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US BASED AGENCY

We build the automation layer your Ops team has been patching together manually.

Replace manual workflows across your operations stack. We connect your disconnected systems, deploy AI agents to handle repetitive tasks, and give your team back the hours they're wasting.
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Case Studies
Certified n8n Partner | Claude Agency
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What We Build

Our Services

AI Operating System
We build the operational backbone that runs your business on AI. Agents, automations, integrations, and reporting connected into one system that works together, not a pile of disconnected tools.
Claude Implementation
Structured rollouts of Claude across your team. Projects, CoWork, Skills, and Connectors configured so every seat drives real daily output, not just chat.
AI Agent Development
Purpose-built agents that handle dispatch, customer support, document processing, and reconciliation. Built on n8n and Claude API to run without hand-holding.
System + ERP Integration
Connect your CRM, eCommerce platform, and field service tools into workflows that move data automatically. No more manual exports and imports.
Workflow Automation
Production automation for the repetitive work your team runs daily. Order routing, approval chains, status updates, and data validation.
Ongoing Automation Operations
Monthly retainers where we support your business. Monitoring, incident response, optimization, and new workflows as your ops evolve.
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The Problem

Your tech stack is growing. Your ops team is drowning.

Every new tool you add creates more manual work, not less. More logins, more data to reconcile, more places where things fall through the cracks. Your team compensates by hiring coordinators, adding spreadsheets, and building internal workarounds that no one documents.

It works until it doesn't. The inflection point hits when transaction volume outpaces your team's capacity to process it manually. That is where automation stops being a nice-to-have and becomes infrastructure.
Get in touch
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Project phase
Discovery audit
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Planning brief
Execution track
Performance review
SERVICES

Operational automation for companies that have outgrown manual workflows.

Connect Shopify, NetSuite, SAP, ERPNext, Davisware, and other platforms into a single automated pipeline. No more CSV exports, no more copy-paste, no more data living in three places at once.
Our Story
Evermind helped us from construction blueprints to digital templates
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Esmeralda Finch

“Our Lightspeed POS data wasn’t syncing properly with Klaviyo, so customer profiles were incomplete and our campaigns were based on guesswork. Now we have accurate purchase histories, meaningful segmentation, and no more manual cleanup. Our workflow saves us hours of work, and gives us real confidence that we’re making decisions based on the full picture of our customers.”

Christina Battle
CEO
Multi-Location Fashion Retailer
Lightspeed-to-Klaviyo

Every in-store sale becomes a marketing moment

Change creates uncertainty. We exist to help leaders cut through the noise, explain what matters, and keep trust intact when it’s most at risk.
View case study
Who We Work With

Every industry has a different ops problem. The fix is the same.

Field-Based Operations
eCommerce Operations
Agencies Services
Distribution

Field-Based Operations

HVAC, electrical, facilities maintenance, security installation, telecom. Your dispatch, AP, and purchasing teams process hundreds of transactions daily across systems that don't talk to each other. We build the agents that handle the volume.

Relevant systems:
‍SAP, ServiceTitan, Salesforce Field Service, NetSuite, QuickBooks
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92% clarity improvement
96% of revenue in first quarter
Dashboard-style card showing “Quarter goal” progress at 84% with a link labeled “Success Story.”
eCommerce Operations
DTC and multi-channel brands running Shopify, Amazon, and wholesale simultaneously. Order routing, inventory sync, returns processing, and finance reconciliation eat hours from your ops team every day. We automate the back-office so your team focuses on growth, not data entry.

‍Relevant systems:
‍Shopify, Amazon Seller Central, NetSuite, ShipStation, Klaviyo, ERPs
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98% of happy clients
3x faster time to alignment
Dashboard card titled “Real Results” showing three progress bars for Clarity boost 78%, Faster conversions 66%, and Content reuse 45%.
Agencies + Professional Services
Marketing agencies, dev shops, and consultancies where the team becomes the integration layer. Client onboarding, reporting, time tracking, and project status updates all live in different tools. The admin overhead scales linearly with every new client.

‍Relevant systems:
‍HubSpot, Asana, Monday, Harvest, Google Workspace, Slack
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Portrait of a woman with curly hair looking thoughtfully at the camera.
98% of happy clients
3x faster time to alignment
Dashboard card titled “Real Results” showing three progress bars for Clarity boost 78%, Faster conversions 66%, and Content reuse 45%.
Manufacturing + Distribution
Production scheduling, quality reporting, procurement, and logistics coordination involve constant data movement between shop floor systems and business tools. When ERP data has to be manually keyed into three downstream systems, that is where we come in.

‍Relevant systems:
‍SAP, Oracle, Epicor, Fishbowl, custom MES platforms
Book a consultation
Portrait of a woman with curly hair looking thoughtfully at the camera.
98% of happy clients
3x faster time to alignment
Dashboard card titled “Real Results” showing three progress bars for Clarity boost 78%, Faster conversions 66%, and Content reuse 45%.
Testimonials

Our clients and partners' success is our best testament

"Rich and Kris delivered a thorough assessment across our Sales and Project Delivery teams. Their insights went far beyond what we expected, identifying real time-saving opportunities through smarter workflows, AI integration, and the removal of data silos."
Chuong Nguyen-Thanh
COO of Vaan Group
“Our Lightspeed POS data wasn’t syncing properly with Klaviyo, so customer profiles were incomplete and our campaigns were based on guesswork. Now we have accurate purchase histories, meaningful segmentation, and no more manual cleanup."
Christina Battle
CEO of Isalis
“Streamline has pushed the limits of what’s possible with Voiceflow, delivering high-performing AI agent builds that set a benchmark for quality. Streamline stands out as one of the leading agencies utilizing our technology.”
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Braden Ream
CEO of Voiceflow
FAQ

Answers to the questions we get

What kinds of companies do you work with?

Operations-heavy companies processing high daily transaction volumes across disconnected systems. Our clients include field services companies, eCommerce brands, agencies, and manufacturers. The common thread is that manual operational work is scaling faster than the team.

What is n8n and why do you use it?

n8n is an open-source workflow automation platform. We are a certified n8n partner. We use it because it gives us full control over the automation infrastructure, can be self-hosted for security-sensitive clients, and integrates with virtually any system through its API node. It is not a black box.

What does an engagement typically look like?

Most engagements start with a focused automation project (from $5,000) with a defined scope and production deployment. Many clients then move into Automation Operations, a monthly retainer (from $5,000/month) where we own and evolve the automation layer as your business grows.

How is this different from hiring a developer to build integrations?

A developer builds a point-to-point integration and moves on. We build an automation layer with monitoring, error handling, and ongoing support. When your operations change, the automations evolve with them. We also bring 1,000+ workflow builds of pattern recognition to the architecture, which means fewer dead ends and faster deployment.

How long does a typical project take?

A focused integration or automation project usually deploys in 2 to 6 weeks depending on scope and system complexity. We scope tightly and deploy incrementally so you see working systems early, not a big reveal at the end.

Do you replace our existing tools?

No. We connect them. The whole point is to make the systems you already have work together without a human in the middle. We are not asking you to rip and replace your ERP or your CRM.

Ready to stop patching it together manually?

Book a 30-minute call. We will review your operations stack and tell you exactly where automation makes sense and where it doesn't.
Brands we worked with
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We are a U.S.-based, n8n Certified Agency. Helping brands and organizations scale without the headcount and automate the bottlenecks.
© 2026 Streamline Agency (DBA Streamline Connector)