04 / Automation

Remove drag. Keep humans deciding.

  • Workflow Audit
  • Make.com
  • API Integrations
  • Internal AI Tools
  • SOPs

Workflow audit, automation map, and a working system. AI drafts, you decide. Built with Make.com, Supabase, and APIs that talk to each other — instead of email threads that don't.

Automation service illustration

What's included

Workflow audit

Map current processes, identify top drag points, and score feasibility.

Make.com / n8n / Zapier builds

Connecting the tools you already use — no rip-and-replace.

API integrations

Custom connectors when no native integration exists.

Internal AI tools

Chatbots over your docs, AI-assisted drafts, and categorization.

CRM / pipeline setup

HubSpot, Pipedrive, or Notion pipelines with auto-tagging.

Lead routing & handoff

Round-robin assignment, auto-replies, and escalation rules.

Review request workflow

Auto-triggered after purchase or visit — with human approval gates.

Reporting bots

Daily or weekly summaries to Slack, WhatsApp, or email.

Document automation

Invoices, proposals, and contracts generated from templates.

SOPs & training

Written playbooks and Loom walkthroughs per workflow.

Who it's for

  • Operators inside small companies who can't justify a full engineering hire.
  • Teams drowning in manual handoffs — email, WhatsApp, spreadsheets.
  • Businesses that want AI to draft and humans to decide — not the other way around.
  • Anyone who's tried Zapier once and gave up because nobody documented it.

Deliverables

  • Workflow audit + automation map
  • Top 3 priority flows built and tested
  • API integration plan
  • Human approval gates + audit logs
  • SOPs per workflow
  • Rollout checklist + training notes

How we work

01

Audit & map

We interview the people doing the work, draw the real state machine, and pick the highest-leverage automations first.

02

Build & gate

Working flows with human approval gates, audit logs, and rollback plans — nothing goes live without a sign-off path.

03

Train & maintain

SOPs, Loom walkthroughs, and a maintenance window so the system keeps working after we leave.

Related work

Classified examples and working models that overlap with this system.