Business Operations & Automation

You didn't start a business to spend your day buried in admin.

Client onboarding. Cancellations. Follow-ups. Documentation. Same stuff, different day. We build the automation, run it, and watch it, so you stop being the one who has to remember it needs doing.

The daily reality

Didn't you start your business for more freedom?

How much of your day disappears into the same handful of tasks? Checking a status, updating a record, sending a follow-up you've typed out a hundred times before. None of it's hard. It just never lets up, and it's not why you started this.

What would you actually do with that time? Chase down a few more leads, maybe. Or just leave the office before dark for once.

What changes

What if your everyday processes ran up to 15 times faster?

A task that used to take 30 minutes can sometimes run in 2 once it's automated properly. We build the workflow behind what you're already doing, so the repetitive part just happens, correctly, every time, without you in the loop.

Depends on the task, your systems, how messy the process is to begin with. We'll give you a straight answer before we build anything, not a sales pitch.

A real example

1 process. 30 minutes down to 2.

Our founder built this one herself: a routine process that used to take about 30 minutes, cut down to roughly 2. We can't promise your workflow will move exactly like this one, every business is different, but it's a real number from real work, not something we made up for the website.

Done manually~30 min
30:00
Automated by SiloX~2 min
2:00

Before: a cancellation, handled by hand

  1. Find the customer in the database
  2. Check the account details
  3. Open the billing platform
  4. Process the authorized cancellation
  5. Update internal records
  6. Send a confirmation
  7. Document that it happened

After: the same cancellation, with SiloX

  1. You submit the request with the required details
  2. The approved workflow runs the steps above
  3. You get a status update or confirmation

Exceptions and anything needing approval get routed to a real person, never auto-completed.

How it works

We build it. We watch it. We keep it running.

01

We learn how your business works

A kickoff meeting covers your current workflows, your most repetitive responsibilities, and the tools you already use. We identify what's actually worth automating.

02

We map your processes

We document each step: what information is needed, which approvals matter, and which systems are involved.

03

We build your automations

We develop workflows that reproduce your approved procedures, with the right integrations and logic in place.

04

We test everything

Nothing goes live untested. Sensitive actions and edge cases get the right approvals built in from the start.

05

You submit a request

When you need a process run, you submit it through your client request system, built on Trello, with the details that workflow needs.

06

Your workflow runs

The approved automation handles the request. We monitor execution and exceptions within the scope of your plan.

07

We keep improving it

Your monthly plan includes a defined number of new workflows, so your library keeps growing alongside your business.

Your workflow library

Build it once. Run it as many times as you need.

A workflow is a documented, repeatable process we build for one specific task, say, a client cancellation. Every time you need that task done, you request it, and the workflow runs again. That's one execution. Building the workflow itself is separate from running it.

Example workflow libraryIllustrative
Client OnboardingActive
Customer CancellationActive
CRM UpdateActive
Follow-Up CommunicationActive
Monthly ReportingActive
Client OffboardingActive
New Lead RoutingActive
Invoice RemindersActive
Maintenance Request TriageActive
Document FilingActive
Appointment SchedulingActive
Review Request Follow-UpActive
Renewal RemindersActive
Vendor Payment TrackingActive
Internal Task CreationActive

Requesting a workflow

Tell us what you need done. We'll take it from there.

Once your workflows are live, you'll have a private request board built on Trello. Need a cancellation processed? Submit the request with the required details, we validate it, and if it's approved and authorized, the workflow runs. You'll see it move from requested to in progress to complete, and you'll be notified if anything needs your attention.

You're not getting handed a toolkit to build this yourself. We run it. All you do is ask for the result.

What we can help manage

The kind of work that quietly eats your week.

Client onboarding
Client offboarding
Subscription cancellations
Customer record updates
Lead organization
CRM updates
Follow-up communications
Internal task creation
File & document routing
Repetitive reporting

Just examples, not a guarantee every integration fits inside a standard plan. Anything complex or heavily regulated gets looked at on its own before we quote it.

Pricing

3 plans. Pick the one that actually fits.

Every plan has a one-time onboarding fee and a monthly subscription. Onboarding covers discovery, process mapping, and building your starting workflow library. The monthly fee covers your execution allowance, ongoing management, and a defined number of new workflows each month.

Essential Operations

For small businesses just starting to automate.

$895 onboarding, one-time
$595 /month
  • 1 initial standard workflow
  • Up to 50 executions per month
  • 1 new standard workflow monthly
  • Workflow documentation
  • Basic monitoring & maintenance
  • Client request management
Start Essential

Advanced Operations

For businesses running a higher volume of repeatable work.

$4,495 onboarding, one-time
$2,295 /month
  • 6 initial standard workflows
  • Up to 5,000 executions per month
  • 3 new standard workflows monthly
  • Workflow documentation
  • Ongoing monitoring & maintenance
  • Client request management
  • Coordination across approved platforms
Go Advanced
FeatureEssentialGrowthAdvanced
One-time onboarding$895$4,495
Monthly subscription$595$2,295
Initial workflows16
Monthly executions505,000
New workflows / month13
DocumentationIncludedIncluded
Monitoring & maintenanceIncludedIncluded
Managed executionIncludedIncluded
A note on scope. Allowances don't roll over month to month unless we've told you otherwise in writing. Go over what your plan covers and we'll quote the extra rather than pretend the plan stretches to fit. If something fails because of an error on our end, it doesn't count against you.

In plain terms

What these words actually mean.

Workflow

A documented, repeatable sequence of steps built to complete one specific business task, like processing a cancellation.

Workflow library

The full set of workflows we've built and maintain for your business.

Workflow execution

One run of an existing workflow for one specific task or record.

You already have a cancellation workflow. Running it for Customer A is one execution. Running it again for Customer B is another.

New workflow

Designing, building, testing, and launching an additional qualifying process, separate from running an existing one.

Standard workflow

A process with a clear goal, a defined start and end, predictable inputs, and a limited number of connected systems. Something with heavy custom logic, dozens of integrations, or constant manual review gets scoped separately, never squeezed into a standard slot.

Getting started

Tell us how your business works. We'll handle the rest.

Every plan starts with one structured kickoff meeting. We talk through your systems, your most repetitive responsibilities, which approvals matter, and where your records live. You won't be asked to write a technical spec, that's our job.

For account access, we use delegated, revocable permissions wherever a platform supports it, never your personal password sent over email or a web form. You'll always know exactly what we can see and touch.

Common questions

Still deciding?

One run of an existing, approved workflow for a specific task, like processing one customer's cancellation. Building the workflow itself doesn't count as an execution.
No. You submit requests through a simple board, we handle everything behind it. That's the whole point of a managed service.
We'll quote the extra, or just move you to a bigger plan if that ends up making more sense.
See the Full FAQ

Let's get your admin off your plate.