The work your team hates is usually the work we can automate

Most organizations need their tools to work together, not more tools. The challenge is spotting the right workflows and ensuring they don't break when your team or tools change.

Repetitive Tasks

Repeating the same steps in different systems every day.

Missed Updates

Important updates getting missed because someone forgot a manual step.

Complex Onboarding

New hires needing long checklists just to follow basic processes.

Lack of Visibility

Leaders having no real time view of what is stuck or running behind.

Workflow automation designs systems around people—not forcing people to work like robots.

What we can automate for your team

Lead Capture → CRM Creation

Proposal Follow-up Reminders

Invoice Generation & Sending

Employee Onboarding Workflows

Customer Support Ticket Routing

Email Campaign Automation

Document Approval Workflows

Expense Report Processing

Inventory Reorder Alerts

Meeting Scheduling & Reminders

Data Entry & Migration

Report Generation & Distribution

Contract Renewal Notifications

Social Media Post Scheduling

Payment Processing & Reconciliation

Automation First

Simple, predictable logic that follows clear if-then patterns. Straightforward rules that don't need AI complexity.

AI Where It Makes Sense

Intelligent steps that benefit from AI: classifying messages, summarizing notes, or suggesting next actions. We emphasize human in the loop—AI drafts, humans review; AI routes, humans handle judgment calls.

How we design and roll out your workflows

01
Discover
We map your current processes, systems, and pain points, focusing on high-impact, low-risk workflows first.
02
Design
We sketch the ideal workflow, define inputs and outputs, and decide where humans and automation fit.
03
Build and test
We build the workflow using tools like Zapier, n8n, or custom integrations, then test with a small group.
04
Launch and train
We roll out the workflow, train your team, and adjust based on real usage and feedback.
05
Monitor and improve
We track performance, look for failure points, and refine over time as your tools and needs change.

AI FORWARD PROGRAM

A three phase path from idea to impact

Commit to one phase at a time—no long-term lock-in. Transform your business with AI innovation through our structured program.

Get Started

What’s the solution?

Let Streamline handle the details

Streamline optimizes your workflow from start to finish. It gathers information, generates reports, automates tasks, and delivers results—all in one seamless system.

Maximize efficiency

Skip the manual tasks and complex setups. With Streamline, you can focus on what matters most while the system handles the rest.

Optimize resources

Don’t overspend on unnecessary tools or teams. Keep your operations lean and efficient by automating your workflows with Streamline.

Simplify operations

Say goodbye to managing multiple platforms. Streamline takes care of all the heavy lifting, ensuring consistent results with minimal hassle.

Common questions about workflow automation
We're here to help.

Can't find what you're looking for? Book a call to discuss your specific questions.

Book a call

Ready to remove the busywork from your workflows?

Let us help you design and automate the processes slowing your team down.

Book a call

The work your team hates is usually the work we can automate

Repetitive Tasks

Missed Updates

Complex Onboarding

Lack of Visibility

What we can automate for your team

Lead Capture → CRM Creation

Proposal Follow-up Reminders

Invoice Generation & Sending

Employee Onboarding Workflows

Customer Support Ticket Routing

Email Campaign Automation

Document Approval Workflows

Expense Report Processing

Inventory Reorder Alerts

Meeting Scheduling & Reminders

Data Entry & Migration

Report Generation & Distribution

Contract Renewal Notifications

Social Media Post Scheduling

Payment Processing & Reconciliation

Automation First

AI Where It Makes Sense

How we design and roll out your workflows

Discover

Design

Build and test

Launch and train

Monitor and improve

A three phase path from idea to impact

Let Streamline handle the details

Maximize efficiency

Optimize resources

Simplify operations

Common questions about workflow automationWe're here to help.

Do we need to know exactly what we want to automate?

Will this replace people on our team?

What if we change tools later?

How long does it take to see results?

Do we have to adopt AI to benefit from workflow automation?

Ready to remove the busywork from your workflows?

Solutions

Resources

Contact

Workflow automation that actuallysticks

The work your team hates is usually the work we can automate

Repetitive Tasks

Missed Updates

Complex Onboarding

Lack of Visibility

What we can automate for your team

Lead Capture → CRM Creation

Proposal Follow-up Reminders

Invoice Generation & Sending

Employee Onboarding Workflows

Customer Support Ticket Routing

Email Campaign Automation

Document Approval Workflows

Expense Report Processing

Inventory Reorder Alerts

Meeting Scheduling & Reminders

Data Entry & Migration

Report Generation & Distribution

Contract Renewal Notifications

Social Media Post Scheduling

Payment Processing & Reconciliation

Automation First

AI Where It Makes Sense

How we design and roll out your workflows

Discover

Design

Build and test

Launch and train

Monitor and improve

Tools we can bring together for you

A three phase path from idea to impact

Let Streamline handle the details

Maximize efficiency

Optimize resources

Simplify operations

Common questions about workflow automation
We're here to help.

Common questions about workflow automation
We're here to help.