Workflow automation · Service businesses

Automate the work.Scale your impact.

We design, build, and run custom workflow automations that eliminate repetitive operations — so your team focuses on the decisions that move the business.

8 business functionsLive in 2–4 weeksFully documented
47 hrs
saved this week
Live in 2–4 wks
Vertex — Workflow runLIVE
Trigger
Lead captured
Evaluate
AI scores & routes
Execute
Systems updated
Notify
Owner alerted
› Lead captured — Sarah K. — consult request
source: Website form
Runs today 132Avg run 1.9sError rate 0%looping · no humans required

Connecting your tools is the easy part.

The harder part is what all that manual work is costing you.

The real cost of doing it manually

Every hour spent on manual work is an hour not spent growing.

Automation turns hidden friction into real capacity — so your team spends its time where it actually moves the business.

See How Vertex Works

Not sure where to start? Tell us where the time goes and we'll show you what to automate first. Get in touch →

0 hrs

Reclaimed per team, every week

SCMBPNDOAR

Trusted across 12 service-based industries

0+
Business functions automated
0+
Hours saved weekly
0+
Industries served
0+
Workflows shipped

From messy process to managed automation.

A Vertex lead owns the workflow end to end. The work is measured against outcomes you agreed up front — not time spent.

01

Discover

We trace how the work really happens — including the workarounds nobody documented.

02

Map

We model the workflow: triggers, conditions, actions, and where humans stay in the loop.

03

Build

We build and test in a staging environment against real cases before anything goes live.

04

Run

We deploy with monitoring on from day one. Exceptions are routed with context.

05

Optimise

We review on a set cadence and tune as your process — and business — evolves.

We run the same method for every team we work with.

And we've run it across a lot of them.

Tailored for every industry we serve

From marketing and sales to finance and IT — Vertex builds automation tailored to how your industry actually works.

MarketingSalesOperationsCustomer ExperienceFinance & AccountingInformation TechnologyPeople & HRReal Estate & MortgageHealthcare & TelemedicineLegalRecruitment & StaffingE-commerceProperty ManagementWorkplace Productivity

Teams that got their time back.

A few words from the people who run the workflows we build.

Afternoons back

Vertex automated a process we'd done by hand for years. My team got their afternoons back.

Lena Petrova

Month-end on autopilot

Month-end used to eat a full week. The reporting assembles itself now — we close faster, with fewer errors.

David Okafor

Live in three weeks

Live in three weeks, fully documented. We understood exactly what was running from day one.

Amara Okeke

Nothing slips now

Leads used to slip through the cracks. Now every one is routed and followed up — nothing falls through.

Marcus Bennett

Onboarding, handled

Client onboarding used to be a scramble of emails. Now it kicks off the moment someone signs.

Sofia Marchetti

Faster support

Support tickets route themselves to the right person instantly. Our response times dropped overnight.

Tomás Herrera

They own the outcome

They didn't drop a tool and leave. A Vertex lead owned the workflow and stayed accountable to the numbers.

Priya Nair

Everything connected

We had six tools that never talked to each other. Vertex connected them into one clean flow of data.

Kai Tanaka

Room to grow

The team handles far more without adding headcount. Automation finally gave us the room to grow.

Nadia Brooks

Workflow automation, built for how your business runs.

Every business runs on repetitive work. We design, build, and run the automations that take it off your team. Let's talk.

Get in touch