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Automate the processes your team still runs on spreadsheets and email
We map how a process actually runs today, then rebuild it as one system: forms that create records, approvals that route themselves, reminders that go out on time and AI where it saves real effort. 39 of our published builds automate work with Make, Zapier, n8n or AI models.
Published builds automating work with Make, Zapier, n8n or AI
Industries those builds serve
Lab orders relinked for PSC Dx
Users moved over in one planned cutover for BAI
- Renewal form received
- Routed to compliance
- Documents checked
- Approved and filed
- Feb 19Approved and filed by Tom Haddad
- Feb 18Documents checked: 3 of 3 attached
- Feb 15Routed to Grace Lin, compliance
- Feb 15Renewal form received from Riverside Site
- Feb 12Reminder sent: 30 days before due
- Jan 13Reminder sent: 60 days before due
- Dec 14Reminder sent: 90 days before due
What is business process automation?
Business process automation (BPA) takes a repeatable process, such as onboarding, intake, approvals or renewals, and moves the routine steps into software. People still make the decisions; the system collects the information, routes it to the right person, chases what is overdue and keeps a record of every step.
Who this is for
If any of these sound like your week, you're in the right place.
Teams running a core process across spreadsheets, inboxes and two or three apps.
Managers who find out something was missed only when a deadline has passed.
Businesses that grew past the tools they started with: boards and forms joined by automations nobody owns.
Compliance-heavy work where every step needs a record of who did what and when.
What we typically build
Consolidating a patchwork
Monday.com boards, Jotform intake and the automations between them replaced by one portal for 310TUTORS, a multi-campus tutoring company, with every staff member scoped to their own campus.
Intake that becomes records
Form submissions that create the right linked records automatically, as on The Best Notary's portals for notaries, employees and clients.
Approvals and procurement
A full RFP lifecycle, from a structured buyer form through vendor onboarding to shortlisting and automated alerts, in the WeProgy procurement system.
Reminders before deadlines
Permit renewals reminded at 90, 60, 30 and 7 days for EcoComply, and visa and document expiries tracked with automated reminders on a driver and asset management system.
Onboarding paperwork
Offer letters, W-4s and agreements collected digitally across four roles, with weekly check-ins after onboarding, on MyPathway.
Fixing the data behind a process
23,000 lab orders relinked to patient records and around 45 downstream connections rebuilt, so PSC Dx's field and billing workflows run on clean data.
Running a core process across spreadsheets and inboxes?
Walk us through it step by step on a free 30-minute call, and get a fixed quote within 24 hours.
What our process builds run on.
An interface for people, a database for records, and automation moving work between them.
SoftrINTERFACE
AirtableRECORDS
MakeAUTOMATION
n8nAUTOMATION
Google SheetsSPREADSHEETS
ClickUpTASKS
GmailEMAIL
OpenAIAIHow it works
- PHASE ONE01
Walk the process
A short call following the process step by step, ideally with someone who runs it. Fixed quote within 24 hours.
- PHASE TWO02
Design the new flow
Which steps the system takes over, which stay with people, and what gets recorded, agreed before building.
- PHASE THREE03
Build and test
Built and run against real examples from your process, with your team testing before switch-over.
- PHASE FOUR04
Switch over and hand over
A planned cutover from the old way of working, then documentation and a walkthrough.
Builds we've shipped
Real projects that used this, each linked to its full case study.
310TUTORS Multi-Campus Staff Operations Portal
A role-based internal staff portal for a multi-campus Los Angeles tutoring company, replacing a Monday.com, Jotform, and Make.com stack with a single Softr application built on custom React blocks, six normalized tables, and campus-level record scoping across six staff roles.
Monday.com, Jotform and the automations between them replaced by one portal, with every staff member scoped to their own campus.
CustomJS
Make
Claude
OpenAI
Mailchimp
WeProgy RFP & Vendor Management System
A centralized internal tool for managing RFPs, vendor onboarding, and procurement workflows, streamlining the entire proposal and evaluation lifecycle for organizations.
The whole RFP lifecycle in one interface, from a structured buyer form through vendor onboarding to shortlisting and automated notifications.
Airtable
SoftrMakeCustomJS
Gmail
PSC Dx Field Operations & Lab Order Automation
Airtable and Softr laboratory operations platform featuring automated CSV order imports, normalized patient and insurance records, billing and eligibility workflows, and a mobile field-worker dashboard.
Patient and insurance data restructured, with 23,000 lab orders relinked and 45 downstream connections rebuilt around it.
AirtableSoftrCustomJSMakeGmail
The Best Notary: Portal for Notary & Employee Management
Built a multi-role portal for The Best Notary using Softr and Airtable. Enabled dynamic views for notaries, employees, and clients. Integrated Make.com and JotForm to automate form-driven workflows and manage complex user relationships.
Notaries, employees and clients each in their own portal, with JotForm intake creating Airtable records through Make.com.
SoftrAirtableMakeClickUpCustomJSFixed prices. Fixed timelines.
No surprises.
Pick the tier that fits, or talk to us if you're not sure.
Answer five questions and we'll tell you which fits. No email required.
Portal Starter
Best for solo founders, small teams
Fixed price and date agreed before we start
Portal Pro
Best for growing teams, agencies
Fixed price and date agreed before we start
Custom Build
Best for marketplaces, complex logic
Fixed price and date agreed before we start
MVP Sprint
Best for founders validating an idea
Fixed price and date agreed before we start
Who builds your automations
The people who map your process are the people who build it.
Walks the process with you and sets the fixed quote.
Builds the role-based views each person works from.
Reviews for the builders who'd automate your process
Verified Upwork reviews left for Mehtab and Vaibhav.
"Vaibhav delivered outstanding work on a complex automation and dashboard project. He's solution-oriented, communicates clearly, and consistently delivers high-quality results. The integration across Softr, Airtable, Make.com and Stripe was handled professionally and efficiently. Highly recommend."
"Vaibhav saved me. I tried everything to fix my Softr/Airtable portal and he got it sorted straight away, at a very reasonable rate. He finished exactly when he said he would and was great to deal with. I plan to hire him again for future automations."
"I'm really pleased with Mehtab's work, and he understood my needs completely. He was prompt and clear in communicating at every stage. I'll work with him again and recommend him to others."
Talk directly to the people who'll build it
Vaibhav scopes every build himself, with Vijay and Mehtab on the work.
Frequently asked questions
Not covered here? Ask on the call, ideally with someone who runs the process.
Industries our automation builds serve
- Property Management
- Education & Tutoring
- Healthcare & Life Sciences
- Coaching, Consulting & Professional Services
- Marketing, Media & Creative Agencies
- HR, Workforce & Employee Benefits
- Legal, Notary & Records Compliance
- Retail, F&B & Local Business
- Logistics, Transport & Warehouse
- Financial Services
- Travel & Tourism
- Sports & Recruiting
- Field Services & Maintenance
- Agriculture & Horticulture
- Nonprofit & Community
- Real Estate & Brokerages
Ready to see which steps can run themselves?
Walk us through one process, step by step. You'll have a fixed quote within 24 hours.