Workflow Automation
Most teams are drowning in busywork because their systems don’t talk to each other, leaving you stuck copying data between apps, manually creating tasks, or checking on things that should have happened automatically.
We build automation systems that eliminate those bottlenecks. Whether it’s syncing your CRM, assigning leads, triggering email sequences, or generating reports, we connect the dots so everything runs smoother and faster.
“The goal is to automate everything that doesn’t require a soul.”
– Naval Ravikant
If your tools and platforms aren’t integrated, you’re wasting time. Period.
Most businesses invest in great software but never connect them in a way that creates efficiency. This leads to human errors, delayed responses, lost leads, and team burnout. Workflow automation bridges the gaps between platforms so your systems work like a single, cohesive machine.
Common automations include:
- Assigning leads to the right rep based on location, product interest, or campaign
- Triggering onboarding steps the moment a contract is signed
- Sending reminders, internal alerts, or status updates when milestones are hit
- Syncing deal stages across platforms like Salesforce, ClickUp, and Slack
- Updating reports, spreadsheets, or dashboards in real time
- Cleaning, formatting, and tagging contact data behind the scenes
If it’s repetitive, time-sensitive, or logic-based, we can automate it.
A Higher Frequency
We don’t just hook up your apps and walk away.
At Canarsie, automation is approached as a long-term asset — one that has to be reliable, scalable, and transparent. That’s why every automation project starts with a clear map of what’s happening, why it matters, and how it ties into your bigger goals.
We use open, flexible platforms to build automations that are:
You’ll never be left wondering “what’s supposed to happen” again.
You’ll never be left wondering “what’s supposed to happen” again.
Every workflow automation is customized — but typically here’s
01
Lead Assignment & Routing
We build systems that instantly assign leads to the right person, team, or pipeline based on criteria like location, service interest, or lead source. No more manual sorting or delay — just smart, automated routing that helps you follow up faster and close more deals.
02
Notifications & Follow-Ups
Your team should never miss a step in the sales process. We automate internal alerts, reminders, and follow-up sequences that keep everyone on track and aligned. Whether it’s notifying a rep or reminding a lead, the right message gets sent at the right time.
03
CRM & Platform Syncing
We connect your CRM or platforms to the rest of your business tools — forms, email platforms, payment processors, call tracking, and more. This ensures that every contact stays organized, tagged, and up-to-date without the need for manual entry or duplication.
04
Task Generation & Management
When a lead hits a certain stage or a form is submitted, we trigger automatic task creation in tools like ClickUp, Asana, or Trello. Every automation is built around your actual workflow, so nothing falls through the cracks and your team always knows what’s next.
05
Onboarding Workflows
We automate everything from welcome emails and client intake forms to internal setup tasks and training sequences. This creates a consistent, hands-free onboarding process that makes new clients feel supported and new team members stay on track.
06
File Handling & Folder Creation
We create workflows that automatically generate folders, duplicate templates, organize assets, and attach files to the right records. Whether it’s client documents, proposals, or creative files, they’ll be stored exactly where they need to be.
07
System Alerts & Error Handling
Things break — but with the right automations, you’ll know when and why. We build in smart error handling and real-time notifications so you’re never left guessing. When something goes wrong, the right person is instantly looped in to fix it.
08
Reports & Dashboards
We build automations that update your spreadsheets, KPIs, and dashboards in real time — no more pulling data manually. Whether you’re using Google Sheets, Data Studio, or Airtable, you’ll always have the latest numbers when you need them.
Ready To Stop Waste Time On Manual Tasks?
Workflow automation isn’t just smart — it’s survival.
If your competitors are routing leads instantly, assigning tasks automatically, and triggering actions across every system while you’re still doing it all manually… you’re already behind.
At Canarsie, workflow automation isn’t just about convenience — it’s about performance at scale.
We build systems that:
- Streamline internal processes
- Cut hours of repetitive work
- Eliminate dropped leads and missteps
- And let your team focus on what actually moves the needle
- Manual processes break when volume grows.
That’s where we come in.
What is workflow automation, exactly?
Workflow automation is the process of using software to trigger and complete tasks automatically across systems — like assigning leads, sending emails, updating CRMs, or notifying your team — so nothing falls through the cracks and your business runs smoother.
What types of tasks can be automated?
Almost anything that’s repeatable. Lead follow-up, customer onboarding, task assignments, status updates, invoice generation, internal notifications, form submissions — if it happens often and has rules, we can automate it.
Will automation replace my team?
Not at all. It enhances your team by removing the repetitive tasks that slow them down. Your people stay focused on strategy, creativity, and connection — while the busywork runs itself.
What platforms do you integrate with?
We work with tools that can natively connect to most platforms or directly connect via APIs. Whether you’re using CRMs, email platforms, payment processors, or custom apps — we build automations that connect it all.
How do I know what to automate?
We start with a strategy session to map your current processes, identify bottlenecks, and find high-impact opportunities for automation. Then we build, test, and optimize the workflows for results.