Start with the work that keeps coming back.
You do not need to choose a tool. Choose the repeated task, handoff, or broken connection that costs your team the most attention.
Find the best first workflowFive service categories. Many possible workflows.
These pages group related problems so the site stays easy to navigate. A Core Build scopes one agreed workflow from whichever category fits the bottleneck.
Data Entry Automation
Invoices, statements, and forms read and filed for you
Bookkeeping Automation
Invoices, reminders, and your books kept in sync
Client Onboarding Automation
New clients booked, set up, and welcomed on autopilot
Lead Follow-Up Automation
Every lead answered fast and followed up
Automation Consulting
Find what to automate first, then build it
Software Integration Services
Your apps sharing one set of data
Not every workflow needs its own service page.
Scheduling, document processing, CRM updates, reporting, alerts, invoicing, and reminders are delivery patterns inside the five categories—not seven extra packages to choose between.
- Document processing
- Lead capture and routing
- Client scheduling
- Invoices and reminders
- CRM and data sync
- Reports and alerts
Different workflow. Same ownership.
- 01Mapped before it is built
Triggers, decisions, exceptions, and owners are documented first.
- 02Tested away from live work
Your real process keeps running while the new one is proven safely.
- 03Handed over visibly
You receive alerts, documentation, walkthroughs, and control.
Questions about our services
Clear scope, clear ownership, and no black-box handoff.
Which automation service should I start with?
Start with whichever manual task costs your team the most hours each week. If you are not sure, the $250 Automation Audit maps your workflows and ranks them for you, so you don't have to guess.
Do you build more than one automation at a time?
A standard Core Build starts with one agreed workflow so the scope, acceptance tests, and fixed price stay clear. Connected or additional workflows can be quoted together when they genuinely need to launch as one system.
What if my process doesn't match one of these services?
These are the automations we build most often, not a fixed menu. Book a free discovery call and describe the manual work you want gone. If it can be automated, we'll tell you honestly.
Do the automations run in my own accounts?
Yes. Every workflow runs in your own software accounts, not ours. You get error alerts, written docs, and a video walkthrough, and you keep full access if you ever want to bring the work in-house.
How fast can a service go live?
Most Core Build projects go live in under 30 days, including testing in a safe copy of your setup before it touches real data.
What does an automation service cost?
The Automation Audit is a flat $250. One standard Core Build workflow starts from $2,500, quoted as a fixed price before we start. Connected or additional workflows receive a fixed quote, with no hidden hourly billing.
Let the Audit rank the work.
In seven days, you get a workflow map and a fixed-priority plan you keep either way.
See the $250 Automation AuditDelete one hour of busywork this week.
Get our free "Busywork Elimination Framework" and join our Tuesday newsletter. Every week, we send you one manual task to eliminate and the exact AI tool to replace it.