WORKFLOW TRANSFORMATION

Turn messy systems into AI-powered workflows.

We go inside your business, map how the work actually moves, and rebuild it — with the right mix of automation, AI, better process, and people in the right places.

Email & calendar
Finance & billing
Spreadsheets & docs
Sales & CRM
Customer support
Chat & messaging
01
Map
02
Simplify
03
Connect
04
Automate
05
Measure

Integrations

Plug into your own data &
500+ integrations

Custom-built workflows on the apps and tools you already use — automated systems and processes running in sync across your organization.

SlackSlack
HubSpotHubSpot
ClaudeClaude
GmailGmail
FigmaFigma
CursorCursor
CanvaCanva
MicrosoftMicrosoft
AsanaAsana
NotionNotion
WhatsAppWhatsApp
DropboxDropbox
ZoomInfoZoomInfo
OpenAIOpenAI
SlackSlack
HubSpotHubSpot
ClaudeClaude
GmailGmail
FigmaFigma
CursorCursor
CanvaCanva
MicrosoftMicrosoft
AsanaAsana
NotionNotion
WhatsAppWhatsApp
DropboxDropbox
ZoomInfoZoomInfo
OpenAIOpenAI
monday.commonday.com
XX
n8nn8n
MakeMake
LinkedInLinkedIn
InstagramInstagram
AdobeAdobe
FacebookFacebook
AirtableAirtable
GitHubGitHub
AttioAttio
ClayClay
ClickUpClickUp
monday.commonday.com
XX
n8nn8n
MakeMake
LinkedInLinkedIn
InstagramInstagram
AdobeAdobe
FacebookFacebook
AirtableAirtable
GitHubGitHub
AttioAttio
ClayClay
ClickUpClickUp

The Problem

Your business has the tools. But the work still feels messy.

Most growing businesses are not short of software. They are short of connected, visible, repeatable workflows. Work gets stuck between systems, teams, inboxes, spreadsheets, approvals, and manual handovers.

01 / DISCONNECTED TOOLS

Disconnected Tools

Your CRM, finance system, project boards, inboxes, and communication tools all hold important information — but they do not work together cleanly.

02 / MANUAL PROCESSES

Manual Processes

Teams spend too much time copying data, chasing updates, building reports, creating tasks, and repeating admin that should already be automated.

03 / MESSY DATA

Messy Data

Information lives across emails, spreadsheets, PDFs, Slack messages, WhatsApp threads, forms, and old systems — making it hard to trust or use.

04 / POOR VISIBILITY

Poor Visibility

Leaders and teams cannot easily see what is happening, who owns what, what is blocked, or which work needs attention next.

WorkflowTransform+monday.com+Your systems & tools

Streamlined processes.Automated workflows.One connected system.

Your tools plug into monday.com — the data layer we build everything on. Work moves between them automatically, AI and automation handle the busywork, and your team approves what matters. The apps you already run, finally working as one system — with a single place to see it all.

Your team
People
Approvals
Oversight
AI & automation
AI agents
Automations
Workflows
monday.com

the data layer we build on

Your tools
SlackSlack
GmailGmail
HubSpotHubSpot
MicrosoftMicrosoft
DropboxDropbox
AirtableAirtable
WhatsAppWhatsApp
OpenAIOpenAI
Hundreds more apps

Fully connected System

Your tools keep working, tied together through monday.com so data moves automatically; no re-keying, no silos.

One source of truth

Everyone works from the same live data, not the same thing in five places, none current.

Better Visibility

Watch work flow across every function in real time instead of hunting through apps.

Your Team in Control

AI and automation do the repetitive work; your people approve what matters.

100+

Tools and apps you can connect to your system and processes

1

Central connected hub: monday.com to view and access data

0

Tools you have to rip out. We work with your systems and tools

INTEGRATED WORKFLOWS

Workflows that connect, automate, and keep you in control.

We automate the repetitive work, your team signs off on what counts, and you can see everything that's running.

Integrated with your tools, systems, and people

We connect the tools you use, the systems you run, and the people who own the work — so everything moves as one, not in silos.

AI core connected to business systemsAI core wired by dotted connectors to monday, CRM, Finance, and Comms.AImondayCRMFinanceComms

Full visibility, just ask

See what's running, what's automated, what's waiting, and who's accountable — across every team.

Ask your operation
Which onboarding clients are behind this week?
Two missed their kickoff step - tasks reassigned in monday and flagged to their owners.
What's waiting on finance approval?
Three invoices over your threshold are pending CFO sign-off - sent this morning.
Draft this month's renewal outreach.
Drafted for 8 accounts - ready for your review.
Ask anything...

Automated by us, approved by your team

We simplify, connect, and automate the busywork — then your team approves it before anything goes out.

AI drafted
Outreach to 12 new leads
Personalised emails, ready to send.
  • Simplify, connect, automate
  • Approved by your team
  • Logged and tracked end to end

Agentic workflows

Agentic workflows that help run your work end to end

We help build, automate, implement, and manage complex cross-functional processes and systems with AI.

Trigger

Set the event that kicks off the workflow.

AI actions

Let AI run the logic, conditions and what happens next.

AI agents

Delegate complex steps to agents that act on your behalf.

Notifications

Keep everyone aligned with conditional notifications.

Integrations & Apps

Sync data and actions across apps to keep everything connected.

When ticket is created
Trigger — the event that starts the flow.
Check ticket severity
AI actions — AI runs the logic & conditions.
Yes
No
Escalation Caller Agent
AI agents — agents act on your behalf.
Ticket Resolver Agent
Human approval
Send email notification
Integrations — sync across your apps.
Notify team in chat
Notifications — keep everyone aligned.

PRACTICE AREAS

Built for the key functions that run your business.

We organise workflows around the core functions of your business — finance, sales, operations, marketing, and beyond — so the system fits how you actually work.

FINANCE

WorkflowCFO

Billing, reporting, reconciliation, and cash-flow visibility, streamlined.

Explore WorkflowCFO->
Finance function graphicAn invoice document with a total and a coral approval badge, feeding an automated flow: Match, then a coral human Approve, then Paid.Invoice approval, automatedMATCHAPPROVEPAID

Workflow Health

Illustrative
This week

Active workflows

0

Automations running

0

Awaiting approval

0

Workflows

Customer onboardingOn track
Invoice reconciliationDone
Contract reviewAwaiting human approval
Data enrichmentQueued

ONE VIEW

See your whole operation in one view.

Dashboards show what's running, what's automated, and what's waiting on a human — across every function, in real time.

  • Live status across workflows
  • Automations and approvals at a glance
  • One place every team works from

WORKFLOWS WE BUILD

Real systems, shaped to your business.

A few of the workflows we design and build. Each one removes manual work and keeps a person in control where it counts.

SALES

Sales Outreach Engine

Find, enrich, and reach the right leads, with a person approving every send.

View workflow ->

MARKETING

Content Workflow Engine

From brief to draft to scheduled post, with you approving what goes out.

View workflow ->

FINANCE

Time-to-Bill Workflow

Turn completed work into accurate invoices faster, with fewer errors.

View workflow ->

OPERATIONS

Order Capture Workflow

Capture orders from email, WhatsApp, and forms into one clean system.

View workflow ->

LEGAL & OPS

Contract Drafting Workflow

Generate first-draft contracts from your templates and approved terms.

View workflow ->

PEOPLE

CV Extraction Workflow

Pull structured candidate data from CVs into your hiring pipeline.

View workflow ->

Workflows that actually add value for your business.

Remove manual work

We take the copy-paste, the chasing, and the re-keying off your team — the repetitive admin runs itself, and your people focus on the work that actually needs them.

Streamline business operations

We map how work really moves across your business and rebuild it into clean, connected workflows — so nothing gets stuck between tools, teams, and inboxes.

Automate critical workflows

From lead to invoice, intake to delivery, we automate the processes that run your business — with your team approving the moments that matter.

How it works

From Disconnected to Streamlined

Book01 · WORKFLOW AUDIT

Start with a Workflow Audit where we understand your business, tools, bottlenecks, and where work feels messy or manual.

Map02 · SYSTEMS & GAPS

We map your systems, processes, data, communication channels, approvals, handovers, and current workflow gaps.

Build03 · AUTOMATIONS & AI

We design and build automations, AI-powered workflows, integrations, dashboards, and better operating processes.

Launch04 · ROLLOUT & ADOPTION

We implement the workflow, train your team, monitor adoption, and improve the system as your business evolves.

COMMON QUESTIONS

Questions, answered.

No. AI is one ingredient, not the whole solution. We rebuild how work moves using the right mix of better process, automation, the right systems, AI where it genuinely helps, and human oversight where judgment matters. The goal is work that flows — not AI for its own sake.

No — we remove the repetitive work your team shouldn't be doing, not the people. Automation and AI handle the copy-paste, chasing, and re-keying, while your team approves the moments that matter and focuses on higher-value work. You stay in control; the busywork doesn't.

No. We build around your existing tools instead of ripping them out. monday.com becomes the connected layer that ties everything together, so data moves between the apps you already run — no migration, no re-learning, no silos. Your tools stay; the friction between them goes.

We work with the tools you already use — CRMs, finance systems, spreadsheets, inboxes, chat, and project boards — connected through monday.com, the data layer we build on. With 500+ integrations available, most of your stack plugs straight in. Common ones include monday.com, Xero, Slack, WhatsApp, HubSpot, Gmail, and Microsoft 365.

Tools like Zapier give you the plumbing, but you still have to design, build, and maintain the workflows yourself. A typical agency hands off a project and leaves. We do both the thinking and the building — mapping how your work actually moves, rebuilding it end to end with the right mix of process, automation, AI, and human oversight, and staying with you as it evolves. You get a working system, not a toolkit or a one-off project.

No — that's the whole point. We design, build, connect, and maintain the workflows for you; your team simply uses them. You won't need developers, and you won't be handed a complex tool to figure out alone. The technical work stays on our side.

Far less than the manual work it removes. We handle the design and build; your team's main involvement is a short discovery to show us how the work moves today, plus quick approvals along the way. The aim is to give your people time back, not add a project to their plate.

Usually weeks, not months. We start with one high-impact workflow and build the fastest useful version first, so you see real results early instead of waiting for a giant rollout. From there we expand, refining and adding workflows as the system proves itself.

Every engagement is scoped to the work, so cost depends on which workflows you're rebuilding and how much we automate. There's no off-the-shelf licence fee — you're paying for a system built around your business. The Workflow Audit is the starting point, and we outline clear scope and cost before any build begins.

It starts with a Workflow Audit. We map how one important process actually moves today, pinpoint the friction, manual steps, and unclear handovers, and show you the fastest useful workflow we'd build first — with no obligation. From there we design, build, test, and roll it out with your team.

Pick one process. Let's rebuild it.

Book a Workflow Audit and we'll map how your work moves — and where to start.