Automation
Turn repeated manual work into reliable systems.
We map and build simple automations for lead capture, follow-ups, reporting, notifications, and internal handoffs.
Workflow friction we look for
The best first automation is usually a repeated workflow that already happens often, has handoffs, and creates missed opportunities when delayed.
- Lead capture and routing
- Follow-up reminders or sequences
- Reporting and spreadsheet updates
- Internal notifications and handoffs
Workflow lanes
Capture
Where the work starts: form submissions, emails, orders, messages, or internal requests.
Route
Who needs to know, what should be updated, and where manual copying creates delay.
Close the loop
Follow-ups, reminders, reporting, and handoff visibility that make the workflow reliable.
Automation Opportunity Map
Start with a workflow.
Describe the repeated task and Fortis maps where automation can remove busywork without overcomplicating your stack.
Automation Setup Sprint
A fixed-scope automation build for practical workflows that save time, reduce manual errors, and make follow-up more consistent.
- Form submission to CRM or sheet to notification
- Lead enquiry to follow-up reminder
- Shopify orders to weekly report
- Manual report to scheduled summary
- Client onboarding to checklist/task setup
Ready to map the manual work?
Start with the workflow you repeat every week. We will turn it into a practical opportunity map.