Workflow Automations

Automations That Reduce Friction and Free Up Your Team

Most organizations carry invisible workload. Data gets copied between tools, someone follows up manually, and critical steps live in someone’s memory instead of a system. It works until it does not. Then growth feels like chaos and the team burns time on tasks that should be automatic.

Stratigem builds workflow automations that remove friction and protect momentum. We connect the tools you already use, define the logic that should happen behind the scenes, and create reliable flows that keep information moving without constant manual intervention.

This is not about adding complexity. It is about building a cleaner operating system so your team can focus on work that actually requires people. When the system runs, the organization moves faster and with fewer mistakes.

We automate repetitive processes and connect your tools so information flows reliably and your team can focus on higher-impact work.

Who this is for

Teams juggling multiple tools

Organizations using forms, CRMs, email platforms, and spreadsheets that need to work together instead of living in silos.

Teams feeling bottlenecked by manual tasks

Organizations where growth is creating more admin work, more follow-up, and more opportunities for mistakes.

What you may be facing

Manual copy and paste workflows

Re-entering data across systems wastes time and increases errors that quietly compound.

Important follow-up falls through

If reminders and actions are manual, leads, donors, and requests can go cold for no good reason.

No visibility into what is happening

When workflows live in people’s heads, it becomes hard to track progress, ownership, and accountability.

Our Approach

We map your workflow reality, design clean automation logic, then implement and test so the system is reliable in the real world.

Workflow mapping and priorities

We identify where time is being lost, what steps are repetitive, and what automations will create the biggest impact.

Automation design and logic

We define triggers, actions, and fail-safes so the workflow works consistently and handles edge cases.

Implementation and testing

We connect tools, validate data flow, and test scenarios so the automation holds up under real usage.

What
This Unlocks

A smoother operating system that reduces busywork and improves follow-through across the organization.

Less manual workload

Teams spend fewer hours on repetitive tasks and more time on work that moves the mission or business forward.

Better reliability and speed

Follow-ups happen automatically, which improves response times and reduces dropped opportunities.

Cleaner data and accountability

Information stays consistent across tools and workflows become easier to track and improve.