Workflow automation
Reduce repetitive data entry and make handoffs easier to follow. Scope can include inquiry routing, reminders, approvals, and reporting, with clear owners and a path for exceptions.
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Meet the people behind Actif
Frontier · Software, AI and Automation
Business automation and custom software for the Bay Area
Make more room for the work that needs you. We connect systems, simplify repetitive tasks, and build software around the way you work.
Expertise that connects.
What we can help with
Start with the work that slows your team down: copying information between tools, chasing updates, or searching for the right record. Frontier builds software, integrations, and automation around those needs. We work with your team to agree on a clear scope and a practical plan for implementation.
Business system integrations
Connect CRM, accounting, scheduling, and other applications through supported interfaces. We assess access, licensing, and data ownership before agreeing on how records should move and how conflicts will be handled.
Custom software and client portals
Build internal tools and client experiences where an existing product does not fit. Scope can include intake, document collection, project updates, and role-based access, designed around the people using the tool.
AI assistants and knowledge tools
Evaluate assistants that help your team find information in approved sources, classify incoming work, or prepare drafts. Define source access, human review, and what happens when an answer is incomplete or uncertain.
Operational dashboards
Bring incoming work, project status, and agreed measures into a useful view. Decide where each measure comes from, how often it updates, and who is responsible for acting on it.
Automation care and monitoring
Plan how workflows will be monitored and maintained after launch. An ongoing engagement can cover failure alerts, investigation, and updates, with covered systems, responsibilities, and response expectations agreed in advance.
Working together
How the work starts
- 01Map the current workflow, the time it takes, and the mistakes or delays that matter to your team.
- 02Choose a bounded first use case and agree on the work, dependencies, how it will be tested, and fees.
- 03Build and test with representative examples, then plan rollout, handover, and any ongoing maintenance.
Explore a little further
What affects pricing
Cost depends on the number of systems, available integrations, data quality, custom interface requirements, security needs, and the work needed to handle exceptions. Software subscriptions and ongoing maintenance should be identified in the scope. Current engineering rates and engagement options are on our pricing page; a project proposal explains the work included and its estimated cost.
See current pricingBefore we talk
Describe one workflow you want to improve, the applications involved, who performs it, and roughly how often it happens. A diagram or a redacted example can help. Keep passwords and sensitive customer data out of the contact form.
Common questions
What should we automate first?
Start with a frequent, well-understood task that has a clear owner and a measurable outcome. Compare the potential time saved against integration cost, exception handling, and ongoing maintenance. We can help assess a first candidate.
Can you work with our existing software?
Often, but feasibility depends on the products, their supported integrations, licensing, and access permissions. We assess those dependencies before promising a connection or replacing a system.
Does automation require AI?
No. Rules, integrations, and conventional software are often enough. AI is considered where it fits the task, with review and data-handling requirements included in the design.
How long does an automation project take?
Timing depends on scope, access to the systems, data quality, and review cycles. We agree on milestones after discovery. A small workflow and a multi-system application should not be estimated as the same project.
Will the system run without supervision?
That depends on the workflow and the consequences of an error. The project scope should identify approvals, exception handling, monitoring, and who is responsible after launch.
Where do you work with clients?
We work with businesses and organizations in Walnut Creek, Contra Costa County, Oakland, San Francisco, and the wider Bay Area. We agree on how to collaborate, review progress, and involve your team at the start of the engagement.
How do we know the automation helped?
Agree on a baseline before rollout, such as time spent per task, error frequency, or turnaround time. Compare the same measure after launch. A demonstration or a successful run alone does not establish a financial return.
Tell us what needs to work better
Start with a conversation about your needs, location, and priorities.
Get started