Solutions

Every business function.
One automation team.

We build custom workflows across every major business function — scoped to your exact process, not a pre-built template.

Automation coverage8 functions · live
Marketing
6 hrs/wk saved
Customer Exp.
5 hrs/wk saved
Sales
9 hrs/wk saved
Finance
5 hrs/wk saved
Operations
8 hrs/wk saved
IT
3 hrs/wk saved
People & HR
4 hrs/wk saved
Productivity
7 hrs/wk saved
Now runningCampaign → report pipelineMarketing
47 hrs/wk returned across 8 functions — one automation team

Automation you can watch working.

Scoped to your process, connected to your stack, and monitored in real time — with every run visible.

Scoped, then built in stages

One Vertex lead owns the workflow end to end — from the first scoping call to a system that runs, and keeps running.

Scope
Pin down the exact workflow, rules, and human checkpoints.
Connect
Wire your existing tools into one reliable flow of data.
Automate
Build the logic, tested against your real cases.
Validate
Run it against real data until every edge case is handled.
Launch
Go live with a controlled rollout and a clear fallback.
Monitor
Run it live with observability on from day one.
Optimize
Tune throughput and rules as volume and edge cases grow.
Scale
Extend the same approach to the next business function.

Monitored around the clock

Live observability on every run. The moment something needs attention, the right person hears about it.

Connects to your whole stack

If it has an API, we automate around it.

SlackHubSpotStripeSalesforceNotionShopifyGmailZendeskMailchimpQuickBooksAirtableAsana

Real-time updates

See work move the moment it happens — routed, sent, and completed, without anyone chasing it.

RTNew lead routed to Sarah — SLA on track.
FNInvoice #2208 sent automatically.
OPWorkflow completed · 847 tasks processed.

Always on, everywhere

Your automations run across every time zone, so work keeps moving while your team sleeps.

24/7Every time zone

From scope to scale — owned end to end.

Every engagement follows the same disciplined path. One Vertex lead carries your workflow from the first conversation to a system that runs — and keeps running.

01

Scope

We pin down the exact workflow with your team: the triggers, the rules, and the points where a person must stay in control.

02

Connect

We wire your existing tools — CRM, email, sheets, anything with an API — into one reliable flow of data.

03

Automate

We build the logic: conditions, approvals, and actions, all tested against your real cases before launch.

04

Monitor

We run it live with observability on from day one. Every exception is routed to the right person with context.

05

Scale

Once it's proven, we extend the same approach to the next workflow — and the next business function.

Triggers in. Outcomes out.

Each automation is a clear chain of steps you can read, audit, and change at any time.

Step 01

Triggers

A new lead, a form, a schedule, a status change — the workflow fires the moment its trigger happens.

Step 02

Logic & actions

Conditions, approvals, and actions decide what happens next — and exactly where a person stays in control.

Step 03

Outcomes

Records updated, messages sent, reports filed — every run ends in a result you can see and audit.

Eight functions. One team.

Vertex covers every major business function. Each engagement is scoped to your exact process — not a pre-built template.

Marketing

Campaign tracking, lead scoring, and reporting across your stack.

Read more

Sales

Lead routing, follow-ups, and CRM updates so your team closes more.

Read more

Operations

Approvals, data sync, and the daily processes that keep work moving.

Read more

Customer Experience

Onboarding, support routing, and follow-ups without added headcount.

Read more

Finance

Invoicing, payment reminders, and reporting across your tools.

Read more

Information Technology

Provisioning, access requests, alerts, and IT workflows.

Read more

People & HR

Onboarding, offer letters, time-off, and HR data syncing.

Read more

Workplace Productivity

Routing, scheduling, task creation — the busywork, automated.

Read more

One toolkit behind all eight.

Across every function, the same building blocks assemble to fit the job in front of them.

Built around your process

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
Integrations
AI agents
Approvals & routing
Monitoring & alerts
Reporting

Connects to the tools you already run.

If it has an API, we can automate around it. A few of the systems we connect every week. We build custom connectors as part of every engagement.

SalesforceHubSpotSlackGoogle WorkspaceStripeNotionZendeskAsanaMailchimpSalesforceHubSpotSlackGoogle WorkspaceStripeNotionZendeskAsanaMailchimp
Microsoft 365ShopifyJiraAirtableIntercomQuickBooksDropboxCalendlyTwilioMicrosoft 365ShopifyJiraAirtableIntercomQuickBooksDropboxCalendlyTwilio
ZoomGmailTrelloPipedriveMonday.comGitHubTypeformDocuSignNetSuiteZoomGmailTrelloPipedriveMonday.comGitHubTypeformDocuSignNetSuite

Automation your security team approves of.

Built to pass review, with the controls enterprise operations require.

SSO & access control

Role-based permissions so the right people see and approve the right things.

Audit logs

A complete, exportable record of every run, change, and approval — ready for compliance review.

Data residency

Choose where data is processed and stored. We work within your boundaries, not around them.

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