AI Workflow Automation

Business Process Automation

Your business relies on dozens of different software applications—CRM, email marketing, accounting, project management, and customer support tools. When these systems don't talk to each other, your team wastes hours manually copying and pasting data.

DigitalAreva builds custom workflow automations that connect your apps, trigger actions based on specific events, and process data automatically, often incorporating AI for intelligent decision-making along the way.

Our Automation Capabilities

Common Automation Examples

We automate the repetitive tasks that drain your team's time and energy:

• Lead Automation & RoutingWhen a new lead fills out a Facebook Lead Ad, automatically add them to your CRM (HubSpot/Salesforce), send a personalized welcome email via Mailchimp, and notify the sales team in a specific Slack channel.
• Invoice & Accounting AutomationWhen a deal is marked "Closed Won" in your CRM, automatically generate an invoice in QuickBooks/Xero, email it to the client, and create a project folder in Google Drive.
• Employee Onboarding AutomationWhen a new hire is added to your HR system (BambooHR), automatically create their Google Workspace account, add them to relevant Slack channels, and send them a welcome packet via DocuSign.
• Marketing AutomationAutomatically extract data from weekly reports, use an LLM (GPT-4) to summarize the key insights, and draft an email newsletter ready for your review in Mailchimp.
• Sales Pipeline AutomationIf a lead hasn't responded to an email in 3 days, automatically trigger a follow-up SMS or WhatsApp message, and update their status in the CRM.

Why Choose DigitalAreva for Workflows?

We don't just connect App A to App B. We architect robust, error-handling workflows that scale. We incorporate AI nodes (like OpenAI or Anthropic) directly into the workflow to analyze text, categorize incoming support tickets, or generate personalized responses on the fly.