Workflow automation

Stop copy-pasting between tools. We automate the hand-offs, chasing and data entry your team does every day.

Time to live2–4 weeks

Starts from$2,900 / mo

Typical result20+ hrs saved per team, every week

✉New order emailGmail

⇄Entry createdNetSuite

▦Sheet updatedSheets

◎Warehouse notifiedSlack

The problem

Your team moves the same information between email, spreadsheets and your CRM all day. It's slow, error-prone and nobody's favourite job.

In plain words

We watch how the work really happens, then build automations that do the repetitive steps for you — and flag a person only when something needs a decision.

How it works

STEP 01We map the workflow

STEP 02We automate the repetitive steps

STEP 03Your team approves exceptions

STEP 04We monitor and improve weekly

A real example

BeforeA new order arrives by email. Someone retypes it into the ERP, updates a spreadsheet and messages the warehouse — 12 minutes, every order.

→

With LumoThe order is read, entered, logged and sent to the warehouse in seconds. A person only steps in when something looks unusual.

What you get

✓Lead routing

✓Document processing

✓Internal handoffs

✓Reporting & alerts

A great fit if…

→Your team spends hours a week on copy-paste work

→The same steps happen dozens of times a week

→You use tools like HubSpot, Gmail, Sheets or an ERP

FAQ

[08]

Questions teams ask before the audit

Straight answers on cost, data and timelines. Anything else, ask us on a call.

Still unsure?

Talk to a strategist — 30 min, no pitch.

Book a free audit

Most pilots are live in 4–6 weeks. We start with one high-value workflow, prove the ROI, then scale.

Every engagement starts with a free audit. Plans start at $2,900/month, with fixed prices per phase and no setup fees — and most clients see payback within one quarter.

Yes. Your data stays in your stack, we sign NDAs and DPAs, and we can deploy with private models when needed.

No. We build, document and hand over everything, then train your team to run and tweak it.

You do. All code, prompts, workflows and documentation live in your accounts from day one, so you're never locked in.

Whatever your team already uses — HubSpot, Salesforce, Zendesk, Slack, Google Workspace, Microsoft 365, Notion, Shopify, Xero and more. If it has an API, we can connect it.

We'll tell you. Our audit flags what to automate, what to buy off the shelf, and what to leave alone.

Free AI audit · limited spots each month

Ready to start with this service?

Book a free audit and we’ll scope it around your tools, team and numbers.

Book a free audit

See pricing

30 minutes

Costed plan

No pitch

NDA on request