01
Discovery
State machine the process on paper first—including unhappy paths.
Service
Workflow Automation
Workflow automation connects systems with explicit states—approvals, escalations, and notifications that ops can see and trust.
Problems this work usually addresses
- Approvals live in inboxes
- Handoffs stall without owners
- No single view of process health
Who benefits most
Ops and delivery teams coordinating multi-step work across tools.
Typical outcomes
- Fewer manual handoffs
- Clear ownership of each step
- Better visibility for operators
Technical approach
02
Design & architecture
Implement transitions with permissions and notifications.
03
Build, test, and handoff
Dashboards show stuck items and aging work.
Architecture considerations
Durable workflow state in your database or a workflow engine. Integrations are adapters, not the source of truth.
Security
Approval actions require auth. Impersonation is logged.
Scaling
Partition by tenant or team when queues grow. Archive completed work.
Technology stack
TypeScript/NodePostgresEmail/Slack APIsCronAdmin UI
Common challenges
- • Undefined exception paths
- • Too many notification channels
- • No SLA owner
Frequently asked questions
Zapier vs custom workflows?
Zapier is fine for low-risk glue. Custom workflows win when auditability, complex branching, or deep product integration matters.
Related reading
Related services
AI Automation
Agent-assisted operations and workflow automation that remove repetitive work without creating black-box risk.
Business Automation
Practical automation for service companies, agencies, and operators who need fewer manual loops.
CRM Development
Custom CRM and pipeline systems tailored to how your team actually sells and delivers.
Relevant projects
Process stuck in inboxes?
Sketch the states and who must approve each transition.
Design a workflow system