Automation sprints

Automation sprints for the work your team does by hand

Short, fixed-scope sprints that turn manual go-to-market work into Flow, Apex, and n8n automation—routing, follow-up, notifications, and deduplication.

  • 50+ Salesforce projects
  • 100+ integrations
  • 5.0 client rating
  • 6+ years Salesforce

Somewhere in your funnel, a person is doing a machine's job: copying leads between systems, chasing reps to log follow-up, merging duplicates by hand, forwarding notifications that should route themselves. Every one of those steps costs speed — and in a funnel, speed is conversion.

An automation sprint is our answer. Pick the highest-leverage manual workflow, and our AI-augmented Salesforce team automates it end to end in a short, fixed scope: Flow when native wins, Apex when the logic outgrows clicks, n8n when the work crosses systems or needs an AI step. Senior admins and developers own the design, build, validation, and handoff.

The results compound. Automated intake and qualification multiplied one client's conversion rate 36×; automated follow-up converted half again as many leads from the same traffic. Behind it: 6+ years of Salesforce, 4+ years of applied AI, and an n8n portfolio of 59 built workflows, 21 of them running live in production. Senior by default — we own outcomes, not tickets.

Who this is for

Built for teams like yours

Sales teams losing speed-to-lead

Leads sit unrouted, and follow-up depends on whoever remembers.

  • Routing and assignment automated to minutes, not mornings
  • Follow-up sequences and task orchestration that run without reminders
  • Alerts in Slack and email the moment a deal needs a human

RevOps carrying automation debt

Dozens of aging Workflow Rules and Process Builders that nobody dares touch.

  • Legacy automation migrated to Flow, consolidated and documented
  • Apex with real test coverage, so releases stop being scary
  • A prioritized sprint queue instead of a graveyard backlog

Ops leaders drowning in data work

Dedup, enrichment, and copy-paste between systems quietly eat hours every week.

  • Duplicate matching, merge, and prevention rules that hold
  • n8n workflows that move data across the stack without a human in the loop
  • Claude and ChatGPT steps for triage and summarization — where AI genuinely earns its place

Capabilities

What a sprint can automate

Flow automation

Record-triggered, scheduled, and screen flows built to current best practice — including migrating off retired Workflow Rules and Process Builder.

Apex development

Triggers, batch, and queueable Apex with the tests and release discipline required to keep changes deployable.

Lead routing & assignment

Round-robin, territory, and criteria-based routing with speed-to-lead SLAs, so no lead waits on a spreadsheet.

Notifications & follow-up

Task orchestration, escalations, and Slack and email alerts that fire when they should — and only when they should.

Dedup & data hygiene

Matching rules, merge jobs, and prevention at the point of entry, so trust in the CRM stops eroding.

n8n & AI steps

Cross-system automation in n8n — 59 workflows built, 21 live in production — with Claude and ChatGPT steps for triage, drafting, and summarization where they beat deterministic logic.

Outcomes

Numbers with stories attached

Every figure below comes from a GAT client engagement and is attached to the operating system that produced the change.

36×

Lift in conversion after a funnel rebuild

Rebuilt intake and qualification flows end-to-end — the conversion rate multiplied 36× once handoffs, routing, and follow-up were automated.

+50%

More leads converted with automated follow-up

Automated sequencing and Salesforce task orchestration converted half again as many leads from the same traffic.

GAT Solutions brought strong Salesforce and development depth, communicated clearly, delivered within the agreed timeframe, and earned the client's confidence for future work.

Salesforce delivery partnership · Verified client review

How we deliver

From operating problem to a system your team can run

  1. 01

    Map the operating friction

    We start with the workflow, not the feature request—where work stalls, ownership breaks, data loses meaning, or teams compensate by hand.

  2. 02

    Build the smallest system that works

    Senior consultants design and ship the build in weeks — Salesforce, integrations, and AI where it earns its place.

  3. 03

    Make the system operable

    Documentation, enablement, controls, and instrumentation ship with the build so your team can run it and see what is working.

Questions

Frequently asked questions

What is a Salesforce automation sprint?
A short, fixed-scope engagement: we take one manual workflow — routing, follow-up, dedup, notifications — and automate it end to end, with documentation and enablement included. You see shipped, working automation in weeks, then decide what to sprint on next.
Should we use Flow or Apex for automation?
Flow first, whenever native automation can do the job cleanly — it's cheaper to maintain and your admin can own it. Apex when logic, volume, or bulk-safety outgrow clicks. We're unopinionated about tools and opinionated about outcomes, and every Apex sprint ships with tests.
Can you migrate Workflow Rules and Process Builder to Flow?
Yes — with both retired from active development by Salesforce, this is one of the most common sprints we run. We consolidate overlapping automation as we migrate, so you end with fewer, clearer flows rather than a one-to-one copy of the mess.
When does n8n beat native Salesforce automation?
When the workflow crosses systems, needs branching logic Flow makes painful, or calls AI. We run 21 n8n workflows live in production ourselves — from a portfolio of 59 built — so the recommendation comes from operating experience — and when native is the better call, we'll say so.
Can automation include AI like Claude or ChatGPT?
Yes — when AI is the right step in the workflow. We implement lead triage, record summarization, and drafted follow-up with Claude or ChatGPT, plus Agentforce where it fits, governed by the same permissions as everything else in your org. We build ApexGenius, a Salesforce MCP for Claude and ChatGPT, so that production AI depth sits inside a broader Salesforce and GTM systems practice.
What does an automation sprint cost?
Scope drives price. Book a consultation and you'll leave with a fit assessment and a prioritized automation plan — whether or not we work together.

Initial systems consultation

Ship your first automation sprint this month.

  • You leave with
  • A focused consultation with a senior systems consultant
  • A current-state fit and architecture read
  • A recommended path — implementation, ongoing ownership, or product