Automation & Workflows

What we build

/ 01

Connected tools

Your CRM, spreadsheets, inbox and internal systems talking to each other — no more copy-paste between tabs.

/ 02

Automated pipelines

Multi-step processes that run themselves — intake, processing, routing, follow-up — reliably, every time.

/ 03

Exception handling

When something unusual happens, the workflow flags it to a person — instead of failing silently.

How it works

Map the process

We trace how work actually flows through your team today — and find where the hours go.

Automate the repetitive

We build the connections and logic that take the manual steps off your team’s plate.

Measure & extend

We track time saved and error rates — then extend automation to the next bottleneck.

The tracker we run the business on

In daily use

A self-hosted client and project tracker: a Kanban board, per-client checklists, role-based access for staff and clients, and a full activity log so nothing changes without a trace.

The automation is the part that earns its keep. Date-based reminders fire on their own schedule, so a deadline chases the right person without anyone remembering to send the email. Nothing depends on a human noticing a date.

PocketBase
Docker Compose
Scheduled email reminders
Role-based access
Activity log

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