Which platform will you use?

The platform for a workflow automation build is whichever fits your stack and your volume. My own companies run on n8n, self-hosted, because the volume and the cost made that the right call. For a business already in Zapier or Make, or on Microsoft 365, the answer is usually to stay and build properly. The platform pages say where each one fits.

Will it break when a tool updates?

An automated workflow will sometimes break when one of the tools it connects changes, and the build plans for it. Every workflow has error handling that alerts a named person, and a runbook that says what to check. That is the difference between an automation and a landmine.

How do I know what is worth automating?

What is worth automating is found by counting the handoffs in your business and timing them, which is what the week-one map does. Anything a person does more than ten times a week, the same way, from one system to another, is a candidate. Anything that needs judgment is not, and gets a human step instead.

The work that happens between the systems, done by the systems

Every day someone in your business copies information from one screen into another. A form into a spreadsheet. A spreadsheet into an invoice. An invoice into an email. That person is the integration, and the business stops when they are out.

Workflow automation here means a written map of how work moves through your Southwest Florida business, then the three to eight handoffs that cost the most rebuilt to run on their own, in about three weeks, in accounts you own. Scoped in writing, priced before work starts.

Send me the situation How it works

Read and answered by me, usually within the day. If a spreadsheet and a checklist would do, that is the answer you get.

Fort Myers, serving Lee, Collier and Charlotte counties
Scoped in writing, priced before work starts
Your account, your data, documented as it is built
Not affiliated with any software vendor. No resale, no commission.

Twelve

companies operated, six of them his own, on automations he built

15,868

records synced between two systems every run, zero failures

3,984

recorded calls transcribed and graded by an agent, not a person

1,350

pages produced by one 24-agent workflow, every one reviewed

What it costs to leave it

Manual handoffs are where things go wrong and where nobody can see them go wrong. The order that was entered twice, the customer who was never invoiced, the report that was built from last month's export. None of it shows up as a line item. All of it costs money and, eventually, a customer.

How workflow automation is built here

The starting point

Week one is a written map of how work actually moves through your business, by hand, screen by screen. Most owners have never seen it on one page and it usually explains three problems on its own.

The build

The build replaces the handoffs that cost the most first, and leaves alone the ones that are fine. Not everything should be automated, and the map says which.

What runs by itself

Workflows run in an account you own, on the platform that fits your stack, with error handling that tells a person when something needs a person.

What you own

Every workflow is documented as it is built: what triggers it, what it does, what to do when it stops. A new hire can read it.

Scope and timing

A first engagement is scoped in writing and usually runs three weeks: one to map, one to build, one to run it with your team watching. It covers between three and eight workflows depending on complexity. The platform is chosen in week one from what you already pay for and what the workflows need; self-hosted n8n is what my own companies run on, and Zapier is often the right first platform for a business with no one technical. The two handoffs most owners automate first are the quote and the invoice and the sync between the CRM and accounting. Support afterwards is by the hour.

Straight answers

Which platform will you use?: The platform for a workflow automation build is whichever fits your stack and your volume. My own companies run on n8n, self-hosted, because the volume and the cost made that the right call. For a business already in Zapier or Make, or on Microsoft 365, the answer is usually to stay and build properly. The platform pages say where each one fits.
Will it break when a tool updates?: An automated workflow will sometimes break when one of the tools it connects changes, and the build plans for it. Every workflow has error handling that alerts a named person, and a runbook that says what to check. That is the difference between an automation and a landmine.
How do I know what is worth automating?: What is worth automating is found by counting the handoffs in your business and timing them, which is what the week-one map does. Anything a person does more than ten times a week, the same way, from one system to another, is a candidate. Anything that needs judgment is not, and gets a human step instead.

By industry

Precious metalsBullion dealers, coin shops, refiners, gold buyers and private vaults.Luxury retailFine jewelers, watch dealers, art galleries and luxury boutiques.ConstructionBuilders, roofers, pool and seawall crews, remodelers and the specialty trades.Legal servicesSolo practitioners, small firms, practice groups and legal referral networks.Real estateBrokerages, agent teams, apartment locators and property managers.

Also set up

Quote and invoice automationQuotes generated from a form, invoices raised on a stage change, reminders on a schedule.Data sync between systemsYour CRM, accounting, inventory and spreadsheets agreeing with each other, on a schedule.Reporting automationThe numbers you actually run the business on, built and sent every Monday without anyone opening a spreadsheet.AI inbox and call triageAn agent that reads every email and call, summarises it, files it, and flags what needs you.

Built for businesses in Fort Myers, Naples, Cape Coral, Bonita Springs, Estero, Punta Gorda. What each market changes.

Tell me what is in the way.

One form, read by the person who would build it. If the honest answer is a checklist and no software, that is what you will hear.

Send me the situation Email instead