- One defined outcome on your existing integrations; test cases, alerts and runbook.
Get recurring work
off your desk.
We connect recurring work across the tools you already use. You agree the rules; we build and test the normal run and the exceptions before you approve activation. Where a step uses an AI agent, a named person answers for its result.
A workflow build
One defined outcome on your existing integrations; test cases, alerts and runbook.
For owners and operators whose recurring work crosses tools, handoffs and spreadsheets.
01 / The offer
Start with one working workflow.
This comparison splits our workflow automation services into three different decisions: a first workflow build, alternative defined builds in the CRM pipeline and reporting dashboard, and the workflow care that follows activation.
The first build.
Or a different defined build.
The CRM pipeline, the reporting dashboard and custom integration code are alternative builds, each with its own scope.
- A pipeline and nurture sequences on clean existing data; migration separate.
- Your existing data sources and agreed metrics in one view, with handover.
- Custom code for one integration, quoted after a short review.
After the build: workflow care.
Workflow care is a separate monthly purchase for a workflow that already runs.
- Scheduled-run monitoring and minor fixes; business-hours support.
The monthly fee renews with 30 days' written notice. And when you want the broader monthly relationship that keeps agreed systems running and improving as the work changes, managed automation is the program: see how managed automation works
Built by us. Owned by you.
Lam builds the workflow with you: the outcome, the rules, the access boundary and the tests. Rob connects the work to search priorities when a workflow serves them. After handover, the workflow, its accounts and its runbook are yours.
Each build is scoped with you before work starts. Care covers scheduled-run monitoring and minor fixes; new workflows and major changes are separate builds.
Custom applications, data migration and complex API development are separate scopes.
Hosting, subscriptions and usage costs from your tools are billed by their providers.
See pricing for all programs and additionsNot sure yet? Start with an audit. It is credited to the service you choose.
02 / Your accountable lead
The person accountable for this work.
Lam builds the systems behind the work, from research to publishing. His background is software for banks and startups.
Lam agrees the outcome, the rules and the access boundary with your team, then holds activation until the agreed checks pass. Rob connects the work to search priorities when a workflow serves them; your named approver signs off before a workflow runs.
Explore Lam's work and writing Meet Lam Hoang03 / Delivery, responsibilities and review
Map the work. Then connect the tools.
01 What you get
Map the work before connecting the tools
The outcome, the current steps and the bottleneck, written down first.
Agree the rules and the access
A named approver, least-necessary permissions and a data boundary.
Build the steps, the rules and the exceptions
A trigger, the agreed steps, validation and exception handling.
Test it, approve it, hand it over
Acceptance cases, a runbook and your approval before anything runs.
02 Who does what
- WorkHacker
- Map, build and test the workflow; deliver the runbook and alerts naming each failure owner.
- Your team
- Supply tool access, sample inputs, factual answers, data restrictions and an ongoing owner.
- Approval
- Your named approver confirms rules, access and data boundaries in writing, accepts test evidence, then authorizes activation. Missing permission holds the step.
03 How it is checked
Acceptance checks
No savings or error-free promise.
Test normal and failure paths before activation.
Scheduled runs
Purchased care is not an uptime promise.
Within purchased care, record runs and failures; third-party changes can break connections.
The handover record
Major changes need separate scope.
Date each change, its reason, its approval and who responded.
04 / Before you decide
Straight answers.
Which workflow should we start with?
Start where the work recurs most and the rules are clear: a lead handoff, a publishing approval, a recurring report. We agree the first build's scope with you, so the build and its tests stay easy to inspect.
Which tools do you connect?
The tools you already use, through their existing integrations and interfaces. We agree the list before work starts, and add a platform only when your workflow needs it and its access supports it.
Do you build custom software?
Complex API development, data migration and custom applications are separate scopes. The workflow build connects existing tools. If the first workflow needs that work, we say so before you commit.
What access do you need?
Only what the workflow needs. We agree the approver, the permissions and the data the workflow may read, write and store before work begins. Sensitive data stays out unless you choose to include it, with its handling rules agreed.
What happens when something breaks?
Alerts name the failure and its owner. With workflow care, we monitor scheduled runs and fix minor faults during business hours. A changed third-party service or a new requirement can need a separate fix or build, and your tools' usage costs are billed by their providers.
Who owns the workflow?
You do. The workflow, its documentation, its accounts and its runbook are yours, with transferable steps and no lock-in to our tooling. If we stop, the runbook and the named owners keep the work moving.
How is this different from managed automation?
This purchase builds and hands over one workflow, CRM pipeline or reporting view. Managed automation is the monthly relationship that keeps agreed systems running and improves them as the work changes. Start with a build; add care or a program when the work grows.
Working together
Which recurring work comes off your desk first?
Tell us the recurring outcome, the tools involved and who approves the work. We confirm the build scope, access and timing before you commit.
Discuss your workflowStill deciding? Start with a free search check