work removed.
100 hoursMake, ZoomInfo, Filestack
Start with the audit
One week, fixed price, no commitment to anything after it. You get a map of your manual work, a costed list of what's worth automating, and an honest note about what isn't. The fee comes off the build if you go ahead.