Automating Your Workflows

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Automating workflows helps agencies save time, reduce errors, and focus more on high-impact, client-focused work.

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Custom Integrations

Spend Less Time on Tasks and More on What Moves the Needle

From lead intake to project handoffs, our workflow automation helps agencies cut out busywork and focus on what matters most—creativity, strategy, and growth. We design custom automations that reduce errors, save time, and boost team productivity without adding complexity.

Unlock Workflow Efficiency
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Google Sheets Task Automation

Automatically log new leads, tasks, or campaign updates into a shared Google Sheet when triggered by a form, email, or CRM update.

Client Onboarding Checklist Automation

When a new client signs a contract or submits a form, auto-trigger a pre-built onboarding workflow—send welcome emails, assign tasks, and populate project boards (like ClickUp, Trello, or Asana).

Invoice & Payment Follow-Up Automation

Automatically send invoice reminders via email or Slack when due dates are approaching or past due, using a tool like QuickBooks, Stripe, or even Google Sheets.

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