How We Fix It
We start by mapping how your work actually moves — every approval, file handoff, and status update — so we can see where the bottlenecks, gaps, and manual steps live.
From there, we design a connected system using the right mix of tools:
- ClickUp – Centralizes your tasks, projects, and timelines in one place, with built-in automations to handle assignments, reminders, and progress tracking.
- Softr, Glide, or Noloco – Build clean, branded portals so clients, partners, or team members can get the information they need without you sending it manually.
- WeWeb – Custom front-ends for unique workflows, dashboards, or reporting needs.
- AI Chatbots – Handle intake, FAQs, and routing so requests land in the right place instantly.
We connect these platforms so data, tasks, and updates pass between them automatically — approvals trigger without email chains, files drop into the right folders, and status changes cascade across the system.
The result: your entire workflow moves forward on its own, without you bridging the gaps.
What This Means for You
We don’t just set up tools — we connect the right ones so they talk to each other, work automatically, and give you a clear view of your business without the daily chasing and checking.
Fewer Clicks, Less Copy-Paste
- Data moves automatically between your platforms, so you don’t waste time updating the same thing in multiple places.
- This connects back to your Data Flow & Sync bucket — you only enter information once, and it updates everywhere it needs to be.
Workflows That Run Without You
- Repetitive, multi-step processes execute automatically, freeing you from manual tracking and follow-ups.
- This connects to your Workflow Automation bucket — you define the logic once, and the system handles it consistently every time.
Real-Time Visibility
- Centralized dashboards and live status updates replace scattered spreadsheets and constant “where’s that at?” messages.
- This connects to your Information & Reporting bucket — you can see progress and spot issues before they turn into delays.
Smooth Customer & Team Experience
- Requests, updates, and approvals move through a clear, automated path — no bottlenecks, no missed steps.
- This connects to your Requests & Approvals bucket — everyone knows what’s next, without back-and-forth confusion.
Your Automation System – Guided Tool Selection
You can start with any of these tools — but in most cases, we recommend ClickUp as your Core Operations Hub.
Why? Because it becomes the central place where your team tracks work, deadlines, and communication, making the rest of your system run smoother.
From there, we choose one primary external or specialized tool based on your needs:
| Recommended Core | If you need… | Choose This Tool | What It Gives You |
|---|---|---|---|
| ClickUp (Highly Recommended) | A central place for all internal work, deadlines, and communication | ✅ Often the first step | Task tracking, automation, reporting, and integration with all other tools |
| (Or start with any of the below) | Clients or partners to log in and view progress, share files, or submit requests | WeWeb | A branded, secure online portal with role-based views and real-time project updates |
| Live, interactive dashboards that update automatically from your data | Softr | Visual KPIs, search, and filter tools for internal or client use — always up to date | |
| Complex internal workflows with structured data, approvals, and process automation | Noloco | A custom internal application that manages processes and data behind the scenes | |
| Mobile-ready tools for teams working in the field | Glide | A phone/tablet app to access and update data anywhere, with offline support and instant sync | |
| Automated, 24/7 customer or team support without adding headcount | AI Chatbot | Answers FAQs, guides users through forms, routes leads, and connects to your systems for real-time responses |
Everything we create blends systems integration, workflow optimization, and AI automation — but here’s how it comes to life for you, tool by tool.
We design systems in four functional layers, each serving a specific role so your tools complement each other instead of overlapping.
Step 1: Your Core System – ClickUp
Centralizes tasks, timelines, and processes in one visual environment. Think of it as the nerve center of your business — where assignments, due dates, and dependencies are tracked, automated, and visible to the right people at the right time.
Technical Role:
- Handles task creation, progress tracking, and automated reminders
- Provides customizable dashboards for leadership, managers, and staff
- Integrates with 1,000+ tools (email, calendars, chat, CRMs, file storage) to trigger or receive workflow updates
- Supports automation rules using “Trigger → Condition → Action” logic
- Includes AI features (ClickUp Brain) for summaries, timelines, and next-step suggestions
When to Choose This:
You want one structured, real-time space to manage operations, keep teams aligned, and replace scattered tools or manual follow-ups.
Step 2 – Choose Your External or Specialized Tool
After ClickUp is in place, we choose one or more specialized tools to meet your specific needs. You can also start with these tools on their own if ClickUp isn’t your priority right now.
WeWeb – Secure Client & Partner Portals
Creates branded, login-protected online portals for clients, partners, or vendors to access live project updates, files, and shared resources without disrupting your internal workflow.
Technical Role:
- Displays real-time project status, reports, and timelines
- Allows secure file upload/download and role-specific views
- Integrates with your data sources via REST/GraphQL APIs
- Supports advanced authentication (Auth0, Supabase) and responsive design
When to Choose This:
You need a professional, self-service space for external stakeholders to view progress, exchange files, and get real-time transparency without endless email threads.
Softr – Interactive Data Dashboards
Turns raw business data into live, interactive dashboards and searchable hubs that clients or staff can filter, search, and update in real time.
Technical Role:
- Connects to Airtable, Google Sheets, PostgreSQL, or APIs
- Creates searchable, filterable dashboards and resource hubs
- Supports built-in authentication for private or public access
- Embeds charts, videos, and media alongside data
When to Choose This:
You have fast-changing data that needs to be shared live, want a single source of truth for metrics, and prefer a visual, user-friendly interface over static reports.
Noloco – Custom Internal Applications
Builds tailor-made internal tools for managing processes, structured data, and approvals so work moves from one step to the next automatically.
Technical Role:
- Stores operational data (projects, inventory, sales leads, HR records)
- Automates workflows with built-in triggers, approvals, and notifications
- Offers granular role-based permissions down to individual fields
- Integrates with Airtable, Google Sheets, APIs, Zapier, and Make
When to Choose This:
You have complex internal workflows that ClickUp alone can’t handle, need a structured way to manage operational data, and want to automate approvals and repetitive processes.
Glide – Mobile-First Company Tools
Puts your company’s tools and data in a mobile-friendly app so teams can work from anywhere, online or offline.
Technical Role:
- Creates mobile-ready apps from spreadsheets or databases
- Allows real-time updates from the field with push notifications
- Works offline with sync on reconnect, supports GPS, barcode scanning, and image uploads
- Integrates with Google Sheets, Excel, Airtable, and APIs
When to Choose This:
Your team works in the field, needs instant access to data, and must update records or complete tasks on the go.
AI Chatbot – 24/7 Automated Support
Delivers instant, consistent answers to customers or staff at any time, guiding them through processes, answering questions, and triggering next steps in your systems.
Technical Role:
- Handles FAQs, lead qualification, and form completion
- Routes requests to the right person or department
- Connects to internal systems (ClickUp, CRM, databases) for real-time answers
- Works on websites, portals, and messaging platforms
- Supports multiple languages and custom training on your content
When to Choose This:
You want round-the-clock service without adding headcount, need fast, accurate responses at scale, and want to free your team from repetitive inquiries.
In practice:
- A client enters an update in a Softr portal.
- That update is pushed to ClickUp, updating the project timeline.
- The team accesses this update via Glide on their phones while in the field.
- The AI chatbot is available to answer, “What’s the current status?” and instantly surface the latest information — or even mark a task as complete.
AI Integration Solutions 