Modern Minimalist Digital Workspace Office
Workflow Automation Studio // Swarm agency

DO MORE BY DOING
MUCH LESS.

We build simple background tools to handle your daily office work automatically. Reclaim 15 to 30 hours of focused time every week.

50+BUILDS DEPLOYED
1,200+HOURS RECLAIMED / MO
100%RELIABILITY RATE
SPECIALTIES

We build simple tools to automate your manual work

We build background automations and easy trackers to let your everyday software apps talk to each other.

Smart email response dashboard interface
01 // EMAIL REPLIES

Smart email replies

View Email Workflows

Auto-replies
Social media post generator layout
02 // CONTENT CREATION

Social post helpers

View Content Tools

Draft automation
Client research database sync view
03 // DATABASE SYNC

Client database sync

View Sync Systems

Real-time updates
Financial expense matching panel
04 // EXPENSE AUDITING

Receipt & expense matching

View Tracker Details

Expense audit
ACTIVE CLIENT BUILDS

Active client workflows

Select a specific category from the tab switcher above to filter our active builds.

Blueprint 01 // COMMUNICATION
Email & Inbox

Smart Client Email Assistant

Automatically checks your inbox and drafts professional replies using your prices and notes.

Situation

Checking customer emails and drafting replies takes up to 18 hours a week.

Impact

Clients wait too long. You lose bookings and spend evenings typing responses.

Solution

We build a tool that reads new emails and drafts reply templates for you.

Mechanism

The tool checks your inbox, reads your price list, writes the reply, and saves it as a draft.

Financials

Saves 15 hours a week. You respond to customers instantly and win more projects.

Apps connected
GmailOutlookGoogle SheetsSlack
HOW IT WORKS
Workflow steps
1. New Client EmailInbox checked
ACTIVE STEP
2. Find Customer GoalGoal identified
STANDBY
3. Read Price SheetsDetails retrieved
STANDBY
4. Write Friendly ReplyDraft created
STANDBY
5. Approve to SendAwaiting approval
STANDBY
Expected impact
IMMEDIATEUnder 2 MinsREPLY SPEED
TIME SAVED15 HoursWEEKLY WRITING
ACCURACY100%DETAILS CHECKED
Blueprint 02 // CREATIVE
Content & Social

Daily Social Media & Article Writer

Reads local industry news and drafts custom social media posts matching your unique style.

Situation

Finding ideas and writing daily posts takes over 15 hours every week.

Impact

Your business lacks social presence because writing draft posts pulls focus from serving clients.

Solution

We build a helper that scans industry news feeds and drafts custom social posts.

Mechanism

The helper scans daily feeds, writes posts in your voice, and adds them to your sheets.

Financials

Saves 12 hours a week. Boosts your online views and keeps your calendar active.

Apps connected
LinkedInGoogle SheetsNews Feeds
HOW IT WORKS
Workflow steps
1. Scan Local UpdatesGathering ideas
ACTIVE STEP
2. Write Draft PostsMatching your style
STANDBY
3. Queue in CalendarSaving draft posts
STANDBY
4. Tap to ApproveReady to review
STANDBY
Expected impact
GROWTH1.8x ViewsVISIBILITY LIFT
HOURS BACK12 HoursWEEKLY WRITING
SCHEDULEDaily DraftsPOST FREQUENCY
Blueprint 03 // INSIGHT
Client Research

Automatic Client Research Tracker

Instantly researches new leads to update your client spreadsheet automatically.

Situation

Sales teams spend hours searching Google to learn about a client before a call.

Impact

Team members waste valuable sales hours on manual web lookups.

Solution

We build an updater that researches client website data automatically.

Mechanism

The tool reads contact forms, searches public info, and saves client details in your database.

Financials

Saves 8 hours a week. Speeds up response times and corrects typo errors automatically.

Apps connected
HubSpotGoogle SheetsContact Forms
HOW IT WORKS
Workflow steps
1. New Form FilledForm received
ACTIVE STEP
2. Scan Client WebsiteReading website
STANDBY
3. Pull Business InfoGleaning details
STANDBY
4. Update Client ProfileSpreadsheet updated
STANDBY
Expected impact
SPEEDY3 SecondsDATABASE SYNC
CONVERSION3.4x FasterRESPONSE RATE
CLEAN DATA100%TYPO CORRECTION
Blueprint 04 // FINANCIAL
Expense & Audit

Seamless Receipt & Expense Tracker

Matches statement charges on your business card with receipt photos automatically.

Situation

Accounting leads waste hours matching credit card statement rows to receipt photos.

Impact

Missing receipts cause accounting delays and increase budget waste.

Solution

We build a tracker that matches card charges with receipt photos instantly.

Mechanism

The tracker reads emailed receipts, verifies them with card statements, and alerts missing items.

Financials

Reduces audit time by 90%. Stops accidental spending and duplicate card charges.

Apps connected
StripeQuickBooksEmail Alerts
HOW IT WORKS
Workflow steps
1. New Card ChargeCharge tracked
ACTIVE STEP
2. Scan Receipt PhotoReading receipt
STANDBY
3. Verify Spending RulesMatching guidelines
STANDBY
4. Send Status AlertStatus sent
STANDBY
Expected impact
EASY AUDIT90% LessREVIEW TIME
SAVINGS12%REDUCED WASTE
SECURITY100%ENCRYPTED SYNC
SIMPLE WORKFLOW PLANNER

Build an automation plan

Describe a manual task you do often. Our planner tool will draft a clear five-part automation plan.

Plan Standby

Your custom automation plan will display here once you submit a description.

CONTACT US

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