Automation setup
Give repeat work
a better route.
Connect the tools behind your backend or dashboard. We set up the workflow, check the records it creates and show your team how to run it.
A few useful starting points
Which task keeps
coming back?
Payment → onboarding
Use a Whop payment to update the client record and create the next onboarding task.
Calendly → your CRM
Send new bookings, cancellations and reschedules to the right contact in GoHighLevel or Airtable.
New lead → assigned follow-up
Create the contact, assign an owner and set the next task when someone fills out your form.
Client update → team handoff
Keep the client workspace current and send the right task or alert to Slack.
Overdue work → a reminder
Flag missed check-ins, overdue tasks or payment issues for the person who handles them.
Use what you already have
Use the tools
you already have.
We choose the simplest setup that fits your tools. That can mean configuring a GoHighLevel workflow, connecting apps in Make or Zapier, or building a custom connection.
Tools we work with ↗Before launch
- The right record reaches the right tool
- Repeated updates are checked for duplicates
- Failed runs have a visible recovery step
- Schedules run in the cloud
- Your team gets a walkthrough and instructions
Permissions, messages and any extra software costs are agreed before launch.
Start with
one repeat task.
One agreed workflow or dashboard across up to two tools, with agreed checks and a recorded walkthrough.
Delivery date agreed after the setup review. Larger automation setups are quoted in stages.
What should your
system do for you?
Tell us what you want to build and which tools you use. Sebastian will help you choose a starting point.