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Custom Workflows:
Projects and Memberships

XRay can help you automate mundane tasks so your people can focus on doing important work.
 
Whether you want to build a single project or start a membership to transform your business, our experienced team will analyze, automate, and document your workflows.

XRay analyzes every aspect of your business and tools to discover opportunities for automation.

Our Process

Discover

Explore the Possibilities

Meet with XRay’s workflow designers to analyze your business processes and discover your team’s best opportunities for automation.
Prototype

Build a Solution

Once we understand your goals and your challenges, our automation engineers will build a prototype automated solution.

User testing with your team will determine what needs to be fixed before final delivery.
Iterate

Maintain and Innovate

A completed automated workflow is just the beginning. If you continue working with XRay, we’ll expand on our initial work to build automated systems that support your entire company.

Technical and Strategic Workflow Leadership

Once you've established the infrastructure required to automate a workflow, you unlock the ability to automate so much more. 



That's why our Fractional Chief Automation Officer (CAO) service is so popular among growth startups.

Want to learn more? Book a call to learn more about a CAO Membership.

Book a Call to Learn More

Amplify Your Best People by 2x or More in 90 days.

Get Inspired with XRay's Tutorials

Check out our blog for in-depth, step-by-step tutorials and automation guides. Start learning and building for free.

Tutorial

August 3, 2022

How to Use Paths in Zapier

Zapier

Tutorial

July 20, 2022

How to Trigger Airtable Automations with Webhooks

Airtable

Tutorial

June 29, 2022

Automate Harvest Projects and Clients with Make

Harvest
Make
Integromat

Tutorial

June 8, 2022

How to Create Notion Database Items and Pages with Make

Make
Integromat
Notion

Not sure where to start with automation?

Hop on a 15-minute call with an XRay Automator to discuss your options and learn more about how we can help your team to get more done.

Schedule a 15-Minute Call