Operations Automation
Automate the repetitive work that runs your business behind the scenes.
We build the internal automation layer of your business — invoicing, scheduling, reporting, document generation, and cross-tool notifications. 25 custom workflows that eliminate the manual work your ops team does every day.
Monthly retainer
- Up to 25 custom N8N workflows for internal operations
- Automated invoicing and payment follow-up sequences
- Appointment and scheduling automation with calendar sync
- Internal Slack/Telegram notifications for key operational events
- Document automation (contracts, proposals, onboarding docs)
What this capability brings into the business
Process
How the work moves
Operations Audit
We interview your operations inquiry and document every recurring manual task — frequency, time cost, tools involved.
Automation Roadmap
Tasks are prioritized by time-savings potential and risk. We produce a 25-workflow roadmap for your approval.
Phased Builds
We build in weekly sprints of 4–6 workflows, testing each before moving to the next. Your team reviews and signs off.
Documentation
Every workflow gets a plain-English runbook: what it does, what it connects, what to do if it breaks.
Monthly Maintenance
Workflows are monitored for errors. We update them as your tools and processes evolve. New workflows added as capacity allows.
Where this capability creates the most leverage
What sits outside this scope
Clear boundaries keep the work focused. Adjacent needs can be sequenced after the assessment.
- SaaS platform subscription costs
- Custom software development or database engineering
- ERP implementation or data warehouse setup
- IT infrastructure management
Optional layers
10 additional workflows
$197/moAdd more automations as your ops complexity grows.
Executive dashboard setup
$497A single Notion or Airtable dashboard pulling key metrics from all systems.
FAQ
Questions, answered
What tools can you integrate?
Any tool with an API or webhook — including QuickBooks, Xero, Google Workspace, Notion, Airtable, Slack, Telegram, HubSpot, GHL, Stripe, Shopify, Monday.com, ClickUp, and hundreds more via N8N connectors.
What if our operations are non-standard or complex?
Complex ops are exactly what this service is designed for. The audit process is thorough — we document everything before building anything.
Can these workflows replace an operations hire?
For many businesses at the $30k–$200k/month stage, yes. Automation handles the repetitive layer and your existing team handles the judgment calls.
How long until we see time savings?
Typically after the first sprint (week 1–2) when the highest-frequency tasks are automated. Most clients recover 5–15 hours per week of team time in the first month.
What happens if a workflow errors or stops running?
N8N sends automated error alerts. We triage and fix within one business day for critical workflows. Monthly maintenance includes error log review.
Are the workflows documented so we can understand them?
Every workflow has a plain-English runbook and a visual N8N diagram. Your team will understand exactly what each automation does without reading code.
Can you help us figure out what to automate first?
That is the entire point of the ops audit in step one. We identify the highest ROI tasks so you see results fast rather than automating low-value things first.
Put Operations Automation in the right sequence.
We will review the current process, confirm the right first phase, and show where this capability fits.