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”.)
