Workflow automation
The copy-paste-between-tools work that eats mornings. Invoices, forms, data entry, follow-up reminders, reports that get rebuilt every Monday.
Example automations
- Insurance pre-auth across multiple portals
- Weekly report generation and distribution
- Cross-system data sync (CRM ↔ accounting ↔ WhatsApp)
Typical range
5 – 15 hrs saved per week
