Connecto
Code-first implementationScoped monthly maintenance

Custom workflow automation, built in code and maintained after launch.

Connecto turns high-value business processes into monitored workflows across your existing tools. The implementation includes app connections, retries, logs, and dashboard visibility so your team gets the outcome without maintaining an automation platform.

View demo dashboard
What the service includes
Each engagement is scoped around measurable workflow operations, the systems they need, and the dashboard that proves they are working.

Workflow review

Connecto maps the trigger, systems, owners, exceptions, and success metric before writing workflow logic.

Integration setup

Your team connects only the approved systems needed for the workflow.

Workflow build

Connecto implements validation, deduplication, side effects, retries, and error handling in code.

Dashboard setup

Connecto configures the run view and KPI widgets that prove the workflow is working.

Workflow scope

What the workflow scope includes.

Focused scope reduces risk. The workflow should be valuable enough to measure and clear enough to launch quickly.

1
Workflow review
Connecto maps the trigger, systems, owners, exceptions, and success metric.
2
Integration setup
Your team connects only the approved systems needed for the workflow.
3
Workflow build
Connecto implements logic, validation, deduplication, side effects, and error handling.
4
Dashboard setup
Connecto configures the run view and KPI widgets that prove the workflow is working.
5
Launch and maintain
Connecto reviews early runs, fixes scoped edge cases, and defines the next iteration.

Why not just use a no-code automation tool?

No-code tools are useful for simple connector stitching. Connecto is for workflows that need custom business logic, safer retries, clear ownership, better logs, and a dashboard business users can trust.

Use Connecto when
The workflow is important enough that visibility, correctness, and maintenance matter after it launches.
  • -the workflow affects revenue, customer experience, reporting, or operational capacity
  • -the process touches more than one tool
  • -the team needs a dashboard after launch
  • -the workflow needs custom business rules
  • -failures need to be visible
Use a simple no-code tool when
The workflow is low-risk and does not need a maintained operational layer.
  • -it is a one-step personal productivity workflow
  • -the process is low-risk
  • -nobody needs business visibility after it runs
Monthly maintenance

What monthly maintenance covers.

After launch, Connecto monitors the workflow, reviews failed runs, keeps the dashboard accurate, and handles scoped improvements.

  • -connection health checks
  • -failed runs and retry behavior
  • -expected skips vs actual failures
  • -dashboard metric accuracy
  • -scoped workflow changes when business rules change
  • -monthly review of what ran and what should improve next

Start with one high-leverage workflow.

Concrete workflow examples make the service easier to scope and easier to measure.

Workflow example
Lead response and stale pipeline recovery
Trigger on a new lead, no reply, no next task, or aging deal. Route owners, create CRM tasks, send alerts, draft follow-up, and emit recovery metrics.

Dashboard: Stale leads found, tasks created, pipeline touched, response time.

Workflow example
Ecommerce exception and customer recovery
Trigger on high-value orders, refunds, failed fulfillment events, inactive customers, or support escalations. Notify owners and log resolution.

Dashboard: Revenue touched, orders flagged, customers recovered, exceptions resolved.

Workflow example
Client intake and service handoff
Trigger on forms, emails, booked calls, signed proposals, quote requests, or onboarding tasks. Create records, assign owners, request missing info, and summarize context.

Dashboard: New intakes, overdue handoffs, quotes followed up, onboarding speed.

Proof layer

The dashboard is how the automation earns trust.

Every workflow needs a business view: what ran, what changed, what needs attention, and which metrics moved.

View demo dashboard
Sales Recovery Dashboard

Sample client dashboard

Stale leads now

37

-18% vs last week

Recovered leads

18

+7 this week

Follow-ups created

42

+12 vs prior 14d

Recovery trend

D1D3D5D7

Workflow run

Synced CRM records
Detected stale opportunities
Created managed follow-ups
Updated dashboard metrics