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Automation and integration for solo operators

The work your software should be doing — done.

We build automations and integrations for solo operators who are tired of context switching, duplicate entry, and tools that don't talk to each other.

terminal.trellis.local

Live automation demo — runs in our console

02 — Values

Built for the way you already work

01

Less manual repetition

Automate the repetitive tasks that eat your day — data entry, follow-ups, status updates, and routine checks.

02

Fewer mistakes

Connect your tools so customer info, inventory, and project data stay consistent everywhere — no more copy-paste errors.

03

More time for clients

Give automation the routine work so you can focus on the relationships that actually grow the business.

03 — Portfolio

Recent work

Problem → solution narratives from real client work.

Automated client onboarding for a consulting practice

Automation

A solo consultant was manually entering every new client into their CRM, calendar, and email tool after each discovery call. Over a month, this ate six to eight hours of billable time.

We built a single automation that triggers when a new form is submitted, creates the CRM contact, sends a welcome email sequence, and books the first session — without any manual copy-paste.

Synced inventory between e-commerce and accounting

Integration

An online store owner was updating inventory in Shopify, then manually logging the same numbers in their accounting software. Stockouts and oversells were common because the two systems disagreed.

We connected the e-commerce platform and accounting tool so stock updates flow automatically in real time, with an alert when items drop below threshold.

Faster customer replies for a field service business

AI-assisted communication

A small HVAC company was missing calls during the workday and responding to inquiries hours later. Leads were going to competitors who answered faster.

We set up an AI-assisted reply system that drafts responses to common questions, qualifies leads by asking about urgency and service type, and schedules appointments — all reviewed by the dispatcher before sending.

Next step

Tell us about the work you would rather not do.

We'll show you what automation can take off your plate.

Form

Tell us what you need

Send us a short message and we'll respond with next steps.