One event in. It moves the data itself.
No magic and no brittle spreadsheet macro. An event fires in one tool, the workflow reads it, does the work across your other tools, and flags a person only when something does not match. Here is the loop it runs every time.
An event fires
A new order, a paid invoice, a form submission, a row added. The workflow starts the moment it happens, not on a schedule.
Carry the data across
Reads the record from one tool and writes it into the next in the right shape. No window-switching, no re-keying.
Do the next step
Updates stock, posts to accounting, sends the confirmation, files the report. The action, done end to end.
Catch the exceptions
A mismatch, a missing field, a failed step goes to a person with the full context, so nothing fails silently.
The same copy-paste, look-up and update, done a few hundred times a week, is what a workflow takes off your team. The odd exception that needs judgement is the only thing a person still touches. That split is the whole design.
Start small, prove it, then scale.
A fixed price for the build and a monthly fee to keep it running and watched. No per-run or per-task billing. The audit is free and comes first, so the quote fits your actual setup.
One workflow, one job. A single high-volume, repetitive task automated end to end.
- ✓ One workflow connecting two or three tools
- ✓ Grounded in one data source you choose
- ✓ Human handoff for anything unusual
- ✓ Live in 1 to 2 weeks
A few connected agents across the tools you run, with a monthly retainer to keep them tuned.
- ✓ Multiple agents wired across CRM, email and chat
- ✓ Retrieval over your docs, with guardrails
- ✓ A person watching the exceptions
- ✓ Monthly tuning and reporting
Multi-agent systems, voice at volume, or an agency white-label under your own brand.
- ✓ Multi-agent orchestration across your stack
- ✓ Voice agents and after-hours reception
- ✓ White-label for agencies reselling to clients
- ✓ Delivered in 1 to 2 week increments
Figures are starting points to anchor the conversation, not a checkout. Every build is quoted after the free audit.
Workflow automation for a marketing agency · Marketing Illumination
Marketing Illumination, James Kaatz’s agency, wired its intake, project setup and reporting together so a signed client becomes a fully set-up project without anyone re-keying a thing.