Beyond Basic Automation:
AI-Driven Workflows That Scale.
We help mid-market companies streamline operations with intelligent, AI-driven workflow automation, paving the way for high value productivity increases and scalable growth.
Our Expertise in the Modern Automation Stack
Any Of These Bottlenecks Sound Familiar?
As your business matures, manual processes and disconnected systems can create friction that costs time and money.
Departmental Silos
Your sales, marketing, and operations teams use different tools that don't communicate, leading to manual data transfer and miscommunication.
Inconsistent Data
Client information in your CRM doesn't match your accounting software, causing confusion and errors in reporting and invoicing.
Reactive Problem-Solving
Your team spends too much time fixing errors and chasing information, instead of proactively working on high-value initiatives.
AI-Driven Automations That Turbocharge Productivity
We design and build robust workflows that solve your most critical productivity challenges. These are just a few examples:
Sales to Project Handoff
When a deal is marked "Closed-Won" in your CRM, automatically create a new project in Asana/Trello, generate a client folder in Google Drive, and send a welcome sequence via email.
Automated Financial Reporting
Sync data from your CRM and project management tools into a centralized dashboard to generate real-time reports on project profitability and team utilization.
Intelligent Lead Nurturing
Use AI to analyze new leads, enrich their data, and route them into personalized marketing sequences based on their industry, size, and expressed needs.
Streamlined Employee Onboarding
When a new hire is added to your HR system, automatically provision their accounts (Google Workspace, Slack), assign onboarding tasks, and schedule intro meetings.
Proactive Customer Support
Use AI to analyze support requests for sentiment and urgency. Automatically escalate critical issues and provide instant answers to common questions.
Contract & Proposal Generation
Generate error-free contracts and proposals in seconds by pulling data directly from your CRM into pre-approved document templates.
Our 3-Step Process
We follow a clear, collaborative process to ensure we build what you need.
Strategy & Mapping
We work with your team to map your current process, identify the core problem, and define the goals for the automation.
Development & Integration
We build the workflow, integrate your key applications, and rigorously test every step to ensure reliability and accuracy.
Deployment & Training
We deploy the solution, provide your team with clear documentation and training, and monitor the system to ensure a smooth transition.
Your Partner in Scalable Operations
AutomateIQ was founded on a simple principle: your team's talent is too valuable to be wasted on repetitive work. We're not just technologists; we're operational strategists who understand the challenges of a growing business.
Our expertise lies in bridging the gap between your business strategy and your technology stack. We use a combination of process expertise and best-in-class automation tools to build systems that work for you, not the other way around.
Ready to Streamline Your Growth?
Schedule a complimentary Strategy Session. We'll discuss your current challenges and identify the single most valuable workflow you can automate to improve efficiency and support your growth.