Add-on service

Custom automation

The repetitive thing your office does by hand, done by the system instead.

What it is

A scoped build for a workflow the standard system doesn't cover. Intake forms that populate your records, document-collection reminders that chase the client instead of your staff, no-show recovery, payment reminders, or connecting two tools that don't talk to each other. If it happens the same way more than a few times a week, it can probably be automated.

You probably need this if

Someone on your team spends hours a week copying information between tools.
Clients regularly forget to send documents and you chase them manually.
No-shows and late cancellations go unrecovered.
You've got a specific idea and want someone to tell you honestly if it's buildable.

What's included

A written scope with the exact triggers, steps, and outcomes
The build, connected to your calendar, forms, payment tools, and existing software
Test runs against real scenarios before launch, with you watching
A one-page runbook for your team
30 days of fixes after launch, same as everything else we build

How it goes

The process

01
Map it
You walk us through the process once. We write it down as steps and triggers.
02
Quote
One fixed number for the scope, or an honest 'this isn't worth automating yet.'
03
Build and test
We build it and run real scenarios through it with you.
04
Launch
It goes live, your team gets the runbook, and we watch it for the first month.

Questions

About custom automation

What tools can you connect?

Most calendar, form, payment, and CRM tools that have an integration or an API. We'll tell you on the scoping call if something on your list is a problem.

Do I need a subscription first?

No, though subscribers already have the platform the automation runs on, which usually makes the build cheaper.