N8N · Make · SAP · Salesforce · NetSuite

Your ops team
gets 4–10 hours
back. Every week.

We build workflow automation systems for B2B, energy, and supply chain companies — deployed in weeks, not months. No new software. Just making what you have actually work together.

Get Free Audit → See Services
2 wks
Fastest first
deployment
500+
Avg. hours saved
per client per year
3x+
Average first-year
client ROI
vendor_onboarding.json — supply_chain
// Vendor processed in 1.2s
{
  "vendor": {
    "name": "Coastal Freight LLC",
    "tier": "preferred_carrier",
    "status": "active"
  },
  "po_auto_created": true,
  "erp_synced": true,
  "portal_access": "granted",
  "compliance_docs": "auto_requested",
  "team_alerted": true,
  "manual_steps": 0
}
Workflow Automation
Supply Chain Ops
ERP Integration
Vendor Onboarding
Energy Compliance
B2B Revenue Ops
DER Monitoring
Procurement Automation
SAP · NetSuite · Salesforce
N8N · Make · Zapier
Workflow Automation
Supply Chain Ops
ERP Integration
Vendor Onboarding
Energy Compliance
B2B Revenue Ops
DER Monitoring
Procurement Automation
SAP · NetSuite · Salesforce
N8N · Make · Zapier
What We Build

Five services.
All deployed fast.

Every engagement has a fixed timeline and a defined deliverable. You know exactly what you're getting and when it arrives — before you sign anything. No retainer traps on day one.
🔗
Lead Enrichment & CRM Auto-Population
Inbound leads enriched with company data, contact intelligence, and lead scores — then auto-filed in your CRM with team alerts. Zero manual data entry, full pipeline visibility.
Clearbit + Apollo enrichment pipeline
Lead scoring (0–100) with tier routing
CRM contact + deal creation
Slack Tier-A alerts + reporting log
⚡
Deployed in
1–2 weeks
📄
Automated Proposal & Contract Generation
Deal moves to "Proposal" stage → personalized proposal auto-built from a template, converted to PDF, uploaded to Drive, and delivered to the prospect in under 2 minutes.
CRM trigger → document generation
Dynamic template with client variables
PDF conversion + Drive upload
Personalized email delivery
⚡
Deployed in
1–2 weeks
📊
Weekly Ops Reporting Dashboard
Every Monday at 7am, your full ops picture — pipeline, logistics status, compliance snapshots, revenue — compiled automatically and posted to Slack. No analyst needed.
Multi-source data aggregation
Scheduled dashboard with configurable KPIs
Formatted Slack digest for leadership
Threshold alerts for exceptions
⚡
Deployed in
2–3 weeks
🏢
Full CRM & Tech Stack Build-Out
End-to-end CRM architecture, custom properties, pipeline stages, automation rules, and integrations across your full tool stack — including ERP, logistics platforms, and billing systems.
HubSpot, Salesforce, or Airtable configuration
ERP integrations (SAP, NetSuite, Dynamics)
Custom automation workflows per team
SOPs, documentation, and staff training
60-day post-launch support
🗓
Deployed in
6–10 weeks
🔄
Automation Retainer
One new workflow built and deployed every month. Maintenance of existing automations. Priority support. The natural next step after any build — when clients see the first ROI, they always want more.
1 new workflow per month
Ongoing maintenance + bug fixes
Monthly ops review call
Priority Slack support channel
3-month minimum engagement
📅
New workflow every
30 days
How It Works

From first call to live
workflow in 4 steps.

A repeatable process we've refined so there are no surprises — you know exactly what happens, and when.

01
Free Audit Call
45-minute session. We map your top 3 manual workflows and build an ROI estimate live on the call.
Day 0 · 45 min
02
Scope & Sign
You receive the audit doc with prioritized opportunities and a custom proposal within 24 hours. Sign and deposit.
Day 1–3
03
Build Sprint
We build, test internally, and deliver a working demo. You give feedback — we iterate. No guessing games.
Week 1–4
04
Launch & Handoff
Workflow goes live. You get full documentation, a Loom walkthrough, and 30–60 days of post-launch support.
Week 4+
Who We Serve

Deep expertise in
three industries.

We don't sell generic automation. We understand your domain — the tools, the compliance requirements, and the specific workflows that eat your team's time.

🚢
Supply Chain & Logistics
"Our team spends 15 hours a week chasing purchase orders, updating vendor portals, and reconciling shipment data that should flow automatically."
✓
PO creation & vendor onboarding automation
✓
Shipment tracking & exception alerting
✓
ERP ↔ WMS / TMS integration (SAP, NetSuite)
✓
Freight billing reconciliation workflows
✓
Inventory threshold alerts & reorder triggers
First workflow live
2 weeks
Avg. time saved
12 hrs/week
⚡
Energy & Utilities
"Our analyst spends half their week building compliance reports manually. The data exists — it just never flows automatically."
✓
DER asset monitoring & alerting
✓
Automated regulatory & compliance reporting
✓
Field ops coordination & dispatch workflows
✓
Customer billing & invoice automation
✓
SCADA / DERMS data pipelines
First workflow live
3 weeks
Avg. time saved
12 hrs/week
💼
B2B & Revenue Ops
"Our sales and ops teams copy data between CRM, ERP, and finance tools every day. We're paying people to do work that should be automatic."
✓
Lead enrichment & CRM automation
✓
Sales pipeline & revenue dashboards
✓
Client onboarding & contract workflows
✓
Invoice generation & payment follow-up
✓
Procurement & vendor management automation
First workflow live
2 weeks
Avg. time saved
8 hrs/week
Delivery Timeline

Exactly what happens,
week by week.

For a standard Phase 1 engagement (2 workflows). Larger builds are the same process, scaled.

Day 0
45 min
Phase 0 — Discovery
Free Automation Audit
We walk through your top manual workflows live. You leave with a prioritized opportunity map and ROI estimate — regardless of whether you hire us.
📄 Automation Opportunity Map
Days 1–3
Phase 1 — Scoping
Proposal, Agreement & Kickoff
You receive the full proposal within 24 hours of the audit. Once signed, we schedule a 60-minute kickoff call and you provide API credentials and tool access.
✍ Signed agreement + kickoff scheduled
Week 1
Phase 2 — Architecture
Workflow Mapping & Sign-Off
We diagram both workflows in full — every node, trigger, condition, and output. You review and approve the architecture before we write a single line of automation logic.
🗺 Workflow architecture diagrams (approved)
Weeks 2–3
Phase 3 — Build
Build, Internal Testing & Demo
We build both workflows, run end-to-end testing with real data, and record a Loom walkthrough. You get a live demo link and a feedback window before anything goes to production.
⚙ Working workflows + Loom demo
Week 4
Phase 4 — Launch
UAT, Go-Live & Handoff
You and your team test with real scenarios. We resolve any issues, then activate in production. Handoff includes full documentation, SOPs, and 30-day post-launch support window.
🚀 Live in production + full documentation
Month 2+
Phase 5 — Growth
Retainer & Expansion
At handoff, we'll have already identified 3–5 additional automation opportunities from the audit. Monthly retainer clients get one new workflow per month — continuously compounding the ROI.
📈 1 new workflow/month on retainer
All engagements include a free 45-minute Automation Audit before you commit to anything.
Get Started

45 minutes.
Free. No pitch.

We map your top 3 manual workflows, estimate the time savings, and show you exactly what could be automated — whether you hire us or not.

Book Your Free Audit →
No commitment. You keep the audit document either way.