WorkflowPatch

Async workflow automation repair

Fix the handoff that keeps leaking time.

One source, one decision, one destination. WorkflowPatch scopes and ships async workflow patches with review queues, logs, QA evidence, and a runbook.

  • Lead intake
  • CRM handoff
  • Ticket triage
  • Report prep

Async, fixed-scope, no first-call required. Proof can run on redacted data before access.

Useful when.

Intake

Requests arrive through forms, email, CSVs, or tickets and need cleanup or owner review.

Sync

CRM, helpdesk, Airtable, Sheets, and project tools drift because the handoff is still manual.

Review

Drafts, duplicate rows, and risky outputs need an approval path before anything ships.

See the work shape.

Request Triage

Inbox, form, ticket, or CSV rows become review items with blocked rows visible.

View proof library

HubSpot ClickUp

Deal-stage events become task candidates, write-back previews, conflicts, and errors.

View handoff proof

RevOps QA

CRM, CPQ, attribution, and integration exports become owner review rows.

View RevOps proof

Browse the proof library. Public proofs use redacted or synthetic data before any client access exists.

Simple process.

1. Fit Check

Send the stuck handoff and one redacted example.

2. Scope

The boundary, exclusions, and acceptance checks are written first.

3. Build

The patch is tested with logs, review states, and blocked-row handling.

4. Handoff

You get the artifact, QA evidence, and a short runbook.

Pricing.

Fit Check

Free

A short written read on whether the handoff is worth scoping. No implementation.

Founding Sprint

$2,500

Fixed-scope build for one useful workflow slice, including first-month care.

View sprint brief

Priority Sprint

$3,000

Faster fixed-scope build with tests, logging, approval path, and runbook.

View sprint brief

Paid work starts after written scope, payment, and access or sample-data readiness.

Start with a fit check.

Email alex@workflowpatch.com with the workflow, source, destination, and one redacted sample. Credentials are not needed for the first pass.

Open the guided fit check.