Remove busywork
Workflows, approvals, notifications, and AI triggers
Build repeatable agency processes: approvals, handoffs, and alerts when work moves.
The problem
Manual handoffs between sales, delivery, and finance create silent delays.
Workflow Builder
Encode SOPs once; run them on every account.
Approval Workflows
Quotes, content, and invoices with clear owners.
Notifications
Keep the right people informed without Slack spam.
AI Triggers
Kick off assistants when stages change.
Why it works