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.
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. Support afterwards is by the hour.
Straight answers
- Which platform will you use?
- Whichever fits. 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?
- Sometimes, 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?
- Count the handoffs and time them. The map does that. 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
Also set up
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.