Frequently Asked Questions
Everything you need to know about business process automation, implementation, pricing, and ROI.
What processes can be automated?
Almost any repetitive, rule-based process can be automated. Common examples include: CRM data entry and lead routing, invoice generation and accounts payable/receivable, customer support ticket triage and routing, email marketing sequences and follow-ups, data synchronization between systems, report generation and distribution, employee onboarding workflows, inventory management and reordering, appointment scheduling and reminders, and document processing and approvals. If you spend more than an hour per week on a repetitive task, it's likely a good candidate for automation.
How long does automation implementation take?
Implementation timelines vary based on complexity. A simple single-process automation (like form-to-CRM) typically takes 1-2 weeks. Medium complexity projects (multiple integrations, conditional logic) take 3-6 weeks. Complex enterprise workflows (multiple systems, approval chains, custom logic) take 6-12 weeks. We work in iterative sprints, so you'll see value quickly with an MVP approach. Most clients start seeing ROI within the first 30 days of the initial automation going live.
What's the ROI of process automation?
Most clients see 3-10× ROI within 90 days. ROI comes from three main sources: time savings (reclaiming 10-40 hours per week of manual work), error reduction (eliminating costly mistakes from manual data entry), and faster cycle times (responding to leads 5-10× faster). For example, a typical client spending $5,000/month on automation might save $15,000-50,000 in labor costs annually, plus eliminate errors worth thousands more. We baseline your metrics before implementation and report actual ROI monthly.
How much does automation cost?
Pricing varies based on scope and complexity. A simple pilot project (1-2 automations) typically ranges from $2,000-5,000 fixed price. Monthly retainers for ongoing automation development and maintenance range from $2,000-10,000/month depending on complexity and volume. Enterprise projects with multiple teams and complex workflows are quoted individually. We offer a free consultation to assess your needs and provide accurate pricing. Most clients recoup their investment in the first 2-3 months.
What tools and platforms do you work with?
We're platform-agnostic and work with whatever tools you're already using. Common platforms include: automation tools (n8n, Zapier, Make, Microsoft Power Automate), CRMs (Salesforce, HubSpot, Pipedrive, Zoho), help desks (Zendesk, Freshdesk, Intercom), accounting (QuickBooks, Xero, NetSuite), communication (Slack, Microsoft Teams, Twilio, SendGrid), databases (PostgreSQL, MySQL, Airtable, Google Sheets), and AI services (OpenAI, Anthropic, custom models). If it has an API, we can integrate it. If it doesn't, we find workarounds.
Do I need to change my current software?
No! One of the biggest benefits of automation is that it works with your existing tech stack. We build bridges between your current systems rather than forcing you to replace them. Our automations connect your existing tools, making them work together seamlessly. You keep using the software you know, but with less manual work. That said, we'll let you know if we spot inefficiencies in your stack and suggest optimizations.
What if my process changes?
All our automations are built to be flexible and maintainable. We document everything clearly and provide training so your team understands how automations work. Changes and updates are straightforward - most adjustments can be made in hours, not days. We offer ongoing maintenance packages where we handle updates and improvements as your business evolves. For one-time projects, we provide 30 days of free adjustments after go-live.
Is my data secure?
Yes. Security is a top priority. We follow industry best practices: all API keys and credentials are stored in encrypted secret stores, we use least-privilege access (only the permissions needed), all data transfers use TLS encryption, we never store sensitive data unnecessarily, audit logs track all automation activity, and we can sign BAAs for HIPAA compliance if needed. We're happy to work with your IT/security team to ensure compliance with your standards. See our full Security page for detailed practices.
What happens if an automation breaks?
We build automations with error handling and monitoring built-in. If something fails, you'll know immediately via email or Slack alerts. Most 'breaks' are actually upstream changes (like an API update or field rename) that are easy to fix. For clients on maintenance plans, we typically resolve issues within 4 business hours. We also build in redundancy and fallback options for critical workflows. Plus, we provide runbooks so your team knows how to troubleshoot common issues.
Can you automate processes with AI?
Absolutely! AI automation is one of our specialties. Common use cases include: intelligent email triage and response drafting, document summarization and data extraction, content generation with brand guardrails, sentiment analysis for customer feedback, predictive lead scoring and routing, chatbots with escalation to humans, and image/document classification. We typically use OpenAI (GPT-4), Anthropic (Claude), or custom models depending on your needs. All AI implementations include human oversight and quality controls.
Do you provide training?
Yes! Every project includes training tailored to your team. We provide: hands-on training sessions (live walkthroughs of the automation), documentation (written guides with screenshots and videos), recorded videos (for ongoing reference and onboarding new team members), and ongoing support (email/Slack support for questions). We make sure your team feels confident using and maintaining the automations. For larger teams, we can provide train-the-trainer sessions.
What if we want to build in-house later?
We support that! Many clients start with us to get automations running quickly, then gradually build internal capabilities. We provide full documentation and knowledge transfer. Our code and workflows are transparent and well-documented (no 'black boxes'). We're happy to train your team on the automation platforms we use. If you hire an automation specialist, we'll work with them to ensure smooth handoff. We want you to succeed, whether that's with us long-term or building internally.
How do I get started?
Getting started is simple: 1) Fill out our client intake form or book a 30-minute discovery call on our Contact page. 2) We'll discuss your processes, pain points, and goals (free consultation, no commitment). 3) We'll propose 1-2 quick-win automations for a pilot project with clear ROI projections. 4) If you approve, we typically start within 1 week and deliver your first automation within 2-4 weeks. Most clients start with a small pilot to prove value, then expand from there.
Ready to automate your business?
Schedule a free consultation to discuss your automation needs. We'll identify quick wins and provide a clear ROI projection.