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TECH & MEDIAMARKETING SOLUTIONS

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automations

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.

What this capability brings into the business

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

What sits outside this scope

SaaS platform subscription costs
Custom software development or database engineering
ERP implementation or data warehouse setup
IT infrastructure management

Capabilities that can be added when the system needs them

Add-OnPriceDescription
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.

Where this capability creates the most leverage

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

Expected timeline

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

Timeline starts from signed agreement and completed intake form.

How the work moves

1
Operations Audit

We interview your operations inquiry and document every recurring manual task — frequency, time cost, tools involved.

2
Automation Roadmap

Tasks are prioritized by time-savings potential and risk. We produce a 25-workflow roadmap for your approval.

3
Phased Builds

We build in weekly sprints of 4–6 workflows, testing each before moving to the next. Your team reviews and signs off.

4
Documentation

Every workflow gets a plain-English runbook: what it does, what it connects, what to do if it breaks.

5
Monthly Maintenance

Workflows are monitored for errors. We update them as your tools and processes evolve. New workflows added as capacity allows.

Questions, answered

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.

Operations Automation

$797/month

Automate the repetitive work that runs your business behind the scenes.

Related capabilities

Tech & Media brings strategy, technology, media, financial visibility, and operations together around your business. Start with the team at (704) 574-6312. Dexter, our AI receptionist, is available 24/7 at (202) 771-3399.