Case studies

See how custom software fixes a broken workflow.

Pick the situation closest to your business. Each example shows what was going wrong, which apps connect, what the new workflow does, and what your team no longer has to chase.

Realistic example, not a client claim. The company name, team size, people, and records are fictional.

01 / 06

Choose a business problem

These are fictional examples. They show the work clearly without inventing client results or endorsements.

Composite scenarioAgency operations

Harborline Creative

Give clients one place to send requests, approve work, and pay.

Clients get a simple portal. The agency keeps managing delivery in ClickUp, without exposing internal notes or assignments.

  • ClickUp
  • Google Drive
  • Stripe
  • n8n
See how it works

Fictional company, team, people, and records. Not a client claim.

Composite scenarioKnowledge operations

Northstar Advisory

Let your team ask SOP questions in Slack and see the source of every answer.

The agent answers from approved Notion and Drive documents, respects channel access, and hands uncertain questions to a person.

  • Slack
  • Notion
  • Google Drive
  • ChatGPT
See how it works

Fictional company, team, people, and records. Not a client claim.

Composite scenarioEcommerce operations

Cedar & Coast

Catch stock, campaign, and finance problems across every store in one queue.

Orders, stock, ads, email, and finance stay in their current tools. The team gets one clear list of problems to fix.

  • Shopify
  • Google Ads
  • Klaviyo
  • Slack
See how it works

Fictional company, team, people, and records. Not a client claim.

Composite scenarioFitness operations

Motion House

Know which clients need a coach to step in today.

Check-ins, attendance, training activity, and payment status come together in one daily follow-up list.

  • Trainerize
  • Calendly
  • Stripe
  • Airtable
See how it works

Fictional company, team, people, and records. Not a client claim.

Composite scenarioField service

Atlas Field Services

Move every job from signed quote to paid invoice without losing details.

Sales, dispatch, technicians, and finance work from the same job record from the first approval to the final invoice.

  • HubSpot
  • DocuSign
  • Google Calendar
  • Twilio
See how it works

Fictional company, team, people, and records. Not a client claim.

Composite scenarioRecruiting operations

Beacon Talent

Run every hire from client brief to accepted offer in one workflow.

The role brief, candidate score, client feedback, approval, and offer stay attached to the same search and applicant.

  • Typeform
  • Greenhouse
  • Google Drive
  • Slack
See how it works

Fictional company, team, people, and records. Not a client claim.

Does this sound familiar?

Show us where the work gets stuck. We’ll map a better way to run it.

Map my workflow