We help great teams
build better workflows.
We take the tracking scattered across spreadsheets, email threads, and memory, and rebuild it as one system inside the tools you already own. Then we automate the repetitive parts: intake, status updates, follow-ups.
See Your Tools Actually Talk to Each Other
Pick the tools you already use. We'll show you a real workflow we'd build with them - no signup, no demo call.
This is a real automation pattern we build with HubSpot, Asana, Google Drive, Slack. Yours would be tailored to exactly how your team works.
See where the admin tax is eating your team's week
Built for how client-facing teams actually run.
AI-drafted status updates pulled from the tools your team already uses.
Built on the tools you already own - Airtable, Make, Google Workspace, and more.
The Admin Tax Between Your Tools
The pattern shows up everywhere - from lean teams to entire departments inside large companies: real hours disappear into the glue work between systems. Status updates, approval chasing, re-keyed data, and reports stitched together by hand.
Someone pulls from 4 systems every week to build the same update.
Work stalls between stakeholders and nobody's watching.
The same info typed into the CRM, the PM tool, and a spreadsheet.
Leads, renewals, and deadlines slip when nobody's reminded.
Every team has its own version of the truth.
Hours and scope that no invoice or report ever reflects.
Multiple apps doing the same job, nobody owns the stack.
Getting a straight answer on status requires asking three people.
Teams Getting Their Hours Back
If your team does repetitive admin between the actual work, we can build the system that handles it.
Status reporting, campaign approvals, client onboarding that runs itself.
Client intake, engagement tracking, deadline and follow-up automation for firms that bill for their time.
From independent shops to teams and departments inside larger organizations, wherever one workflow is eating everyone's week: media, consulting, recruiting, design, and beyond.
Real teams. Real hours back.
Athena House
Reviewed office workflows, removed duplicated tools and manual tracking, and clarified task ownership so work moved through the team with fewer delays.
- Mapped how work actually moved through the office - and where it stalled
- Consolidated duplicated tools and replaced manual tracking
- Clarified task ownership so handoffs stopped slipping
- Implemented a single source of truth for client intake
Result: Less manual admin, cleaner day-to-day operations, and a system the team can actually run.
Trauma & Beyond
Cleaned up recurring admin workflows by reducing manual tasks, consolidating tracking, and clarifying handoffs so day-to-day operations ran with less friction.
- Automated recurring admin tasks that were eating staff time
- Consolidated scattered tracking into one organized system
- Improved cross-team coordination with a reporting dashboard
- Documented the new process so it runs without guesswork
Result: Less manual admin, cleaner day-to-day operations, and a system the team can actually run.
What We Take Off Your Plate
Start with a free diagnostic call, move into a focused cleanup audit, then build the system your team actually needs.
Free Diagnostic Call
A short conversation to understand your business, your tools, and where time or money is quietly slipping away.
- A clear read on which tools and workflows are slowing you down
- Where hours are leaking first - and the cost that comes with it
- An honest recommendation on whether you even need us
Time & Cost Reduction Audit
A deep review of your tools, expenses, subscriptions, and manual workflows, ending with a prioritized roadmap and the projected dollars and hours each fix recovers.
- A full audit of your software, vendors, and subscriptions, with a report on what to cut or consolidate
- A breakdown of where money is quietly draining every month
- A map of your manual workflows and exactly which ones can be automated
- A fix-list ranked by return, so you know what to tackle first
- Recommended CRM, automations, and systems
- Projected hours and dollars saved per fix
- Audit fee credited toward your buildout if you move forward
Systems Buildout
We build the CRM, dashboard, and automations your business needs to run cleaner, set up, tested, and ready to use.
- A working CRM with your contacts, pipeline, and follow-up reminders in place
- Automatic alerts when a lead comes in or a task slips through
- A reporting dashboard showing the numbers you actually care about
- Written documentation so your team knows how everything works
- 30 days of hands-on support after launch to fix anything that breaks
Need ongoing help after a project? Monthly support is available for maintenance, reporting updates, and continuous improvements.
How We Get Your Hours Back
Diagnose
We review your tools, expenses, and workflows to find where time and money are leaking.
Prioritize
We rank fixes by impact and ease, so you tackle what matters first.
Build
We clean up subscriptions, automate work, and build the systems your team needs.
Support
We keep things running, document everything, and improve as your business grows.
Built for Time Recovery, Not Complexity
Time-first, cost-conscious thinking
Every recommendation is weighed against the hours recovered, savings, and visibility it actually produces.
Systems people actually use
We build tools that fit how your team works, not the other way around.
Simple documentation
Every system comes with clear, plain-language instructions your team can follow.
No unnecessary complexity
We avoid heavy software, complicated stacks, and anything that creates new maintenance work.
Get Your Team's Hours Back
If your team burns hours on the glue work between tools - status updates, approvals, re-keyed data, follow-ups - Vera Workflows can help you cut the admin tax and decide what to automate first.
Submit an Inquiry
Submit your details and we'll review where your business may be leaking time, money, or visibility.
Common questions
Quick answers about how Vera Workflows works, what it costs, and what to expect.
Still not sure where to start?