Services · 02

Automation & Integration Engineering. Built for the inputs you actually receive.

Systems, people and data connected into workflows that survive real operational inputs. Duplicate messages, missing fields and API limits are not unusual edge cases. They are normal production conditions.

What I build here

Channels that behave like one system.

Work arrives on WhatsApp, in email, in a form, in a chat, and then someone has to move it by hand. I make those channels behave like one system, with a record of what arrived and what happened to it.

That means the integration work, the custom logic between the tools, the migration of whatever history already exists, and the layer underneath that notices when any of it stops.

TYPICAL SCOPE06 AREAS
  • 01 Client onboarding SCOPE
  • 02 Document intake and routing SCOPE
  • 03 Lead and account handoffs SCOPE
  • 04 Task and checklist creation SCOPE
  • 05 Customer notifications SCOPE
  • 06 Reporting and data synchronisation SCOPE

What the production-grade version looks like

A rate limit is usually a symptom.

I design for retries, idempotency, alerts, fallback and replay before the workflow becomes business-critical.

A sync kept rewriting the same 25 or so rows every run until it hit the spreadsheet API write limit. The root cause was a single leading space that broke the change hash, so every row looked modified. The fix was to trim before hashing and then write only real changes.

The cause was upstream, in how change was detected. Turning the write rate down would have hidden it for another month.

Workflow architectureEvent-driven automationAPI orchestrationIdempotency & deduplicationRetries & backoffQuota-safe writesFailure detection & alertingBackup & recoveryHuman-in-the-loopData migration & backfillSecure service accessHandover & documentation

The proof

One tracked process, and the history moved with it.

A professional services firm was onboarding clients by hand. Intake, document sorting, task updates and customer messages depended on people moving information between tools.

Read the case study
WHAT CHANGEDONE SELECTED SYSTEM
Automated runs in ten days, one failed25,007
Median first reply9 mindown from 10 hours
Documents filed2,417two channels, deduplicated
  • 01 Cross-channel deduplication BUILT
  • 02 Quota-safe data writes BUILT
  • 03 Secure service access BUILT
  • 04 Nightly recovery backups BUILT

Hands-on

Four places this usually starts.

Leads

A lead going cold is a workflow problem.

Leads arrive on a form, in an ad platform, in the inbox, in WhatsApp, and occasionally on somebody’s phone at an event. The expensive failure is almost never the lead. It is the twenty minutes between it arriving and anybody knowing it did, and then the second record for the same person because nobody checked whether there was a first one.

What that needs is the machinery already on this page pointed at a different kind of record: capture from every channel, deduplication before a new record exists, qualification by rule where a rule is reliable, enrichment with the source of each field recorded, an owner and a timestamp on every handoff, and an alert when something has been sitting untouched.

The CRM at the end of it is HubSpot about as often as it is one somebody built themselves and reaches over its own API, and the pipeline is designed against whichever you actually have rather than around a product I would prefer you bought.

What it is not is a list-building service. No scraping, no bought contact databases and no third-party lead brokers. Every lead it handles is one your own business collected, from a channel you run. Lead capture, routing and enrichment, in full.

Lead routing & qualificationLead enrichmentCRM automation

Platforms

The tool is the last decision, not the first.

I build in whichever of these fits the problem, and the choice comes after the process is mapped rather than before. What decides it is not the feature list. It is who gets alerted when a run fails, whether the run can be replayed, whether you can see what happened and why, where the credentials live, and whether you can move if the pricing changes at your volume.

A tool being on this list is not an argument for using it. The smallest thing that survives your real inputs is the right answer, and sometimes that is one step in the simplest tool here rather than anything I would need to build.

Platforms I build in

n8nMakeZapierAirtableHubSpotGoogle WorkspaceSlackTrelloWhatsApp

Common questions

What people ask before we start.

When am I the right person for this?

I am most useful when the process crosses tools, contains edge cases or matters enough that silent failure is not acceptable. If a one-step Zapier workflow solves the problem safely, I will not pretend you need a custom platform.

Do I need to replace my current tools?

Usually not. A good first system often connects the useful tools you already have and replaces only the part that is causing the problem.

What happens when an automation fails?

The system should retry safe failures, alert the right person, preserve the work and provide a fallback or review path. Those behaviours are designed into the workflow.

What next

Scope, then a fixed number.

Most first projects fall between a two-week scoped build and a two-month one. The number is fixed against a written scope after a discovery call, so you approve it before anything is built. What moves it inside that range, in full.

Start with the friction

Show me the manual process.

Describe where the work is repeated, slow or easy to drop. I will tell you whether automation is likely to help and what I would look at first.

Tell me what feels too manual (opens in a new tab)

or email dan@burdetsky.xyz

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