Automating workflows helps agencies save time, reduce errors, and focus more on high-impact, client-focused work.
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.
Automatically log new leads, tasks, or campaign updates into a shared Google Sheet when triggered by a form, email, or CRM update.
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).
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.