HubSpot / Workflow Automation
Workflow Automation
Workflow automation that removes the handoffs, not the people
We automate the work that falls between sales, operations, finance and service: HubSpot workflows, Breeze agents, Claude and custom automations running on your real data, with a human approval where it matters.
The work that falls through the cracks
Every growing company has the same leaks. A deal closes and operations finds out late. A quote sits in someone's inbox. An onboarding step lives in one person's head. People spend the day copying data between systems instead of doing their job.
Automation only fixes that when the process underneath is clear. We map it first, then automate it end to end.
What we automate
The repetitive work that slows every team down.
Sales
Lead routing and follow up
New leads assigned, enriched and followed up in minutes, not days.
Handoffs
Deal to delivery
Closed deals become projects, orders and onboarding tasks automatically.
Approvals
Quotes and approvals
Discounts, quotes and exceptions routed to the right person with context.
Service
Ticket triage
Breeze agents answer the routine questions and route the rest.
Data
HubSpot and ERP sync
Orders, invoices and customer records kept in step across systems.
Admin
Recurring tasks
Reports, reminders and record cleanup that run without anyone asking.
The tools we use
HubSpot, Claude, Briefcais and custom builds, each where it fits best.
Claude
Handles the judgment steps: drafting, summarizing and classifying, with approval before anything sends.
Claude DeploymentBriefcais
Shows each person what changed overnight and what needs them, so automations never go unnoticed.
See BriefcaisCustom builds
Integrations and code where native tools stop, connected to your ERP and finance systems.
Custom AI DevelopmentHow it works
01
Map
We walk the process with the people who run it and find the leaks.
02
Prioritize
Automations ranked by hours saved and risk removed.
03
Build
Built, tested and documented in your systems.
04
Monitor
Every automation watched and tuned on an admin retainer.
Questions we get
What is workflow automation?
Using software to move work between people and systems automatically: assigning leads, creating tasks, syncing records and routing approvals, so nobody has to do it by hand.
Do we need HubSpot to automate our workflows?
Most of our automation runs on HubSpot, usually Professional or Enterprise. We tell you during scoping whether your current tier can support what you need.
Will automation replace my team?
No. It removes the copying, chasing and data entry so your people can spend their time on customers and decisions.
What happens when an automation breaks?
Everything we build is documented and monitored. On an admin retainer, we catch and fix issues before your team feels them.
More HubSpot services
Talk to us about Workflow Automation
Tell us what you are trying to fix and the tools you run on. We'll come back within one business day.
Not sure where to start? Try a HubSpot Audit.