01
Process mapping & ROI
We document how work actually flows today and quantify the hours and errors each step costs.
04 · Hours saved
Give your team back 10+ hours a week — without hiring.
Copying data between tools, chasing signatures, creating invoices, sending reminders, updating spreadsheets — that’s the work that quietly eats your week. We map every repetitive process in your business and connect your tools so it runs itself: triggered by real events, checked by rules, and escalated to a human only when something needs judgement.
10–20h
Saved per person, per week
Typical time returned to teams once admin, data entry, and chasing are automated.
0
Manual data entry
Information is captured once and synced everywhere it needs to be.
5 days
Faster payment cycle
Automatic invoicing and reminders shorten the gap between job done and cash in.
✦Is this for you?
This is built for businesses where…
- Your team re-enters the same information in three different systems
- Invoices, contracts, or reminders go out late because someone forgot
- Growth means hiring admin staff just to keep up
- You don’t trust your data because it lives in disconnected tools
✦What's included
Everything workflow & back-office automation covers
Built, integrated, and monitored by CODEVGROW — one team, one system, no hand-offs to a third party.
02
Quote-to-cash
Quotes, e-signature, job creation, invoicing, payment reminders, and reconciliation — hands-free.
03
Client & staff onboarding
Welcome sequences, document collection, account setup, and checklists triggered by a single event.
04
Scheduling & dispatch
Reminders, confirmations, rescheduling, route-aware dispatch, and no-show recovery.
05
Data sync & integrations
CRM, accounting, calendars, forms, spreadsheets, and industry tools connected via n8n, Make, Zapier, or custom API.
06
Approvals & exceptions
Human-in-the-loop steps with reminders, so nothing stalls and nothing risky runs unchecked.
✦How it works
From first call to a system that runs itself
A fixed, transparent path — you always know what happens next and what it costs.
- 1
Automation audit
A half-day session mapping your processes, tools, and pain points into a ranked automation roadmap.
- 2
Design
Each workflow specified with triggers, rules, exceptions, and owners — approved before we build.
- 3
Build & test
Built on reliable, monitored infrastructure and tested with your real data and edge cases.
- 4
Monitor & expand
Alerts, run logs, and monthly reviews. We keep adding the next highest-ROI workflow.
✦Questions
What business owners ask us first
Still unsure? The audit is free and you'll leave with a ranked list of what to automate — whether you work with us or not.
Which tools can you connect?
Practically any tool with an API — 1,000+ apps via n8n, Make, and Zapier, plus custom integrations for legacy or industry-specific software.
What if a workflow breaks?
Every automation is monitored with alerts and retries. You’re notified with a plain-English explanation, and we fix it — usually before you notice.
Do we own the automations?
Yes. Everything is built in your accounts, documented, and handed over. No lock-in.
Where should we start?
The audit ranks every candidate by hours saved and ease of build. We usually start with quote-to-cash or lead follow-up because the ROI is fastest.
Pairs well with
All services →Lead Capture & Instant Follow-upEvery lead answered in under 60 seconds, qualified, logged, and booked.AI Voice & Chat Agents24/7 agents that answer calls, text back, and handle WhatsApp, SMS, and web chat.Automated Websites & FunnelsFast, SEO-ready sites wired into chat, booking, quotes, and payments.AI Customer Support AutomationResolve the repetitive 70% of support across email, chat, and WhatsApp.Data, Reporting & AI AssistantsKPI dashboards, automated reports, and AI assistants trained on your business data.
Build smarter. Scale faster. Operate better.
Schedule a discovery call and we'll map the systems your business needs to reach its next stage.