Automate 40-70% 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 Your Free 30‑Minute 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 Power Automate—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

No question is ever “dumb.”
We translate tech jargon into plain English.
We move at your pace, step by step.
You own the knowledge when we’re done.

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.

Benefit	Impact
Increased Efficiency	Reclaim 40‑70% of staff hours via automated data entry & report generation
Improved Client Experience	Consistent 24 ⁄ 7 service through chatbots & automated notifications
Lower Error Rates	Bots never fat‑finger data, meaning clean reports and fewer refunds
Scale without headcount	Dashboard syncs + GPT triage boost productivity

Our Services

Service	Deliverables	Pricing
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

Discovery Call (30 min) — We map pain‑points & goals
System Crawl — Read‑only audit of your stack
Custom Blueprint — Workflow draft & time‑saving calculation
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.