Automate

Workflow automation

Take the repeated manual steps out of operational and growth workflows without losing control of them.

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Illustrative technology work scene using MessyOrg’s public website and planning materials

The problem this solves

Automation usually starts well and then sprawls: a dozen disconnected rules across several SaaS tools, none documented, each one a small mystery when it stops firing.

What the work involves

  • Document the workflow end to end before automating any part of it.
  • Automate the steps that are genuinely mechanical, and leave the judgement calls with people.
  • Consolidate the rules that already exist so there's one place to look.
  • Build in logging so you can see what ran, when, and what it changed.

What you end up with

  • Automated workflows with documented triggers and outcomes.
  • Visibility of what ran and what it changed.
  • A written record of what was deliberately left manual.

A good fit if

  • The same task is done by hand several times a week.
  • Your existing automations have become hard to reason about.
  • Growth or operations work is limited by admin rather than demand.

Pricing

Clear starting points. Custom scopes.

MessyOrg publishes starting points so organizations can understand the approximate level of investment before beginning a conversation. Final scope and investment are determined after we understand the problem, integrations, complexity, security requirements, timeline and desired outcome.

Get a scoped quote

How we engineer it

Practices we use at every stage.

The same practices we use on our own internal builds, following the six stages of how we work. Highlighted stages matter most for this service.

  1. 01 Discover

    • Mapping existing tools, data and manual steps before proposing changes
    • Writing the problem down in plain language before choosing technology
  2. 02 Design

    • Planning data, user roles and permissions up front
    • Designing screens that work on phones as well as desktops
  3. 03 Build

    Key stage
    • Secure sign-in with role-based access
    • Database rules that keep each customer's records private
    • Connecting payments, email and outside services
  4. 04 Verify

    • Automated tests for pricing, permissions and key workflows
    • Security and production-readiness reviews before launch
    • Payments tested in test mode before going live
  5. 05 Launch

    • Custom domains, page titles and search basics set up
    • Written handoff notes and walkthroughs for your team
  6. 06 Care

    Key stage
    • Usage limits and spending caps on AI features
    • Error monitoring and a clear process for fixes
How we work

Is this your mess?

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