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Workflow Automation

Kill manual data entry for good

We connect your everyday tools with Make, Zapier, or n8n so data moves between systems on its own — no more copy-pasting the same information into three different apps.

Tools we use for this

Workflow Automation illustration

What's included

Process mapping & workflow design
Make / Zapier / n8n automation builds
Invoicing & quote automation
Ongoing monitoring & fixes

How a Workflow Automation project runs

1MapWe chart the manual process end to end
2TriggerA form, email, or record change kicks it off
3TransformData cleaned, matched, and formatted
4SyncPushed into every tool that needs it
5MonitorAlerts the moment anything fails

Real work in this area

Flagship Case Study

Treadwell Group(TWLLH)

Challenge — Four businesses running on scattered systems

Solution — Zoho CRM, 3CX + Twilio calling, invoicing & quote automation, new websites

Case Study

Ottomato.ai

Challenge — Manual internal processes slowing the team down

Solution — Make.com automation + custom MCP server engineering

What clients said about this work

Real reviews from completed client projects, lightly edited so they name LucidMetric.

5.0
“Working with LucidMetric has been an outstanding experience. They've been with me since the very beginning of my project and have consistently exceeded my expectations. Their knowledge of Airtable, Softr, automations, and integrations is exceptional, and they're always quick to respond, troubleshoot issues, and recommend better solutions. What I appreciate most is that they truly feel like part of the team. They're proactive, dependable, and take ownership of their work, which has been invaluable as my platform has evolved. No matter how complex the challenge, LucidMetric approaches it with professionalism and finds a solution. I wouldn't hesitate to hire them again, and in fact, I plan to continue working with them whenever possible. If you're looking for a company that is knowledgeable, responsive, and genuinely invested in your success, I highly recommend LucidMetric. They've been a valuable asset to my business.”

Shannon · Jul 2026

Airtable + Softr website and order workflow

5.0
“LucidMetric built the structural foundation of AssetAI. They designed the entire Airtable architecture, implemented key automations, and set up the Softr customer portal that makes the platform usable. This wasn't a simple setup. It required creative problem-solving and workarounds to push Airtable and Softr beyond their default limitations. Several core elements of the platform would not exist without their ability to find solutions where the tools didn't naturally support what we were trying to accomplish. They combine technical precision with practical thinking. If you're building anything complex with Airtable and Softr and need a company that can architect the system, not just configure it, LucidMetric is exceptional.”

AssetAI · Feb 2026

Airtable architecture and Softr customer portal

41-hour engagement

5.0
“LucidMetric was wonderful to work with. We provided LucidMetric with an idea and they developed a portal for clients to access. They were highly responsive to our feedback and fixed any issues or errors we came across while using the platform. When we required an updated version, LucidMetric was readily available and upgraded the portal to meet our new needs. I highly recommend LucidMetric for their ingenuity and responsiveness.”

Verified client · Jul 2026

Client portal build and automation upgrades

52-hour engagement

Free Consult · No Obligation

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