Workflow Automation
Your staff shouldn't spend their time copying data between spreadsheets or chasing down the same status updates every week. We'll look at how your team works, find what's eating their time, and build automations so your team stops losing time to it.
Why automate?
- We audit your tools and workflows to find what's slowing your team down
- Connect the tools you already use so they work together
- Build custom automations that handle the repetitive stuff
- Your campaigners get to spend their time on actual campaigns
How it works
Audit
We look at how your team works day-to-day — the tools you use, the processes you follow, and where time gets lost to repetitive tasks.
Recommendations
You get a clear report of what we found, which automations would save the most time, and what it would take to build them.
Build
We build and test the automations, connect your tools, and make sure everything works before handing it off to your team.
What we can automate
Every organization is different, but here are common examples:
- ActionKit-to-Slack notifications when petitions hit milestones
- Auto-generated weekly campaign performance reports
- Data sync between tools so nobody copy-pastes between spreadsheets
- Custom AI tools built for your specific workflows
- Automated onboarding checklists for new team members
- Status update summaries pulled from project management tools
Ready to find out what you can automate?
Book a free discovery call. We'll talk through your workflows and identify where automation can save your team the most time.
Book a Free Discovery Call