TaskSplice
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Workflow Automation for Real Businesses

Your business runs on workflows. Let's make them work harder.

TaskSplice designs and builds custom automations that eliminate repetitive manual work, connect your systems, and give your team time back to focus on what actually moves the business forward.

40+
Hours saved per week, per client
100%
Custom-built for your operations
SMB
Focused. No enterprise bloat.
Live Workflow Examples
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The Problem

Most businesses are held back
by the same operational drag.

Not because they lack the right people — but because their best people are buried in work that a well-designed system should be handling automatically.

Repetitive Manual Work

Your team spends hours every week on tasks that follow the same pattern — data entry, status updates, file moves, report pulls. Every hour spent here is an hour not spent growing the business.

🔌

Disconnected Systems

Your CRM doesn't talk to your accounting software. Your project tool doesn't sync with your inbox. Your team copies data between platforms by hand — and errors slip through every time.

📊

Spreadsheet-Heavy Processes

Critical processes live in spreadsheets that only one person understands. They're fragile, manual, and impossible to scale — and everyone knows it, but nobody has time to fix it.

📬

Follow-Up Bottlenecks

Proposals go out and nothing happens. Invoices go unpaid because nobody followed up. Revenue leaks from poor follow-through on repeatable processes.

📉

Reporting Delays

Getting a clear picture of performance takes days of pulling data from different places. By the time the report is ready, the moment to act has passed.

Approval Bottlenecks

Work sits waiting for sign-off. Nobody knows what stage something is at. Decisions that should take minutes take days because the process lives in someone's inbox.

What We Do

We design workflows that actually work — built around how your business already operates.

TaskSplice doesn't sell you software and wish you luck. We come in, understand your real operations, and build automations that fit your team, your tools, and your processes.

🔗

Connect your existing systems

We wire together the tools you already use so data flows automatically instead of being copied by hand.

⚙️

Automate the repeatable

Every task your team does more than a few times a week is a candidate. We map, design, and build — then make sure it's reliable.

🧠

Apply AI where it genuinely helps

Document reading, email classification, data extraction — the places where AI genuinely improves accuracy and saves time.

👤

Keep humans in control

Every system has clear points where your team reviews, approves, or overrides. Automation handles volume — your people handle judgment.

📈

Build for long-term improvement

We document everything, train your team, and design systems that grow with your business.

Before TaskSplice
Manual data entry across systems
Follow-ups tracked in personal inboxes
Reports built by hand each month
Approval status unknown until asked
Onboarding varies by who handles it
After TaskSplice
Data flows automatically between systems
Follow-ups triggered and tracked
Reports generated and delivered on schedule
Approval stage visible to everyone
Onboarding runs the same way every time
Example: Month-End Close Automation
1
Trigger fires on the last business day of the month
2
Data pulled from accounting, CRM, and project tools
3
AI reconciles discrepancies and flags for review
4
Report compiled and delivered to leadership automatically
Previously: 2 days of manual work → Now: automated delivery by 9am
Workflow Examples

Here's what automation looks like in practice.

These aren't generic templates — every system is designed around the way your business actually runs.

🧾

Invoice Processing

Invoices arrive by email, get read by AI, auto-coded to the right account, routed for approval, and posted to your accounting system — without anyone touching a keyboard.

Accounts PayableAI ExtractionApproval Flow
📅

Month-End Reporting

Your close process runs on a schedule. Data is pulled, reconciled, and compiled into a formatted report that lands in leadership's inbox automatically.

FinanceScheduled AutomationMulti-Source Data
🤝

CRM Automation

Leads flow in, get scored and categorized, assigned to the right rep, and trigger a structured follow-up sequence — all without anyone managing a pipeline manually.

SalesLead RoutingFollow-Up
📧

Email-to-Task Workflow

Incoming emails are classified by intent, converted into tasks in your project tool, assigned to the right person, and tracked to completion.

OperationsEmail AITask Management
🔔

Customer Follow-Up Systems

Proposals, unpaid invoices, onboarding check-ins, renewal reminders — all triggered automatically based on time elapsed or stage changes.

Client RetentionSequence AutomationCRM
🚀

Onboarding Workflows

New clients or employees move through a structured process — documents collected, tasks assigned, notifications sent, and completion tracked — consistently, every time.

HR / Client OpsDocument CollectionTask Sequencing
📋

Reporting Dashboards

Live dashboards that pull from your actual systems — not spreadsheets someone updates manually. See your KPIs in real time without anyone building a report.

Business IntelligenceLive DataMulti-Source
📁

Document Intake & Routing

Documents arrive, get classified by AI, stored in the right location, renamed correctly, and routed to the team member who needs to act on them.

Document ManagementAI ClassificationFile Routing

Approval Workflows

Requests flow through a defined approval chain — with reminders, visibility for all parties, a clear audit trail, and escalation if something sits too long.

Internal OperationsVisibilityCompliance
📡

Operational Tracking Systems

Real-time tracking for job status, project progress, delivery schedules — giving your team and clients a live view without manual status updates.

Ops VisibilityLogisticsField Services
📦

Inventory Automation

Stock levels monitored in real time. When inventory dips below threshold, purchase orders are drafted, suppliers notified, and your team alerted — before you run out, not after.

Inventory ManagementAuto-ReorderSupplier Alerts
🎬

Content Creator Automation

Content ideas flow into a calendar, drafts get routed for review, published posts are repurposed across platforms, and performance data feeds back into your next cycle.

Content OpsPublishing WorkflowRepurposing
Industries

Built for the way your industry actually operates.

We don't come in with generic solutions. We work with businesses that have real operational complexity.

📒

Accounting & Bookkeeping

Invoice automation, reconciliation, client reporting

📈

Finance & FP&A

Month-end close, budget tracking, variance reporting

🚚

Logistics & Operations

Shipment tracking, dispatch, status updates

🏗

Construction

Project tracking, subcontractor management, docs

🏠

Real Estate

Lead management, transaction tracking, follow-up

🔧

Contractors

Quoting, scheduling, job progress, invoicing

🍽

Restaurants

Vendor management, inventory alerts, reporting

💼

Professional Services

Client onboarding, billing, utilization, reporting

🎬

Content Services

Publishing workflows, repurposing, analytics automation

🏢

SMBs — All Industries

If your team does repetitive work, we can eliminate it

Why TaskSplice

We're not here to sell you software.
We're here to fix your operations.

Most automation companies hand you a tool and walk away. We sit with you, learn your business, and build systems that actually change how your team works — for the better, permanently.

01
🔍
Operations First

We understand how real businesses actually run

We've worked inside accounting firms, construction companies, logistics operations, and professional services. We know the friction before you describe it.

02
🎯
No Generic Templates

Custom workflow design, built around your business

Every business is different. We don't deploy off-the-shelf solutions. We design around your specific team, tools, clients, and processes — from scratch.

03
🧠
Practical AI

AI where it actually provides value — nowhere else

We use AI for document reading, classification, and decision support — the places where it genuinely improves accuracy. Not as a buzzword.

04
👤
Human Oversight

Your team stays in control of every decision

Every system we build has clear human touchpoints. Automation handles the volume — your team retains full visibility, review rights, and override capability.

05
📈
Built to Scale

Systems that grow as your business grows

We document everything, train your team, and build with modular logic so your automations adapt as your business evolves — without starting over.

06
🤝
Long-Term Partnership

We stay invested in your results long after launch

Our goal isn't to close a project and disappear. We stay involved, monitor what we've built, and continue improving your operational systems as your business evolves.

0
Hours saved per client each week
0
Custom-designed for your operations
0
To first measurable time savings
0
Proven delivery process, every time
How We Work

A clear process from first conversation
to live, running system.

We follow a structured approach that moves quickly, avoids surprises, and makes sure what we build actually works before your team depends on it.

01
Discover
We begin by understanding your business at a real operational level — not just what you think the problem is, but what's actually slowing your team down day-to-day.
⏱ 1–3 days
What we do
  • 60-min operations walkthrough
  • Review of current tools and systems
  • Identify highest-friction processes
  • Document data flows and handoffs
  • Pinpoint where time is being lost
What you get
  • Workflow audit summary
  • Prioritized automation candidates
  • High-level automation roadmap
  • Estimated time savings per workflow
  • Honest view of what to build first
02
Map
Before we write a single line of logic, we document exactly how each automation will work — inputs, outputs, decision points, exceptions, and where humans stay in the loop.
⏱ 2–4 days
What we do
  • Current-state and future-state flow diagrams
  • Define triggers, conditions, and actions
  • Assess tool compatibility and APIs
  • Design error handling and edge cases
  • Confirm decision logic before building
What you get
  • Visual workflow map for each automation
  • Approved specifications document
  • Integration requirements checklist
  • Defined human review touchpoints
  • Agreed scope before any tool is touched
03
Build
We build the automations using the right tools for your stack — whether that's native integrations, custom logic, or AI-assisted processing. Everything is documented as we go.
⏱ 1–4 weeks
What we do
  • Configure system integrations
  • Build automation logic with error handling
  • Set up admin controls and notifications
  • Create logging and monitoring
  • Document every component
What you get
  • Working automation in staging
  • Full technical documentation
  • Admin guide for your team
  • Monitoring setup and error alerting
  • Regular progress updates
04
Test
We don't hand over a system we haven't broken ourselves first. Every automation runs through real data, edge cases, and failure scenarios before it touches your live operations.
⏱ 3–7 days
What we do
  • Run automation with real data
  • Test every exception and edge case
  • Walk your team through the workflow
  • Adjust logic based on feedback
  • Confirm error handling behavior
What you get
  • Tested and approved system
  • Team walkthrough and Q&A
  • Sign-off checklist completed
  • Adjustments made before go-live
  • Confidence before live data is touched
05
Launch
Go-live day is a controlled, side-by-side event — not a handoff. We flip the switch together, monitor the first runs in real time, and make sure your team is fully confident.
⏱ 1–2 days
What we do
  • Switch automation to production
  • Monitor first live runs together
  • Conduct team training session
  • Establish escalation path
  • Confirm monitoring is live
What you get
  • Live system running in production
  • Trained team with hands-on walkthrough
  • Support contact and escalation process
  • Immediate time savings from day one
  • Peace of mind from supervised go-live
06
Support
The work doesn't stop at launch. We stay engaged to make sure what we built keeps working, adapts to changes in your business, and continues to improve over time.
⏱ Ongoing
What we do
  • Regular system health checks
  • Adjust automations as business changes
  • Expand workflows when ready
  • Identify new automation opportunities
  • Priority access for new builds
What you get
  • Long-term operational reliability
  • Continuous process improvement
  • A partner who knows your systems
  • Fast response when issues arise
  • A system that gets better over time

We begin by understanding your business at a real operational level — not just what you think the problem is, but what's actually slowing your team down day-to-day.

⏱ 1–3 days
What we do
  • 60-min operations walkthrough
  • Review of tools and systems
  • Identify highest-friction processes
  • Document data flows and handoffs
What you get
  • Workflow audit summary
  • Prioritized automation list
  • High-level automation roadmap
  • Honest view of what to build first

Before we write a single line of logic, we document exactly how each automation will work — inputs, outputs, decision points, exceptions, and where humans stay in the loop.

⏱ 2–4 days
What we do
  • Current and future-state diagrams
  • Define triggers, conditions, actions
  • Assess tool compatibility
  • Design error handling
What you get
  • Visual workflow map
  • Approved specs document
  • Integration checklist
  • Agreed scope before build

We build the automations using the right tools for your stack — native integrations, custom logic, or AI-assisted processing. Everything is documented as we go.

⏱ 1–4 weeks
What we do
  • Configure system integrations
  • Build automation logic
  • Set up admin controls
  • Create monitoring and logging
What you get
  • Working automation in staging
  • Full technical documentation
  • Admin guide for your team
  • Regular progress updates

We don't hand over a system we haven't broken ourselves first. Every automation runs through real data, edge cases, and failure scenarios.

⏱ 3–7 days
What we do
  • Run with real representative data
  • Test every exception and edge case
  • Team walkthrough and feedback
  • Confirm error handling
What you get
  • Tested and approved system
  • Team walkthrough and Q&A
  • Sign-off checklist complete
  • Confidence before go-live

Go-live day is a controlled, side-by-side event — not a handoff. We flip the switch together, monitor the first runs in real time, and ensure your team is confident.

⏱ 1–2 days
What we do
  • Switch to production
  • Monitor first live runs together
  • Team training session
  • Establish escalation path
What you get
  • Live system in production
  • Trained team hands-on
  • Support contact established
  • Immediate time savings

The work doesn't stop at launch. We stay engaged to make sure what we built keeps working, adapts to changes in your business, and continues to improve over time.

⏱ Ongoing
What we do
  • Regular system health checks
  • Adjust as business changes
  • Expand workflows over time
  • Identify new opportunities
What you get
  • Long-term reliability
  • Continuous improvement
  • A partner who knows your systems
  • System that gets better over time
Ready to get started?

Stop running your
business manually.

Most of our clients see meaningful time savings within the first 30 days. A discovery call is free, no-pressure, and usually reveals two or three quick wins right away.

Get in Touch

Let's talk through your workflow.

Three easy ways to reach us — pick whichever feels right. No pressure, no obligation.

📅
Book a Discovery Call
Best for when you're ready to talk it through. A free 30-minute call — a Google Meet link is sent automatically after you book.
Book a Discovery Call →
✍️
Send an Inquiry
Best if you'd like to explain your workflow first. Fill out the form and we'll come to the conversation already prepared.
Use the form →
✉️
Email Us Directly
Prefer email? Send us a note at hello@tasksplice.com and we'll reply within one business day.
Free 30-minute discovery call
No pressure or obligation
Usually respond within one business day
Google Meet link included automatically after booking
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