What we automate
Automation services for eight areas of your business.
Each engagement is scoped to your exact process — not a pre-built template.
Marketing
Campaign tracking, lead scoring, and reporting across your stack.
- Lead capture and routing
- Nurture sequences
- Review and referral requests
Sales
Lead routing, follow-ups, and CRM updates so your team closes more.
- Quote and proposal generation
- Pipeline and stage management
- Handoff to delivery and onboarding
Operations
Approvals, data sync, and the daily processes that keep work moving.
- Task and ticket creation
- Document generation
- SLA and deadline tracking
Customer Experience
Onboarding, support routing, and follow-ups without added headcount.
- Feedback and NPS collection
- Escalations
- Renewal and retention reminders
Finance
Invoicing, payment reminders, and reporting across your tools.
- Expense and approval routing
- Reconciliation and data sync
- Month-end close prep
Information Technology
Provisioning, access requests, alerts, and IT workflows.
- Asset and license tracking
- Ticket automation
- Status and uptime notifications
People & HR
Onboarding, offer letters, time-off, and HR data syncing.
- Document collection and e-signature
- Reminders for reviews, probation, and renewals
- Offboarding
Workplace Productivity
Routing, scheduling, task creation — the busywork, automated.
- Notifications and digests
- Recurring reporting
- File organization and naming
Industries
Different industries, different paperwork.
Pick yours to see the everyday jobs we automate in it, in your field's own terms, and the decisions your people always keep.
Real Estate & Mortgage
Lead follow-up, showing requests, mortgage document collection, and closing-date tracking.
- Key dates from accepted offer to closing
- Updates for clients, lawyers and lenders
- Past clients and mortgage renewals
Healthcare & Telemedicine
Patient intake, appointment reminders, virtual visit links, and post-visit follow-up.
- Booking confirmations and appointment reminders
- Referrals and incoming documents
- Receipts, invoices and balances
Legal
Matter intake, engagement letters, document collection, and client status updates.
- Inquiry and matter intake
- Key dates and reminders
- Bills and payment reminders
Recruitment & Staffing
Candidate intake, interview scheduling, placement paperwork, and invoices from approved timesheets.
- Candidate updates at each stage
- Approved timesheets to invoices
- Assignment end dates and expiring credentials
E-commerce
Order confirmations, inventory updates across channels, shipping notices, and return requests.
- Returns and exchanges
- Payouts, fees and the books
- Post-purchase follow-up and reviews
Property Management
Tenant maintenance requests, vendor work orders, rent reminders, and lease renewals.
- Vendor work orders
- Move-ins, move-outs and turnovers
- Owner reports and statements
Home Services & Trades
Quote follow-ups, booking reminders, invoices and payment reminders, and review requests after each job.
- New inquiries and quote requests
- Job details for the crew
- Seasonal maintenance reminders
Don't see your industry?
We work with other service businesses too, and in a free diagnostic we find out together if it's a fit.
Anatomy of a workflow
Triggers in. Outcomes out.
Good work flow automation is a clear chain of steps you can read, audit, and change at any time.
Triggers
A workflow begins with something your systems can see happen. Many triggers are things people do: a client fills in a form, a quote is accepted, a file is uploaded. Others come from the calendar or a condition: a probation period ends, a certification nears expiry, a job sits open with no update. Each workflow has one agreed starting point, so you always know what sets it off.
- A website inquiry form is submitted
- A client signs the engagement letter
- An appointment is booked or rescheduled
- A tenant reports a maintenance issue
- A client's annual review date arrives
Logic & actions
This is where the rules of your business live. Each check is a question the workflow asks of the record in front of it: is this client new, is the amount within your limit, has the approval come back? The answers decide which actions run, and actions are the work itself: creating, updating, sending, filing. Where a decision needs judgment, the workflow pauses and puts it to a person.
- Route each inquiry by service and region
- Check the paperwork is complete before continuing
- Hold anything over your limit for approval
- Create the client record and project folder
- Assign the follow-up to the account owner
Outcomes
Every run ends in finished work, in the place your team would look for it: the record updated, the client told, the document filed, the invoice raised. A run that cannot finish says so instead of stopping quietly. These results are how we judge a workflow, not the number of steps inside it. A short workflow your team trusts beats an elaborate one they double-check.
- The client record updated in your CRM
- A booking confirmation sent to the client
- The signed document filed and correctly named
- A deposit request sent with the quote
- A month-end summary waiting in your inbox
One toolkit behind all eight.
Whatever the function, workflow automation services from Vertex draw on the same building blocks, each fitted to the job at hand.
Everything a workflow needs.
Composable building blocks we assemble around your specific process — into one system that runs, monitors, and reports on itself.
Process mapping
How your work really runs, written down so the workflow follows your rules, not assumptions.
Integrations
Your current tools linked by their official integrations, so details entered once reach each system that needs them.
AI agents
AI handling defined tasks inside a workflow: reading messages, sorting them and drafting replies that a person approves.
Approvals & routing
Requests reach the right person by your rules, and anything needing sign-off waits for the approver you choose.
Monitoring & alerts
Built into each workflow: a step that cannot finish sends you an alert by email or text message instead of quietly dropping the work.
Reporting
The numbers you track, collected from your tools and sent on your schedule, not rebuilt by hand.
Integrations
Connects to the tools you already run.
If a system has an API, a published way for other software to exchange data with it, we can automate around it. The tools below are a sample, not a limit, grouped by the job they do. Where a tool has an API but no ready-made connection, we build the connector as part of the engagement.
CRM & marketing
Leads, deals, client records and campaign lists, kept current as work happens.
Salesforce · HubSpot · Pipedrive · Mailchimp
Email & files
Inboxes, calendars, documents and shared folders, the everyday tools of any office.
Google Workspace · Gmail · Microsoft 365 · Dropbox
Messaging & meetings
Team alerts, meeting links and client text messages, sent at the right step.
Slack · Zoom · Twilio
Finance & commerce
Orders, invoices, payments and the books, kept in step without re-keying figures.
Stripe · QuickBooks · NetSuite · Shopify
Projects & tasks
Boards, task lists and issue trackers where work is assigned, tracked and closed.
Asana · Trello · Monday.com · Jira · GitHub
Data & knowledge
Shared tables and team pages that hold the reference information everyone works from.
Notion · Airtable
Client support
Help-desk tickets and chat conversations, sorted and routed before anyone opens them.
Zendesk · Intercom
Forms, bookings, signatures
Where client details first arrive: an intake form, a booked slot, a signed agreement.
Typeform · Calendly · DocuSign
Using something not listed here? Name it when we first talk, and we will tell you plainly whether and how it connects.
Your first step: a free 30-minute diagnostic.
Send a few details, and our AI assistant will ring to ask about your business. Then, if you choose, walk us through a typical week and we'll point out the tasks worth automating first.