Automation by role.
The same tools, wired around how each team actually works. Find your role and see the workflows we build to take the busywork off it.
Updated August 2026
Evenops automation solutions cover the operations that eat a team's week: invoice and document intake, lead response and follow-ups, CRM and billing reconciliation, order operations, reporting, and customer support. Each solution page shows what the system does, what it replaces, and the tools it runs on.
All roles
6 rolesFinance teams
Controllers, finance ops, and bookkeepers drowning in re-keying.
Source documents captured and structured automatically → Payments and orders matched on a schedule, exceptions flagged → Recurring reports assembled and delivered on time
E-commerce operations
Ops leads keeping orders, inventory, and support moving.
Orders flow to the right place by rule, exceptions flagged → Stock counts reconciled on a schedule → Common tickets answered and routed whenever they arrive
Sales teams
Reps and RevOps leads chasing leads across too many tools.
New leads route to the right owner and channel the moment they arrive → Pipeline views reflect the CRM as it changes, not last week's export → Stalled deals surface on a schedule, not at the next pipeline review
Agencies
Founders and account leads running client work across many tools at once.
Leads land in the CRM with an owner assigned the moment they submit → Status changes reach the team automatically, wherever they work → Recurring updates go out on schedule without a rebuild
Operations teams
Ops leads keeping data straight across the tools everyone else works in.
Changes in one system reach the team wherever they actually work → Systems are reconciled on a schedule, with only exceptions surfaced → Reports generate and go out without anyone rebuilding them
Support teams
Support leads triaging inbound questions across email and chat.
Every enquiry lands in a queue with a priority and an owner → Common questions get a draft reply pulled from the knowledge base → A person still approves every send
Common questions
Anything repetitive with clear rules: invoice capture, lead follow-up, CRM data sync, order routing, report generation, and support triage. AI handles messy inputs like PDFs and emails; rules handle the logic.
Continues · Don't see your team?
Don't see your team?
These are the roles we build for most, not a limit. Tell us the task and the tools and we'll scope it.
We typically respond within 24 hours