AUTOMATE

Workflow Automation

Stop running your business on manual handoffs.

We design and build the automation layer that keeps your operations moving without anyone pushing it forward.

Day 30

Your highest-friction manual processes are running automatically. Your team is spending time on work that requires them, not on moving data and sending status updates.

12 hrs

Recovered per week from manual data entry

What we’re usually walking into

Your team is running the business. Not their actual work.

Manual processes don't stay manual by accident. They start as workarounds and become habits. A Slack message instead of a triggered alert. A daily task to move a record between tools. A spreadsheet someone fills in because the systems don't talk. These feel manageable until they're not. We find them, map them, and automate the ones that are costing your team the most time and creating the most errors.

01

Onboarding or fulfillment steps that depend on someone remembering to do them

Onboarding or fulfillment steps that depend on someone remembering to do them

02

Approval chains running through email threads with no tracking

Approval chains running through email threads with no tracking

03

Status updates that require someone to touch three tools instead of one

Status updates that require someone to touch three tools instead of one

04

Notifications that go out late, or not at all, because they're manual

Notifications that go out late, or not at all, because they're manual

What’s Included

What Workflow Automation includes

We start by mapping what's actually costing your team time, not what looks impressive in a diagram. Then we build the automations that remove that friction and keep it gone.

By Day 30

Your highest-friction manual processes are running automatically. Your team is spending time on work that requires them, not on moving data and sending status updates.

Documentation and runbooks so your team can manage and extend what we build

Error handling, failure alerting, and retry logic on every critical workflow

Project management tool connections to delivery and ops systems

Approval and notification workflows designed, built, and tested

Automation architecture built on Make, Zapier, or direct API depending on complexity

Workflow audit mapping every manual handoff and its failure cost

Our Process

We don’t guess. We diagnose, design, then build.

No bloated discovery phases. No proposals that gather dust. We move fast, talk straight, and stay until the system works.

Book a Free Audit Call

01

Audit & Diagnose

We map your current stack, document every integration gap, and surface the manual workarounds your team has built around a system that was never properly designed.

02

Blueprint & Strategy

We design your integration architecture before anything gets built. Every platform connection, automation trigger, and data flow mapped out so you sign off before we execute.

03

Build & Automate

Platforms connected. Workflows automated. Data flowing where it belongs. We stay until your team is running it confidently and the first 30 days are clean.

04

Optimize & Scale

Once the system is live, we monitor, refine, and help you scale the architecture as your business grows so you're not back to square one when the next platform comes in.

Industries We Serve

Built for operators, not demos.

We work in three industries where the operational complexity is real and the stakes of broken systems are highest.

Cannabis Operations

Seed-to-sale to scale — we know the regulations and the reality.

Let’s talk cannabis ops →

Running a cannabis operation means navigating compliance requirements that never stop changing, POS systems that don’t connect to your CRM, and reporting that costs your team hours every week.

Seed-to-sale and METRC integration

POS and CRM connection (Dutchie, Flowhub)

Compliance reporting automation

Multi-location inventory sync

Customer retention and loyalty automation

Professional Services

You bill for expertise. Stop losing that time to broken workflows.

Let’s talk professional services →

Law firms and advisory groups run some of the highest-stakes client work in the world on some of the most outdated internal systems. Every hour your team spends on admin is an hour not billed.

Client intake and onboarding automation

CRM and matter pipeline management

Document workflow and e-signature

Time tracking and billing integration

Referral partner and BD ops

Complex eCommerce

If a Shopify theme and a few apps solved it, you wouldn’t be here.

Let’s talk complex eCommerce →

You’re managing multi-vendor dropship logic, wholesale and DTC channels in parallel, and custom fulfillment routing on a backend built for a business half your size.

Multi-vendor dropship logic and automation

Wholesale and DTC workflow separation

Inventory sync across channels

Shopify Plus and WooCommerce custom integration

ERP and OMS implementation

Results from live engagements

60%

Average reduction in manual reporting time

12 hrs

Recovered per week from duplicate data entry

Faster decision cycles after integration goes live

30d

Average time to first live integration in production

From Operators

What changes when the systems actually work.

We were running three tools that all touched the same data, and none of them agreed. Zerobreak audited the whole thing, rebuilt the architecture, and we went from weekly reconciliation sessions to just not having them.

Jamie L.

COO, Scaling Professional Services Firm

Our finance and ops data finally live in the same place and say the same thing. I can pull a revenue report in two minutes. Before this, that took half a day because nothing connected.

Marcus T.

VP Operations, eCommerce Brand

They didn’t just fix our tech stack — they redesigned how our whole operation runs. The time we got back in the first month was worth more than the entire engagement.

Priya K.

Founder, Consulting Practice

Related Services

Often paired with this service.

Ready to fix it

You’ve been working around this
long enough.

One call. We’ll tell you exactly what’s broken, what it’s costing you, and how we’d fix it. No proposal until you’re ready.

No pitch deck. No pressure. Just a straight conversation about what’s broken and how we’d fix it.