Business automation · Lehi, Utah
Connect your tools. Reduce repetitive work.
Bonneville Works builds workflows that move information between your systems, follow up on requests, and keep your team informed. We start with a specific task and define how people will review exceptions.
Discuss an automation Or send us a question →Good places to start
Lead intake and CRM entry, appointment reminders, invoice intake, document processing, and recurring reports. A useful first workflow has a clear trigger, a repeatable process, and a result your team can check.
Example: invoice intake
An invoice arrives by email. A workflow reads the document, compares it with an order, flags differences, and prepares a draft bill for a person to approve. This is a proposed workflow example, not a measured client result; see the detailed examples below.
Integration checks come first
We assess your calendars, CRM, accounting, and other software for supported APIs, exports, required permissions, and account-tier restrictions. HubSpot, Salesforce, QuickBooks, and scheduling tools are examples to discuss, not a guarantee of compatibility with your account.
Human approval and recovery
We decide with you which actions can run automatically and which need approval. Unclear documents, missing information, and failed connections need a visible review path. We test those cases with your team before launch.
Timing, cost, and maintenance
Scope and integrations determine the timeline and price. We agree on both before work starts, including any recurring platform or usage charges and support responsibilities. Connected systems change, so maintenance is part of the conversation.
Your systems and information
We agree on software ownership and account access before work starts. Each connection gets only the access it needs. We agree on what to log, what to retain, and who can review the workflow for your project.
Read sample conversations and workflow examples →
Examples describe possible project scope. We confirm requirements, vendor access, and integration support with you before making a commitment.