You bring the workflow. We connect the dots.
No need to know what to automate or how to build it. Start by showing us what your day looks like. We’ll work through the rest together.
- 01
Show Us
Start with your everyday work.
In a free 30-minute workflow audit, walk us through a repetitive task. Show us the emails, spreadsheets, forms, or tools involved. You don’t need a technical brief or a solution in mind.
A shared understanding of the problem - 02
Map It
Make the moving parts clear.
We map the process from the first trigger to the final result. Together, we identify repeated steps, decision points, exceptions, and where information needs to move.
A clear picture of your current workflow - 03
Design It
Agree on what should change.
We recommend a practical approach using your existing tools where possible. You’ll see the proposed workflow, the scope, the price, and any third-party costs before you decide.
An agreed plan, price, and timeline - 04
Build It
Connect the pieces.
We configure the connections, build custom logic, and create tools where they’re needed. Access and permissions are discussed with you so the automation has what it needs to work.
A working automation built around you - 05
Test It
Check the everyday and the unexpected.
We test the normal process and the exceptions: missing information, repeated entries, or a connection that stops responding. You review the result before it becomes part of your day.
A tested workflow you understand - 06
Use It
Put your time back to work.
We launch the automation, walk you through how it works, and explain what to do if something needs attention. If you want ongoing help, we can scope Built2Sync Care around your needs.
A clear handoff, with optional ongoing support
Let’s start with what you’re doing today.
Bring one repetitive task, a messy process, or a question. We’ll help you find a useful place to start.
No pressure. No obligation.
Just a practical look at where you may be able to save time.