Medlin Automations

Custom automation. Built around how you actually work.

Most small business owners know they need automation. They just don’t have the time, the roadmap, or the right people to make it happen. That is where we come in.

No templates. No shortcuts.

Every project is built from the ground up around how your business actually operates. Here is what we deliver.

01

Custom Built

Workflow Automations

Your tools talking to each other. Data moving without anyone lifting a finger.

AI Agents

Bots and assistants that handle real work. Triage, draft, summarise, respond.

Tools and Apps

Custom built where off-the-shelf does not cut it.

02

Setup and Optimisation

CRM Setup and Optimisation

Pipedrive, HighLevel, Salesforce. Built around how you actually sell.

Document and File Management

Naming, sorting, storing. Your files where they should be.

Content Management Systems

Properly structured, easy to manage, ready to scale.

03

Training and Enablement

AI Readiness Assessment

Where you are today, where AI can help, what to do first.

AI Training for Teams

Practical, hands-on training so your team actually uses what we build.

The same approach, every project.

Regardless of what we build, every engagement follows the same four steps.

Step 01

Map Your Workflows

A clear picture of how your business runs today. Where the time is going and what to fix first.

Step 02

Automate the Repetitive Stuff

Custom-built automations that handle the manual work, follow-ups, reporting and onboarding.

Step 03

Add AI Where It Makes Sense

Custom AI agents and tools built for your business. Real use cases, not gimmicks.

Step 04

Train Your Team to Use It

Hands-on training, clear documentation and a proper handover. So the systems actually stick.

What this looks like in the real world.

A few recent projects. Different industries, different problems, same approach.

Events

From notepads to a system that runs itself

A North American events company was tracking every client, task and deadline manually. Things were getting missed and the team was managing chaos instead of running events. We introduced Pipedrive, built out their pipeline, and automated their client email sequences.

Result

10 hours saved every week. Nothing falling through the cracks.

Short-Term Rentals

One place for everything. Nothing gets lost.

A short-term rental property management company was juggling inbound requests across their property management system, inboxes and Slack channels. We built a centralised dashboard that automatically triages every request, no matter where it comes from.

Result

4 hours saved weekly. Zero requests falling through.

Tourism

5,000 files. Sorted in hours, not weeks.

A tourism company had over 5,000 documents scattered across two drives with no consistent naming, no structure and no way to find anything. We built a custom Apps Script that indexed every file, applied their naming convention and moved everything to the right place.

Result

2-3 weeks of manual work, done in hours.

Platforms we work with

n8n
n8n
Make
Make
Zapier
Zapier
Pipedrive
Pipedrive
Notion
Notion
OpenAI
OpenAI
Anthropic
Anthropic
Salesforce
Salesforce
GoHighLevel
GoHighLevel

n8n
n8n
Make
Make
Zapier
Zapier
Pipedrive
Pipedrive
Notion
Notion
OpenAI
OpenAI
Anthropic
Anthropic
Salesforce
Salesforce
GoHighLevel
GoHighLevel

Small businesses are drowning in busy work. The missed calls, forgotten follow-ups, copy and pasting that never ends. We’re here to fix that.

How we actually work.

01

Clear communication, always.

No jargon. No fluff. We tell you what we are building and why.

02

Built right the first time.

Rework is a tax. We do not believe in it.

03

Custom to you.

No templates. No shortcuts. Everything is built around how you actually work.

04

We stay after delivery.

Training and handover is part of every project. You are not on your own once it goes live.

We work best as partners.

The best automation takes time to get right. It needs to be built around how your business actually works, tested with your team, and refined as you grow. That is why we prefer to work with people who want a real partnership, not a one-off project. When we are in it for the long haul together, that is when the magic happens.

The team behind Medlin

Builders, strategists and problem solvers. We are a small team of automation specialists working with clients across North America and beyond. Every client works directly with the people doing the work. No account managers, no middle layers. Just the people who actually build the thing.

Let’s talk.

Tell us what is slowing you down. 30 minutes, zero pressure, free process assessment. You walk away with a clear view of what is possible, whether you work with us or not.

Prefer email?

[email protected]