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Save Time with Smart Business Automation

CoreOps builds AI-powered workflows for client onboarding, intake, and admin tasks — so you can get more done in less time.

Who We Help

We work with solo founders, agencies, coaches, consultants, and small teams who:

  • Manually onboard every client

 

  • Spend too much time replying to repetitive messages

  • Use great tools — but nothing is connected

✅ If you’re running a solid business and want it to run smoother, smarter, and more efficiently — you’re in the right place.

What We Automate

We build custom, lightweight automation systems using ChatGPT, n8n, Notion, Airtable, and other no-code tools:

✨ Client Intake Flows – Auto-respond, qualify, and organize leads

 

✨ Onboarding Workflows – Send welcome emails, setup tasks, dashboards

 

✨ Admin Time-Savers – Automate weekly tasks like file sending, follow-ups, and form processing

Everything is tailored to your exact business — no bloated tools or complicated tech.

Professional working on business process automation with digital tools

Our Approach

We help small service businesses escape manual busywork with smart, efficient automations — built in tools you already use.

Running a business shouldn’t mean drowning in repetitive tasks and disconnected tools. We help you replace chaos with clear, automated systems — fast.

We use a simple, proven approach:

 

1. Discover
We identify your biggest workflow bottleneck — where time is being lost or tasks slip through the cracks.

 

2. Fix

We build or streamline your systems using tools like ChatGPT, n8n, Notion, and Airtable — tailored to how you already work.

 

3. Deliver

You get a clean, documented system and a simple walkthrough, so it’s easy to run, update, and grow with.

Let us help you simplify your operations — so you can focus on growing, not managing.

Simplified process illustration showing assess, streamline, and automate steps

What we Automate For You

We build systems that save time, reduce admin work, and streamline operations — fast.

SOP & Process Documentation

We document your key workflows step-by-step so you can delegate with confidence. Clean SOPs make training easier, reduce errors, and keep your team aligned.

Workflow Automation

From file handling to reminders and follow-ups, we automate the tasks that slow you down. We use tools like n8n, ChatGPT, and Airtable to connect your systems and simplify your day-to-day.

Client Onboarding Systems

Wow new clients and save hours per project with an onboarding system that runs itself — complete with custom dashboards, welcome flows, and automated checklists.

Industries

We specialize in helping service-based small businesses build smarter workflows with automation — across the industries below and more.

Wellness & Health Icon

Healthcare & Wellness

Automate intake forms, scheduling, follow-ups, and documentation — while staying compliant with HIPAA and other privacy regulations.

Professional Services

For agencies, law firms, and accountants — streamline client onboarding, reduce admin time, and organize team processes using AI-powered workflows.

Retail & E-commerce

Automate order tracking, customer follow-up, and daily task flows to reduce manual effort and improve your customer experience.

...and more.

Don’t see your industry? We likely work with businesses like yours — Book a free call to find out how we can help.

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