Skip to main content
Automate workflows. Eliminate busywork.

Business Automation Flows

We connect your tools - CRMs, calendars, billing, and forms - with reliable, no-touch automation flows that save hours every week.

Manual work slows businesses down. Copy-pasting between tools, updating CRMs by hand, or chasing missed invoices wastes valuable hours and creates errors. With automation flows, we connect your systems end-to-end so tasks run reliably in the background - freeing your team to focus on growth, not admin.

Why you need it?
Benefits

Eliminate repetitive copy-paste tasks across tools

Free your team to focus on sales and service, not admin work

Reduce errors with standardized, automated processes

Capture and sync data instantly across CRMs, sheets, and dashboards

Scale operations without scaling headcount

idea
handshake_png
Deliverables

Automated flows for lead capture, client onboarding, and billing

Automated flows for lead capture, client onboarding, and billing

Document and form automation (Google Forms, Typeform, Jotform)

Alerts, retries, and error handling to prevent data loss

Monitoring dashboards so you know every flow is working

Problems we solve

Teams wasting hours updating CRMs or spreadsheets

Leads falling through cracks without automated follow-up

Manual invoicing, onboarding, or scheduling draining resources

Tools that don’t talk to each other, causing double entry

Missed data sync between forms, calendars, and billing

No visibility into where bottlenecks or errors occur

Tools & Integrations
crm_icon

CRMs & Data: HubSpot, Salesforce, Pipedrive, Airtable, Google Sheets

forms_icon

Forms & Docs: Typeform, Jotform, Google Forms, PandaDoc

calendar_icon

Calendars & Scheduling: Google Calendar, Outlook, Calendly, MS Teams

automation_icon

Automation Engines: Make.com, Zapier, n8n

By the numbers
Typical impact after 30–60 days
-60%
less time spent on manual updates
+40%
more leads captured without extra staff
-50%
fewer errors in client data
+99%
realibility with retires & error handling
From mapping to automation

How We Work

Discover & Map

Audit workflows, identify bottlenecks, and design an automation plan

Design & Approve

Flow diagrams, triggers, and alerts for sign-off

Build & Test

Implement automation in Make.com/Zapier + run quality checks

Launch & Monitor

Deploy flows, monitor, and tune performance

Use Cases
aioutreach

Regional Cold Leads is an internal SoftXPro automation that finds local SMB prospects by niche and city, enriches contact data, audits their websites, and sends personalized email/WhatsApp outreach in minutes.

View Success Story
Crossposting

We built a production-grade automation that turns a short Telegram message (or a voice note) into a complete, multi-network social post.

View Success Story

Tell us your goal - we’ll map the fastest path.

rocket_icon
Turn Your Vision Into Reality

Collaboration starts here.

Share your vision with us!

Let’s Talk
Not sure? Call us +1 437 522 5220.