Upgrade automates the internal processes that drain your teamβs time, from expense tracking and HR onboarding to everyday approvals and reporting, helping you scale without adding headcount.
Get startedForms waiting for signatures. Requests lost in inboxes. Tasks forgotten in spreadsheets. Upgrade removes that friction by designing smart internal workflows that handle approvals, notifications, and updates automatically.
Forms waiting for signatures. Requests lost in inboxes. Tasks forgotten in spreadsheets. Upgrade removes that friction by designing smart internal workflows that handle approvals, notifications, and updates automatically.
| Category | Example Workflows |
|---|---|
| ποΈ Administration | Expense requests β’ Vendor onboarding β’ Office supply approvals |
| π₯ Human Resources | Employee onboarding β’ PTO and leave requests β’ Applicant tracking |
| π° Finance | Invoice approvals β’ Purchase orders β’ Reimbursement tracking |
| π― Marketing | Campaign request routing β’ Content approvals β’ Design handoff workflows |
| π Sales Operations | Quote approvals β’ Contract sign-offs β’ Refund authorizations |
| π Project Management | Task assignment β’ Milestone tracking β’ Completion approvals |
| β€οΈ Nonprofit & Education | Volunteer onboarding β’ Grant routing β’ Donation intake |
Donβt see your process? Weβll design it from scratch. Every business runs differently, and so should your automations.
We review your current steps, bottlenecks, and decision points.
Our automation team creates a tailored workflow using tools like Make, Airtable, or ClickUp.
You receive a fully functional, documented automation ready to run within weeks.
Book a free 30-minute workflow consultation and discover what processes we can automate first.
Get started
Contact us today
π 773-365-9564
π§ sales@upgradetechnology.net