Workflow Automations

Workflow Automations
built for speed & accuracy

If a task is repeatable or predictable, it can be automated. We design ETLs and event-driven flows that move data between your systems on a schedule or in real time, with guardrails and observability baked in.

Why workflow automations matter

Manual handoffs slow teams down and create errors. Automations keep data flowing, enforce rules, and free up people for higher-value work.

  • Fewer clicks, fewer errors

    Validated inputs, deduplication, and idempotent writes reduce noise.

  • Real-time when it matters

    Instant processing on triggers; scheduled batches for heavy lifting.

  • Governed & observable

    Run history, alerting, and rollback paths for peace of mind.

Typical impact

~60–90 days

Manual handling

−30–60%

less time on low-value work

Lead response

↑ 2–3×

speed to first touch

Data quality

+20–30%

fewer mismatches & dupes

Throughput

+3–5×

without more headcount

High-leverage automations

Patterns we implement across CRMs, calendars, inboxes, and data stores.

ETL • Sales Ops

Leads → CRM → Sequences

Capture form submissions, enrich, dedupe, and enroll into sequences with SLA timers.

  • Webhook intake & validation
  • Company/person enrichment
  • Auto-routing + alerts
ETL • Marketing

Content approvals & publishing

Queue assets, get stakeholder approval, publish to channels, and archive with metadata.

  • Draft → review → publish
  • Brand guardrails
  • Auto archiving & tags
Data • Ops

Reports without spreadsheets

Scheduled rollups and anomaly alerts delivered to Slack and email with links to source rows.

  • Daily KPIs & cohorts
  • Anomaly detection
  • CSV / API exports

Automation example

An example node map of a real-time lead flow: Intake → Enrich → Route → Validate/CRM → Merge → Notify.

Webhook Service Coml Enrich Clearbit/ZoomInfo Route Round-robin + SLA Merge Combine branches Notify Slack/Email Validate Deduplicate CRM Create/Update 1 2 3 6 4 5 7

Reliability

Retries with exponential backoff, dead-letter queue, and idempotency keys.

Observability

Run logs, metrics, and alerting to Slack/Email on failures or threshold breaches.

Governance

Role-based access, approval steps, and full change histories.

From pilot to platform

We keep scope tight, ship quickly, and scale once results are proven.

  1. 01

    Map & prioritize

    Identify repeatable flows and the highest-ROI automation candidates.

  2. 02

    Build & guardrail

    Implement jobs, retries, notifications, and human handoffs where needed.

  3. 03

    Scale & monitor

    Roll out across teams with dashboards and alerting for ongoing assurance.

Ready to automate the busywork?

Let’s map one high-impact workflow, prove the value quickly, and then scale automations across your team with confidence.