Process Automation & Bot Development

Replace manual, repetitive tasks with triggered workflows across your tech stack. Our automation team builds custom integrations using n8n, Zapier, Make, and direct APIs.

Common automations

• Lead routing and enrichment (form submission → CRM → Slack alert → follow-up email)
• Support ticket triage (keyword scoring → priority assignment → team routing)
• Invoice processing (email attachment → OCR → accounting system entry)
• Data sync between systems (CRM ↔ helpdesk ↔ billing)
• Reporting automation (weekly metrics pulled across tools → Slack digest)
• Onboarding workflows (signed contract → account creation → welcome sequence)

Tools we work with

n8n (our preferred self-hosted workflow engine), Zapier, Make (Integromat), Workato, Tray.io, and direct API integrations via Node.js, Python, or PHP.

When to consider automation

• A task is done more than 10x per week
• It follows the same rules every time
• The inputs come from one system and outputs go to another
• Humans are the bottleneck, not the decision-maker

Included in Enterprise plans; available as an add-on on Growth. Discuss your workflows.