The right level of automation for your workflow
Connect your stack, cut manual work, reduce errors
Automation that grows with your workflows
We scope fast, build clean, and document every step so your team owns the results.
Automation levels that match your workflow
Levels describe scope, not price. Every build is custom and can expand as your needs grow.
Simple Automation
One core workflow, reliable and hands off.
What it solves
One core workflow that runs every day without manual steps.
Typical tools
Typeform or Gravity Forms, Gmail or Outlook, Google Sheets, Slack or Teams.
What we build
One dependable automation from input to output
Notifications and logging so nothing is missed
Light upkeep and error handling
Good examples
Website form to CRM to email alert
New file in Drive to client email plus Slack post
Intermediate Workflows
Link several tools so follow ups happen automatically.
What it solves
Several tools linked together so follow ups happen automatically.
Typical tools
HubSpot or Pipedrive, Monday or ClickUp, Gmail or Outlook, Slack or Teams.
What we build
Two to three connected workflows with shared data
Smart replies or summaries when useful
One custom connector if a ready one does not exist
Good examples
Lead email to AI reply to CRM deal to calendar follow up
Job moved to Installed in Monday to customer email and survey
Advanced Operations
Cross-department processes running in real time.
What it solves
Cross-department processes that must stay in sync in real time.
Typical tools
Salesforce or HubSpot, Monday or ClickUp, SharePoint or Google Drive, Twilio, Stripe.
What we build
Multi-step automations with branching logic
AI for routing, summaries, and quality checks
Several custom connectors and data transforms
Good examples
Sales, ops, and finance handoffs with one source of truth
Quote to invoice to payment to reporting
Enterprise Integration
Large scale or security-sensitive environments.
What it solves
Large scale or security sensitive systems with custom policies.
Typical tools
NetSuite or Dynamics 365, REST APIs, SFTP, SQL databases.
What we build
End-to-end integrations across multiple systems
Governance, access controls, and deployment playbooks
Unlimited custom connectors with dedicated scoping
Good examples
ERP to CRM to warehouse sync with approvals
Vendor compliance tracker with policy controls and audit logs
Every build includes monitoring, error handling, and a setup warranty. If usage grows, we expand capacity or add workflows before performance is affected.
Find the Right Automation Level
Here’s how each pattern looks in real businesses, with examples from actual workflows we build.
Simple Automation
Simplify one repetitive task that eats your time every day.
A homeowner fills out a quote form for windows or doors. The lead is created in HubSpot and AI writes a short internal summary for the salesperson. A Gmail reply goes out automatically with a clear next step, then Slack gets a ping so the team can follow up.
→ No copy paste, instant reply, the team sees the key details at a glance.
Example 2 — Document Delivery
After finishing a client’s proposal or report in Google Drive, the automation emails the document, logs the delivery in Sheets, and notifies the manager on Slack.
→ Consistent follow-ups, no manual emails, nothing forgotten.
Who this fits: small teams automating one workflow for the first time.
Fence: one process tied to a single data source (CRM, form, or email).
AI: optional, add summaries or auto-replies where it clearly helps.
Focus: dependable data movement and notifications.
Intermediate Workflows
Keep sales, operations, and support in sync without daily check-ins.
An email or form submission is summarized by AI (“Client requested patio doors for next week”). The summary creates a Monday task with assignee and due date, and notifies the team in Slack.
→ No forwarding, no delays — every lead gets handled fast.
Example 2 — Customer Updates
When a project moves to “Installed” in Monday, the customer automatically receives a personalized completion email with attached photos. The system updates a feedback board and alerts the manager.
→ Smooth updates for customers, no missed communication.
Who this fits: teams using multiple apps that need better coordination.
Fence: connects people and tools (Sales → Ops → Support).
AI: optional, summaries, replies, task drafting, light routing with safeguards.
Focus: teamwork efficiency and faster handoffs.
Advanced Operations
Run end-to-end business processes across departments, with built-in reporting.
When a deal closes in Salesforce, the automation creates an invoice in QuickBooks, emails the PDF to the client, and updates a Google Sheet dashboard. AI generates a daily summary of open balances.
→ Finance, sales, and management stay aligned with zero manual steps.
Example 2 — Job Scheduling and Alerts
A contractor’s Monday board tracks projects. When a job is marked “Ready to Install,” the system books the technician in Google Calendar, sends a confirmation text, and updates QuickBooks.
→ Jobs scheduled automatically, alerts sent, no miscommunication.
Who this fits: companies managing finance, operations, or logistics.
Fence: multi-department workflows needing accurate data flow.
AI: optional, routing and quality checks, document extraction, smart validation with guardrails.
Focus: cross-department visibility and decision-making.
Enterprise Integration
Connect large-scale or compliance-sensitive systems securely with full audit trails.
NetSuite sends daily transaction data to SQL. Power BI dashboards update automatically. AI flags anomalies like duplicate vendors or unusual expenses and emails a compliance summary.
→ Executives gain real-time visibility before issues escalate.
Example 2 — Vendor Compliance Tracker
Vendors upload documents through a secure SharePoint portal. The system validates file types, logs data in SQL, and alerts compliance staff if required clauses are missing.
→ Thousands of records handled securely, zero backlog.
Who this fits: regulated or large organizations needing secure, API-based workflows.
Fence: ERP integrations, authentication, or encryption systems.
AI: optional, governance rules, anomaly detection, compliance checks with usage controls.
Focus: secure large-scale integrations and audit-ready workflows.
Frequently Asked Questions
Find quick answers about how strategic automation transforms everyday operations.
What does BlueMarino automation actually do?
BlueMarino connects your existing apps, CRMs, and tools so data moves securely and automatically.
Emails, forms, spreadsheets, and project boards stay updated in real time — no more manual work.
How long does setup take?
Most setups are completed within a week, including initial testing and adjustments.
More complex builds that involve multiple tools or custom connections may take up to two weeks.
We work directly inside your existing accounts — no downtime or migration required.
Is my data secure?
Yes — all automations use encrypted connections and secure credential storage.
We never store your passwords or client data, and nothing is shared outside your authorized tools or accounts.
What’s included with the service?
All builds include monitoring, error handling, usage reporting, and small tuning to keep workflows steady.
Bigger changes or new workflows are scoped and quoted as mini projects. You will always see scope and price before anything is changed.
What if I need extra workflows?
Add them anytime. We scope each new workflow and quote it as a mini project. If the additions would push volume or complexity beyond what your setup comfortably handles, we will propose the right approach so performance stays solid.
What if something stops working?
Every build includes a 30-day setup warranty from delivery.
During that time, we fix any issue related to the original scope at no charge.
After 30 days, corrections or updates are covered under your monthly support.
Can automation work with my existing software?
In most cases, yes.
We use standard secure connectors for common apps like Gmail, Outlook, HubSpot, Monday.com, QuickBooks, Salesforce, and Slack.
When a platform doesn’t have a ready integration, we link it safely using a custom API connection if your tier includes it.
Can I include AI features?
Yes. We add AI where it clearly helps, like auto replies, summaries, data extraction, smart routing, or anomaly checks. Each AI feature is scoped and quoted with estimated model usage so costs are predictable, and we can set usage limits if needed.
What if my company changes tools later?
We can reconfigure your workflows to fit your new tools or CRM.
Minor adjustments are included in your retainer; full rebuilds are quoted separately.
Just let us know before you switch, and we’ll make sure your automations transition smoothly.
How do I get started?
Tell us the process you want to automate and which tools are involved.
We’ll review your setup, map the workflow, and send a short proposal with scope, deliverables, and setup cost.
Once approved, we connect to your tools with least-privilege access and begin the build.
Need help choosing the right workflow to start with? We’ll recommend a high-ROI first win.
Let’s Build Your First Automation Together
BlueMarino designs automations that fit the way your business already runs — connecting tools, cutting repetitive work, and freeing your team to focus on what matters most.
