STRATEGY & DESIGN
Workflow Automation

The work that runs your day, running on its own.

The copy-paste between apps, the follow-up emails, the end-of-day report you build by hand. We wire those jobs together so they happen without you.

Eliminate the busywork

Hours of repetitive work, handled automatically.

Your team is spending hours on tasks that should take seconds. We build automations that handle the repetitive work so your people can focus on what matters.

Google Workspace

Connect Gmail, Sheets, Docs, and Calendar into your workflow. Data flows between your tools automatically.

Automated emails

Confirmation emails, follow-ups, reminders, and notifications sent at exactly the right time without lifting a finger.

Report generation

Daily summaries, weekly reports, monthly analytics. Generated automatically and delivered to your inbox.

How automation works

Trigger, process, action.

Every automation follows the same simple pattern. Something happens, we process it, and the right action fires.

Trigger

Something happens in your system. A new order, a form submission, a time of day.

Process

Your rules kick in. Data gets validated, formatted, and routed to the right place.

Action

The result happens automatically. Email sent, record updated, alert fired, report generated.

Custom scripts

When off-the-shelf tools hit their limits.

One client was exporting three spreadsheets every morning, merging them by hand, and emailing the result to their team. We replaced that hour with a Python script that runs at 6 AM. Now the report just shows up.

That's the kind of job a packaged app can't quite do: data merged from a few sources, files renamed and filed, an API call that has to happen in a specific order. We write the script, schedule it, and keep it running.

You see the results, not the code. The report lands in your inbox; the data lands clean in your dashboard.

Automations in action

What automation looks like in the real world.

Each one is a rule: when something happens on the left, the action on the right fires on its own.

When

An order is marked complete

Then

An invoice is built with the right line items, tax applied, and emailed to the client.

When

It's 6 AM

Then

Yesterday's sales summary lands in your inbox: revenue, order count, top products, and a comparison to last week.

When

Stock drops below your threshold

Then

Your purchasing team gets an alert and a draft purchase order for the supplier is created.

When

A contact form is submitted

Then

The lead is saved to your CRM, assigned to a team member, and a personalized follow-up email goes out.

When

A client books an appointment

Then

They get an immediate confirmation, and a reminder with directions goes out the day before.

When

The month ends

Then

A report is compiled from all your data sources, branded, and ready to share with stakeholders.

Let's automate your workflow.

Tell us what's eating up your time. We'll find the automation that gives it back.

Get started

Or call us directly: (207) 740-8801

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