We build, document, monitor, and improve workflows across Microsoft 365, Google Workspace, Jira, Slack, Tradify, SharePoint, Google Drive, CRMs, and approved APIs.
Client intake, document chasing, folder creation, email drafts, task routing, weekly summaries, and approval reminders.
Quote follow-ups, job status updates, invoice reminders, missing document/photo chasers, and Tradify or spreadsheet handoffs.
Onboarding, offboarding, access reviews, stale account checks, AI-use checklists, evidence capture, and monthly GHS reporting.
Lead capture, reply drafts, follow-up reminders, CRM updates, proposal drafts, stale lead alerts, and pipeline summaries.
Control evidence, access review packets, SOP review reminders, policy tracking, incident-readiness checklists, and executive summaries.
One low-risk workflow, up to 3 users, starting at $1,500 setup. Built to prove value before full retainer.
The Free Snapshot identifies which process is worth automating first.