Workflow automation
Onboarding, approvals, and billing that run themselves.
Industries / Professional Services
AI & automation for Professional Services.
Run a lean team like a big one
DwgWhat we build for Professional Services
SheetIndustries
Steps04
Agencies, consultancies, and SMBs win by punching above their headcount. We wire up the back office (onboarding, billing, reporting) so a small team runs like a large one.
Where it hurts
3 pain points- Manual onboarding, billing, and client reporting
- Knowledge and data scattered across tools
- Repetitive work that doesn't scale with the team
What we build for you
4 buildsData pipelines
Pull, clean, and route data between your tools.
RAG knowledge AI
Answer questions from your own docs and playbooks.
Custom dashboards
Live metrics your whole team can actually use.
See the full list of services or browse automation use cases.
The cost of leaving it manual
Manual onboarding, billing, and reporting don't scale - they cap how much a lean team can take on, and the work that scales worst is the work you can't bill for.
Common bottlenecks here
Recipes for Professional Services
5 recipesGenerate a weekly report from Sheets and email it
A weekly report gets rebuilt by copying numbers out of a working sheet into a summary, then emailing it around, every week without fail.
Scheduled trigger fires weekly → Sheet data pulled and summarised into the report layout → Report emailed to the distribution list
Generate a daily standup digest in Slack from Notion
Standups spend the first ten minutes catching everyone up on what changed in the project tracker overnight.
Scheduled trigger fires each morning → Notion changes since the last run summarised → Digest posted to the team's Slack channel
Turn Slack messages into Airtable tasks
Action items get raised in Slack threads and then forgotten, because turning a message into a tracked task is a manual copy-paste step nobody does consistently.
Message flagged for follow-up in Slack → Task details pulled from the message and thread → Task created in Airtable with the source thread linked
Route form submissions into Airtable with rules
Submissions from different forms all need to land in the right Airtable base and table, and someone currently sorts them by hand after the fact.
Form submitted → Submission matched against routing rules → Record created in the matching Airtable base and table
Generate CRM pipeline reports on a schedule
Pipeline reports get rebuilt by hand before every leadership meeting, pulled from the CRM and reformatted into the deck or sheet people expect.
Scheduled trigger fires ahead of the reporting cadence → Pipeline data pulled and summarised by stage and owner → Report delivered to Sheets and emailed to the list
Common questions
- How does automation help a small services team?
- It lets a lean team run like a larger one - onboarding, approvals, billing, and reporting that run themselves - so headcount goes to client work, not back-office admin.
- Can you pull our scattered data together?
- Yes - data pipelines pull, clean, and route data between your tools into live dashboards, so the whole team works from the same current numbers.
Continues · Book a consultation
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