Connect your apps, automate approvals, and optimize entire business processes. Turn complex multi-step workflows into seamless automated systems.
Workflow automation connects multiple systems and processes, enabling data to flow seamlessly between your tools without manual intervention. It's like having a digital assistant that knows exactly what to do, when to do it, and how everything connects.
Common multi-step processes we help streamline
New customer fills out form
Data automatically added to CRM
Welcome email series triggered
Tasks assigned to account manager
Follow-up reminders scheduled
Invoice received via email
Data extracted automatically
Sent for approval to manager
Approved invoices added to accounting
Payment scheduled automatically
Offer accepted in HR system
IT automatically creates accounts
Welcome package email sent
Training tasks assigned
Manager notified of start date
Lead captured from website
Automatically scored and qualified
Assigned to appropriate sales rep
Follow-up sequence initiated
Activity tracked in CRM
We integrate with the software you already use
Google Workspace
Microsoft 365
Slack
QuickBooks
Salesforce
HubSpot
Mailchimp
Shopify
Asana
Trello
Dropbox
And 100+ more
Every workflow is unique—pricing depends on complexity
For simple workflows
Get a free workflow assessment and custom automation plan
Get Free Assessment