Automation for Small Business

Stop doing it
by hand.

Clearfork Automation builds custom workflows that eliminate repetitive tasks, connect your tools, and give you back the hours your business needs to grow.

Clearfork Automation workflow New lead arrives Form submitted Appointment booked Job completed Payment received Triggers Clearfork Automation Routes · Acts · Notifies CRM updated Follow-up sent Reminder dispatched Invoice generated Books synced Outcomes 12 hrs saved / week 30+ integrations
12+ Hours Saved Per Week
100% No-Code, No IT Required
30+ Tools We Integrate
What We Build

Automation built around your business, not the other way around.

Every workflow we build starts with understanding how your team actually works. No bloated software — just smart connections between the tools you already use.

Lead & CRM Automation

Capture leads from any source — website, email, ads — and automatically route them to your CRM, assign follow-ups, and trigger nurture sequences without touching a thing.

Email & Communication Flows

Onboarding emails, appointment reminders, invoice follow-ups — automated sequences that go out at exactly the right moment, personalized to each customer.

Scheduling & Appointments

Connect your booking system to your calendar, send automatic confirmations and reminders, and eliminate the back-and-forth that wastes hours every week.

Invoicing & Payments

Auto-generate invoices when a job is marked complete, send payment reminders on a schedule, and sync everything to QuickBooks or Xero — hands-free.

HR & Onboarding Workflows

From job application to day one — send offer letters, collect documents, create accounts, and notify your team automatically when someone new joins.

Reporting & Dashboards

Pull data from your tools automatically and surface the numbers that matter — weekly summaries, sales reports, and operational snapshots delivered to your inbox.

MAKE · ZAPIER · HUBSPOT · QUICKBOOKS · GMAIL · SLACK · SHOPIFY · CALENDLY · AIRTABLE · STRIPE · XERO · NOTION · TYPEFORM · MONDAY · ASANA · MAKE · ZAPIER · HUBSPOT · QUICKBOOKS · GMAIL · SLACK · SHOPIFY · CALENDLY ·
The Process

From first call to running automation — no guesswork.

We keep it simple. No enterprise contracts, no bloated implementations. Just a clear process from first conversation to live automation.

1

Free Workflow Audit

We spend 30 minutes mapping where your team's time is going. No pitch, no pressure — just a clear picture of what's automatable.

2

Custom Blueprint

We design a workflow plan specific to your business and tools, with a clear breakdown of what gets built and what it will save you.

3

Build & Test

We build everything, test every scenario, and walk you through how it works before anything goes live.

4

Ongoing Support

Things change. We offer maintenance retainers so your automations evolve as your business does — no ticket queues, just a real person.

Who We Serve

Built for small teams doing big work.

You don't need a dedicated operations team or an IT department. You just need the right systems in place.

  • You're spending hours on tasks that feel like they should be automatic
  • Your tools don't talk to each other, so someone manually copies data between them
  • Leads fall through the cracks because follow-ups happen inconsistently
  • You've looked at automation tools but don't have time to figure them out
  • You're growing and need your operations to scale without adding headcount
Industries we work with
Home Services Real Estate Healthcare Retail Professional Services Restaurants E-Commerce Fitness & Wellness
Your week · Before vs After
Before
Manually entering leads into CRM
Copying invoices to spreadsheet
Sending reminders one-by-one
Forgetting to follow up
≈ 14 hrs/week lost
After
Leads sync automatically
Invoices generated & filed
Reminders go out on schedule
Follow-ups never missed
≈ 2 hrs/week on actual work
Start Here

See exactly what we'd
automate for you.

Book a free 30-minute audit. We'll map your biggest time drains and show you what's possible — no commitment required.

No spam. No sales pressure. Just a clear picture of what automation can do for your business.