Zeptaz
Automation Services

Systems for the work you already have.

We connect the tools your team already uses into one reliable workflow across intake, sales, onboarding, marketing operations, reporting, and documents. AI assists inside a controlled workflow, it does not run loose.

Book a Workflow Fit Call
What We Build

Workflow automation systems - not a pile of one-off zaps.

We connect the tools your team already uses into one reliable system across intake, sales, onboarding, marketing operations, reporting, and documents. AI assists inside a controlled workflow; it doesn’t run loose.

Connected, dependency-locked - modules build on each other.
Human-approved AI - drafts and sensitive outputs wait for a person.
Minimum-access by default - no raw passwords, anonymized test data.
One connected
system
The Five Systems

What each system actually does.

Every system below is the same engine pointed at a different workflow. For each one: what you walk away with, what a single run looks like, and the operational outcome it exists for.

01 / 05

Recruitment Workflow Automation

Candidate and client inquiries become clean ATS records with an owner and a next step.

What you get
  • Intake workflows wired to your forms, shared inboxes, and landing pages
  • ATS record creation and update rules mapped to your fields
  • Recruiter routing logic with named fallback owners
  • Follow-up task templates and stale-inquiry alerting

Every candidate and client inquiry gets an owner, a clean ATS record, and a scheduled next step - without a recruiter copying data by hand.

one run
> inquiry.received (web-form: candidate)
> ats.record.create → fields.verify
> route → recruiter.on_duty [fallback: team-lead]
> reply.draft.ready [human-approve]
> follow-up.scheduled +48h
02 / 05

Sales Workflow Automation

Leads get routed, records stay clean, and follow-ups stop falling through the cracks.

What you get
  • Lead routing rules by territory, source, or round-robin
  • CRM hygiene automations - dedupe, field completion, stage sync
  • AI response drafts queued for rep approval
  • Follow-up reminders and deal-stage handoffs

Leads stop sitting unclaimed in the inbox - each one lands on a rep’s plate with a clean record and a reminder that won’t forget.

one run
> lead.captured (ad-form: pricing-page)
> crm.record.upsert → dedupe.check
> route → rep.round_robin(region)
> outreach.draft.ready [human-approve]
> reminder.set (no-reply +3d)
03 / 05

Client Onboarding Automation

Closed-won deals turn into a clean handoff and a repeatable onboarding sequence.

What you get
  • Closed-won trigger wired to your CRM stage change
  • Kickoff checklist and task sequence in your task system
  • Internal brief auto-drafted from the deal record
  • Status updates posted to the account channel

The win never stalls in the gap between sales and delivery - kickoff starts itself the moment the deal closes.

one run
> deal.closed_won (crm: stage-change)
> handoff.brief.generate [human-approve]
> tasks.create (kickoff checklist)
> owner.assign → delivery-team
> status.post → #client-channel
04 / 05

Marketing Operations Automation

Campaigns, approvals, and asset handoffs move without manual chasing.

What you get
  • Campaign setup checklists triggered from a brief or calendar
  • Approval loops with named reviewers and automatic reminders
  • Asset handoff flows between brief, design, and channel owners
  • Status rollups posted where the team already works

Campaigns move from brief to live without a coordinator chasing approvals and assets across four tools.

one run
> campaign.brief.submitted
> tasks.spawn (setup: channels, tracking, assets)
> approval.request → reviewer [reminder +24h]
> assets.handoff → channel-owner
> status.rollup → #marketing
05 / 05

Reporting & Document Automation

Form-to-record workflows and operational reports generate themselves on schedule.

What you get
  • Form-to-record pipelines with validation on entry
  • Scheduled operational reports built from live system data
  • Internal summaries drafted for human review
  • Templated document generation - briefs, SOWs, letters

The weekly numbers assemble themselves from records that are actually consistent - no more Friday spreadsheet archaeology.

one run
> schedule.trigger (weekly: fri 07:00)
> data.pull (ats, crm, tasks)
> report.compile → summary.draft [human-approve]
> doc.generate (template: weekly-ops)
> deliver → inbox + archive
Connects withHubSpot · Salesforce · Slack · Microsoft Teams · Gmail · Zapier · Make · n8n · Notion · QuickBooks · and anything with a connector or API

See your workflow automated.

Book a workflow fit call. We look at how inquiries move from form and inbox to an owner and a follow-up, and where work is leaking today.

Book a Workflow Fit Call