Workflow mapping & automation design
We map every process end to end, then design the Zaps around it — so automation covers the whole job, not just the convenient parts.
We design and build Zapier workflows that connect your apps, route leads, keep your CRM in sync and cut manual work — with real error handling and monitoring, not fragile Zaps that break in silence.
10+ years designing automation and operational systems for founders and operators.
A Zap fails, no one notices, and you find out days later when a lead was never followed up or a record never synced.
Dozens of Zaps built ad hoc over time. No one is sure which are live, which overlap, or what happens if you turn one off.
People still copy data between tools, re-enter leads and update the CRM by hand because the Zaps only cover the easy half of the job.
Your CRM, spreadsheets and apps disagree. A contact updated in one place never propagates, so no source can be trusted.
Routing depends on a Zap that sometimes fires and sometimes doesn't. Notifications get missed and handoffs quietly disappear.
When something breaks there's no logging, no alerting and no plan — just someone digging through task history to guess what went wrong.
We map every process end to end, then design the Zaps around it — so automation covers the whole job, not just the convenient parts.
We connect your CRM, forms, email, Slack, billing and apps so records stay consistent across every tool, in the right direction.
Rules-based routing that sends the right lead, task or alert to the right person or channel — reliably, every time.
Retries, fallback paths, deduplication and validation so edge cases are caught instead of quietly corrupting your data.
Logging and failure alerts so a broken Zap surfaces immediately — you hear about it before your customers do.
We replace overlapping, fragile Zaps with fewer, well-structured workflows that are cheaper to run and easier to maintain.
We audit your current Zaps, tools and workflows — where automation is missing, overlapping or failing, and where manual work is leaking.
We design the workflows, integrations and error-handling plan around how your operation actually runs.
We build the Zaps, integrations and data syncs — production-grade, with validation and documentation.
We add monitoring and alerting, enable your team, and refine the automation as the business evolves.
You work directly with a senior consultant who has designed operational systems for 10+ years — strategy and build in the same hands.
We build automation that's monitored and error-handled, so it holds up in production instead of failing quietly under load.
Clean workflows, documentation and enablement mean your team can run and grow the automation without us.
Usually, yes. We start with a diagnostic to decide whether to repair and consolidate what you have or rebuild key workflows — whichever gives you reliable automation with the least disruption.
Yes. Zapier is often the connective tissue between your CRM, forms, Slack, billing and APIs. We design the whole flow, and we'll recommend Make or native integrations when they fit better.
We build in retries, validation and fallback paths, plus logging and failure alerts. When something does break, you're notified immediately instead of finding out from a customer.
It depends on scope, but most projects move from diagnosis to reliable, working automation in weeks, not months. We'll give you a clear plan after the diagnostic call.
Start with a diagnostic call. We'll map your workflows, the Zaps that run them and the highest-leverage fixes — no pitch, just a clear read on what's possible.
Book a diagnostic call