Operational Automation
Systems that reduce admin work and enforce consistency across your team. Behind the scenes, we use modern automation and AI tools to build secure, repeatable workflows inside your existing tools (email, spreadsheets, CRM, calendars) — reducing missed steps, speeding follow-ups, and reclaiming leadership time.
What You Get
Process-first automation with clear boundaries and ongoing support.
Workflow Mapping + Documentation
We document your current process, identify friction points, and build SOPs before writing a single automation. This ensures what we build matches how you actually work.
Secure Implementation
Role-based access, audit trails, and least-privilege permissions ensure automations support operations without compromising data integrity or compliance posture.
Monitoring + Iteration
We maintain what we build. Ongoing monitoring, error handling, and monthly improvements ensure automations stay reliable as your operations evolve.
Common Automations We Deploy
Non-clinical workflows that reduce admin load and improve consistency.
Admissions & Inquiries
- Lead intake → routing + follow-up reminders
- Tour scheduling prompts + confirmation templates
- Admissions packet checklist + missing-doc reminders (non-clinical)
Vendor & Procurement
- Vendor request intake + approvals tracking
- Invoice routing/approvals queue (non-clinical)
- Weekly ops reporting dashboard (SLA + backlog)
Boundaries: We don't automate clinical workflows, resident care decisions, or anything requiring licensed judgment. This is back-office infrastructure only.
Engagement Options
Start small or add ongoing automation capacity.
Automation Quickstart
2-week engagement
We ship 1–2 workflows, document SOPs, and hand off with training. Best for communities testing automation or solving a specific pain point.
- Workflow mapping session
- 1–2 automations built + tested
- SOPs documented
- Handoff + training
Managed Automations
Monthly subscription
Ongoing monitoring, improvements, and 1 new workflow per month. We maintain everything we build and adapt as your operations change.
- Proactive monitoring + error handling
- 1 new workflow per month
- Monthly iteration on existing automations
- Audit trails + reporting
Not Sure Where to Start?
Request an operational audit. We'll identify 2–3 high-impact workflows, estimate effort, and help you decide if automation makes sense for your operation.