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

Seven jobs we take off your book. Six are processes a business owner told us they were still doing by hand; the seventh brings in the customers.

LineDescription of workHow it runs

01Smart lead captureTurn emails and form submissions into organized contacts in your CRM, so no inquiry gets lost.Show stepsHide steps
Stop copy-pasting from emails. We set up tools that pull the customer details out of each inquiry and send them to 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 closes, in the accounting software you already use.Show stepsHide steps
When a deal is marked 'Won' in your CRM, our system creates a branded invoice in Xero or QuickBooks and emails it to the client. Nobody retypes anything, so nothing gets mistyped.
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 inventory, customer lists and dashboards in sync across your tools, updated in real time.Show stepsHide steps
We build two-way sync between your inventory, e-commerce and reporting tools, so the numbers match everywhere you look.
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 logicFor rules too specific for off-the-shelf tools, we build the workflow around how your business actually runs.Show stepsHide steps
We build custom workflows for the edge cases, approvals and calculations that off-the-shelf tools can't handle.
Analyze
We map out your decision rules.
Build
We build the workflow and test it against your real cases.
Execute
Workflow handles exceptions automatically without human input.
05Client onboardingCreate folders, contracts and Slack channels automatically when a new client signs up.Show stepsHide steps
The moment a client signs their contract, our automation sets up everything they need to get started.
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 schedulingWrite a post once and publish it to every channel on a schedule.Show stepsHide steps
Draft content once in Notion or Airtable, and have it 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 suggest a posting time.
Distribute
Content is posted to all selected platforms simultaneously.
07Meta ads managementFacebook and Instagram ads for beauty and skincare businesses, run for one goal: bookings or sales at a cost you can see.Show stepsHide steps
You supply the photos and video of your work. We write the copy, build the campaigns, test five to ten audiences with several ads each, turn off what does not pay, and put more budget behind what does. Every change is checked by a person before it goes live, and you get a weekly report in plain numbers.
Plan
We study your competitors, pick the offers to lead with, and judge every ad on cost per booking or sale.
Test
We run cold and retargeting campaigns and replace losing ads every few days.
Scale
Winning audiences and ads move to their own campaign with a larger budget.
See the portfolio

Not on the list? Line 08 is yours to write.Add line 08

Completed work orders

Six jobs signed off in the client’s own words. This is the whole file, and we don’t pad it.

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.