Solutions · Automation
Workflows that stop depending on somebody remembering.
Leads, invoices, onboarding, reporting — wired end to end, so handoffs happen because the system fires, not because someone recalled.
Who this is for: teams gluing four or five tools together by hand, where every handoff is a chance to drop the ball.
The system we build
End to end, or it isn't automation.
- CAPTURE
Triggers, not check-ins
New lead, paid invoice, signed form, stalled deal — events fire the moment they happen, nobody polls a dashboard.
- EXECUTE
Rules plus AI steps
Deterministic where it should be, intelligent where it must be — routing, drafting, enriching, updating every tool in the chain.
- REPORT
The Friday report writes itself
Numbers land in the inbox already assembled. Marketing automation and CRM hygiene live here too.
What it replaces
The swivel chair.
- —Copy-paste between five tools that don't talk. One event, every system updated — CRM, invoicing, calendar, inbox.
- —The Friday afternoon lost to reporting. Assembled automatically, delivered on schedule, correct every time.
- —The handoff that fell through the crack. Workflows don't forget, don't take vacation, and don't assume someone else did it.
Architecture
One orange line through your tools.
The audit log is non-negotiable: when a workflow acts on your business, you can always see what fired, when, and why.
- 01 · TRIGGER
An event, not a habit
Something real happens in one of your tools.
- 02 · LOGIC
Rules + AI steps
Route, enrich, draft, decide — the repeatable part, encoded.
- 03 · ACTIONS
Every tool updated
CRM, email, invoicing, calendar — one event, zero swivel.
- 04 · AUDIT LOG
Traceable, always
Every run recorded. Automation you can't inspect is a black box, and we don't ship those.
INTEGRATES — the tools you already run · deeper CRM wiring optional, never required
The QuoteRadar pipeline is this pattern, operated daily on our own revenue.
Lead-to-quote-to-follow-up, fully wired.
The roofing pipeline we run ourselves is an automation chain end to end — capture, qualify, quote, follow up, report.
See the pipeline →Fixed-fee discovery. Build scoped in writing. Operated monthly.
First working system in weeks, not quarters. You own the code, data, and accounts — always. If we can't name the metric, we don't start.
Prices follow discovery — a number without scope is a guess.Bring us a workflow. Leave with a system.
30 minutes with an engineer. No deck, no pitch — a whiteboard.
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