All services
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

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.”
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.”
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.”
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