Workflow Automation Services
DigaWork builds custom workflow automation for growing service businesses, helping repetitive tasks, follow-ups, assignments, notifications, and system updates happen automatically.
Instead of depending on manual handoffs and repeated data entry, we design workflows around the way your business already works.
When the process depends on memory
Manual work is easy to miss, repeat, or forget.
Many business processes still depend on someone remembering each step. Automation lets the system handle the repeatable ones.
- Follow up with a lead
- Create the next task
- Notify another department
- Update a spreadsheet
- Send a reminder
- Move customer to next stage
- Create a project
- Assign a team member
- Copy data into another system
Automate the repeatable work
If the same step happens over and over, it may be a good candidate for automation.
How automation works
Something happens. The system decides what comes next.
- Form submitted
- Status changed
- Payment received
- Appointment booked
- Task completed
- New customer created
- If lead source equals referral
- If value is over a threshold
- If no response after 2 days
- If job type equals installation
- If request is urgent
- Send notification
- Assign user
- Create task
- Update record
- Create project
- Send email
- Sync data
Different conditions. Different paths.
Not every workflow follows the same path.
Workflows can check conditions and take a different route depending on the answer. Try switching the answers below.
Automation between your tools
Move information between systems without copying it by hand.
Available integrations depend on the APIs and connection methods provided by each platform.
Automation across the business
The best automation often happens between teams.
Workflows built around your business
Automation looks different depending on how your business works.
What should be automated?
Automation works best when the process is predictable.
- Repetitive
- Rules-based
- Triggered by a clear event
- Involves repeated data entry
- Requires regular follow-up
- Involves handoffs between teams
- Easy to define
- Happens frequently
- Requires human judgment
- Changes constantly
- Involves highly subjective decisions
- Happens rarely
- Has no consistent process
Automate the process, not the judgment
Your team should stay in control.
Automation should handle repetitive work while people stay responsible for decisions, relationships, approvals, and exceptions.
- Task creation
- Reminders
- Record updates
- Routing
- Notifications
- Data syncing
- Approvals
- Customer conversations
- Exceptions
- Strategic decisions
- Judgment
- Relationship management
Our process
We map the workflow before we automate it.
Workflow automation pricing
Start with the workflows that create the most manual work.
Monitoring, adjustments, and new automations as your process changes.
- 01workflow discovery
- 02trigger mapping
- 03automated tasks
- 04notifications
- 05lead routing
- 06status automation
- 07cross-system workflows
- 08API integrations
- 09testing
- 10monitoring
- 11documentation
- 12launch support
More complex automation involving multiple systems, advanced branching logic, custom integrations, or large data flows may require a larger implementation.
Workflow automation FAQ
Questions about workflow automation
Workflow automation means setting up your systems so repeatable steps — creating tasks, sending notifications, updating records, assigning work — happen on their own when a specific event occurs, instead of relying on someone to remember them.
Common examples include lead follow-ups, assignments, task creation, reminders, status updates, customer onboarding steps, project setup, internal handoffs, and moving data between systems. The best candidates are repetitive, rules-based, and happen often.
Often, yes. Automations can move information between tools like your CRM, calendar, accounting, forms, and project management software. What's possible depends on the APIs and connection methods each platform provides, so we confirm this during discovery.
In many cases. We can automate steps inside an existing CRM when it allows it, connect it to other tools, or build automation into a custom CRM. We'll review what your current CRM supports first.
Yes. Workflows can check conditions — such as request type, lead source, value, or whether someone replied — and follow different paths depending on the answer.
Yes. Approval steps can pause a workflow until someone on your team reviews and confirms. Automation handles the repeatable work; your team keeps control of decisions and exceptions.
No automation is failure-proof — connected platforms change, go offline, or receive unexpected data. Where appropriate, we build in monitoring, logging, and exception handling so issues are flagged and can be reviewed and fixed rather than silently missed.
Yes. As your process changes, workflows can be adjusted, extended, or retired. Ongoing service covers updates and improvements over time.
Implementation starts at $1,500, with ongoing service from $199/month. Projects involving multiple systems, advanced branching, custom integrations, or large data flows may require a larger implementation.
It depends on the number of workflows and systems involved. A focused set of automations can often launch in a few weeks; larger cross-system projects take longer. We'll give you a timeline after mapping your workflow.
If your team repeats it, there may be a better way to automate it.
Show us the steps your team performs again and again. We'll help you identify where automation could reduce manual work and keep the process moving.