AI automation for the tools your team already uses
One workflow at a time—real results before you expand.
Turn messy intake and handoffs into workflows your team can trust. We map where work actually stalls, remove repeat data entry and inbox triage drag, and reconnect your CRM, documents, chat, and finance so the next step is obvious.
Start with one workflow
Target one high-friction process, prove the fix, then expand. Most teams start with one focused workflow, not a multi-year transformation plan.
- ✓ Real ROI: Measurable time savings in weeks, not months
- ✓ Team adoption: No rip-and-replace—works with your tools
- ✓ Build confidence: Low-risk first win, then expand
Visibility
Every step, approval, and exception stays on screen. No black boxes, no wondering where requests are stuck.
No rip-out
Build around the tools your team already has—HubSpot, Salesforce, Slack, Gmail, Outlook, QuickBooks. No new platforms to learn.
Built for trust
Approvals, exceptions, audit-friendly trails, and human review where judgment matters. The CRM, docs, chat, and finance tools you already use.
BUILT BY
The team behind Business Computer Technicians
Start here
Which workflow is slowing you down most?
What happens next
Review
We read your note and reply with focused questions—or a time to talk—usually within one business day.
Discovery
Maps where work starts, who owns it, which tools need to connect, and where people stay in the loop.
Production
Changes roll out with testing, fallbacks, and visibility so adoption does not depend on heroics.
Best fit
- • Ops-heavy service teams
- • Teams with 5-50 people handling workflow intake
- • Existing investments in CRM or docs platforms
- • Wasting 10-30% of capacity on manual handoffs
Common tools we connect
Microsoft 365
Outlook, Teams, SharePoint
Google Workspace
Gmail, Drive, Sheets
CRM
HubSpot, Salesforce, Pipedrive
Finance
QuickBooks, Xero
Chat
Slack, Teams
Forms & Intake
Typeform, Zapier, APIs
Before you submit
Related guides on BCT.tech
Skim how we talk about platform-only builds versus partner-led workflows, then browse demos or integrations that match your stack.
FAQ
Workflow review questions
Quick answers for teams comparing DIY automation, MSP bundles, vertical software, and implementation partners.
What should I put in the project details field?
Include the trigger (for example, inbound email or form), the systems involved, who approves or edits output today, and what “done” looks like. Screenshots or example thread subjects help, but names of tools and owners matter most.
How quickly will someone respond?
We aim to reply within one business day with focused follow-up questions or a suggested time to talk. Urgent production outages are still best routed through your existing IT or MSP channels.
Is this the same as hiring an MSP or buying Zapier?
Not exactly. MSPs often own devices, identity, and infrastructure. Platforms like Zapier or Power Automate are execution layers. A workflow review helps you decide whether the gap is tooling, integration design, process clarity, or a mix—before you fund the wrong fix.
Which industries or tools do you support?
We focus on service and operations-heavy teams: legal intake, property operations, AEC handoffs, nonprofit coordination, finance follow-up, and professional services. Common stacks include Microsoft 365, Google Workspace, HubSpot, Salesforce, Slack, QuickBooks, and DocuSign.
Ready to fix your first workflow?
Scroll back up and tell us about the workflow slowing your team down. We'll respond within one business day with focused questions or a time to talk.
Start your workflow review