CONSULTING + SOFTWARE / 02–03
Workflow automation and custom software
Get a practical plan for a messy process, then build the smallest system your team can actually use.
Request a workflow consultWorkflow Sprint
Bring one process that relies on copying, checking, or chasing. We walk it together and identify the points where work gets missed.
- A map of the current workflow, including owners and exceptions.
- A prioritized list of changes and the metric to watch first.
- A scoped pilot, tested with sample records and a staff walkthrough.
Connected Tools
We scope and build small integrations, dashboards, and internal tools when a native feature or simple rule can’t handle the handoff.
- Route a website inquiry into your CRM and alert the right person.
- Bring open estimates and their next actions into a shared dashboard.
- Build a lightweight intake form or staff queue for a process that lives in email.
How we scope the work
We review access, vendor plan limits, and data needs first. You’ll know the scope, acceptance checks, and who maintains the system before a build starts. Larger integrations are quoted separately.
Common questions
Can you work with spreadsheets and email?
Yes, when the workflow is a good fit. We check how your inbox, sheets, or calendar are managed and agree on where the authoritative record should live.
What happens if a connection fails?
For each pilot, we agree on how a failure becomes visible, who receives the alert, and how your team completes the task manually.
Can my team learn to run it?
A pilot includes a walkthrough and a written handoff. Ongoing support can be scoped if you want Baybuilt to maintain the workflow.
START WITH ONE WORKFLOW
What keeps falling through the cracks?
Tell us what keeps getting missed and which tools you use today. We’ll use that to see whether there’s a good first project.