Evidence in context
Workflow automation platform
A source-faithful portfolio narrative about moving approvals, handoffs, exceptions, and operating states through one visual automation platform.
Managed AI automation
Automate the work that slows your team down.
We automate email follow-up, form intake, call follow-up, data entry, routing, scheduling, and repeatable internal tasks—without removing the human review your business needs.
A quick example
See how one routine task becomes a working flow.
This short example shows how an incoming request can move through intake, routing, scheduling, and review without asking your team to copy the same information between systems.
Read the video transcript
Stop spending time on repetitive work. We automate intake, follow-up, scheduling, routing, and data entry, while your people keep control of the decisions that matter.
The Integrate First Lens
Turn a repeat task into a controlled flow.
Make the trigger, the routing, and the human review point visible before a workflow goes live.
The automation path
Selected step / 01
A request arrives
A form, email, call follow-up, or scheduled event starts the work from a known trigger.
Read workflow evidence
What we automate
Start with one task your team repeats.
This service is for recurring work that takes time away from your team. We define what starts the workflow, where the result goes, who approves it, and how it should handle exceptions.
Respond with intent
Route inquiries, prepare approved email responses, and put human review where judgment matters.
Capture once, use everywhere
Turn intake forms and repeated data entry into a governed flow across the systems your team already uses.
Protect the calendar
Improve routing, meeting preparation, follow-up, and schedule quality without treating people as a workflow exception.
Monthly automation lanes
Choose a clear operating commitment.
Both packages are month-to-month recurring services billed through secure Stripe Checkout. Select the lane that matches the number and coordination of workflows you want actively improved.
| Feature | Automation Foundation$500 / month | Automation Operations$1,000 / month |
|---|---|---|
| Active automation workflows | One | Up to three |
| Best-fit work | One focused email, form, call follow-up, data-entry, or calendar workflow | A coordinated intake, routing, call follow-up, data-entry, calendar, or internal-flow lane |
| Operating review | Monthly workflow review and refinement | Monthly operating review with a prioritized improvement backlog |
| Human approval points | Included where the workflow requires judgment | Included across each active workflow where judgment is required |
| Documentation and change control | Essential handoff guidance | Workflow documentation and controlled change management |
| Broader implementation work | Scoped separately | Scoped separately |
On smaller screens, scroll the table horizontally to compare each package column.
AI automation service
Automation Foundation
$500/ month
One recurring task automated and improved each month.
- One active automation workflow
- Email, form, call follow-up, data-entry, or calendar workflow
- Monthly review and refinement
- Human approval points where needed
One bounded workflow. Third-party software, AI-provider, and usage fees are separate.
AI automation service
Automation Operations
$1,000/ month
Up to three connected workflows managed and improved each month.
- Up to three active automation workflows
- Intake, routing, call follow-up, data-entry, calendar, and internal-flow optimization
- Monthly operating review and prioritized backlog
- Workflow documentation and controlled change management
A coordinated operating lane. Major platform builds, custom software, and third-party fees are scoped separately.
Recurring service begins after secure checkout. If you need a broader platform or transformation program, start with a scoped working session instead.
After purchase
A clear path from selected plan to working flow.
The monthly package does not begin with an opaque build. We establish the operational boundary, document what matters, and launch with a review path that matches the work.
01 Purchase confirmed
You receive a secure Checkout receipt. We confirm the selected monthly lane and open the onboarding conversation.
02 Workflow intake
We identify the recurring handoff, current systems, accountable owner, approval points, and exception path.
03 Design the flow
We map the trigger, decision logic, destination, evidence, and operating boundary before implementation begins.
04 Controlled launch
The workflow is configured, reviewed against real operating conditions, and launched with the agreed human checks.
05 Optimize monthly
We review what is working, refine the active flow, and prioritize the next useful improvement within your package lane.
A workflow’s timing and implementation detail depend on its systems, approval requirements, and exception paths. Complex platform work is scoped separately rather than hidden inside a monthly package.
Package questions
Clear answers before you choose a lane.
The packages are designed to make the operating commitment visible. These answers explain the important boundaries before a recurring service begins.
Discuss a complex workflowBeyond monthly automation
When the workflow is a platform and service-operation concern.
For teams that need their delivery, service, knowledge, and change work to connect across Atlassian and ServiceNow environments—not simply automate one handoff.
Explore Workflow & Service OperationsAtlassian work design
Jira, Confluence, and Jira Service Management workflows, knowledge, routing, and accountable ownership.
ServiceNow operations
Certified ServiceNow capability for qualified ITSM, service-request, and enterprise workflow initiatives.
Cross-platform handoffs
Incident, change, request, approval, and delivery handoffs designed to keep context moving between systems.
Governance and change
Platform administration, migration planning, governance, and enablement for teams evolving how service work operates.
Atlassian and ServiceNow product names identify certified delivery capabilities within the Integrate First team and delivery network. This offering does not imply a vendor partnership tier or endorsement.