Stop Doing What
Computers Should Do.
Every hour your team spends copying data between systems, sending manual follow-ups, or updating spreadsheets is an hour they're not doing actual work.
We build automations that handle the repetitive stuff - so your people can focus on the work that actually requires a human brain.
Part of Four Winds IT's AI & Business Software services
Sound Familiar?
The daily grind that shouldn't exist anymore.
The Copy-Paste Olympics
Someone on your team spends hours copying data from one system to another. CRM to spreadsheet. Spreadsheet to report. Report to email. Over and over, every week.
The Follow-Up Black Hole
Leads come in. Someone needs to respond. But between meetings and actual work, follow-ups slip through the cracks. By the time you reach out, they've moved on.
The System Shuffle
Your tools don't talk to each other. Data lives in five places. Nothing syncs. Your team plays telephone between platforms instead of getting work done.
Our 7-Step Implementation Process
How we turn manual chaos into automated workflows.
Every automation project follows this framework. No shortcuts, no assumptions. We document everything so you understand what we're building and why.
Capture Your Workflow
1
We document exactly how things work today - not theory, reality. Including workarounds and exceptions.
Example:
When a lead comes in: download responses, send intro email, notify sales, add to CRM.
Capture Your Workflow
Map Information Flow
2
Where does data come from? Where does it need to go? We trace the path so nothing gets lost.
Example:
Form → Sheet → Gmail → Sales notification → CRM
Identify Decision Points
3
Not everything should be handled the same way. We map the "if this, then that" logic.
Example:
If service = consulting → send intro A. If service = development → assign to different rep.
Identify Decision Points
Pinpoint Bottlenecks
4
Where does the process slow down? Where do things fall through cracks? We find the friction.
Example:
Manual emails slow response. Sales doesn't know leads came in. CRM entry is error-prone.
Define Triggers & Actions
5
What kicks off the automation? What happens as a result? We specify every step.
Example:
Trigger: Form submitted. Actions: Send email, add to CRM, notify via Slack, start sequence.
Define Triggers & Actions
Select the Right Tools
6
Based on what you use and what the workflow needs, we pick tools that fit. No square pegs.
Example:
Google Forms for capture, Gmail for sends, Power Automate for logic, HubSpot for storage.
Implement, Test, Monitor & Optimize
7
We build it, test with real data, watch it run, and refine. Automation isn't set-and-forget — we make sure it keeps working.
Example:
Test with your email. Adjust branding. Track if faster follow-ups improve conversion.
Implement, Test, Monitor & Optimize
Tools We Work With
We use what fits your stack - not what we're trying to sell you.
Microsoft Power Platform
If you're already in Microsoft 365, Power Automate and Power Apps let us build automations that live right in your existing environment.
Power Automate for workflow automation
Power BI for data visualization and reporting
Power Apps for custom business applications
SharePoint integrations for data storage
Custom Integrations & Managed Automation
If your CRM, ERP, or business software has an API, there's potential for custom builds that connect your systems exactly how you need. We handle the complexity - you just see the results.
Custom API integrations between your platformsCRM, accounting, and business software connections
Enterprise-grade automation tools (we manage, you benefit)
Automation as a Service - we build it, we run it, you relax
Why Local IT Support Matters in Florida
1,500
0
24/7
Common Automations We Build
These are the workflows that save real time for real businesses.
Lead Response Sequences
Instant follow-up emails, CRM updates, and team notifications when new leads come in. No more leads falling through cracks.
Data Sync Between Platforms
Keep your CRM, accounting software, and spreadsheets in sync automatically. Update once, update everywhere.
Automated Reporting
Weekly reports that pull data automatically, format themselves, and land in inboxes without anyone lifting a finger.
Task & Reminder Workflows
Automatic task creation, assignment, and follow-up reminders based on triggers you define.
Employee Onboarding
New hire triggers account setup, equipment requests, training assignments, and welcome emails automatically.
Data Analytics Pipelines
Automated data pulls from multiple sources into Power BI dashboards that update themselves.
Questions About Automation
We know you have questions and we have answers.
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How much does automation work cost?
Simple automations (like lead notification workflows) typically run $500-$2,000. More complex projects with multiple integrations, custom logic, and ongoing optimization usually fall in the $3,000-$10,000 range. We scope everything upfront so you know exactly what you're paying for.
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What if we already have automation tools we're not using?
That's actually common. Many businesses have Power Automate through Microsoft 365 and don't realize it. We'll look at what you already have before recommending new tools. Why pay for something new when you can use what's already included in your subscription?
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Can you automate [specific process]?
Probably. If it involves data moving between systems, repetitive tasks, or trigger-based actions, automation is usually possible. The question is whether it makes economic sense - sometimes a process is too complex or changes too often to be worth automating. We'll tell you honestly.
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What happens when something breaks?
Automations can fail - APIs change, systems update, edge cases appear. We build monitoring into our workflows so we know when something stops working. And because we're your IT partner, not just an automation vendor, fixing broken workflows is part of ongoing support.
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How long does it take to build an automation?
Simple workflows can be live in a week. Complex integrations with custom logic and multiple systems typically take 3-6 weeks. We give you a timeline during scoping, and we stick to it.
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What's the difference between this and AI implementation?
Automation follows rules you define - if this happens, do that. AI Solutions makes decisions based on patterns and data. Sometimes you need automation (predictable, rule-based processes). Sometimes you need AI (complex decisions, natural language, pattern recognition). Often you need both working together. We help you figure out which fits where.
Ready to stop the manual madness?
Tell us what's eating your team's time. We'll show you what's possible.
Related Services
AI Implementation
When automation needs intelligence. Copilot, custom agents, and AI-powered workflows.
