Review the process, then wire the workflow.
Intake, follow-up, booking, and internal workflows that match how the business actually runs. Not a Zap library pitch. The process review decides what gets wired.
Deliverables
What we deliver in this engagement.
6 deliverables · scoped per engagement
Workflow diagnosis
Which handoffs burn hours, where leads die, and which decisions must stay human.
Process-backed flows
Automations that match the map from your process review, not a template catalog.
Intake and follow-up
Capture, qualify, and nudge without inventing prices or promises your team did not approve.
Booking and routing
Calendar and CRM handoffs with clear ownership when a human must take over.
Internal ops workflows
Status updates, reminders, and assembly steps that keep work moving.
Gap logging
When a flow hits unknown data, it says so and records the gap instead of guessing.
Outcomes
The numbers we work to.
- Process before pipes
- Review
- Quoted after we understand the need
- Custom
- Fits Agents and MCP
- Shared
- No Zap catalog theater
- Honest
How we work
How your Automations & Workflows engagement runs.
Step 01
Review the process
Map the operational reality and the workflows that actually move revenue or save hours.
Step 02
Wire the workflow
Connect CRM, calendars, and handoffs with human decision gates.
Step 03
Expand as gaps close
Ship the first workflows, record unknowns, and add automations as the review said you should.
Automations & Workflows FAQ
Questions you (and ChatGPT) are about to ask.
4 answer-ready questions — semantic markup and FAQPage schema for search and AI assistants.
4 Q&As · FAQPage schema
Is this a Zapier or Make.com catalog?
No. We do not sell a library of disconnected recipes. Automations follow the process review so Agents, your site, and your team share context.
Should we automate before a process review?
Usually no. Review first. Automations without a shared process map create more tools that disagree. We diagnose, then wire the workflows you actually need.
How does this relate to Agents?
Agents are named specialists that draft. Automations are the workflows those specialists and your people run on. Same review. Different techniques.
What does it cost?
LuminaForge does not publish an automations package price. Scope depends on the process map, not a Zap catalog. We quote after we understand the need.
Pair with
One technique helps. The review makes them compound.
Ready when you are
Start with a process review.
Book a process review or request a free AI Visibility Snapshot. We respond within one business day. No pressure, no jargon deck.