Atomic Actions
Automation to Scale, AI to Thrive.
We specialize in process automation, centralizing your company’s data flows and optimizing operations using a mix of low-code, no-code, and custom development to create scalable, affordable AI solutions that meet your needs.
Contact Information
Richmond , Virginia 22314 United States
From days to minutes: A full client onboarding flow Visit Website
Startups Business Intelligence Marketing
Timeline: 1 weeks Amount: 0 to 10,000
We built an end-to-end onboarding automation system using Make.com, triggered by a single JotForm submission. The system connects to their CRM (GoHighLevel), accounting tool (QuickBooks), project management platform (ClickUp), and Google Workspace — automating every onboarding step: creating client records, sending welcome messages, generating folders and documents, setting calendar reminders, and flagging errors via Slack. The result? A fully onboarded client in under 15 minutes, with zero manual input.
Portfolio
Not Disclosed
Solving Sales Ops for a Global Coaching Business
Education, Social, Startups, Business Intelligence , Consulting, Marketing
10,001 to 50,000
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