What this covers
Most growing operations teams have a long mental list of "things we keep doing by hand that we shouldn't." Lead routing, status updates, follow-up emails, hand-offs between systems, document generation, approval chains, weekly reports nobody asked for. The work here is finding the right tool for each one — sometimes Flow, sometimes Apex, sometimes a workflow tool outside Salesforce, sometimes AI — and shipping it.
- Salesforce Flows — record-triggered, screen, scheduled, and platform-event flows, designed to be readable by the next admin, not just the one who built them.
- Approval and notification chains — Slack, email, SMS, Teams.
- Lead routing and assignment — round-robin, weighted, territory-based, with the right fallbacks when an owner is OOO.
- Cross-system orchestration — Salesforce as the source of truth, but the work crossing into email tools, scheduling tools, payment processors, and so on.
- AI-augmented automation — embedding model calls into the flow when summarization, classification, or generation is the right tool.
How we typically engage
Automation work is usually rolled into a broader engagement, but it can be its own project — especially if you have a known list of pain points and want them off your plate.
For a focused automation project, expect a one-week discovery (we walk through the existing processes and pick what's worth automating), then two-to-six weeks of build depending on scope.
What "done" usually looks like
- Each automation is documented: what it does, what triggers it, what it touches.
- Failure paths and notifications are wired up — your team finds out when something stops working before your customers do.
- The org isn't a tangle of overlapping flows, builders, and triggers. We consolidate as we go.