Stop retyping the same information into the same three places.
A form comes in, someone copies it into a spreadsheet, then into an email, then into a folder. I build and test one workflow at a time so that chain runs by itself, and I show you it working before it touches anything real.
Four things worth automating first
Request intake and routing
A permit request, service request, or job form arrives and is logged, sorted by type, and sent to the right person with everything they need to act on it.
New patient or new customer intake
Details from a web form land in your spreadsheet or practice system, with a confirmation email to the person and a clean row for your staff.
Invoice and receipt intake
Supplier invoices arriving by email are filed, logged, and put in a review queue with the amounts extracted for a person to check.
Inbox triage
One busy shared inbox gets sorted and labeled by what it actually is, so a billing question does not sit behind a newsletter.
Priced per workflow, in writing, before I start
$450 per workflow
One workflow, built, tested against sample data you approve, documented, and handed over with a plain-English explanation of what it does.
$1,200 for three
The usual shape: one for intake, one for notifications, one for reporting. Built one at a time so you can stop after any of them.
$99 a month
Keeping it running: failure alerts where the platform supports them, small changes, and a fix when a connected service changes its rules.
Prices are plus applicable sales tax. Your own software subscriptions (n8n, Make, Zapier, email, phone) stay in your name and are billed to you, so you keep control of them.
Tested before live, always
Write it down
One page: the trigger, the steps, what happens when it fails, and what a person is supposed to check. You approve that before I build.
Build it against fake data
Sample records, so a mistake cannot touch a real customer, patient, or invoice.
Test it, then turn it on
I run the test cases and write down what passed. Only then does it connect to live data, and you get the test record.
I keep a worked example of the standard I build to: a 55-node order-administration workflow with an offline test suite and a separate error handler. Ask and I will send the write-up.
Limits, said plainly
- No promise of a specific number of hours saved. The workflow does what it does; you can decide what your time is worth.
- No automation that sends money, signs documents, or files anything with a government agency on its own. Those stay as a draft for a person to approve.
- No fixing a broken process by automating it. If the rule is genuinely unclear, that gets decided first.
- Third-party services can change without notice. That is what the monthly care covers, and I will tell you when a platform change breaks something.
Describe the job once
Tell me the four or five manual steps, who does them, and how often. I reply within one business day with a fixed price or a straight no.
Pricing last reviewed October 29, 2026.