Old-school agency ethos. New-school automation.

Save time. Cut costs. Automate the busywork.

We design quiet, reliable automations for small and mid-sized teams—so your people can focus on work that moves the needle.

n8nOpenAIMicrosoft Power AutomateSalesforceZapier / Make

Typical ROI Snapshot

3–10× ROI in 90 days

Most clients recoup their investment through reclaimed hours, fewer errors, and faster cycle times.

-60%

manual clicks

+35%

lead response speed

99.9%

uptime targets

*Illustrative metrics. We baseline and report your actuals monthly.

What we automate

Lead-to-Closed-Won Ops

Intake to CRM, enrichment, routing, SLAs, proposals, and signatures—end to end.

  • HubSpot / Salesforce
  • Calendly & email sequencing
  • CPQ, proposals, DocuSign

Service & Ticket Automations

Triage, prioritization, assignment, and updates across help desks and field teams.

  • Zendesk / Freshdesk
  • Twilio/SMS + phone trees
  • SLA monitors & escalations

Finance Back-Office

Invoices, receipts, recurring jobs, and AR/AP syncs with fewer touches.

  • QuickBooks / Xero
  • Inventory & POS
  • CSV/EDI ingestion

Operations & Scheduling

Capacity planning, job dispatch, geo-routing, and staff notifications.

  • Field ops (ServiceTitan, Jobber)
  • Google Workspace / O365
  • Maps & routes

Content & AI Assist

On-brand content drafts, summaries, and internal copilots with guardrails.

  • OpenAI / local models
  • RAG knowledge bases
  • Moderation & QA

Data Pipes

Clean, validate, and sync data between apps and your warehouse/lake.

  • PostgreSQL / BigQuery
  • S3 / GCS
  • ETL/ELT jobs

How we work

01

Audit

We map your processes, tools, and pain points. Then we baseline metrics.

02

Design

We draft a simple architecture with clear hand-offs and guardrails.

03

Build

We implement in small, testable slices—no risky "big bang."

04

Operate

We monitor, report, and improve month over month with real numbers.

Selected work

More case studies coming soon

Regional Services Firm

Cut lead-to-dispatch time from 2 days to 3 hours using n8n and Twilio.

n8nTwilioJobber

B2B SaaS

Automated trials → onboarding → invoicing, reducing churn 18%.

HubSpotStripeOpenAI

Multi-location Retail

POS → inventory → accounting sync with weekly exception reports.

XeroBigQueryETL

The Brooks Morris approach

We're a hands-on, founder-led shop. Think classic agency craft—measured, precise, and built to last—applied to modern automation. No flash. No mystery. Just dependable systems that make work feel lighter.

  • • Platform-agnostic: we pick the right tool for your stack.
  • • Security-first: secrets handling, least-privilege, audit logs.
  • • Owner mindset: we automate like it's our business.

Let's automate the busywork

Tell us what's slowing your team down. We'll propose a simple pilot with measurable ROI.

By booking, you agree to reasonable data handling and basic NDAs as needed.