Workflow automation for small and mid-size businesses
Workflow automation takes the repetitive work off your week: the inbox, scheduling, data entry, reports. We build each automation around how you already work, and you approve before anything goes out. Your first automation is free.
Book a 30-minute callYour first automation is free.
What we build
- Replies drafted in your voice and follow-ups queued when they are due
- Open slots offered from your calendar, with confirmations and reminders
- Invoices drafted from your records and reminders queued for the late ones
- Reports assembled from the source each time
Where we have built it
Cinch Cycling
A coaching operating system: client intake and consults, TrainingPeaks data, an athlete portal, billing, a skills library and quarterly plans.
How it works
Map how the work runs
Interviews, the data in your systems, and the documents you have.
Sort every step
Remove it, automate it, give it to an agent, or keep a person deciding.
Build and report
We measure the starting point, build, then report what changed.
Questions
What does the free first automation cover?
One automation built around the task you name on our first call. It is how we start, so you can see the work before deciding on anything bigger.
Does anything send or act without my approval?
No. Anything that sends a message, charges a card or takes an action you cannot undo waits for your approval, and stays off until you turn it on.
How do we start?
With a 30-minute call about what takes up too much of your week. Your first automation is free.