AI & Workflow Automation Agency
Your tools work fine. They just don't work together.
Most businesses aren’t slow because their people are slow. They’re slow because someone has to move information by hand between systems that should talk to each other.
We make your team faster. Not smaller.
We take the manual work off your team's plate.
Your people are good at their jobs. They shouldn't be spending half their day copying data between apps, chasing follow ups, or doing work a system could handle on its own. We build the automations that take that off their plate, so they can focus on the work that actually needs their expertise.
AI where it earns its place. Automation everywhere else.
Not everything needs AI. A welcome email runs better off a template. A lead that comes in at 11pm on a Friday - that's where the right AI solution changes what's possible. We use AI where it genuinely adds value, and straightforward automation everywhere else. The right tool for each job, not the most impressive one.
Your brand stays yours.
Hand your marketing to AI and you'll sound like every other business using the same model. Same words, rearranged. Your team gives your company its character. We help them work faster, we don't replace what makes you, you.
We build tools that fit your business. You own them outright.
That AI chatbot you're paying $200/month for. The tool that qualifies your leads. The agent that categorises your inbox. These aren't things you need a separate subscription for. We build them into the systems your team already uses, configured for how your business actually works. You pay once. You own it. No new platforms, no ongoing licence fees, no vendor in the middle.
One agency. Automations, AI, and everything in between.
Most businesses need a mix. Some things get automated with simple workflow tools. Others need something smarter built from scratch. We do both, across the platforms your business already runs on, so you get one team who understands the whole picture.
Here's what working with us looks like
No jargon. You don't need to know what an API is.
We learn how your business actually runs
One call. Thirty minutes. We want to know which tools your team uses, where things get stuck, and which parts of your week don't need a human involved. You don't need to prep anything or know what to automate, that's our job.
We connect the tools and test everything
We build the automations, wire up the integrations, and run them against real scenarios before they go anywhere near your actual business. If something doesn’t work the way it should, we find out before you do.
Your team stops doing the manual work
The automations run quietly in the background. Your team's time goes back to the work that actually needs a human. If something needs adjusting down the track, we handle it. Everything we build is yours, you're not locked into us.
Fifteen hours a week. That’s what we were losing to copying data between our CRM and our accounting software. Koray built an automation, and it dropped to zero.
Two hours a day, every day, moving data between our practice management system and Xero. Koray fixed it in a week.
It just runs. I keep waiting for it to break, and it doesn’t.
I was sceptical. Construction isn’t exactly a software industry but we were losing quotes because we weren’t following up fast enough
Koray set the whole thing up, walked us through it, and then it just worked.
Every enquiry gets a response in minutes and lands in the right pipeline automatically.
Tax season used to mean late nights moving client data between systems. This year, we didn’t do any of that.
We've probably already built something for your industry
Every industry has its own version of busywork. We know what yours looks like.
All of your tools, connected
A small team. Your project gets direct attention.
I’m Koray. I spent years in sales and marketing watching good teams get bogged down in work that had nothing to do with their actual jobs. Data entry. Follow up emails.
Work that felt important because it had to get done, but wasn’t moving the business anywhere.
Every project I take on gets my direct involvement, same person on the call, same person doing the build. You’re not handed off to a junior after the first conversation.
Automations we’ve already built
Thirty days after onboarding begins, an automated workflow surveys your client, pulls milestone data from your project tools, generates an AI written retrospective, and flags anyone who needs a recovery call. Every onboarding teaches the next one.
When a new client lands in your practice management software, this automation generates a tailored engagement letter with the right services, fees, and deadlines, sends it for electronic signature, then builds the client folder and kicks off your onboarding checklist. No chasing. No waiting.
A project manager fills out a short form after a discovery call. Within minutes, AI drafts a full Statement of Work into your branded template, routes it through Slack for internal approval, and sends it to the client for signature.
When a project closes in your PM tool, this automation collects every contract, deliverable, and sign off from across your systems, organises them into a standardised archive folder, and generates a summary PDF. No manual cleanup required.
When a contact is tagged in your CRM as needing an NDA, the agreement is generated from a template with their details prefilled, sent for signature, and tracked automatically. Overdue NDAs trigger reminders so nothing slips through.
Automatically converts raw meeting notes or recordings into structured, branded board minutes with tracked resolutions and action items, so your admin staff can stop spending full days on documentation that nobody reads until it's too late.
Capture scope changes on site, generate costed PDFs, route them through internal approval and client e signature, and log everything automatically. No verbal agreements, no lost paperwork, no payment disputes.
When a new contract lands in your cloud folder, an AI agent extracts the text, checks every clause against a risk framework, and sends your team a structured memo flagging the problems that actually matter. Preliminary review drops from hours to minutes.
When a new contractor lands in your HR system or Airtable base, this automation generates a complete document bundle, sends it as a single signing package through PandaDoc, and updates your records the moment everything is signed.
When a deal hits the proposal stage in your CRM, this automation pulls the client name, scope, pricing, and line items, then merges everything into a branded template. The finished PDF lands back on the deal record and in the prospect's inbox without anyone touching a document.
When every party signs a document in DocuSign or PandaDoc, this automation downloads the completed PDF, renames it to your filing convention, stores it in the right client folder, and notifies the account manager. No manual downloading, no misfiled contracts.
A scheduled workflow scans your contracts database daily, flags renewals at 30, 14, and 7 day intervals, and sends tiered alerts to account managers and leadership so nothing expires unnoticed.
When a new client is created in your CRM, this automation builds their billing profile, generates the first invoice, sets up recurring payments, and sends a secure link to collect their payment method. No manual data entry between systems, no forgotten first invoices.
When a project is marked complete in your project management tool, this automation pulls billable hours and rates, generates a branded PDF invoice, and emails it to the client with payment instructions. A copy lands in the client folder without anyone lifting a finger.
When a new patient books an appointment, this automation sends digital intake forms, collects consent and insurance details, converts everything to PDF, files it in the patient folder, and notifies your front desk. No clipboards. No data entry.
An AI agent that turns your meeting recordings into structured summaries, assigned action items, and tracked tasks across Slack, Asana, and Notion. No more post meeting admin, no more forgotten decisions.
An automated workflow pulls client KPIs from your data sources on the first business day of each month, populates branded report templates, converts them to PDF, and emails every client their personalised report before your team starts work.
Automatically classify incoming contracts by type, route each one to the right reviewer, and track every document through the review pipeline so nothing stalls in someone's inbox.
When a new B2B client submits their intake form, this automation reads every team member's role and sends each person the exact onboarding content they need. Billing contacts get payment setup. Project sponsors get the timeline. Day to day operators get tool access and kickoff details. Every stakeholder's progress is tracked independently until all are ready.
When a new client record lands in your CRM with a signed engagement letter, a prefilled contract is automatically generated and sent for e signature. No copying, no delays, no forgotten clauses.
When a prospect opens your proposal, this automation logs the view in your CRM, pings the assigned salesperson on Slack, and sends a templated follow up email if the document stays unsigned after 48 hours.
When a real estate agent fills out a short form with property details and buyer information, the automation generates a complete contract of sale, attaches the correct disclosure forms, and sends the full package to DocuSign with the right signing order.
Automatically converts approved quotes into signed service contracts with warranty terms, payment schedules, and scope definitions. No manual paperwork, no verbal agreements, no disputes three months later.
When a vendor sends a contract, AI extracts payment terms, liability caps, termination clauses and auto renewal dates into a structured row. Your procurement team can then compare every vendor agreement side by side, spotting bad deals before anyone signs.
FAQs
If we missed one, feel free to reach out.
What does a workflow automation agency actually do?
We connect the software tools your business already uses so information moves between them automatically. Instead of your team copying a lead from an email into a CRM, it happens the moment the email arrives. Instead of someone manually sending an invoice when a job is marked complete, it goes out on its own. We build and maintain the systems that handle that movement.
How much does it cost?
Some projects are a one off build with a fixed price. Others can involve ongoing support as your needs grow. We scope everything during the free audit and give you a clear number before any work starts. What we quote is what you pay. If scope changes, we talk about it before we touch anything.
How long does a build take?
Simple automations can be live within a few days. More complex builds, ones that connect multiple systems or involve conditional logic typically take one to three weeks. We'll give you a realistic timeline before we start.
Do I need to be technical?
No. You need to be able to describe what your team does today. We handle everything else. The audit call is a business conversation, not a technical one.
What tools do you work with?
Most of the major platforms! HubSpot, Salesforce, Xero, QuickBooks, Slack, Gmail, Notion, Airtable, Zapier, Make, n8n, and many more. If you're not sure whether your stack is supported, book the audit, and we'll let you know.
What happens if something breaks?
We monitor what we build. If something stops working, we fix it. You’re not left to figure out a broken automation on your own. And if you want extra security, we can set up a monthly maintenance package that will cover any errors and slight changes to your automations if you want them.
Not ready to talk yet? Start here.
Everything we've learned building 300+ automations for small businesses, in one practical guide. Written for business owners, not engineers.
- Where your team's hours are actually disappearing
- The five automations worth setting up first and why
- How to calculate what manual work is actually costing you
- A step by step checklist to get your first automation live this week
Completely free.