Data Automation
Automate a Task 1-2 weeks

Data Backup Automation

Scheduled backups with verification and recovery testing

The problem

Data inconsistency across systems means nobody trusts the numbers. When your CRM says one thing and your spreadsheet says another, decision-making grinds to a halt.

Broken workflow
Before

Nobody trusts the data because different systems show different numbers

Smooth workflow
After

Single source of truth with automated sync keeping all systems consistent

The solution

We build a custom data backup automation system tailored to your specific workflows, tools, and team. Not a generic template, a system built for how your business actually operates.

  1. Map data touchpoints between all your systems
  2. Configure automated sync, validation, and transformation rules
  3. Implement with proper error handling and recovery procedures
  4. Go live with data quality dashboards and alerts
Automate a Task
Reclaim 5-10 hours per week
Timeline: 1-2 weeks Support: 30 days

Expected results

Single pain point eliminated completely

Process that took hours now takes seconds

Foundation laid for further automation

How we'd approach this

This is typically a Automate a Task engagement (1-2 weeks).

Single-purpose automations that solve one specific problem fast. Pick the task that's eating the most time, and we'll make it disappear.

Best for: Teams who want to test automation with low risk, or have one specific pain point that's driving them crazy.

What's included

  • Working automation deployed in your environment
  • Documentation and training
  • 30 days of support
Learn more about Quick Wins →

FAQ

1-2 weeks. We'll give you an exact timeline after our discovery call where we assess your specific situation.

Almost always yes. We integrate with most modern business tools including CRMs, email platforms, project management tools, accounting software, and more. If you have a specific tool, just ask.

That's the point. We build for your specific process, not a generic template. Unique processes are what we do best.

30 days of dedicated support is included. We monitor for issues, fix bugs, and help with optimization during this period.

We start by measuring your current process: how long it takes, how many steps, where the bottlenecks are. After implementation, we measure again. Most clients see results within the first week.

Absolutely. Many clients start with a Quick Win and expand as they see results. We design with future growth in mind.

You might also need

Data Automation Automate a Task

Database Maintenance Automation

Automated cleanup and optimization and backup of your databases

Learn more →
Data Automation Connect Your Systems

Data Sync Between Systems

Keep data consistent across all your tools automatically

Learn more →
Data Automation Automate a Task

Data Validation Automation

Catch errors before they cause problems with automated checks

Learn more →
Book a discovery call