Stop Wrestling With Manual Boring Tasks
We help you save hours every week by turning repetitive steps into automated failsafe workflows. No more double checks, missed deadlines, or lingering items.
The Issue With Multiple Tools
You've Invested in Great Software, but They're Living in Their Own Worlds.
"When a sale closes, someone has to manually create the entire project structure." "We're tracking time in one place, budgets in another, and never see the full picture." "We always have to send the client their project status manually every week."
Sales Deals Get Lost
Deals slip through cracks between your CRM and project system. Manual handoffs mean missed opportunities and frustrated clients.
3+ Hours Daily on Copy-Paste
Your team wastes hours on repetitive tasks that could be automated. Tasks duplicate across platforms while critical steps get missed.
Data Lives Everywhere
Client information scattered across 5 different platforms, none complete. Budgets disconnect from project tracking.
Automation Loops Break
ClickUp's native automation hits walls with complex workflows. Subtask workflows create more confusion than clarity.
Sales Deals Get Lost
Deals slip through cracks between your CRM and project system. Manual handoffs mean missed opportunities and frustrated clients.
3+ Hours Daily on Copy-Paste
Your team wastes hours on repetitive tasks that could be automated. Tasks duplicate across platforms while critical steps get missed.
Data Lives Everywhere
Client information scattered across 5 different platforms, none complete. Budgets disconnect from project tracking.
Automation Loops Break
ClickUp's native automation hits walls with complex workflows. Subtask workflows create more confusion than clarity.
Real Life Automation We've Built
We Don't Just Connect Your Tools—We Engineer Intelligent Workflows.
Sales-to-Project Automation
Automatically create complete project structure in ClickUp when CRM deals close—with client info, budgets, timelines, and team assignments.
85% Reduction in Project Setup Time
Intelligent Task Workflows
Fix ClickUp automation loops. Auto-create next revision tasks with proper parent relationships and timing when markups complete.
40% Faster Task Completion Cycles
Budget & Time Tracking Integration
Connect project budgets with time tracking and expenses. Real-time profitability visibility and automated warnings when projects drift.
25% Improvement in Project Margins
Dashboard Automation
Push ClickUp data to Google Sheets for analytics, then feed insights back to dashboards. Complete business performance visibility.
90% Reduction in Manual Reporting
Multi-System Workflows
Connect ClickUp with accounting, communication, and client portals. One action triggers updates across all systems.
60% Reduction in Data Entry Errors
Real Client Example
From 4-6 Hours Weekly to 45 Minutes With Smart Automation
The Challenge
An agency was wasting 4-6 hours weekly managing client feedback and approvals. Project managers spent time:
- ✗Copying comments between systems
- ✗Chasing approvals
- ✗Manually updating status
The Solution
Connected review tools with intelligent automation:
- ✓Client feedback auto-updates project status
- ✓Approvals trigger instant status changes
- ✓New tasks auto-created when revisions requested
The Result
4-6 hours weekly reduced to 45 minutes
- ✓Faster project delivery
- ✓40% higher client satisfaction scores
Client Reviews
Project Management
Our Automation Implementation Process
From discovery to deployment, here's how we automate your business
Design
Design
We make sure we map out the automations using diagramming tools to map out the automations and have a clear direction with you. This ensures every workflow is properly planned before we build.
Build
Build
Then we build the automation. We construct the workflows using Make.com, configure all integrations, and set up the logic and triggers based on your mapped requirements from Phase 1.
Testing
Testing
We test the automation on a sample. Every workflow is thoroughly tested with real data to ensure it handles edge cases and performs reliably before going live.
Demo
Demo
We demonstrate the completed automation to your team, show how it works in real scenarios, and provide training on monitoring and managing the workflows.
Deployment
Deployment
Final deployment to your live environment. We monitor the automation closely during the initial rollout and provide ongoing support and optimization to ensure smooth operation.
They loved working with us
Ready to Get Started?
Get a Free Automation Audit of Your Business
Book a 30-minute call to identify your biggest automation opportunities. We'll review your workflow, spot high-impact improvements, and show you exactly how we'd solve your challenges.