01
Discovery
We assess your current workflows, systems, and manual bottlenecks, so we can target the automation points that will save the most time with the least disruption.
Automation & Integration
We design and build business process automation services for teams that are stuck in manual work, disconnected tools, and repetitive operations so work moves faster with fewer errors.
12+ years · 200+ projects · Avg client relationship: 2+ years
Working with us
Build automation that does real work
You get fewer handoffs, cleaner data, and workflows that run without someone chasing updates across spreadsheets, inboxes, or disconnected apps. The result is less operational drag and more time for the work your team is actually hired to do.
We work with media, ecommerce, education, consulting, and membership businesses that need process automation consulting grounded in day-to-day operations. Our work includes workflow mapping, API integrations, and custom automation tools.
What we cover
Workflow automation services that reduce manual overhead
01
Workflow Audit
We map how work actually moves across your team, then identify the steps worth automating first. You get a practical plan based on bottlenecks, dependencies, and risk, not guesswork.
02
API Integrations
We connect the systems your team already uses, including CRMs, ecommerce platforms, CMSs, billing tools, and internal databases. You get reliable data flow between tools instead of copy-paste work and broken handoffs.
03
Process Automation
We build automations for repetitive operational tasks such as routing requests, updating records, triggering notifications, and moving data between systems. This is the core of our business process automation services work.
04
Internal Tools
When off-the-shelf automation is not enough, we build custom dashboards, admin interfaces, and workflow tools around your process. You get software that fits the way your team already works.
05
AI Workflow Automation
We use AI where it improves classification, summarization, extraction, and decision support within a workflow. You get intelligent automation services applied to specific tasks, not AI added for its own sake.
06
Data Validation
We add checks for duplicates, missing fields, stale records, and formatting errors before bad data spreads downstream. You get cleaner systems and fewer manual corrections later.
07
Monitoring and Alerts
We instrument automations with logs, error reporting, and fallback handling so failures are visible and fixable. You get workflow automation services that stay dependable after launch.
08
Optimization and Support
We review what is working, what still needs human judgment, and where the next automation investment should go. You get an automation consulting partner who improves the system as your operations evolve.
Our work
Real projects. Real results.
Our process
Reduce operational friction with a clear build process
02
Architecture
We design the integrations, event triggers, data mappings, and exception handling upfront, so the automation works across real systems instead of breaking at the edges.
03
Development
We build the workflows, API connections, and internal tools in iterations, so your team can review real automation behavior before the system grows more complex.
04
Testing
We test for duplicate records, bad inputs, failed syncs, and edge-case routing, so the workflow stays reliable under normal and messy conditions.
05
Deployment
We launch with monitoring, logs, and alerts in place, so your automation can run in production and improve through ongoing observation and refinement.
Refact was terrific at building the specs from our requirements. Trends grew 5x, and they handled near 100% of our engineering work across billing, membership, business logic, and integrations.
Scott Garcia
Product Manager, Trends.co
Our sales have gone up and work went down. Refact got the user experience right and organized the backend tools to manage payments and operations for our online community.
Nick Huber
Owner, The Sweaty Startup
The project manager always delivered on time and stayed in contact. Refact helped us use our ticketing API, and the metrics they set up also helped us financially.
Jason Baker
IT Director & Event Coordinator, Pruneyard Cinemas
FAQS
Commonly asked questions
What kinds of processes are best suited for automation?
The best candidates are repetitive workflows with clear rules, frequent handoffs, and data moving between systems. If the work happens the same way over and over, it is usually worth exploring.
When do you recommend custom automation instead of no-code tools?
No-code tools are useful when the workflow is simple and the stakes are low. We recommend custom builds when the process involves complex business rules, unreliable data, high volume, or deeper product integration.
Do you provide process automation consulting before development starts?
Yes. We start by understanding how the current process works, where it breaks, and what should stay manual. That upfront planning reduces risk and helps avoid automating the wrong thing.
Can you improve an automation system we already have?
Yes. We often step into workflows that already exist but have become fragile, hard to monitor, or too dependent on manual cleanup. We can audit the current setup, fix weak points, and rebuild parts that need a stronger foundation.
Do you offer business process automation services for existing software stacks?
Yes. Most automation work starts with the tools you already use, such as CRMs, CMSs, ecommerce platforms, spreadsheets, email platforms, and internal databases.
Can you handle workflow automation services and system integrations together?
Yes. In practice, workflow automation and integrations usually belong in the same project because the workflow depends on data moving cleanly across tools.
What is the difference between intelligent automation services and standard automation?
Standard automation follows explicit rules like moving records, sending alerts, or updating statuses. Intelligent automation adds AI for tasks like extracting information, classifying content, or generating summaries inside the workflow.
How do you make sure automation does not create new operational risk?
We design for validation, exception handling, logs, and human review where it matters. Good automation removes routine work without hiding failures or forcing your team to debug blind.
Get started
Get a clear plan before you invest
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