01 / FORM
Standard
Lead capture → enriched CRM record
Inbound forms get enriched with company & role data, deduplicated, and written to your CRM with the right tags and owner.
coapti builds the small machines that run your business — automations between the SaaS tools you already pay for. Five hours back a week. No new platform. No team to retrain.
Most small businesses don't need another platform. They need their existing ones to actually talk to each other.
You already pay for Stripe. For HubSpot, or Pipedrive, or a spreadsheet someone updates every Friday. For Slack and Gmail and the booking tool and the accounting tool and the four others nobody quite remembers signing up for.
The work isn't in those tools. The work is between them — copying, chasing, retyping, reconciling. Five to fifteen hours a week, every week, of small motions a person shouldn't be doing.
We are deliberately not a SaaS. We don't sell seats. We don't lock you in. The automation lives on infrastructure you own. If you ever want to take it elsewhere, the runbook and workflow export are yours, no questions asked. Craft, not capture.
Every build either matches one of these patterns — fast, predictable, deeply tested — or earns its place by being reused twice. Below is what we ship most. Each one is a self-contained machine: triggers, logic, hand-offs, and a runbook.
Inbound forms get enriched with company & role data, deduplicated, and written to your CRM with the right tags and owner.
Overdue invoices trigger polite, escalating follow-ups with payment links — pausing automatically when paid, replied, or disputed.
Inbound email is classified, routed, and a context-aware draft is queued in your helpdesk for human review and send.
Transcripts become a structured summary plus action items assigned to the right person in the right tool — automatically.
Stock crossing a reorder threshold drafts a purchase order based on lead times and historical velocity — one-click approval.
New reviews across platforms are sentiment-scored and surfaced — negative ones alert the team within minutes, not days.
New customers move through a tailored sequence — emails, tasks, check-ins — branching on plan tier and activity signals.
Pulls metrics from across your stack into a single weekly narrative — emailed Monday morning, ready for the leadership review.
A 45-minute call, a tour through your stack, and a three-page scoping document with the highest-leverage automations ranked by ROI.
We build the automation against your real tools, deliver a Loom walkthrough plus runbook, and stay on for 30 days of free fixes.
Optional. We watch, we fix, we change, we report. About 70% of build clients take one. The other 30% take the runbook and run it themselves.
No. We're a studio. We build automations on infrastructure you own — n8n, your CRM, your inbox. There's no coapti app to log into. The machine just runs.
The runbook, the workflow export, and the credentials are yours from day one. Migrate it to another studio, hand it to your in-house developer, or run it yourself. No retention games.
Zapier's great for two-step flows. Once logic gets conditional, or you're handling thousands of rows, the per-task pricing destroys your margin. We build on n8n — no per-task fees, far more capable.
Light builds: 5 working days from credentials received. Standard: 7–10. Heavy: up to 14. We don't start the clock until you've handed over what we need.
Where it earns its place. Classification, drafting, summarization — yes, via Claude. For deterministic logic — no. We don't bolt on AI to charge a premium; we use it where it makes the machine more useful.
30-day fix-anything window after delivery. After that, care plans cover monitoring and fixes. If you don't take a plan and something breaks, we'll tell you what to do — and quote the fix if you want us to handle it.
Two minutes. We read every intake personally. You'll get a fit score and a few suggested patterns within an hour, and a calendar link for a 45-minute call.
We'll be in touch within an hour with your fit score and a calendar link.
Check your spam folder if you don't see it — Resend is occasionally over-cautious.