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Solutions // 03 — Business integrations

Connect the tools you already pay for.

When a record has to move from a sheet, a CRM, accounting, or chat, the handoff should survive a failed call and leave a trail.

Map my current workflow

Today, the change, and where a person still decides

01 · Operations

Sheet to the tools around it

Today

Someone exports a tab and pastes it somewhere else.

Change

A published sheet is the source. The other system reads it on a schedule or when the tab changes.

Human review

If the columns drift, the job stops and tells you which column is missing.

02 · Revenue

CRM and accounting

Today

A closed deal is retyped into billing.

Change

The fields you agree on move across, with a retry when the other side is down.

Human review

Unknown products, missing tax, or a failed write wait for a person.

03 · Intake

Inbox or form to a queue

Today

Requests land in a shared mailbox and depend on who is watching.

Change

A new request becomes a record in the system you already use, with a short alert.

Human review

Routing rules you write. Anything outside them is left for a person.

Built for you if

  • checkTwo or more systems already hold the same fact.
  • checkA no-code zap has broken, or it cannot express the rule.
  • checkYou need a record of what was sent and what failed.
  • checkYou do not want to migrate off the current tools.

Off-the-shelf is the better call if

  • checkThe vendor already offers a native sync that covers this volume.
  • checkThe process is still being invented.
  • checkThe only goal is a one-time spreadsheet cleanup.

Proof

Weekly film reports

Week files leave a Google Sheet as CSV and come back as graded reports and dashboards. The sheet stays the source of truth.

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Questions

calendar_monthDirect availability with Mitchell Dawkins II

Map my current workflow

Twenty minutes with Mitchell Dawkins II. We map the current workflow and say whether this work is worth doing.

Map my current workflow