Automation Lab

Enterprise‑level automation. Delivered without the overhead.

Solo‑led, AI‑augmented delivery to make a critical workflow 10× faster in 21 days. Secure by design, measured by outcomes, and scalable via trusted partners.

14–21 days to production: we ship intake, pipelines, dashboards, report packs, and notifications—enterprise guardrails included.

Schedule a Strategic Consultation Get a tailored plan

What you’ll receive

ROI model and business case you can take to leadership
Integration plan: systems, access, risk controls, and owners
90‑day rollout with adoption plan and success metrics

Security‑first.

How Our Process Works

Every successful automation starts with clarity. Most teams begin with our Slake Action Blueprint™ Audit to map workflows, quantify opportunities, and build a step-by-step roadmap. Once your audit is complete, our Automation Lab delivers rapid, secure implementation—often in as little as 14–21 days.

Here's how it works: Book your Audit to receive a tailored automation blueprint, review your roadmap and ROI analysis, then move to Automation Lab for fast, secure delivery of your prioritized workflows.

Start with an Audit

Automation Impact

Short projects, measurable shifts. We wire systems that move the numbers leaders care about.

MRR (see glossary)

We lift recurring revenue by tightening intake and upsell moments inside your product and CRM.

How we move it: in-product prompts, automated trials-to-paid nudges, saved-cart follow-ups.
Example: Before: MRR +$0 from trials. After: +$18k/mo via automated upgrade flows.

Business value: higher baseline revenue and forecast stability.

Levers: intake forms, lifecycle emails, CRM automations.

NRR (see glossary)

We prevent churn and unlock expansions with proactive health dashboards and renewal cadences.

How we move it: risk alerts, QBR packs auto-generated, usage-based upsell triggers.
Example: Before: NRR 96%. After: 108% with expansion offers tied to usage thresholds.

Business value: more revenue from the base, lower CAC pressure.

Levers: health scoring, renewal pipelines, report packs.

ACV (see glossary)

We increase deal size by standardizing premium bundles and arming reps with value calculators.

How we move it: pricing helpers, approvals via Deal Desk, ROI inline during negotiation.
Example: Before: $28k ACV avg. After: $42k with a 3-tier bundle and discount guardrails.

Business value: more revenue per win with fewer concessions.

Levers: pricing calculator, bundle templates, approvals.

Gross Margin (see glossary)

We raise margins by automating fulfillment and trimming manual COGS-heavy tasks.

How we move it: automate handoffs, reduce rework, tighten inventory/ops dashboards.
Example: Before: GM 58%. After: 66% via automated pick/pack updates and returns triage.

Business value: better unit economics and scale capacity.

Levers: workflow automation, ops dashboards, alerts.

Automation playbooks we ship

Three examples our clients ask for first—each with clear guardrails, reporting, and ownership.

Invoice coding → QuickBooks

Document extraction Reviewer queue Exception inbox

BeforeAbout 9 minutes per invoice for triage and coding

AfterAbout 1.2 minutes to review; more than 90% auto‑posted

Ingest from email or Drive and parse vendor, totals, and line items
Use a confidence threshold to auto‑post or send to a reviewer queue
Post to QuickBooks with an audit link; send exceptions to an inbox

60–80% less handling time 92% auto‑post Less than 1% rework

Sales follow‑up & routing

Lead enrichment Owner assignment Email sequences

Before9–36 hours to first response

AfterUnder 10 minutes, 24/7, routed by ideal customer profile

Enrich and score each lead; route by ideal customer profile and territory
Draft the first follow‑up; create a CRM task with a response‑time target
Send Slack notifications; track results and improve messages

Under 10 minutes first response +24% meetings Fewer cold leads

Onboarding checklist automation

Step generation Exceptions Slack reminders

BeforeDelays and chasing status updates

AfterTailored plan in about 30 minutes with clear service levels

Generate steps from form inputs and the contract
Track in Sheets or Asana; surface exceptions for review
Send Slack reminders; provide a roll‑up status

From days to hours 97% on‑time Less project‑management overhead

Lead enrichment → CRM

Firmographics ICP score Owner rules

BeforeManual research across tabs; slow routing and missed SLAs

AfterAuto‑enrich, score, and assign with a clean audit trail

Append firmographics from APIs; calculate ICP fit
Assign owner by territory and book next action
Push to CRM with enrichment snapshot

+18% opp conversion Under 5 min routing Better data quality

Security exception triage

Policy checks Reviewer lane Slack alerts

BeforeEmail ping‑pong; untracked waivers and stale risks

AfterStandardized intake, risk scoring, and approvals in one place

Intake with required fields mapped to policy
Auto score risk; route to approver with context
Post decision to Slack and log for audit

2× faster decisions Complete audit trail Fewer reopen cycles

Support triage & summarization

Intent detect KB suggest Escalation rules

BeforeLong first response and inconsistent handoffs

AfterInstant summaries, suggestions, and clean routing

Detect intent, urgency, and customer tier
Suggest answer from KB; attach context
Create ticket with summary and next step

−35% handle time Higher CSAT Cleaner backlog

Days 1–5

Discovery & design

Align stakeholders, grant access, define metrics and guardrails.

Days 6–10

Build & integrations

Implement logic, retrieval, and vendor connections.

Days 11–15

Pilot & QA

Test runs, reviewer lane, alerts, iterate to confidence.

Days 15–18

Reporting & notifications setup

Schedule report delivery, configure alert thresholds, and test on‑call paths.

Days 16–21

Production & handoff

Go live, dashboards, playbook, stabilization and ownership.

Security & Compliance

Enterprise guardrails built in from day one—access, data, AI safety, auditability, and change control.

Least‑privilege Encrypted secrets Confidence thresholds Reviewer lane Rollback plan

Procurement & Security packet

Access control

Least‑privilege, time‑boxed credentials per environment
Secrets in encrypted KV (scoped API keys; no hard‑coding)
SOC‑aware service accounts; MFA enforced where supported
Joiner/Mover/Leaver checklist; quarterly access reviews

Data protection

Transport encryption (TLS 1.2+); at‑rest via vendor KMS
Row‑level scoping and PII minimization by design
Field redaction in logs; secrets never logged
Data retention windows with purges per workflow

AI/automation safety

Confidence thresholds with fallbacks and human reviewer lane
Allow/deny lists for tools, connectors, and destinations
Prompt/input validation; output guards for PII/PHI leakage
Dry‑run mode and staged rollout with feature flags

Logging, monitoring, change

Structured audit logs with correlation IDs for every action
Slack/Email alerts on failures, threshold breaches, and SLAs
Alerts and report delivery are logged with audit trails and clear escalation paths
Versioned configs; change requests and rollback plan
Weekly exception review and model performance tuning

Compliance posture

hCaptcha on all intake forms; bot and abuse mitigation
Vendor parity with your stack (e.g., SOC 2/ISO 27001 vendors)
Data Processing + confidentiality terms on request
See Procurement & Security packet and Privacy Policy

How fast can we go live?

Most projects go live in 14–21 days. Complex approvals or vendor access can add time—we’ll call that out during discovery.

What access do you need?

Read/write access to the target systems (e.g., QuickBooks, HubSpot) with least‑privilege scoped credentials, plus a reviewer if you enable a QC lane.

Which systems do you support?

QuickBooks, Gmail, Drive/Sheets, HubSpot, Slack, and REST APIs are common. We’ll evaluate any target system during discovery.

How do you measure ROI?

We baseline time and cost, set a target confidence, and instrument the workflow so savings and lift are visible post‑launch.

What about accuracy?

We use confidence thresholds, fallbacks, and an optional reviewer lane. Edge cases are logged and tuned during stabilization.