Work order

For every job your business still does by hand. Describe it once. We build the system that does it from then on.

Trade: Any
Territory: Canada
Built on: n8n
Owned by: You

01Describe the work being done by hand

copy-pasting every Typeform lead into Salesforce — Friday afternoons, ~3 hrs

Start a work order

See the schedule of work See completed work orders

FORM WO-3 (REV. 08/26)

Office copy · the system we build

ON new Typeform response → parse fields → create/merge Salesforce contact → alert #sales

runs itself

File copy · what it gives back

3 hrs/wk returned · 0 leads missed · every Friday, without you

autom8’d

Press firmly — you are making three copies.

Schedule of work

Six jobs we take off your book. Every one of them is a process a business owner told us they were still doing by hand.

LineDescription of workHow it runs

01Smart lead captureAutomatically turn emails and form submissions into organized contacts in your CRM. Never miss a potential client.Show stepsHide steps
Stop copy-pasting from emails. We configure smart tools that organize customer details from any inquiry and instantly push them into your CRM, Slack, or database.
Input
Customer fills out a contact form or sends an email.
Process
Our system identifies and organizes the key details.
Action
Data is saved to your CRM and your team gets an alert.
02Invoice automationGenerate and send invoices automatically when a deal is closed. Sync with your accounting software seamlessly.Show stepsHide steps
Eliminate manual data entry errors. When a deal is marked 'Won' in your CRM, our system automatically generates a branded invoice in Xero/QuickBooks and emails it to the client.
Trigger
Deal status changes to 'Closed Won' in CRM.
Generate
Invoice created with correct line items and tax rates.
Send
Client receives email with PDF invoice and payment link.
03Data syncKeep your tools in sync. Update your inventory, customer lists, and dashboards in real-time across all platforms.Show stepsHide steps
Stop working with stale data. We build bidirectional sync pipes between your inventory, e-commerce, and reporting tools so your numbers are always accurate.
Watch
System monitors changes in Shopify/WooCommerce.
Map
Data fields are transformed to match your ERP schema.
Update
Inventory levels updated across all sales channels instantly.
04Custom logicComplex business rules? No problem. We build tailored workflows that handle even the most specific requirements.Show stepsHide steps
Your business is unique, and off-the-shelf tools don't fit. We build custom automation workflows to handle specific edge cases, approvals, and calculations.
Analyze
We map out your complex decision trees and rules.
Build
We engineer reliable workflows tailored to your needs.
Execute
Workflow handles exceptions automatically without human input.
05Client onboardingInstantly create folders, contracts, and Slack channels when a new client signs up. Impress them from day one.Show stepsHide steps
Make a perfect first impression. Our automation instantly provisions everything a new client needs the second they sign their contract.
Sign
Client signs digital contract via DocuSign/PandaDoc.
Provision
Google Drive folders and Slack channels created automatically.
Welcome
Client receives kickoff email with all access links.
06Social schedulingPlan once, post everywhere. Automate your social content distribution and keep your audience engaged 24/7.Show stepsHide steps
Multiply your presence. Draft content once in Notion or Airtable, and have it structured, formatted, and posted to LinkedIn, X, and Instagram automatically.
Draft
Write content in your favorite project management tool.
Schedule
Set a date or let AI pick the optimal posting time.
Distribute
Content is posted to all selected platforms simultaneously.

Not on the list? Line 07 is yours to write.Add line 07

Completed work orders

Six jobs signed off in the client’s own words. This is the whole file — we don’t keep a thicker one than we have.

signed off

01completed
I used to spend Friday afternoons copy-pasting leads from Typeform into Salesforce. It was soul-crushing work. Now I don't even think about it—the data just appears where it needs to be.
Result
15+ hours saved weekly
Signed
Sarah Chen
Operations Director
02completed
Our billing logic is a mess of edge cases, so I assumed automation wouldn't work for us. But they actually mapped out every weird exception. It handles the billing better than I did.
Result
$4,800/month eliminated
Signed
Marcus Rodriguez
Founder
03completed
Sunday nights used to be for inventory updates. Not anymore. The sync just works in the background, so I can actually disconnect on weekends.
Result
Real-time stock sync
Signed
Elena Kowalski
E-commerce Manager
04completed
Clients are always impressed when their Slack channel and drive folders are ready five seconds after they sign the contract. It makes us look incredibly organized.
Result
Instant onboarding
Signed
David Park
Agency Owner
05completed
The speed-to-lead difference is crazy. We used to lose deals just because we didn't reply fast enough on weekends. Now the system books the meeting for us while we sleep.
Result
40% higher conversion
Signed
Jessica Martinez
Sales Director
06completed
My engineers hate doing manual provisioning tickets. The dashboard autom8 built handles all the access requests now, so my team can actually focus on shipping code.
Result
Zero manual tickets
Signed
Tom Baker
CTO

Six signed off. Yours would be the seventh.Write it up

Office copy

The part most agencies leave off the customer copy: what the thing is made of, and whose it is when we’re done.

retain in office

What we build on: Self-hosted n8n
Your automations are workflows on a server, not seats in someone else's product. No per-user licence that grows every time you hire.
Who ends up owning it: You do
The workflows can live on your infrastructure. If you ever want to run them yourself, or have somebody else run them, nothing here holds you hostage.
Where this gets hard: Your exceptions
Approvals that skip a step for one account. Billing rules with a decade of history in them. The parts an off-the-shelf connector cannot express are the parts we get hired for.

Note: the order form below is one of these. It validates on our server, then hands the job to an n8n workflow. You are using the product before you buy it.

New work order

Tell us the one job you are still doing by hand. We’ll come back with how we’d take it off your book.

You send: One process, described the way you’d describe it to a new hire.
We send back: What it would take to automate it, and what it would give you back.
Where: By email, to the address you enter here.