The work
that runs itself.
Order updates, follow-up emails and stock alerts, moved off a person's morning and into workflows that are tested, monitored and written down.
Audit first. Then the build.
Every workflow is listed and ranked before one is automated.
A subscription. Pricing at launch.
Automation is being built as a software subscription. Pricing is published when it launches. Tool subscriptions are paid by you to the tool.
Four phases. Then yours.
The number of workflows chosen from the audit sets the build dates.
Operations audit
Every manual workflow mapped, with the places work waits on a person.
Opportunity map
Candidates ranked by hours saved and cost to build. A tool chosen for each.
Build and test
Each workflow built and run on test data, with error handling and alerts, before it touches a live order.
Training
The team walked through each automation, with the documentation in hand.
Review
What ran, what failed and what to automate next.
A failed run. An alert.
Automations break when an app changes its API or someone renames a field. Each one is built expecting that.
Error handling on every workflow
A failed step is caught and reported to a person. It does not fail quietly.
Tested before it goes live
Each workflow runs on test data before it touches a live order or a real customer.
Written down
Every automation has a document: trigger, steps, accounts. Anyone on the team can follow it.
Accounts in your name
Zapier, Make, n8n and Klaviyo accounts belong to your business, so the workflows stay with you.
Scope in writing
The workflows to be built are listed before the build. A change is priced before it is made.
Alerts answered
The subscription is where responding to alerts and repairing workflows after handover will sit.
Every morning. The same task.
If the second list sounds like you, start there.
Automation fits
- 01Orders copied between systems
Shopify to shipping to CRM to a spreadsheet, by hand, every day.
- 02Follow-ups sent one at a time
Order confirmations, delivery updates and review requests typed out or pasted.
- 03Stock tracked in a spreadsheet
Low stock noticed when a product sells out, not before.
- 04Posts scheduled by hand
A content calendar that depends on someone remembering.
Look at these instead
- 01The tool does not exist yet
An internal dashboard or a customer portal is software, not a workflow. See Web Apps, CMS & Expo.
- 02Payments or shipping are not connected
Wiring a gateway or a courier into the store is App & Payment Integrations.
- 03The goal is more orders
Automation gives time back. Growth Optimization works on the conversion rate.
Documented. Named. Tested.
Each one is visible in your own tool accounts at handover.
One document per automation
Trigger, steps, accounts touched and who to tell when it fails.
An error path on each
Every workflow has a failure branch that sends an alert to a named person.
Named for what they do
Each workflow is titled by its trigger and result, such as 'Order paid to Shiprocket shipment'.
A test run on record
The run history shows each workflow passing on test data before it was switched on.
No shared logins
Connections are made from accounts your business owns, with access you can revoke.
What founders ask before automating.
More in Growth.
The tasks you repeat.
Written down once.
A 30-minute call about the work your team does by hand. A written scope after it.