Process Automation
Select a plan to automate repetitive workflows—from quick wins to governed, enterprise-grade orchestration and monitoring.
Core
Fast, dependable automations for common internal tasks. Launch quickly and reduce manual work without changing your stack.
- Approval flows in Slack/Email with status updates
- Form-to-Spreadsheet/CRM sync with validation
- Notifications and reminders on schedule or trigger
- Weekly/monthly report generation and delivery
- Basic monitoring and error alerts
- On-brand templates and documentation
- Run logs for key workflows
- Example technologies: Zapier, Make (Integromat), Airtable Automations, Slack, Google Sheets
Best for teams starting automation with quick wins.
Enhanced
Everything most teams need: multi-app orchestration, human-in-the-loop steps, admin tools, and robust monitoring.
- Cross-app workflows with branching and retries
- API/webhook integrations and database writes
- Slack/Teams approvals and exception handling
- Lightweight admin UIs for operations teams
- Dashboards, alerts, and run-level tracing
- Example technologies: n8n, Retool, PostgreSQL, Slack/Teams, Google Cloud Run
Best for growing teams standardizing core operations.
Enterprise
Advanced governance, scale, and resilience for complex organizations and regulated environments.
- SSO (SAML/OIDC), RBAC, audit logs; SCIM
- Secrets management, DLP, and retention controls
- VPC/private networking and data residency
- High availability, failover, and load testing
- Change control, environments, and approvals
- Centralized logging and incident playbooks
- Example technologies: ServiceNow, Workato, MuleSoft, Camunda, Azure Logic Apps
Best for enterprises with rigorous security and scale needs.
Make Work Flow Automatically
Eliminate busywork by connecting the tools your team already uses—so approvals, handoffs, and updates happen reliably without manual steps.
Core implements dependable workflows for routine tasks like approvals, scheduled reports, and notifications—delivering quick wins without heavy change management or new software training.
Enhanced orchestrates multiple apps and databases with human-in-the-loop steps, exception handling, and dashboards, so operations keep moving while people handle the edge cases.
As complexity grows, Enterprise adds governance, observability, and reliability patterns—giving IT confidence while teams benefit from faster cycle times and fewer errors.
- Reduce manual steps: eliminate copy-paste and handoffs with triggers, scheduled jobs, and event-based flows.
- Speed up approvals: route decisions to Slack/Teams with context, due dates, and reminders built in.
- Improve data quality: add validation, enrichment, and standardized mappings before data lands downstream.
- See what’s running: dashboards and alerts show run counts, failures, and time saved by process.
- Start small, scale safely: expand from simple tasks to governed automations without rebuilding.
Why It Works
- Fewer errors and faster cycle times
- Consistent execution with auditability
- Less context switching for teams
- Scales from simple tasks to programs
What’s Included
- Workflow design, mapping, and documentation
- App/API integrations and data validation
- Logging, alerts, and basic dashboards
- Handover, training, and support options
- Change requests and iteration cadence
Use Cases
- New hire onboarding and access provisioning
- Finance approvals: POs, invoices, reimbursements
- RevOps syncs: CRM hygiene and handoffs
- IT workflows: ticket triage and SLA alerts
Who It’s For
Ops leaders, RevOps, finance, HR, and IT teams that run repeatable processes across many tools and want fewer errors with faster cycle times.
Outcomes
- • Hours back each week per team
- • Lower error rates and rework
- • Faster approvals and handoffs
Timeline
- • Week 1: discovery & workflow mapping
- • Week 2: build, integrations, testing
- • Week 3: launch, dashboards, tuning
Automate the busywork
Build reliable workflows your team can trust—without replatforming or disrupting the tools you love.
Frequently Asked Questions
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