Workflow Development
Behind every smooth outbound system is a powerful workflow. At Clay Studios, we design and implement automation workflows that are reliable, scalable, and fully tailored to your business. We work across tools like Make, n8n, Zapier, Airtable, APIs, and CRMs to connect your data, trigger actions, and keep everything running like clockwor
What We Deliver:
- Custom workflow design and automation mapping
- Tool integration and data syncing (Slack, Calendar, CRM, Email, more)
- Sales trigger-based automation flows
- Dashboard and tracking setup
- Ongoing optimization and troubleshooting
End-to-End Process Mapping
- We analyze your current workflows from lead capture to conversion to identify gaps, delays, and manual bottlenecks.
- Our team builds a custom roadmap that clearly outlines where automation can save time and increase efficiency.
- The result is a streamlined, scalable system built around your existing tools and goals.
Automation Across Tools & Platforms
- We connect tools like Clay, Make, Zapier, n8n, Airtable, Slack, CRMs, Google Sheets, and more to build integrated, no-touch workflows.
- From data enrichment to lead routing and notifications, every task is automated to reduce human error and manual work.
- Build workflows that keep your sales team focused while backend systems run smoothly and reliably.
CRM & Sales Tool Integrations
- We integrate with popular CRMs like HubSpot, Salesforce, Pipedrive, Close, and others to ensure data flows perfectly between systems.
- Custom logic routes leads based on score, source, geography, and other key filters.
- Assign tasks, update lead stages, trigger follow-ups, and send Slack notifications all automatically.
Reporting & Analytics Workflows
- Automate your weekly, monthly, or custom reports using tools like Google Sheets, Airtable, or Data Studio.
- Aggregate data from multiple platforms to get real-time performance dashboards.
- Share reports automatically with stakeholders via email, Slack, or direct links.
Workflow Maintenance & Optimization
- We don’t just set it and forget it. We monitor and tweak workflows regularly to adapt to evolving needs.
- Fix bottlenecks, enhance logic, and keep things running efficiently as your business scales.
- Regular reviews help keep your systems aligned with changing goals.
