Workflow Automation
Replace your repetitive work with AI workflows that just run.
Talos designs and builds custom AI workflows that connect your tools, move data, make decisions, and complete tasks end-to-end — so your team stops being the integration layer.
The short answer
Talos workflow automation replaces the manual handoffs between your scheduling, billing, email, and CRM tools with an intelligent pipeline that runs 24/7 — so your team stops doing repetitive coordination work and starts focusing on revenue-generating tasks.
Who it's for
Who workflow automation is for
Operations leaders
Anyone with SOPs that say 'then someone copies it into…' more than once.
Growing SMBs
Companies hitting headcount limits because too much work is manual.
Marketing & creative agencies
Teams burning hours on reporting, briefs, QA, and client comms.
Multi-tool stacks
Anyone running 5+ SaaS tools that don't talk to each other properly.
What we automate
What we typically automate
Lead-to-CRM pipelines
Capture, enrich, score, route, and notify across web forms, ads, and channels.
Client onboarding
Contracts, intake forms, kickoff comms, project setup — all automated.
Internal reporting
Daily / weekly digests pushed to Slack, email, or dashboards from any tool.
Document workflows
Generate, send, sign, file, and act on contracts, proposals, and SOWs.
Billing & finance ops
Invoice generation, payment follow-up, reconciliation, and AR alerts.
AI-powered triage
Use LLMs to read inbound email, tickets, or messages and decide what happens next.
Before / after
Before vs after Talos
Before
Without workflow automation
- People are the duct tape between every tool
- SOPs live in Notion docs that nobody actually follows
- Hiring is the only way to do more
- Mistakes happen at every handoff
After
With Talos workflow automation
- Tools talk to each other — your team handles exceptions, not data entry
- SOPs are executed by software, the same way every time
- You scale revenue without scaling headcount linearly
- Errors drop because handoffs are automated
How it works
How we build your workflows
01
Process audit
We watch how the work actually happens today and identify the highest-ROI workflows.
02
Design
We blueprint each workflow — triggers, logic, AI steps, exceptions — and review with you.
03
Build
We build using the right mix of n8n, Make, Zapier, native APIs, and custom code.
04
Operate
We monitor, alert on failures, and tune monthly. You stay focused on the business.
What to expect
What you can expect
20–40 hrs
Saved per workflow / week
Compounding across multiple workflows.
60–90%
Manual steps removed
From the workflows we replace.
3–6 wks
To first live workflow
Most clients see ROI inside the first month.
0
New hires required
To absorb the next stage of growth.
Integrations
Works with the tools you already use
- n8n
- Make
- Zapier
- OpenAI
- Anthropic
- HubSpot
- Salesforce
- GoHighLevel
- Slack
- Google Workspace
- Notion
- Airtable
- QuickBooks
- Stripe
In practice
How it played out for one client
10-person marketing agency
Marketing ServicesChallenge
Account managers were spending 8+ hours/week per client on reporting, status updates, and internal comms.
Solution
Talos built an n8n + GPT workflow that pulls data from GA4, Google Ads, Meta, and HubSpot, generates a written report, and posts it to Slack and the client portal automatically.
Result
Weekly reporting dropped from 8 hours to ~30 minutes per client. Agency took on 4 new accounts without hiring.
Representative example. Specific results vary by business.
FAQ
Frequently asked questions
Zapier and Make are tools we use — but they're only ~20% of the answer. Real workflow automation requires architecture, AI decision steps, error handling, and someone who knows when to use code instead. We design the system, not just the Zaps.
Usually yes. If a system has any kind of API, webhook, database, email, or even just a structured PDF output, we can almost always automate around it.
We monitor every workflow we ship. You get alerts before you'd ever notice a problem, and we fix it under our maintenance plan.
Yes. Everything we build runs in your accounts and your infrastructure. If you ever want to walk away, you keep the system.
Find your highest-ROI workflow to automate
Book a free 30-minute audit. We'll identify the one workflow most worth automating in your business — and tell you what it'd take.
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