Custom BPA & Process Automation
We design the process and build it across your stack — Make, n8n or custom code — around the logic that makes your business yours. The weird 20% is the job.
The problem with off-the-shelf automation
Templates and standard connectors handle the easy 80%: the happy path, the standard fields, the demo scenario. They break exactly where your business begins — the discount that needs a director’s approval, the price that depends on three files, the onboarding that runs differently for every client type. So the team keeps doing the exceptions by hand, and the exceptions are usually where the money is. Plenty of companies have tried a quick automation setup and hit this wall.
We start from the weird 20%.
Automation without a process is faster chaos
Here’s what we believe about every automation project: if the process is broken, automating it just makes the broken thing happen faster. A quote assembled from three files nobody maintains is still a bad quote — now it’s a fast bad quote.
So we never build automation in a vacuum. Before the first workflow runs, we look at what’s around it: the systems it reads from and writes to, the processes upstream and downstream, and the people who will live with it every day. Sometimes the honest answer is that a step shouldn’t be automated at all — it should be removed, fixed, or given an owner. That redesign is part of the job, not an extra we bill for.
What we ship isn’t “an automation.” It’s a process that works — with automation inside it.
What we build
The process itself, designed first. We map the flow with the people who run it — steps, owners, exceptions, what “done” means — and straighten it before wiring a single tool. Design and implementation are one engagement, not two vendors.
Cross-tool workflows. Make, n8n, Zapier or custom code — whatever the job actually needs — carrying data between your CRM, spreadsheets, docs, chat and billing without a single copy-paste.
The flows that touch money. Pricing and quoting, onboarding, approvals, document generation — the sequences where a manual step costs hours or quietly loses a client.
Orchestration around the tools you live in. Notion, HubSpot, Slack, sheets, mail — triggers and handoffs between them, so work started in one tool doesn’t die waiting in another.
Built to survive people. Documented, with named owners and alerts when something fails — not a zap that one person remembers and nobody else can touch.
Going deeper: a workflow that reports on itself
Success rate, exception rate, time-to-complete — the workflow measures itself, so “is it working?” has a number.
Thresholds, rules and routing your team adjusts without touching the code — the logic stays yours after we leave.
Who did what, when, and what the system did in response — every run traceable.
A failed run alerts someone and retries safely — it doesn’t lose the client’s order in silence.
Who this is for
A team quoting or pricing from several files by hand, where one deal takes hours of assembling.
An onboarding that takes weeks because the steps live in people’s heads and chat threads.
Approvals stuck in messengers — nobody knows whose turn it is, so everything waits.
A company whose “automation” is one person who knows where everything is.
Anyone who tried a template setup and hit the wall where their real process starts.
What you get
Working flows in your accounts. The process documented — steps, owners, exceptions. A team that knows how to run and adjust it. And a clean handoff: the logic is yours, the tools are yours.
Proof
Tell us about the process everyone hates — the one with the copy-paste and the waiting.
We’ll tell you which parts should never be done by hand again.
Let's talk