Process automation discovery
01Written assessment of where staff time goes, which steps are worth automating, which need human judgment, and the audit-trail and rollback requirements that fall out of either decision.
Workflow automation, CRM integration, and AI-assisted internal operations for teams stretched thin. We map the repetitive work, build the orchestration on n8n, and wire it into the systems you already run — HubSpot, GoHighLevel, and the rest of your stack.
Written assessment of where staff time goes, which steps are worth automating, which need human judgment, and the audit-trail and rollback requirements that fall out of either decision.
Source-controlled workflows on our self-hosted n8n instance — documented, monitored, rollback-able. Built to be handed off to your team, not held hostage by ours.
Web forms to CRM, lead routing, deal-stage automation, custom workflows, dashboards. We meet you on the platform you've already chosen.
Proposal generation, intake automation, document workflows, and other internal tools that move the slow steps off your team's plate. Human-in-the-loop where the work touches regulated content or external commitments.
Execution logs, failure alerts, and a written runbook for the workflows we ship. When an upstream platform changes its API, you'll know before a customer does.
Workflow mapping with the people who actually do the work. We end the week with a written list of automation candidates, ranked by hours saved and risk to get wrong.
Pick the highest-leverage workflow that's also safe to automate first. Specification written: triggers, steps, integrations, human checkpoints, rollback path.
Build on our self-hosted n8n. Source-controlled, with credentials managed cleanly and monitoring wired from day one. Pilot runs against real data with sign-off before it goes live.
Cut the workflow over with explicit rollback. Train the team members who will operate alongside it. Documentation and runbook handed off.
Automation drift is real. Monthly check-ins, change management when HubSpot or GHL ships an API update, and the next workflow from the discovery backlog when you're ready.
1–2 week engagement · workflow mapping · ranked automation backlog · written assessment with effort and risk per candidate.
Best fit:You know there's leverage somewhere; you want help finding the highest-value place to start.
Discovery + n8n build + CRM integration + monitoring + handoff. Typically 4–8 weeks per workflow.
Best fit:You've identified the workflow; you want it built, documented, and running on infrastructure you can hand back.
Monthly automation operations · workflow monitoring · change management for upstream platform updates · backlog delivery on a steady cadence.
Best fit:You're running enough automation that drift, upgrades, and new builds need someone reliably on call.
Pricing is scoped after a discovery call.
No — our practice is internal-operations automation. The work is in moving repetitive staff time onto orchestrated workflows, integrating your CRM with the rest of your stack, and building AI-assisted internal tooling. If a customer-facing chatbot is genuinely the right answer for a problem you're solving, we'll point you to a firm that specializes in it.
n8n is an open-source workflow orchestrator — the connective tissue between your CRM, your email, your forms, your documents, and any AI calls you want to make. We run our own instance, so the workflows we build for you sit on infrastructure we operate and understand. Source-controlled, monitored, rollback-able.
HubSpot and GoHighLevel are our lead integration platforms, with capability across other systems via n8n's integration library and custom HTTP nodes. We don't ask you to migrate CRMs to work with us — we meet you on the platform you've already chosen.
The workflows we build are documented, source-controlled, and handed off with a runbook. If you grow the team or change vendors, the automation goes with you. We don't architect dependency on us — that's not the consulting-firm posture.
We architect for least-privilege access, source-controlled workflows, and explicit audit trails. AI calls go through API providers we vet; we don't pipe regulated data into consumer AI services. Human-in-the-loop checkpoints are explicit wherever the work touches regulated content or external commitments.
Discovery calls are free. Scope, timelines, and pricing are quoted after we understand what you’re solving.