Automated bank reconciliation
Statement ingestion, matching against the ERP, and exceptions sent to Slack for human review. In similar projects we go from 12 hours/week to 30 minutes.
Services · Operations
Process automation
Workflows that eliminate the repetitive work between HubSpot, Notion, Slack, and your ERP.
The problem
Process automation isn't magic. It's engineering on top of your operation.
In our projects we see teams burning over 30% of their capacity copying data between systems, building manual reports, and forwarding information. The cost isn't just time: it's the errors and the churn among the people stuck doing it.
How we do it
Three steps. No theatre.
We build workflows on your current stack (HubSpot, Notion, Slack, ERP, Google Workspace) with AI where it actually helps: classification, extraction, drafting. We start with the most painful process, ship it in 2-4 weeks, and measure hours saved and errors avoided before moving to the next one.
01
Observation
We sit with whoever runs the process. We document the actual steps, exceptions, and volumes, not the Visio version.
02
Build
n8n, Make, or custom code depending on the case. Staging validation with real data before anything touches production.
03
Operation
Phased rollout, 24/7 monitoring, and documented handoff. Your team operates it, we keep evolving it.
What you get
Concrete deliverables.
- Map of automatable processes prioritised by hours/month
- Workflows in production with monitoring and alerts
- Functional and technical documentation your team can actually read
- Real metrics on hours saved and errors avoided
Use cases
Where it moves the needle.
Hands-off multi-source reporting
A daily pipeline that consolidates Google Ads, Meta, HubSpot, and Stripe into an executive dashboard. Zero manual exports, zero source discrepancies.
Client onboarding in hours
A single CRM entry triggers contracts, access, billing, and comms. Onboarding SLA stops being measured in days.
FAQ
Frequently asked questions
n8n and Make for fast integrations, custom code (Python/TypeScript) when logic gets complex, Zapier if you already run it. No artificial lock-in.
Get started
Start today.
30 minutes with a senior consultant to evaluate whether process automation fits your operation.
30 minutes · No commitment · Reply within 24h