Automation Implementation
We Build Your Automation. You Focus on Results.
End-to-end automation implementation—from requirements to deployment. We handle the technical complexity so you can focus on running your business.
⚙️ 200+ automations built
✓ 95% on-time delivery
🎓 Full training included
⚙️
200+
Automations built
Across all industries
⚡
8 weeks
Average delivery
From kickoff to go-live
✓
95%
On-time, on-budget
Project success rate
⏱️
35 hrs
Avg weekly savings
Per automation deployed
Stop Struggling with DIY Automation
Let experts build it right the first time
⏰
No Time or Expertise to Build In-House
Your team is too busy (or doesn't have the skills) to build automation themselves.
😓
Tried DIY—It's Taking Forever
You started building automation with Zapier or Make but it's taking months with no end in sight.
🔗
Need Complex Multi-System Integration
Simple no-code tools can't handle your requirements. You need custom logic and integrations.
We Handle Everything From Start to Finish
Requirements gathering → Development → Testing → Deployment → Training → Support. You get working automation without the headaches.
What We Build
Custom automation solutions for every department and industry
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Business Process Automation
Automate repetitive workflows and eliminate manual data entry
- ✓ Invoice processing from email to QuickBooks/Xero
- ✓ Customer onboarding workflows
- ✓ Approval and routing processes
- ✓ Order fulfillment automation
- ✓ Report generation and distribution
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Data Integration & Sync
Connect systems so data flows automatically between them
- ✓ CRM to accounting system sync (Salesforce ↔ QuickBooks)
- ✓ E-commerce to inventory management
- ✓ Project management to time tracking
- ✓ Marketing platform to CRM integration
- ✓ Multi-directional data synchronization
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Custom Dashboards & Command Centers
Build control panels to monitor and manage your automations
- ✓ Real-time business metrics dashboard
- ✓ Custom admin panels for automation control
- ✓ Approval and review interfaces
- ✓ Status tracking and monitoring
- ✓ Team performance dashboards
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Document & File Automation
Automate document creation, processing, and management
- ✓ Auto-generate contracts from templates
- ✓ Extract data from PDFs and receipts
- ✓ Document routing and approvals
- ✓ File organization and naming
- ✓ Automated document merge and distribution
Our 5-Phase Implementation Process
Proven methodology for successful automation delivery
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📋
Phase 1
Requirements & Design
Phase 1 • 1-2 weeks
Requirements & Design
1-2 weeks
We gather detailed requirements, map current vs. desired workflows, and create technical specifications
Deliverables: Process maps Technical specifications Timeline and budget
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💻
Phase 2
Development & Build
Phase 2 • 2-6 weeks
Development & Build
2-6 weeks
We build your automation using the right tools—Make, Power Automate, custom code, or hybrid approach
Deliverables: Working automation Integration code Error handling
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🧪
Phase 3
Testing & Quality Assurance
Phase 3 • 1 week
Testing & Quality Assurance
1 week
We test with real data, edge cases, and error scenarios to ensure reliability before launch
Deliverables: Test results Bug fixes Performance optimization
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🚀
Phase 4
Deployment & Training
Phase 4 • 1 week
Deployment & Training
1 week
We deploy to production, train your team, document everything, and provide handoff materials
Deliverables: Production deployment Training sessions Documentation
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🔧
Phase 5
Support & Optimization
Phase 5 • Ongoing
Support & Optimization
Ongoing
We monitor performance post-launch, fix any issues, and optimize based on real-world usage
Deliverables: Performance monitoring Bug fixes Enhancement recommendations
We Build With the Right Tools for the Job
Platform-agnostic approach means we choose what's best for your needs, not what's easiest for us
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No-Code Platforms
- • Make (Integromat)
- • Zapier
- • Power Automate
- • n8n
Best for: Fast deployment, easy maintenance, lower cost
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Custom Development
- • Python
- • Node.js
- • Azure Functions
- • AWS Lambda
Best for: Complex logic, high performance, full control
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RPA & Desktop Automation
- • Power Automate Desktop
- • UiPath
- • Selenium
Best for: Legacy systems, desktop apps, browser automation
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Databases & Storage
- • Airtable
- • PostgreSQL
- • Google Sheets
- • Excel
Best for: Data storage, tracking, and reporting
What Can You Automate?
Real examples organized by department
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Sales & Marketing
- ✓ Lead routing from website to sales rep
- ✓ Follow-up email sequences
- ✓ CRM data enrichment from LinkedIn/Clearbit
- ✓ Proposal generation from templates
- ✓ Meeting scheduling automation
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Finance & Accounting
- ✓ Invoice processing and data entry
- ✓ Expense report approvals
- ✓ Account reconciliation
- ✓ Payment reminders and collections
- ✓ Financial report generation
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Operations
- ✓ Inventory tracking and alerts
- ✓ Purchase order creation
- ✓ Vendor communication
- ✓ Quality control tracking
- ✓ Equipment maintenance scheduling
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HR & Admin
- ✓ Employee onboarding workflows
- ✓ Time-off request approvals
- ✓ Performance review scheduling
- ✓ Payroll data collection
- ✓ Compliance tracking
What's Included in Every Setup
Standard deliverables regardless of package tier
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Requirements Gathering
Detailed discovery sessions to understand exactly what you need
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Custom Development
Built specifically for your workflows—not a generic template
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System Integration
Connect all your tools and systems seamlessly
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Testing & QA
Thorough testing with real data and edge cases
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Staff Training
Hands-on training so your team can use and manage automation
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Documentation
Complete documentation for troubleshooting and maintenance
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Post-Launch Support
Support period after go-live to fix bugs and optimize
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Source Code & Ownership
You own everything—no vendor lock-in
Setup Pricing Packages
Transparent pricing based on scope and complexity
Single Process
From $15,000
One automation from start to finish
Timeline
4-6 weeks
- ✓ 1 automated process/workflow
- ✓ Up to 3 system integrations
- ✓ Basic error handling and monitoring
- ✓ Standard training (2 hours)
- ✓ 30-day support included
- ✓ Documentation and handoff
Example Use Cases:
Invoice automation, Lead routing, Report generation
Most Popular
Multi-Process Package
From $35,000
Multiple connected automations
Timeline
8-12 weeks
- ✓ 3-5 automated processes
- ✓ Up to 8 system integrations
- ✓ Advanced error handling and alerts
- ✓ Comprehensive training (6 hours)
- ✓ 90-day support included
- ✓ Custom dashboard (optional)
- ✓ Priority support
Example Use Cases:
Sales to fulfillment, Full customer journey, Department workflows
Enterprise Setup
Custom
Complex, company-wide automation
Timeline
12+ weeks
- ✓ Unlimited processes
- ✓ Cross-department integration
- ✓ Custom command center dashboard
- ✓ Advanced monitoring and analytics
- ✓ Extended support (6-12 months)
- ✓ Change management support
- ✓ Dedicated project manager
Example Use Cases:
ERP integration, Multi-system transformation, Company-wide rollout
Optional Add-Ons
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Custom Dashboard / Command Center
Build a web-based control panel to monitor, manage, and control your automations
From $8,000
Learn More
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Monthly Maintenance & Support
Ongoing monitoring, updates, enhancements, and unlimited support
From $1,500/month
Learn More
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Change Management Support
Help your team adopt automation through communication and training
From $5,000
Learn More
Real Setup Projects
See what we've built for clients like you
⚖️
Professional Services
Legal Firm: Automated Client Intake & Billing
Challenge: Law firm spent 15 hours/week manually processing new client intake forms, creating matter folders, and generating retainer agreements. Billing data manually entered from timesheets into QuickBooks.
Solution: Built multi-step automation: intake form → CRM entry → document generation → SharePoint folder creation → email notifications. Separate automation: weekly timesheet extraction → QuickBooks invoice creation.
Result: Reduced intake time from 45 minutes to 5 minutes per client. Billing automation saved 8 hours/week. ROI achieved in 4 months.
15 hrs/week
Time Saved
4 months
ROI Timeline
2
Automations
Timeline: 7 weeks
🛒
Retail
E-commerce: Order to Fulfillment Automation
Challenge: Online retailer processed 200+ orders/day manually: copy order details, check inventory, create packing slips, update tracking, send customer emails. 6 hours/day of manual work.
Solution: End-to-end automation: Shopify order → inventory check → packing slip generation → shipping label creation → tracking update → customer notification. Custom dashboard to monitor and intervene when needed.
Result: Fully automated for 85% of orders. Reduced processing time from 2 minutes to 10 seconds per order. Handles 200 orders with 30 minutes of human oversight.
200+
Orders/Day
10 sec
Time Per Order
85%
Automation Rate
Timeline: 10 weeks
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Healthcare
Healthcare: Patient Appointment Reminders & Follow-up
Challenge: Medical clinic manually called patients for appointment reminders, resulting in no-shows and wasted admin time. No systematic follow-up after appointments.
Solution: Automated SMS/email reminders sent 48 hours and 24 hours before appointments. Post-appointment surveys sent automatically. No-show tracking and re-booking automation. Integrated with clinic management system.
Result: No-show rate dropped from 18% to 6%. Admin time reduced by 12 hours/week. Patient satisfaction scores increased 22%.
67%
No-show Reduction
12 hrs/week
Time Saved
+22%
Satisfaction Boost
Timeline: 5 weeks
When to Choose Setup
Understanding which service fits your needs
🚀
"You know what you want and need it built"
→ Setup (this service)
Frequently Asked Questions
What if we don't know exactly what we want automated? +
That's what our Discovery service is for! We recommend starting with a 2-4 week discovery engagement to map processes, identify opportunities, and create specifications. Then we can provide accurate Setup pricing. Alternatively, we can do lightweight discovery as part of the Setup project.
How long does it take to build an automation? +
Single process automations typically take 4-6 weeks. Multi-process packages take 8-12 weeks. Complex enterprise setups can take 12+ weeks. Timeline depends on complexity, number of systems, and how quickly you can provide access and feedback.
What happens if requirements change during the project? +
We build in some flexibility, but significant scope changes will impact timeline and budget. We use an agile approach with regular check-ins, so we catch issues early. Change requests are documented and priced separately to keep the project on track.
Can you work with our existing systems and tools? +
Yes! We integrate with virtually any system that has an API or database access. We work with everything from modern SaaS tools to legacy on-premise systems. We'll assess integration feasibility during requirements gathering.
What if the automation breaks after you build it? +
All setups include 30-90 days of post-launch support (depending on package). During this period, we fix bugs and make adjustments at no cost. After that, you can purchase monthly maintenance or pay hourly for fixes. We also provide documentation so your team can troubleshoot common issues.
Do we own the automation or are we locked into your service? +
You own everything! We provide full source code, documentation, and credentials. You can manage it yourself, hire someone else, or continue with our monthly maintenance. No vendor lock-in.
Can you build automation that requires human approval steps? +
Absolutely! Most real-world automations benefit from human-in-the-loop workflows. We build approval steps, review queues, and exception handling so humans can intervene when needed. You get automation speed with human oversight.
What's the difference between Setup and your Monthly Automation service? +
Setup is project-based with a defined start and end—we build it, hand it off, and provide limited support. Monthly Automation is ongoing—we continuously maintain, monitor, enhance, and support your automations. Many clients start with Setup, then add Monthly Maintenance.
What our clients say
Chuck Baresich
President
Haggerty AgRobotics Company
Had the team prepare a system for us to automate the re-branding of our digital invoicing and statements. The system has been working flawlessly for over a year. Simple to administer and the team are easy to get in contact with make adjustments or update our requirements.
Marilee A Nowgesic
CEO
Canadian Indigenous Nurses Association
The team is friendly, reliable and extremely patient to ensuring our concerns are addressed and understood. They have enabled an open table to allow for their clients to receive timely (...really feels like 24/7 platforms...) and concise information on the latest trends in IT, data collection and many other relevant issues. DigitalStaff has also provided an environment that allows for multiple levels and skills of their clients - so you never have to feel like you're not contributing. Their ability to translate your project needs provides an impressive output/deliverable to suit the needs of our projects.
Kevin Potts
President
Norseman Construction
Oscar and his team are amazing, they are always there when we need them. The automation process has been truly amazing, and we have found alot more time and productivity in our day to day processes.
Kyle Watters
Owner
Elmira Stove Works
We have been using Digital Staff for almost 10 years now, they look after all of our network and computer IT needs. They are friendly and great people to work with, knowing they are only a phone call away is piece of mind in our business. I would highly recommend this company for all your IT needs and if you are looking to save time, money and improve efficiency.
Gerda Zonruiter
Senior Research and Evaluation Consultant
Centre for Organizational Effectiveness
Oscar has helped me problem solve and find solutions for specific tasks saving me a lot of time. He provided me with the instruction I needed to implement the solutions on my own. He was responsive and easy to work with.
Paul B Bélanger
Trademark Attorney
The Law Office of Paul B. Bélanger
I am familiar with the highly professional services of DigitalStaff. I resorted to the business services of DigitalStaff on numerous occasions, knowing they pay attention to provide high quality services at reasonable price. I recommend DigitalStaff in confidence knowing their specialized services will provide satisfaction to any client, small or large.
Jill Osborne
National Executive Director
Kids Kicking Cancer Canada
The DigitalStaff team helped create effective and affordable solutions for our small shop. They quickly gained an understanding of our needs and have helped us trouble-shoot along the way.
Michael Mandich
Customer
It was wonderful service. I found Oscar to be honest and thoughtful. He was always available to do even the smallest tasks. He tried to teach me many things on the computer and was patient even though I find it very difficult. I recommended him to friends and they had high praise for his abilities. It is easy to give him 5 stars ⭐️
Ali Tavakoli
AI, RPA, and Automation Developer
DigitalStaff
DigitalStaff is a great company for doing Robotic Process Automation, the owner is very friendly and can take care of any issues that come up very quickly. Highly recommend DigitalStaff for RPA workload or any other type of software development where you need to automate tasks.
Ilze Van der Merwe
National Expansion Manager
Kids Kicking Cancer Canada
Our Organization can highly recomend DigitalStaff. They have helped us automate many of our work processes which saves us time and makes us efficient. We are a small organization with few hands, and having DigitalStaff assist us in our IT and backend processes makes our work lighter which opens up our time to get to things that really matter, which is making a difference in Children's lives.
Dr. Joan Clayton
Psychologist
Dr. Reist & Associates
Excellent and prompt service, highly skilled, personable and always eager to help and resolve issues - ABSOLUTELY THE BEST
Joe Orendorff
Owner
Elmira Stove Works
Great Service!
Ready to Automate Your Business?
Stop wasting time on manual work. Let us build custom automation that runs 24/7 while you focus on growing your business.
✓ Free consultation & quote
✓ 95% on-time delivery
✓ Full training & support