Automation & Integration Services that keep work moving between systems
We connect tools and automate repeatable steps so your team spends less time transferring information, chasing updates, and correcting the same problems across different systems.
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Trusted by 100+ founders, publishers, and digital teams
Automation and integration: connecting the process as well as the tools.
Integration lets systems exchange information. Automation uses triggers, rules, and actions to move work through a process. Together, they can reduce repeated data entry and manual coordination, provided the workflow accounts for exceptions, ownership, and what should happen when a step fails.
Publishing and content operations
Content teams may need to collect material, organize records, and distribute updates across several channels. Automated steps can keep those sources connected while leaving editorial choices with the team.
Sales and customer operations
Forms, CRM records, email tools, and account systems often need the same information. Integration can move updates between them and trigger the next task without repeated manual entry.
Ecommerce and order workflows
An order may affect fulfillment, customer communication, inventory, and reporting. Connected workflows help pass the relevant information through those steps and surface items that need attention.
Membership and billing processes
Access, subscriptions, payments, and notifications need to stay aligned. Automation can respond to defined events while accounting for exceptions such as failed payments or changes to account status.
Reporting and data collection
Teams can spend substantial time gathering information before they can use it. Scheduled collection and validation can prepare a consistent dataset or dashboard for review.
AI-assisted processing
Some inputs need interpretation before a rule can act on them. AI can help classify or extract information from those inputs, with checks and human review where the result requires judgment.
Real projects. Real results.
An automated news pipeline collects articles, normalizes their data, filters duplicates, and delivers relevant stories to an editorial dashboard. The newsletter team can review sources in one place instead of visiting each site separately.
We built automated content imports for Estate Media, bringing Beehiiv newsletters, videos, and podcasts into its website. Publishing teams continue using their existing tools while the website collects and organizes the content.
Stacked Marketer’s onboarding data and email preference center connect with Campaign Monitor. Content notifications and subscription controls help keep the membership platform and email program working together.
What our automation and integration services cover.
- 01
Workflow Assessment
We map how work moves today, including systems, responsibilities, and recurring exceptions. This identifies which steps are worth automating and which need a clearer process first.
- 02
API and System Integrations
We connect the tools involved and define the information they exchange. Field mapping, ownership, and update rules help prevent conflicting records or repeated updates.
- 03
Business Process Automation
We implement triggers, conditions, and actions for the agreed workflow. The process includes handoffs and notifications so people know when their input is needed.
- 04
Data Processing and Validation
We transform information into the required format and check for missing values, duplicates, and other problems before they spread to downstream systems.
- 05
AI Workflow Components
We add AI where it can usefully interpret, classify, extract, or summarize information. Those results feed a defined workflow with appropriate checks rather than acting as an unrestricted decision-maker.
- 06
Monitoring and Ongoing Support
Logs, alerts, and failure handling make the workflow observable. We can maintain the integrations and refine the process as APIs, tools, and business requirements change.
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"The tool has completely changed our workflow by aggregating all of our core sources in one place and refreshing them automatically throughout the day. Filtering by category, topic, publish date, and more makes it incredibly easy to surface the right stories in minutes rather than hours. What used to take a significant portion of my day is now a fast, focused task, freeing up time for higher-value editorial and strategic work."
"Refact built the website with a very tight deadline, and excelled. Their responsiveness, flexibility, and accountability were all great."
"For a stretch, Refact was effectively our whole engineering team, and it never once felt that way. They moved with us as we grew five times over, shipped what we needed when we needed it, and treated the product as if it were their own."
How we work.
Everything stays connected under one team from the earliest conversations. The people who help define the project are the same people who design, build and support it, ensuring important decisions are not lost between separate partners and the work stays consistent throughout.
Discovery
We understand your current state, define the future state, and shape the right solution, resulting in a clear project blueprint that guides the work ahead.
Design
We translate the agreed direction into user journeys, screens, and interactive flows your team can review before development begins.
Build
Senior engineers turn the approved direction into a fast, reliable and maintainable digital product, thoroughly tested across the devices and environments your users rely on.
Partnership
After launch, we can continue to maintain, improve, and extend the product as your organisation, users, and priorities evolve.
Your questions,
answered.
What clients usually want to know before starting a Automation & Integration project.
Still have a question? Ask usStart with the work your team keeps repeating.
Walk us through one process, the systems it touches, and where people spend time moving or checking information.