Workflow Automation
Connect Your Tools. Automate the Busywork. Run Leaner.
We build custom AI-powered workflows that link your existing platforms — CRMs, booking systems, Shopify, WordPress, Klaviyo, Mailchimp — so tasks that used to eat hours run automatically in the background. No new software to learn. Your stack, finally working as one.
What Is Workflow Automation?
A workflow is any repeatable process your team runs by hand — capturing a lead, onboarding a client, updating a product listing, sending a follow-up, compiling a report. Automation connects the tools involved and lets those steps run themselves, triggered by an event instead of a person.
The result isn’t “more software.” It’s the software you already pay for, doing more of the work — accurately, instantly, and around the clock.
What We Automate
Every business runs differently, so every build is custom. But most fall into a few high-impact areas:
Klaviyo + Shopify
New enquiries captured from forms, DMs, or ads and routed straight into your CRM, tagged, assigned, and followed up — no manual copy-paste.
Klaviyo + Google Ads
Automatically sync your email segments to Google for seamless, real-time search and display retargeting.
Meta Ads + Klaviyo
Automatically sync your email segments to Google for seamless, real-time search and display retargeting.
Klaviyo + Meta Ads
Funnel new Facebook and Instagram leads directly into your automated welcome flows the moment they subscribe.
Boko AI + Shopify
Automate personalized, AI-driven product recommendations across your store to maximize average order value.
How We Solve It: Our 4-Step Blueprint
Our 7-Area Automation Audit dives deep into your current ecosystem to pinpoint exactly where hours and revenue are leaking. We thoroughly evaluate your entire operation—from a high-level business overview to specific workflows like lead intake and CRM management, scheduling and client onboarding, and marketing and nurture campaigns. Additionally, we analyze your service delivery and project management, look for inefficiencies in admin, invoicing, and reporting, and assess your current tech stack and AI readiness to find the fastest path to streamlining your business.
We architect a clear, prioritized plan — highest-ROI automations first — that bridges your existing tools with AI where it actually helps.
We build, test, and deploy the workflows for you, then make sure they work before we hand them over.
Automation isn't "set and forget." Once your workflows are live, we stay on to keep them running, refined, and expanding so your system gets stronger every month, not staler. Through proactive maintenance, we constantly monitor your active workflows to ensure zero downtime, while managing monthly expansions by building and deploying one new custom automation every month for Growth and Scale plans. To keep your team completely aligned, we also provide live documentation with ongoing updates to your master guides, ensuring your internal playbook is never outdated.
Our Packages
Start by getting your automations built. Stay to keep them running and growing.
Getting Started
Automate your two most painful, repetitive workflows.
- Initial Automation Audit
- 2 Automations
- Monthly Management
- Full Team Documentation
MOST POPULAR
Connect lead intake, admin, and fulfilment together.
- Initial Automation Audit
- 5 Automations
- Monthly Management
- Full Team Documentation
COMPLETE OVERHAUL
A full overhaul that removes manual work everywhere.
- Initial Automation Audit
- 10 Automations
- Monthly Management
- Full Team Documentation
We Implement. We Don't Just Advise.
Most agencies hand you a list of tools and leave you to wire it together. We do the opposite — we get inside your operations and build the automation for you. Sydney-based, 15+ years connecting the platforms businesses actually run on.
