Deals close, then someone retypes them into three tools. Reports get built by hand on a Friday. The spreadsheet that runs half the business lives on one person's laptop.
Without a system
Handoffs done by hand, and sometimes missed
The same data typed into the CRM, the doc and the invoice
Reports pulled together from exports every week
Key processes living in a spreadsheet nobody else understands
With Operate
Handoffs that run the moment a status changes
Data entered once and passed to every tool that needs it
Dashboards that update themselves from the source
Simple internal tools your whole team can use
The solution
Three systems. Less admin at every stage.
Most teams start with the handoff that hurts most, usually deal won to onboarding. Dashboards and internal tools come in once the data is flowing.
When a status changes, the next step runs. A deal is marked won and the team is told, the onboarding doc is drafted and the invoice is ready to check. AI agents handle the steps that need some judgement.
What's included
Map of the handoffs your team does by hand
Automations built in tools you already use
AI agents for briefs, summaries and drafts
Alerts when something fails, so nothing breaks quietly
Pipeline, revenue and activity pulled straight from your CRM, sequencer and finance tools into one view. It updates on its own, so the weekly report is already done.
Small apps for the jobs your team does every day: quotes, approvals, onboarding checklists. Built on your data, with the right people seeing the right things.
Usually not. We build on the tools you already use, such as HubSpot, Slack, Notion and Xero, and connect them so data moves on its own.
02Which processes should we automate first?
The ones that happen often, follow the same steps and hurt when they're missed. Deal won to onboarding is a common first pick. We map your handoffs in week one and start with the one that saves the most time.
03What happens when an automation breaks?
You hear about it. Every workflow sends an alert if a step fails, and we fix it. Nothing fails quietly in the background.
04Where does AI fit in?
In the steps that need some judgement, like writing a client brief from call notes or summarising a week of activity. The rest is plain automation, which is cheaper and more predictable.
05Do we need all three systems?
No. Most teams start with workflow automation on their biggest handoff. Dashboards and internal tools are added once the data is flowing cleanly.
06Who owns the workflows and the data?
You do. Everything is built in your accounts, so the workflows, dashboards, tools and data stay with you if we stop working together.
See where your time leaks.
30 minutes. We map the two or three fixes worth making. You keep the map.
