Automations

The boring work, handled

We map the repetitive steps, build the connection, and hand it off. Your team gets time back without touching a line of code.

Service hero
The reality

Automation projects usually fail quietly.

They fail as half-finished recipes, duplicate records, or workflows that break the moment one field changes — because nobody mapped the real process, only the happy path.

We diagram what actually happens, build with guardrails and logging, and document the system in plain language. The goal isn't a demo — it's fewer hours lost to manual work, week after week.

What's included

Discovery throughdeployment — documented.

01

Process mapping

We interview the people who do the work — not just the manager's theory. Exceptions, edge cases, and "we always fix it in a spreadsheet" moments get captured up front.

02

Tooling & integration design

Honest fit: native integrations where they exist, APIs where they don't, and human steps where automation would create more risk than it removes.

03

Build & branching logic

Clear conditions, retries where they matter, and failure paths that don't silently drop leads or invoices into the void.

04

Data hygiene & deduplication

Rules for creating and updating records — so you don't end up with five contacts named "Lead" and no idea which one is real.

05

Monitoring & alerts

When something breaks, you should know before a customer tells you. We set up signals that match how your team actually checks in.

06

Runbooks & handoff

What each workflow does, what can go wrong, and how to change it safely — so you're not vendor-locked for every small tweak.

Use cases

Where automationpays for itself quickly.

CRM & pipeline hygiene

Lead routing, stage updates, and follow-up tasks triggered by real signals — not every email thread creating a duplicate deal.

Lead capture & follow-up

From form to calendar to owner assignment — with SLAs your team can actually keep.

Invoice & contract generation

Templates, approvals, and filing so finance and sales stop chasing PDFs in chat.

Social & content ops

Scheduling and handoffs that reduce copy-paste — without pretending a bot can replace editorial judgment.

Approval & notification flows

The right people pinged at the right time — with an audit trail when someone asks "who signed off on this?"

Report generation

Weekly or monthly packs pulled from live data — formatted for humans, not spreadsheet archaeology.

Cross-platform sync

Keeping tools aligned when each team swears their system is the source of truth.

Onboarding & offboarding

Checklists turned into systems — accounts, access, and comms that don't rely on whoever remembers this week.

Work highlight

We did it for Harbor Freight Capital.We can do it for you.

Harbor Freight Capital — automation workflow preview
Harbor Freight Capital
Ops automation
CRMNotificationsRunbooks

From scattered follow-ups to a single reliable pipeline.

We mapped their intake and underwriting handoffs, rebuilt the CRM automations with explicit failure handling, and shipped runbooks the ops team actually uses — not a PDF nobody opened.

The difference

Anyone can string tools together.We build systems that survive reality.

Common approachV1's approach

Automate the happy path only

Design for exceptions — with logging and alerts when the world misbehaves

No owner after launch

Documentation and ownership paths — so changes don't require a séance

Duplicate records everywhere

Identity rules and merge strategy agreed before the first sync runs

"We'll fix it in Zapier later"

Scope and maintainability upfront — fewer midnight emergencies

Black box integrations

Readable structure and naming — future you will thank present you

The pace
1–3weeks

Many focused workflows ship in this range once scope is clear

1map

Single source of truth for how the process actually works — before we build

0mystery

Handoff includes runbooks — not "figure it out from the logs"

Process

Simple process.No surprises.

01

Discovery

Focused intake. Right questions asked upfront — goals, audience, competitors, scope. Clear direction, not just notes.

02

Strategy & Direction

One clear recommendation: positioning angle, design direction, approach. No decision fatigue.

03

Build

Design and development run simultaneously using AI to move fast without sacrificing quality. Staging link before anything goes live.

04

Launch & Handoff

Live together. Full walkthrough so you can manage the basics. Retainer available for ongoing partnership.

How to work with us

Three waysto work with us.

AI Quick Build

Starts at

$2,500

A landing page, a single automation, a specific tool. Scoped tight, delivered fast.

  • Clear scope upfront
  • 2–3 week delivery
  • Staging + QA included
  • Full handoff

AI Workflow Overhaul

Starts at

$10,000

A full site, product, or set of connected systems — designed, built, and handed off properly.

  • Strategy session included
  • Design + dev in parallel
  • Staging + revision rounds
  • Full walkthrough at launch
Start a project

V1 Retainer

Fixed monthly

$6,000/month

V1 as your ongoing build and AI team. An AI department on demand, without the overhead.

  • Dedicated monthly capacity
  • Priority turnaround
  • Regular syncs
  • Direct Slack access
What clients say

Don't take our word for it.

We had automations that worked Mondays and broke Thursdays. They rebuilt the logic with sane error handling — and for the first time our ops lead could explain the whole system in one whiteboard sketch.
DF

Daniel Frost

COO, Harbor Freight Capital

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FAQ

Questions we get a lot.

Open for Q2 2025 Get in touch

Your next versionstarts here.

Tell us what you're building. We'll tell you how fast we can help.

No decks. No drawn-out process. Just a real conversation about what you need.