Custom workflow automation

Automate a defined repeatable workflow using approved cloud tools and client-owned accounts.

Included scope

What this service covers

Current/future workflow mapping
approved automation
tests
exception handling
handoff.

Client readiness

What we need from you

Trigger
steps
systems
credentials/access
error path
ownership
acceptance criteria.

Not included

Scope boundaries

Unsupported systems
open-ended process redesign
platform fees
human decisions represented as automation.

Before work begins

Consultation and written scope required.

Professional fees exclude vendor, subscription, processing, usage, equipment, and applicable tax charges. Timing begins only after scope confirmation, complete intake, approvals, signed paperwork, and required payment.

Next step

Start with the correct scope.

Guided online intake, agreements, payment, and work orders are being added in later phases. Review the current process before requesting this service.

Review how it works