Workflow Automation

Stop doing work a robot should do

Your team is too talented for data entry, copy-pasting, and manual updates. We build intelligent automations that handle the repetitive stuff so your people can focus on strategy, creativity, and growth.

Integrations available
200+
Reduction in manual work
90%
Average deployment time
3 weeks

Automation Library - Popular automations we deploy

From simple data syncs to complex multi-step workflows, here are some of the most impactful automations we build for our clients.

📄

Document Processing

Invoice & Receipt Automation

Automatically extract data from invoices, receipts, and purchase orders. Route to approval workflows, sync to accounting systems, and eliminate manual data entry.

Typical savings

15+ hours/week

QuickBooksXeroSAP+1
✉️

Communication

Email & Inbox Management

AI that reads, categorizes, and responds to routine emails. Draft responses for review, auto-forward to the right team member, and keep your inbox at zero.

Typical savings

10+ hours/week

GmailOutlookFront+1
🔄

Data Sync

CRM & Database Sync

Keep your systems in perfect sync. Automatically update contacts, deals, and activities across your CRM, marketing tools, and databases in real-time.

Typical savings

8+ hours/week

SalesforceHubSpotPipedrive+1
👥

HR & Onboarding

Employee Lifecycle Automation

Streamline hiring, onboarding, and offboarding. Auto-generate offer letters, provision accounts, schedule training, and manage equipment logistics.

Typical savings

20+ hours/hire

WorkdayBambooHRGusto+1
📊

Reporting

Automated Reports & Dashboards

Generate and distribute reports automatically. Pull data from multiple sources, create visualizations, and deliver insights to stakeholders on schedule.

Typical savings

12+ hours/week

TableauLookerPower BI+1
🛍️

E-commerce

Order & Fulfillment Automation

Automate the entire order lifecycle. Inventory sync, shipping label generation, tracking updates, and customer notifications—all hands-free.

Typical savings

25+ hours/week

ShopifyWooCommerceShipStation+1
📱

Social & Marketing

Content & Social Automation

Schedule posts, repurpose content across platforms, monitor mentions, and generate performance reports. Maintain consistent presence with minimal effort.

Typical savings

8+ hours/week

HootsuiteBufferSprout Social+1
🔔

Monitoring

Alerts & Notifications

Set up intelligent monitoring across your business. Track KPIs, inventory levels, system health, and competitor activity with automated alerting.

Typical savings

Priceless

SlackPagerDutyDataDog+1

Integrations - Connect everything, automate anything

We integrate with 200+ tools out of the box and can connect to any system with an API. Your automations work seamlessly across your entire tech stack.

CRM & Sales

SalesforceHubSpotPipedriveCloseZoho CRM

Finance & Accounting

QuickBooksXeroStripePayPalBrex

Communication

SlackMicrosoft TeamsGmailOutlookTwilio

Project Management

AsanaMonday.comNotionClickUpJira

E-commerce

ShopifyWooCommerceMagentoBigCommerceAmazon

Marketing

MailchimpKlaviyoActiveCampaignGoogle AdsMeta Ads

How it works - From manual chaos to automated bliss

We identify your highest-impact automation opportunities and implement them systematically, ensuring each workflow is tested, documented, and monitored.

  • 1. Workflow Audit. We map your current processes, identify bottlenecks, and calculate the time and cost of manual work. This reveals your highest-ROI automation opportunities.
  • 2. Design & Build. Our team designs bulletproof automation workflows with error handling, logging, and fallbacks. We build incrementally, testing each component thoroughly.
  • 3. Deploy & Monitor. We deploy your automations with comprehensive monitoring and alerting. You get a dashboard showing runs, savings, and any issues that need attention.
  • 4. Optimize & Expand. As you see results, we identify new automation opportunities and continuously improve existing workflows based on real performance data.

Calculate your automation ROI

Most businesses waste 20+ hours per week on tasks that could be automated. Here's what that costs you:

20+

Hours saved per week

$52k

Annual labor savings*

0

Human errors

*Based on 20 hours/week at $50/hour fully-loaded labor cost

Ready to see what AI can do for your business?

Our office

Costa Rica

Pinares, Curridabat

San José, Costa Rica