automationsAssessment First

Operations Automation

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.

Service starting point

Starting at $797/month

Final scope depends on volume, complexity, integrations, timing, and support.

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Included

What You Get

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)

Scheduled automated reports delivered to your inbox

Multi-tool integrations (QuickBooks, Google Workspace, Notion, Airtable)

Workflow documentation and plain-English runbooks for each automation

Boundaries

What's NOT Included

SaaS platform subscription costs

Custom software development or database engineering

ERP implementation or data warehouse setup

IT infrastructure management

Optional Upgrades

Add-Ons

Add-On	Scope	Description
10 additional workflows	After assessment	Add more automations as your ops complexity grows.
Executive dashboard setup	After assessment	A single Notion or Airtable dashboard pulling key metrics from all systems.

Ideal Buyer

Best For

Operations managers spending hours on weekly manual reports

Service businesses creating and sending the same documents repeatedly

Agencies with complex project intake and delivery workflows

Companies using 5+ SaaS tools that do not talk to each other

Delivery

Turnaround Time

First 5 high-priority workflows live within 7 business days.

Timeline starts from signed agreement and completed intake form.

How It Works

The Process

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.

Common Questions

FAQ

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.

The Right Next Step