Automation Software

Stop doing repetitive work. Let software do it.

Every automation is custom-built with n8n — an enterprise-grade workflow tool we host and maintain for you. One-time setup, then a small monthly, and it runs in the background while you focus on the actual work.

How It Works

From repetitive task to running on its own

Three steps from the thing you keep doing by hand to software that does it for you — every time, automatically.

  1. 01

    Brief

    We map the repetitive process you want gone — the trigger, the steps, and the tools it touches (Gmail, QuickBooks, your CRM). A short call is usually all it takes.

  2. 02

    Build

    We build the workflow in n8n, connect it to the tools you already use, and test it end-to-end against real data before it ever runs on its own.

  3. 03

    Run it for you

    It goes live on our servers — you install nothing. We monitor it monthly, fix anything that breaks, and adjust it as your business changes.

How Pricing Works

One setup fee, then a small monthly to keep it running

No per-task fees, no surprise overages. You pay once to build it, then a predictable monthly that covers hosting, monitoring, and fixes.

One-time setup

from $99

Covers the build: mapping your process, writing the workflow in n8n, connecting your tools, and testing it end-to-end. Priced per automation by complexity — every card below lists its own setup fee.

Monthly hosting & maintenance

from $29/mo

We host the automation on our servers, watch it 24/7, and fix it the moment anything breaks — an API change, a connected app updating, anything. You never babysit it. Cancel anytime; it's month-to-month.

Want SEO automation specifically — review requests, GBP posts, and rank tracking running on their own? See our local SEO services →

Automation Catalog

The full catalog

Eight battle-tested automations small businesses ask for most — from review-request flows to SEO automation that keeps your listings and content fresh. Each lists exactly what it does and what it costs. Don't see yours? We build custom — contact us for a quote.

Email Marketing Sequences

$149 setup+ $49/mo

How it works: When someone submits your contact form, quote request, or booking — an automated sequence fires instantly. We write the emails with you, map the timing, and connect it to your tools (Gmail, Mailchimp, etc.).

  • Welcome email within 60 seconds of submitting
  • Day 2 follow-up answers common questions automatically
  • Day 5 case study + Day 10 soft push to close
  • Monthly newsletter — write once, we schedule it
  • Abandoned-form recovery follow-ups

Real example: A Rochester HVAC company set up a 5-email sequence for furnace tune-up inquiries. Response rate went from 12% to 41% — because every lead got followed up within 60 seconds instead of "when I have time."

Social Media Scheduling

$199 setup+ $59/mo

How it works: You batch-create content (or we help) once a month. The automation schedules and posts to Facebook, Instagram, and LinkedIn on a calendar you control. AI can generate captions from a one-line description.

  • Write 30 posts in one sitting → posts daily all month
  • Facebook, Instagram, LinkedIn, Google Business at once
  • Best-time scheduling when your audience is online
  • AI caption assist from a one-line photo description
  • Monthly report: top reach, likes, clicks

Real example: A contractor uploads 20 project photos one Monday a month. The automation posts one per weekday — they look active every day without touching their phone.

Lead Management + CRM Sync

$249 setup+ $79/mo

How it works: Every website lead — contact form, audit request, quote — auto-creates a deal in your CRM (HubSpot, Pipedrive, or Airtable). You're notified instantly, the lead gets a confirmation, and a 48-hour reminder hits your calendar if you haven't replied.

  • Lead in CRM within 30 seconds of submitting
  • Auto-intro email within 5 minutes — before competitors
  • 48-hour nudge so warm leads never go cold
  • Lead scoring tags high-budget + urgent jobs
  • Tracks source: website, Google, referral, social

Industry stat: the first company to respond to a lead wins 78% of the time. Most small businesses take 2–3 days. This makes you respond in 5 minutes — every time, automatically.

Bookkeeping + Invoicing

$299 setup+ $79/mo

How it works: Connects to Stripe, Wave, or QuickBooks. Mark a project complete (or hit a scheduled date) → invoices generate and send automatically. Reminders go out on schedule. Every Monday, a P&L summary lands in your inbox.

  • Auto-generates a professional invoice on job completion
  • Payment reminders day 1, 7, 14 — no awkward calls
  • Incoming payments auto-categorized for your accountant
  • Monday P&L email: revenue, outstanding, top expenses
  • 30-day overdue escalation sent automatically

The payoff: most owners spend 3–5 hours/month on invoicing and chasing payments. This brings it under 30 minutes — and you stop losing money to invoices you forgot to send.

Appointment Booking + Reminders

$149 setup+ $49/mo

How it works: An online booking calendar (Cal.com or Calendly) sits on your site. On booking, customers get instant confirmation + reminders 24 hours and 1 hour before. No-shows get an automatic "rebook?" email.

  • Customers book at 2am without calling you
  • 24-hr + 1-hr reminders → no-shows drop sharply
  • Reschedules handled automatically, no back-and-forth
  • Syncs with your Google Calendar
  • Intake form built into the booking flow

The payoff: salons, consultants, and contractors typically see a 30–50% drop in no-shows once automated reminders are running.

Review Management

$149 setup+ $49/mo

How it works: After a job is marked complete, the system sends a review request via email or text with a direct link to your Google Business Profile. It monitors for new reviews, alerts you within an hour, and drafts suggested responses for your approval.

  • Review request 24 hrs after completion — while it's fresh
  • Direct one-click link to Google Reviews
  • New-review alert within 60 minutes
  • AI-drafted responses ready to approve in under 2 min
  • Only requests reviews from satisfied customers

The flip: without a system, most reviews come from unhappy customers. With automated requests after every job, 80%+ of your reviews end up positive.

Weekly Performance Report

$99 setup+ $29/mo

How it works: Every Monday at 8am, a clean summary of last week's performance lands in your inbox — pulled automatically from Google Analytics, Search Console, Stripe/Wave, and your booking calendar.

  • Visitors this week vs. last — is traffic growing?
  • Top pages driving traffic — what's working
  • Revenue + outstanding invoices at a glance
  • New leads + status — how many converted?
  • Alerts: site errors, missed bookings, overdue invoices

The payoff: most owners decide by gut because pulling this data takes hours. This is a CEO-level dashboard every Monday in 30 seconds of reading.

Contract + Proposal Automation

$249 setup+ $59/mo

How it works: Win a lead → generate a professional proposal in 2 clicks from your templates. The client gets a signing link (DocuSign or PandaDoc). On signature it auto-moves the deal to "active," stores the contract, and sends both parties a copy with a payment link.

  • Proposal generation: 2 hours → 5 minutes per client
  • Digital signatures — no printing, scanning, mailing
  • CRM auto-updates the moment a contract is signed
  • Payment link inside the signed contract
  • Auto-reminder if a proposal isn't signed in 48 hours

Who it's for: any business doing project work — contractors, consultants, agencies. Nothing signals "established business" like a clean digital proposal and e-sign.

Need something not listed here?

If your business has a repetitive process — anything you do the same way more than once a week — there's a good chance we can automate it. We also build inventory alerts, employee onboarding sequences, customer reactivation campaigns, multi-location reporting, and Zapier/Make replacements. Contact us for a custom quote →

What is SEO automation?

SEO automation is the practice of running the routine, repeatable parts of search engine optimization on a scheduled workflow instead of doing them by hand. The repetitive parts — sending review-request emails after a job closes, pinging Google when a new page goes live, pulling rank-tracking data into a monthly report — are genuinely mechanical. They don't require judgment. They just need to happen consistently, on schedule, every time.

We wire those tasks into n8n workflows hosted on our servers. A new invoice in QuickBooks triggers a review request. A new page on your site triggers an IndexNow submission. Every Monday morning a rank-tracking report lands in your inbox. None of that requires a human to fire it off.

What we don't automate is the strategic layer: deciding which keywords to target, what content to publish, which technical issues actually hurt your rankings. That work stays in our SEO retainer — it's covered by a human (Connor), not a cron job.

SEO automations we run for Rochester businesses

These are the specific SEO workflows we build and operate. Each is a real n8n automation — a trigger, a sequence of steps, and an output that would otherwise require manual work every week.

  • Review-request emails

    Fires automatically when a job is marked complete in your CRM or invoicing tool. The email goes to the customer with a direct link to your Google Business Profile review page. No copy-paste, no forgetting.

  • Google Business Profile post cadence

    New GBP posts on a schedule — service highlights, seasonal offers, project photos. Keeps your listing active, which is a ranking signal Google weighs for the map pack.

  • IndexNow + sitemap pings

    Every time a new page goes live on your site, we ping Google Search Console and Bing via IndexNow so it's indexed within hours instead of weeks. Included automatically in every website we build.

  • Monthly rank-tracking report

    A Google Sheets or email report of your priority keyword positions, delivered on a set day each month. Pulled from Search Console data and our own rank-tracking tooling — no manual export required.

  • Citation freshness alerts

    When your business hours, phone number, or address changes, the workflow flags any directory listings (Yelp, BBB, Thumbtack, Apple Maps) that don't yet reflect the update. You approve the fix; we apply it.

Types of business automation small businesses actually use

Not every business automation involves SEO. Here's how our catalog breaks down by the function being automated — most of our Rochester clients combine two or three of these.

Lead follow-up

New contact form → CRM entry + follow-up email sequence. Never lose a lead to a missed notification.

Review generation

Job complete → review-request email or text. The single most effective way to build Google review velocity.

Invoicing & bookkeeping

Invoice paid → update project board + email receipt + log to spreadsheet. Cuts 20–30 min of admin per transaction.

Appointment reminders

24-hour and 1-hour reminder emails or texts to confirmed bookings. Reduces no-shows without manual outreach.

Reporting

Weekly or monthly reports assembled from your tools (GA4, Stripe, Search Console) and delivered to your inbox automatically.

SEO & listings

IndexNow pings, GBP post cadence, rank-tracking reports, citation freshness alerts — see the section above.

Can you automate SEO? (What's possible vs. what's not)

Yes — the repetitive, mechanical parts of SEO can and should be automated. The strategic, judgment-heavy parts can't be, and anyone who tells you otherwise is selling you auto-generated thin content that Google will eventually penalize.

Can automate

  • Review-request emails after job close
  • IndexNow + sitemap pings on new pages
  • GBP post scheduling
  • Rank-tracking report delivery
  • Schema validation on page publish
  • Citation freshness alerts

Stays human

  • Keyword strategy and target selection
  • Content that earns links and citations
  • Technical audit triage and prioritization
  • Competitor gap analysis
  • GBP Q&A and review responses
  • Deciding what to build next

Business automation in Rochester, NY — why local matters

There's no shortage of automation platforms — Zapier, Make, ActiveCampaign, HubSpot Workflows. The problem for most Rochester small businesses isn't finding a tool; it's that no one local builds and maintains the actual workflow for you. You buy a Zapier subscription, watch a tutorial, build something that half-works, and eventually stop using it when an API changes and breaks the zap.

We build the automation in n8n, connect it to your real tools (the QuickBooks account you've had since 2019, the Gmail account your whole team uses, the Jobber or ServiceTitan CRM your crew lives in), test it against your actual data, and then host and monitor it on our servers. When something breaks — and things do break when apps push updates — we fix it, not you.

We're Rochester-based, which also means we understand what Monroe County businesses actually need: review velocity for Google's local pack, follow-up speed that matches the pace of a competitive local market, and reporting that's simple enough that you actually read it.

Questions? Book a free 20-minute call — we'll map the one automation that saves you the most time right now.

The 80/20 of SEO automation for small businesses

Most Rochester small businesses that ask about SEO automation have the same problem: they know they should be doing more — more reviews, more GBP updates, more content — but they don't have the bandwidth to do it consistently by hand.

In practice, two automations cover the majority of the consistent-SEO problem for a local service business:

  1. 01

    Review-request automation

    Google Business Profile reviews are the single largest ranking factor for the map pack — the three businesses that show up when someone searches 'plumber near me' or 'roofing Rochester NY'. A consistent review-request flow, triggered automatically after each job, builds the velocity Google weighs. This is the automation most clients see the fastest return from.

  2. 02

    IndexNow + GBP freshness

    Every time a new page goes live or an existing page is updated, that URL should be submitted to Google and Bing via IndexNow immediately — not waiting weeks for the next crawl. Paired with a GBP post on a regular schedule, this keeps your site and your listing signaling active to Google. Both fire automatically; neither requires a human to remember.

Beyond those two, the next highest-leverage automation depends on your business model — lead follow-up for service businesses, invoicing automation for project-based work, appointment reminders for appointment-driven businesses. We identify the right one on the free discovery call.

Common questions

Business automation — the honest answers

What is business automation and what can it do for a small business?
Business automation is software that handles a repetitive task end-to-end — triggering on an event (a new lead form, a paid invoice, a five-star review) and completing a defined sequence without a human in the loop. For a Rochester small business that means things like: the moment a new lead fills out your site form, they get a follow-up email plus a task in your CRM. When an invoice is marked paid in QuickBooks, the project board updates and a receipt emails the client. We build those workflows in n8n and host them on our servers so you never have to touch them.
What is SEO automation?
SEO automation is running the routine SEO tasks — review-request emails, Google Business Profile posts, rank tracking, sitemap pings, IndexNow submissions — on a scheduled workflow instead of manually. We wire those into n8n flows that fire on a schedule or on a trigger (new invoice, new booking, new review). The judgment calls — which keywords to target, what content to publish, which technical issues matter — stay human. Automation handles the repetitive sending, pinging, and reporting.
Can you automate SEO for my business?
Yes, in the parts of SEO that are genuinely repetitive. We can automate: review-request emails after a job close, Google Business Profile update pings when your hours or services change, monthly rank-tracking reports delivered to your inbox, IndexNow URL submission when new pages go live, and schema freshness checks when your site content updates. We can't automate the strategic layer — deciding what to rank for, what to build, what Google rewards next month — that stays human and is covered in our SEO retainer, not the automation package.
How much does business automation cost?
Our automation pricing has two parts. A one-time setup fee covers mapping your process, building the n8n workflow, connecting your tools, and testing end-to-end — setup starts at $99 and is priced by complexity; each automation in the catalog lists its own fee. Then a monthly hosting and maintenance fee (from $29/month) covers keeping it running on our servers, monitoring for failures, and fixing anything that breaks when a connected app updates. No per-task fees, no overage charges.
Is n8n a good tool for small business automation in Rochester?
n8n is an open-source workflow automation platform — similar to Zapier or Make (Integromat) but self-hosted, which means no per-task fees and no data leaving your control. We host it on our servers for you, so you get the benefits of a self-hosted tool without managing any infrastructure. It connects to 400+ apps including Gmail, QuickBooks, Stripe, HubSpot, Google Sheets, and Slack. For Rochester small businesses that use a handful of common tools and want automations that run reliably without a monthly Zapier bill, it's a strong fit.