M8TRX.AI
Process Automation

Automate the Work That Slows You Down

From SOPs to CRMs, we build AI workflows that run your business so you don't have to.

What We Automate

End-to-End Business Processes

We identify and eliminate manual, repetitive tasks across your business operations.

Lead Intake & Routing

Automatically capture, qualify, and route leads to the right team members based on custom criteria.

Saves 5-10 hours per week

Appointment Management

Send automated reminders, confirmations, and follow-ups for appointments across multiple channels.

Reduces no-shows by 60%

Invoice Automation

Generate, send, and track invoices automatically with smart payment reminders and reconciliation.

Improves cash flow by 40%

Email & SMS Campaigns

Create dynamic, personalized communication flows that respond to customer behavior and engagement.

Increases engagement by 35%

Task Generation

Automatically create and assign tasks based on incoming data from forms, emails, and chat interactions.

Saves 8-12 hours per week

Custom Workflows

Build tailored automation sequences for your unique business processes and requirements.

Eliminates process bottlenecks
Integrations

Connect Your Entire Stack

We integrate with the tools you already use to create seamless, automated workflows.

CU
ClickUp
SL
Slack
TW
Twilio
QB
QuickBooks
GHL
GoHighLevel
CRM
CRMs

Don't see your tool? We can integrate with virtually any platform that offers an API.

Our Process

How We Automate Your Business

Our proven methodology delivers rapid results with minimal disruption to your operations.

Step 1

Audit & Map

We analyze your current processes, identify bottlenecks, and map out automation opportunities with the highest ROI potential.

  • Process discovery workshop
  • Workflow mapping and documentation
  • ROI analysis and prioritization
  • Custom automation development
  • System integration and API connections
  • Testing and quality assurance
Step 2

Build + Integrate

We design and build custom automation solutions that connect your existing tools and systems into a seamless workflow.

Step 3

Launch + Optimize

We deploy your automation, train your team, and continuously optimize for maximum efficiency and ROI.

  • Phased implementation rollout
  • Team training and documentation
  • Ongoing monitoring and optimization
Results That Matter

Measurable Business Impact

Our automation solutions deliver tangible benefits that transform how your business operates.

40-70%

Time Savings

Reclaim hours every week by eliminating manual, repetitive tasks across your business.

99%

Error Reduction

Eliminate human error in data entry, calculations, and routine business processes.

30%+

Customer Satisfaction

Improve response times, consistency, and overall experience for clients and team members.

Our clients typically see ROI within the first 30-60 days, with automation paying for itself many times over through time savings, error reduction, and improved customer experience.

Let's Eliminate Busywork Forever

Take the first step toward a more efficient, error-free business with custom automation that works for you.

Free automation audit
No obligation
ROI calculation

150+ businesses automated and counting

Schedule an Automation Session

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