ServiceWorkflow automation
EngagementSingle workflow → ops backbone
Primary fitService teams · clinics
Melbourne
Service · phase 02 · workflow automation

Workflows that finish on their own.

We wire the tools you already use — Gmail, Calendly, HubSpot, Stripe, Xero, Notion, Slack — so the back half of every customer and team workflow runs without someone pushing it along.

Gmail · HubSpot · StripeXero · Notion · Slackn8n · Make · ZapierRemote-friendly
02 / What you get backSpecific outcomes · not a deliverables list
01
Lead follow-up that doesn't depend on one person's inbox
Enquiries land, get acknowledged, get qualified and move through the pipeline — even when the owner is on a plane.
02
Quote, approval and invoice flows that complete themselves
Trigger → template → approval → send → track. No one retyping between Gmail, Stripe and Xero at 11pm.
03
Booking + reminder + no-show recovery without staff chasing
Calendly or native booking, SMS and email reminders, and a clean recovery flow when someone does not show.
04
Reporting that lands in Slack before the meeting
Weekly numbers, pipeline movement, cash in — delivered automatically to where your team already works.
Good fit

Teams where the handoffs between tools are the bottleneck.

  • Tool handoffs are manualEnquiries get retyped. Invoices get rebuilt. Bookings get copied into the CRM by hand. Every step loses time and data.
  • "Can you action this" inboxesInternal inboxes are full of repetitive asks that should be triggered by data, not a person noticing.
  • Founder-led opsThe operator is the automation today — and it is not scaling. Same patterns, recurring weekly, no system holding them.
Skip if

A few cases where automation is not the right answer.

  • Everything is already wiredYour CRM, site, billing and ops talk cleanly. Good — build elsewhere.
  • No clear bottleneckIf nothing is obviously slow, expensive or error-prone, automation is a solution looking for a problem.
  • Manual approval is the pointSome steps — clinical, legal, high-risk — benefit from a human in the loop. Automating those is the wrong choice.
Step 01

Audit drag

We watch where the week actually leaks — handoffs, retyping, chasing, reporting — and shortlist the workflows worth wiring first.

Step 02

Map integration

We map the trigger, the path through tools, the failure modes and the edge cases. No surprises once we are building.

Step 03

Build + test

We build the workflow against real data, not hypothetical flows, and test it end-to-end before anyone else depends on it.

Step 04

Rollout + watch

We roll out behind a clear owner, monitor for failures, and iterate for two weeks before calling it done.

Investment guidance

All figures ex-GST in AUD. Final scope confirmed after discovery.
Single workflow
from A$3k
One well-scoped workflow — a single trigger, a single outcome — wired, tested and handed over with docs.
Connected workflows
from A$9k
Three to five workflows that share data, plus a shared foundation (auth, error handling, observability).
Ops backbone
from A$20k+
Your ops layer, end to end — lead to cash to reporting — with monitoring, ownership and a change process.
01 / LIVE

Circle Wellbeing

Website, booking and local-service architecture for a three-clinic wellness brand.

See work
02 / LIVE

Revitalise WCS

A publishing system the organisers can actually run — without waiting on a dev cycle.

See work
03 / INTERNAL

CrownX operating model

Forms, payments, CRM steps and automations wired into one working flow.

See work

Questions we get before people book.

Common answersFive minutes of reading
Q / 01

Will it replace our tools?

No. We wire what you already use. Gmail stays Gmail, Stripe stays Stripe, Xero stays Xero. We connect them so they stop needing a human in the middle.

Q / 02

What happens if a tool breaks or changes its API?

We build with retries, dead-letter queues and alerting on by default. When a vendor changes something, we find out before your team does — and fix it fast.

Q / 03

How do we know it's working?

Every workflow ships with a status dashboard or Slack report — runs, failures, and the metric that matters (follow-up time, invoices sent, no-shows recovered). You see it, not us.

Q / 04

Do we need n8n / Make / Zapier?

Maybe. We pick the stack for your workload — n8n for control and self-hosting, Make for broad coverage, Zapier for speed-to-live, or TypeScript when the logic deserves it.

Q / 05

How much time does it actually save?

Depends on the workflow. We size the payback in the audit — number of runs × minutes saved × failure rate — before you commit. If the number is small, we say so.

Q / 06

Who owns the automations after handover?

You do. Credentials in your accounts, configs documented, a runbook for the common failure modes. You can retire us and keep the system.

Wire the back half of the business

Let the workflows finish themselves.