Workflow Automation
Automate the work nobody wants to do.
Your team is burning hours on tasks a machine could handle in seconds. We build intelligent, AI-powered workflows that connect your tools, eliminate the busywork, and give your people their time back.
You're paying people to do a robot's job.
Every business has them - the tasks that eat up hours but don't move the needle. Copying data from one tool to another. Routing emails to the right person. Formatting reports nobody reads until Monday. Following up on leads that came in over the weekend. Updating spreadsheets that feed other spreadsheets.
Your team knows it's inefficient. You know it's inefficient. But nobody has the time or the technical chops to fix it, because fixing it means stitching together a dozen tools, writing logic that actually holds up, and maintaining the whole thing when something inevitably changes.
That's the job. And we're very good at it.
What we automate
If it's repetitive, rule-based, or time-sensitive - we can probably automate it.
Lead & Sales Operations
Form submissions routed to your CRM with automatic enrichment and scoring. Follow-up emails triggered by behavior. Pipeline stages updated without anyone touching a spreadsheet. Your sales team spends time selling instead of doing data entry.
Client & Customer Communication
Intake forms that kick off onboarding sequences. Support tickets auto-categorized and routed to the right person. Review requests sent at the right moment. Status updates pushed to clients without someone writing the same email for the fifteenth time.
Internal Operations & Admin
Invoices generated and sent when a project hits a milestone. Time-off requests that flow through approvals without email chains. Weekly reports compiled and delivered before anyone asks. New hire onboarding checklists that assign themselves.
Data Movement & Sync
Customer data that lives in five places but only gets updated in one. We build sync workflows that keep your CRM, project management tool, accounting software, and communication platforms in lockstep - no manual exports, no stale records.
AI-Enhanced Workflows
This is where it gets interesting. We don't just move data - we add intelligence. AI that reads incoming emails and drafts responses for review. Documents that get summarized and tagged automatically. Leads scored based on patterns your team hasn't spotted yet. Workflows that make decisions, not just follow rules.
How it works
From bottleneck to automated in weeks, not months.
Workflow Audit
We map out the processes that are costing you the most time, money, and headaches. No assumptions - we talk to the people actually doing the work. The output is a clear picture of what should be automated first and what the expected ROI looks like.
Design & Build
We architect the workflow, choose the right tools for the job, and build it. You'll see a working version fast - most automations go from kickoff to functional prototype in 1–3 weeks depending on complexity. We test with real data, not hypotheticals.
Launch & Monitor
We deploy into your live environment, monitor for edge cases, and tune until it runs clean. Every workflow comes with error handling and alerts so nothing fails silently. You'll know exactly what's running, when, and whether it's working.
Optimize & Expand
Workflows aren't static. Your business changes, your tools change, your volume changes. We keep things running smoothly and look for the next bottleneck to eliminate. The first automation usually reveals three more worth building.
Tools we work with
We're tool-agnostic. We use whatever gets the job done.
Every business runs on a different stack, and we've seen most of them. We don't push a single platform - we pick the right tool for the complexity, budget, and technical reality of your situation.
Automation platforms
Make (Integromat), Zapier, n8n, Power Automate
AI APIs
Claude, OpenAI, Gemini - whichever fits the task
CRMs
HubSpot, Salesforce, Pipedrive, Close
Project management
Asana, Monday, ClickUp, Notion, Linear
Communication
Slack, Gmail, Outlook, Intercom
Data & docs
Google Sheets, Airtable, Excel, Notion databases
Custom: When off-the-shelf doesn't cut it, we write custom scripts and API integrations that do exactly what you need - nothing more, nothing less.
Who this is for
This is a good fit if...
- Your team is spending more than 5 hours a week on tasks that feel copy-paste
- You've outgrown doing things manually but haven't outgrown your current tools
- You've tried setting up automations yourself and they broke or got too complicated
- You're scaling and need your processes to keep up without hiring for every gap
- You know AI could help but you're not sure where to point it
This probably isn't the right service if you need a full ERP implementation, an enterprise-scale data pipeline, or you're looking for someone to just set up a single Zapier zap. We're built for businesses that want ongoing automation strategy, not one-off tasks.
What clients typically see
The numbers after the first 90 days.
10–25 hrs/week
recovered across the team - time that was being spent on manual processes now handled automatically.
80%+
reduction in data entry errors. Machines don't fat-finger numbers or forget to update the CRM.
50%
faster response times. When follow-ups, routing, and notifications happen automatically, nothing sits in a queue.
3–5
additional workflows identified during the first engagement. The first automation always reveals the next ones.
These are representative ranges based on typical engagements, not guarantees. Every business is different - we'll give you honest projections during discovery.
FAQ
Common questions about workflow automation.
How long does it take to get the first automation live?
Most workflows go from kickoff to production in 1–3 weeks. Simple automations (form-to-CRM routing, notification triggers) can be live in days. More complex workflows involving AI decision-making or multi-system integrations typically take 2–4 weeks.
Do I need to change the tools I'm already using?
Almost never. The whole point is to work with your existing stack. We build around the tools your team already knows, not rip and replace them. If we do think a tool swap makes sense, we'll tell you why and let you decide.
What happens if something breaks?
Every workflow we build includes error handling, retry logic, and alerting. If something fails, we know about it - often before you do. Fixes are part of the ongoing relationship, not a separate invoice.
Can you automate things that involve judgment or decision-making?
Yes - that's the AI-enhanced piece. We build workflows where AI handles triage, classification, summarization, and even drafting. Human review is always built in where it matters. The goal is to handle 80% of the thinking automatically so your team only touches the exceptions.
How much does this cost?
It depends on scope and complexity. We'll give you a clear picture during the discovery call. No surprise invoices, no scope creep without a conversation first.
Your team has better things to do.
Let's figure out where automation makes the biggest difference in your business. Book a free 30-minute discovery call - we'll map out the opportunities, give you honest estimates, and you can decide if it's worth moving forward. No pitch deck. No pressure.
Or reach out directly at hello@highground.ai