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Make.com / n8n / Zapier / elastic.io

Automate the boring. Connect your stack, eliminate double entry, and create reliable, observable workflows.

Common use cases

  • Lead-to-deal flow: Forms → enrichment → CRM → Slack/Email → ClickUp tasks
  • Client onboarding: Contracts → folders/drives → project templates → kickoffs
  • Finance ops: Invoices, payments, revenue dashboards, dunning
  • Support ops: Intake → triage → SLA timers → escalations → reports
  • Data syncs: Sheets ↔ CRM ↔ ClickUp ↔ Docs (with dedupe & error handling)

What you get

  • Design: System diagram + source-of-truth decisions
  • Implementation: Robust workflows with retries, queues, and fallbacks
  • Security: Least-privilege, encrypted secrets, audit logs
  • Observability: Run logs, alerts, idempotency, error inbox
  • Documentation: Runbooks, data contracts, and support SOPs

Example packages

  • Automation Sprint (2 weeks)
    3–5 high-impact workflows + monitoring + runbooks.
  • Integration Suite (4–6 weeks)
    End-to-end pipeline across your core tools (CRM, email, docs, billing, ClickUp).
  • Managed Automation (monthly)
    Monitoring, tweaks, and new automations as your needs grow.

(Optional: add pricing ranges later, e.g., “Sprints from \$X”.)

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