Business automation services
We automate the repetitive work that slows your team down: paperwork, data entry, moving information between apps, customer messages, and reporting. We learn how your business works first, then build around the tools you already use.
Free 30-minute review. Useful even if you never hire us.
01 / What we automate
Invoices, forms, contracts, and applications get read, sorted, and filed without anyone retyping them.
When something changes in one app, the others update. No more copying between spreadsheets, your CRM, and your accounting software.
Routine questions, booking requests, and new inquiries get a useful reply while the customer is still interested.
Quotes, overdue invoices, renewals, and reminders go out on time without anyone keeping a list.
Numbers from every tool end up in one place, ready when you need them instead of taking half a day to assemble.
Abandoned carts, order updates, feedback requests, and win-back emails run on their own and stop when they are no longer relevant.
02 / How it works
Your best people should spend their energy moving the business forward, not processing the same forms and messages all day. We map how work actually moves through your business, then remove the repetitive steps.
A focused conversation about your people, your process, and the work that keeps repeating.
A first working version in about a week, using the tools you already trust. No new platform to learn.
We watch it every month, fix what breaks, and adapt it as your business changes.
03 / Pricing
How it works A one-time setup to build it, then a monthly fee to keep it running and improving.
Plus $3,500 setup, one time.
See what could improvePlus $7,500 setup, one time.
See what could improve| A Better Workflow | The Full Picture | |
|---|---|---|
| What we build | ||
| Processes automated | 1 | Up to 3 |
| Paperwork and forms | Included | Included |
| Data moved between apps | Included | Included |
| Routing and notifications | Included | Included |
| Exception handling across tools | Not included | Included |
| Dashboards and reporting | Not included | Included |
| Website upkeep | Not included | Included, if you want it |
| Every month | ||
| Changes and improvements | Up to 5 | Up to 10 |
| Monitoring, testing, and fixes | Included | Included |
| Tool updates and login problems | Included | Included |
| How you reach us | Direct Slack or text channel | |
| Results report: time saved, work handled, errors caught | Not included | Monthly |
| Check-in call | Not included | Monthly |
| Scaling support as volume grows | Included | Included |
| Review and roadmap | Not included | Quarterly |
| Cost | ||
| One-time setup | From $3,500 | From $7,500 |
| Monthly fee | From $2,250 | From $4,950 |
On both plans, you own every account and it keeps working if you leave. Three-month minimum, then cancel with 30 days' notice. Software and usage costs are billed to you directly. New systems and major migrations are quoted separately. Website upkeep is optional. If you already pay someone to maintain your site, keep them and we will work around them. Marketing services are optional, the scope is agreed in writing, and ad spend is not included.
04 / Free review
Tell us which process is getting in the way. We'll reply within one business day with what we'd automate first.
Sending your request
05 / Common questions
Business process automation means using software to handle repetitive steps that people would otherwise do by hand, such as entering data, filing documents, sending reminders, and updating records. Autofieldwork builds these automations for small teams, so routine work gets done the same way every time and people can focus on customers and growth.
Any task that repeats and follows clear rules is a good candidate. Common examples are data entry, invoice and form processing, moving information between apps, booking messages, customer follow-ups, payment reminders, and weekly reports. Tasks that need judgment can often be partly automated, with the details prepared for a person.
Connect the apps so a change in one updates the others automatically. When a form, order, or customer record changes, an automation copies the details to your CRM, accounting software, and spreadsheets. Autofieldwork sets this up using the tools you already have, so your team stops retyping information.
Yes. Invoices, order forms, applications, and contracts can be read automatically, checked, and sorted, and their details sent to the right system. Clear documents can be handled without a person, and anything unusual can be flagged for review. Accuracy depends on document quality, so we test with your real examples first.
Autofieldwork starts at $3,500 for setup and $2,250 a month for one process, and at $7,500 for setup and $4,950 a month for connected operations. Final cost depends on the process, tools, and level of support. Software and usage fees are billed to you directly.
A first working version usually takes about a week. We then test it with your real examples and adjust it with your team before it goes live. Larger projects with several connected tools take longer, and we agree on the timeline in writing before work starts.
Usually not. Most automation works with the software you already use, by connecting your apps and handling the steps between them. We first learn how your team works, then improve the existing tools and process where that is practical. We recommend a change only when a tool is the real problem.
Most modern business apps can be connected, including email, calendars, spreadsheets, CRMs, accounting software, booking systems, and online forms. If a tool has an API or supports data exports, it can usually be included. We confirm how each of your apps can connect during the free review, before you commit to anything.
Autofieldwork works with small and growing teams in the US that lose time to paperwork, messages, and manual data entry. That includes trades and home services, property managers, e-commerce brands, agencies, and professional offices. If a process repeats every week, it is usually worth a look.
Automations need an owner. Apps change, logins expire, staff leave, and volume grows, and any of these can quietly stop a process from working. A monthly plan covers monitoring, testing, fixes, and changes, so the automation keeps working as your business changes. You keep ownership of every account.
Your accounts and automations stay yours, and they keep running in your tools. Plans have a three-month minimum, then you can cancel with 30 days' notice. We hand over notes on how everything works, so your team or another provider can take over.
Sometimes, when it is useful for the job. AI helps with reading documents and drafting replies, but many automations only need simple rules. For most businesses, the important question is whether the work becomes simpler, more reliable, and easier to manage.