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Start with a ready-scoped automation. Go custom when the workflow demands it.

Fortis configures practical workflows for real-estate teams, commercial cleaners, and Shopify retailers. Start with clear scope, connect the tools, and keep people responsible for decisions.

Browse automation catalogMap a custom workflow

Ready-scoped automations

Watch the flow, then choose the setup.

Catalog workflows have a defined starting scope and price. The final setup is confirmed against your actual tools and process.

Browse all catalog workflows

Custom automation sprint

Map the workflow your team already repeats.

Use the diagnostic conversation when a catalog setup does not match the tools, rules, or handoffs you actually use.

Map a custom workflow
  1. 01

    Map

    Describe the repeated work, tools, owners, and handoffs.

  2. 02

    Scope

    Choose the smallest reliable automation that removes meaningful drag.

  3. 03

    Build

    Connect the approved tools with human checks where they matter.

  4. 04

    Handoff

    Test the workflow, document it, and make ownership clear.

How it works

Understand. Configure. Test. Hand over.

Diagnostics first, focused execution second, then a clean handoff your team can actually use.

  1. 01

    Diagnose

    We identify the trigger, repeated steps, tools, and people responsible.

  2. 02

    Build

    We configure agreed rules and connect the supported tools in your scope.

  3. 03

    Review

    We test normal runs, missing data, repeated events, and the exception path.

  4. 04

    Handoff

    We document ownership and operation. Any ongoing support is agreed separately.