All systems
System 03 — For the process that doesn't fit a template

Custom Workflow Builds

A multi-step automation engineered specifically around a process your off-the-shelf tools don't handle: the approval chain, the reconciliation step, the cross-tool handoff that currently runs on someone remembering to do it.

The problem this solves

Every growing company accumulates a handful of processes that are too specific for a generic automation platform and too frequent to keep doing by hand. These usually involve multiple systems, conditional logic, and a person acting as the glue between steps.

Off-the-shelf automation tools (Zapier, Make, native integrations) work well until the logic gets more specific than 'if this, then that.' That's usually where things get stitched together with manual work or a spreadsheet nobody trusts.

What a build typically includes

We scope the exact steps, decision points, and exceptions in the current process, then build a system that runs it end-to-end with proper error handling, so it doesn't silently fail when it hits an edge case.

  • A documented map of the current process, including every exception your team currently handles manually
  • A purpose-built automation with explicit logic for each decision point, not a black box
  • Error handling and alerting so failures get surfaced instead of disappearing
  • Handoff documentation and ownership of the code, so it's not a dependency on us long-term

Where it plugs into your stack

This is the most stack-agnostic category. We've connected internal databases, CRMs, spreadsheets, ERPs, and custom APIs. The build is scoped to your actual tools during the audit before anything gets written.

Where a human stays in the loop

Approval steps and exceptions that genuinely need judgment stay with a person. The system handles the repeatable path and routes anything outside its defined logic to a human, rather than guessing.

See if this fits your stack.

A systems audit maps this against your actual tools before any code gets written.

Book a systems audit