Automate 70% of 
Your Busywork

Stop wasting hours on repetitive tasks. We build custom automations that handle data entry, invoice chasing, and tedious tasks, so you can focus on growing your business.

Book A Free 30‑Min Automation Audit

NYC‑Based Automation Experts

Workflow Advisors is a people‑first NYC team that turns messy processes into simple, self‑healing automations using Make, Zapier, n8n, or Microsoft Copilot—then turbo‑charges them with GPT‑4o‑ and Claude‑powered logic.

Our automation architects, AI engineers and process analysts guide a distributed bench of certified specialists. The team holds Make Advanced, HubSpot Ops Hub, and UiPath RPA Associate credentials and designs integrations that sync Salesforce, HubSpot, Airtable, Slack, and Google Workspace, empowering real-time AI insights.

We explain every step in plain English, so you own the process long after we're gone.

Teaching Pledge

Why Automate

If your team is copy‑pasting data or chasing invoices, you're leaking profit. Below are common wins unlocked by integration platforms, robotic‑process automation, and generative‑AI orchestration.

 

BenefitImpact
Increased EfficiencyReclaim 40‑70% of staff hours via automated data entry & report generation
Improved Client ExperienceConsistent 24 ⁄ 7 service through chatbots & automated notifications
Lower Error RatesBots never fat‑finger data, meaning clean reports and fewer refunds
Scale without headcountDashboard syncs + GPT triage boost productivity

 

 

Want to learn more? See our Automation Guide, our Glossary, or our Tools page

 

Our Services

ServiceDeliverablesPricing
Free Automation Audit    Snapshot of your software, quick‑win mapping across Make, Zapier, n8n, UiPath & Power Automate Free—no credit card, no obligation
Implementation Sprint    Custom scenario builds, GPT‑4o prompts, webhook orchestration, secure secret‑store setup Fixed‑fee
Managed Automation    24 ⁄ 7 monitoring, Slack alerting, blueprint version‑control, quarterly optimization Monthly retainer

Real Workflows We've Built

Stripe → Slack invoice alert scenario
Stripe → Slack — real‑time paid‑invoice alerts enriched with customer MRR & LTV
Gmail → Airtable lead classifier scenario
Gmail → Airtable — auto‑classify inbound leads via GPT topic tagging
DocuSign → HubSpot CRM update scenario
DocuSign → HubSpot — signed contract PDFs, CRM stage update, closed‑won Slack ping

Our Audit Process

  1. Discovery Call (30 min) — We map pain‑points & goals
  2. System Crawl — Read‑only audit of your stack
  3. Custom Blueprint — Workflow draft & time‑saving calculation
  4. Strategy Session — Plan walkthrough & next actions

Let's Talk

Ready to reclaim your team's time? Fill out the form below to book your free audit. We reply within one business day.