catalyticsautomation.com/case-studies

**Catalytics Automation** (found online at [Catalytics Automation](https://www.catalyticsautomation.com/) ) is `a US-based operations and IT consulting firm` —headquartered in Miami, Florida—that specializes in building custom business operating systems and workflow automations for small-to-midsize companies.[](https://www.linkedin.com/company/catalytics-automation) [[1]](https://www.linkedin.com/company/catalytics-automation)[[2]](https://www.catalyticsautomation.com/about) Rather than acting as a generic pre-packaged software product, they function as a specialized implementation partner that comes in, restructures how a company runs, and builds unified internal architectures.[](https://www.linkedin.com/company/catalytics-automation) What Do They Do? Their work typically spans a three-layer operational system designed to replace fragmented software stacks, messy spreadsheets, and manual busywork:[](https://www.catalyticsautomation.com/) [[1]](https://www.catalyticsautomation.com/) - **Operations Consulting:** They start with process audits to analyze how a business actually runs (rather than how management thinks it runs). They map out workflows, design data architecture, and write clear, structured Standard Operating Procedure (SOP) documentation.[](https://www.catalyticsautomation.com/) [[1]](https://www.catalyticsautomation.com/services/operations-consulting)[[2]](https://www.catalyticsautomation.com/services/automation) - **Business Operating Systems:** They build customized internal software and centralized data hubs—frequently utilizing modular and no-code tools like Airtable and Softr—to serve as a single "source of truth" for client data, internal tools, and client/partner portals.[](https://www.catalyticsautomation.com/) [[1]](https://www.catalyticsautomation.com/services/ai-implementation) - **AI & Workflow Automations:** Once the core data structure is clean, they deploy multi-step automations (using tools like Make.com, Zapier, and n8n) alongside integrated AI workflows. This handles repetitive operational tasks—such as client intake, lead routing, document data extraction, CRM syncing, and automated onboarding—without needing a human to manually move data between silos.[](https://www.catalyticsautomation.com/) They primarily tailor these operational frameworks for service-oriented and high-logistics industries such as real estate, financial services, healthcare, agencies, and professional services.[](https://www.catalyticsautomation.com/case-studies) [[1]](https://www.catalyticsautomation.com/case-studies) If you are looking into operational improvements for a specific company or project, tell me **what industry you are in** or **what manual tasks are slowing you down** , and I can help you outline how a modern business operating system might solve it. Catalytics Automation (found online at Catalytics Automation ) is a US-based operations and IT consulting firm —headquartered in Miami, Florida—that specializes in building custom business operating systems and workflow automations for small-to-midsize companies. Catalytics is a US-based IT company specializing in building business operating systems for small and mid-sized companies. We comb... We work with a small number of clients at a time and go deep. We map how your business actually runs, design the operating system ... Rather than acting as a generic pre-packaged software product, they function as a specialized implementation partner that comes in, restructures how a company runs, and builds unified internal architectures. Their work typically spans a three-layer operational system designed to replace fragmented software stacks, messy spreadsheets, and manual busywork: Their work typically spans a three-layer operational system designed to replace fragmented software stacks, messy spreadsheets, and manual busywork:[](https://www.catalyticsautomation.com/) [[1]](https://www.catalyticsautomation.com/) One system, built in three layers. * 01 Operations Consulting. We map how your business actually runs, then design the foundation. You can start with the foundation and add the layers above as you're ready. * Operations Consulting. We map how your business actu... Operations Consulting: They start with process audits to analyze how a business actually runs (rather than how management thinks it runs). They map out workflows, design data architecture, and write clear, structured Standard Operating Procedure (SOP) documentation. Business Operating Systems: They build customized internal software and centralized data hubs—frequently utilizing modular and no-code tools like Airtable and Softr—to serve as a single "source of truth" for client data, internal tools, and client/partner portals. AI & Workflow Automations: Once the core data structure is clean, they deploy multi-step automations (using tools like Make.com, Zapier, and n8n) alongside integrated AI workflows. This handles repetitive operational tasks—such as client intake, lead routing, document data extraction, CRM syncing, and automated onboarding—without needing a human to manually move data between silos. - **Operations Consulting:** They start with process audits to analyze how a business actually runs (rather than how management thinks it runs). They map out workflows, design data architecture, and write clear, structured Standard Operating Procedure (SOP) documentation.[](https://www.catalyticsautomation.com/) [[1]](https://www.catalyticsautomation.com/services/operations-consulting)[[2]](https://www.catalyticsautomation.com/services/automation) - **Business Operating Systems:** They build customized internal software and centralized data hubs—frequently utilizing modular and no-code tools like Airtable and Softr—to serve as a single "source of truth" for client data, internal tools, and client/partner portals.[](https://www.catalyticsautomation.com/) [[1]](https://www.catalyticsautomation.com/services/ai-implementation) - **AI & Workflow Automations:** Once the core data structure is clean, they deploy multi-step automations (using tools like Make.com, Zapier, and n8n) alongside integrated AI workflows. This handles repetitive operational tasks—such as client intake, lead routing, document data extraction, CRM syncing, and automated onboarding—without needing a human to manually move data between silos.[](https://www.catalyticsautomation.com/) The operational work that makes everything else possible * Process Audits. We map how your business actually runs, not how you thi... Every Company Operating System is built on the same foundation — each layer dependent on the one below it. * Workflow Design. Docu... Automation that runs on a clean foundation * Workflow Automation. We automate the repetitive, multi-step work your team does by ha... They primarily tailor these operational frameworks for service-oriented and high-logistics industries such as real estate, financial services, healthcare, agencies, and professional services. They primarily tailor these operational frameworks for service-oriented and high-logistics industries such as real estate, financial services, healthcare, agencies, and professional services.[](https://www.catalyticsautomation.com/case-studies) [[1]](https://www.catalyticsautomation.com/case-studies) Real businesses, real problems, real outcomes. * Talent Agency. Hours of work, now seconds. One Airtable system running the agency... If you are looking into operational improvements for a specific company or project, tell me what industry you are in or what manual tasks are slowing you down, and I can help you outline how a modern business operating system might solve it. If you are looking into operational improvements for a specific company or project, tell me **what industry you are in** or **what manual tasks are slowing you down** , and I can help you outline how a modern business operating system might solve it.

**[Catalytics Automation](https://www.catalyticsautomation.com/)** is an operations consulting and business systems agency that builds custom digital infrastructure and **AI-driven business operating systems** for service firms . Instead of relying on a fragmented stack of disconnected applications, they design centralized, automated workflows that eliminate administrative busywork, streamline team handoffs, and create a single "source of truth" for business data.[](https://www.catalyticsautomation.com/) [[1]](https://www.catalyticsautomation.com/)[[2]](https://www.crunchbase.com/organization/catalytics-automation)[[3]](https://www.catalyticsautomation.com/services/ai-implementation)[[4]](https://www.catalyticsautomation.com/about) They primarily operate by helping small and medium-sized enterprises (SMEs) shift away from manual processes (like updating spreadsheets or copying and pasting data) toward fully automated, AI-powered environments.[](https://www.catalyticsautomation.com/services/ai-implementation) [[1]](https://catalystinformatics.com/)[[2]](https://www.linkedin.com/company/catalytic-ai)[[3]](https://cata1ystai.com/faqs) Specific services and functions they provide include: - **Business Operating Systems (BOS):** They build custom internal tools and client portals (often built on data platforms like **Airtable** ) to manage everything from deal flow and onboarding to project delivery in one unified system.[](https://www.catalyticsautomation.com/services/ai-implementation) [[1]](https://www.catalyticsautomation.com/case-studies) - **AI & Workflow Automation:** They integrate artificial intelligence and workflow engines (such as **Zapier** and **Make** ) to handle repeatable tasks like data extraction from messy documents, incoming email sorting, lead prioritization, and automated follow-ups.[](https://www.catalyticsautomation.com/services/ai-implementation) [[1]](https://catalystaiautomation.com/) - **Operations Consulting:** They conduct process audits, map out how a business actually functions, and design Standard Operating Procedures (SOPs) tailored for digital execution.[](https://www.catalyticsautomation.com/services/automation) [[1]](https://www.catalyticsautomation.com/services/automation) - **Tailored Industry Solutions:** They deploy specific operational blueprints for various sectors, including: - **Real Estate:** Automating transaction coordination, lead nurturing, and client tracking. - **Agencies:** Standardizing client onboarding, project delivery milestones, and scope-creep flagging. - **Financial Services:** Managing regulatory/compliance workflows, reporting pipelines, and client data. - **Healthcare:** Providing HIPAA-compliant systems for patient records, caregiver credential tracking, and billing.[](https://www.catalyticsautomation.com/) [[1]](https://www.catalyticsautomation.com/industries/real-estate)[[2]](https://www.catalyticsautomation.com/industries/agencies)[[3]](https://www.catalyticsautomation.com/industries/financial-services) You can explore their specific project frameworks, view industry-specific case studies, and book a consultation directly on the Catalytics Automation Official Website. If you are considering optimizing your own operations, let me know: - What **industry** is your business in? - What is the **biggest bottleneck** or most repetitive task your team faces? I can help suggest specific areas where automation and AI can make the most immediate impact. Catalytics Automation is an operations consulting and business systems agency that builds custom digital infrastructure and AI-driven business operating systems for service firms. Instead of relying on a fragmented stack of disconnected applications, they design centralized, automated workflows that eliminate administrative busywork, streamline team handoffs, and create a single "source of truth" for business data. Catalytics Automation +3 Mike Schoen COO, Scenthound. “Catalytics helped us take on more clients, scale the business, and save 60 hours a quarter on invent... Catalytics Automation provides operations consulting, business systems design, workflow automation, and AI implementation for serv... Automation that runs on a clean foundation * Workflow Automation. We automate the repetitive, multi-step work your team does by ha... 01. Operations Consulting. We map how your business actually runs, then design the foundation. Process audits, workflow design, an... They primarily operate by helping small and medium-sized enterprises (SMEs) shift away from manual processes (like updating spreadsheets or copying and pasting data) toward fully automated, AI-powered environments. Catalytics Automation +1 Your Business Is Sitting on Intelligence It Doesn't Know How to Use. Every company generates data. Almost none of it becomes decis... Updates * Catalytic AI. 3mo Edited. Monday morning used to mean 30 minutes of copy-pasting data into spreadsheets. Here's what it ... * What does Catalyst actually do? We help businesses cut wasted time and unlock new revenue by building AI systems that actually f... Specific services and functions they provide include: Business Operating Systems (BOS): They build custom internal tools and client portals (often built on data platforms like Airtable ) to manage everything from deal flow and onboarding to project delivery in one unified system. Catalytics Automation +2 AI & Workflow Automation: They integrate artificial intelligence and workflow engines (such as Zapier and Make ) to handle repeatable tasks like data extraction from messy documents, incoming email sorting, lead prioritization, and automated follow-ups. Catalytics Automation +2 Operations Consulting: They conduct process audits, map out how a business actually functions, and design Standard Operating Procedures (SOPs) tailored for digital execution. Catalytics Automation +1 Tailored Industry Solutions: They deploy specific operational blueprints for various sectors, including:Real Estate: Automating transaction coordination, lead nurturing, and client tracking. Agencies: Standardizing client onboarding, project delivery milestones, and scope-creep flagging. Financial Services: Managing regulatory/compliance workflows, reporting pipelines, and client data. Healthcare: Providing HIPAA-compliant systems for patient records, caregiver credential tracking, and billing. Catalytics Automation +4 Real Estate: Automating transaction coordination, lead nurturing, and client tracking. Agencies: Standardizing client onboarding, project delivery milestones, and scope-creep flagging. Financial Services: Managing regulatory/compliance workflows, reporting pipelines, and client data. Healthcare: Providing HIPAA-compliant systems for patient records, caregiver credential tracking, and billing. Catalytics Automation +4 - **Business Operating Systems (BOS):** They build custom internal tools and client portals (often built on data platforms like **Airtable** ) to manage everything from deal flow and onboarding to project delivery in one unified system.[](https://www.catalyticsautomation.com/services/ai-implementation) [[1]](https://www.catalyticsautomation.com/case-studies) - **AI & Workflow Automation:** They integrate artificial intelligence and workflow engines (such as **Zapier** and **Make** ) to handle repeatable tasks like data extraction from messy documents, incoming email sorting, lead prioritization, and automated follow-ups.[](https://www.catalyticsautomation.com/services/ai-implementation) [[1]](https://catalystaiautomation.com/) - **Operations Consulting:** They conduct process audits, map out how a business actually functions, and design Standard Operating Procedures (SOPs) tailored for digital execution.[](https://www.catalyticsautomation.com/services/automation) [[1]](https://www.catalyticsautomation.com/services/automation) - **Tailored Industry Solutions:** They deploy specific operational blueprints for various sectors, including: - **Real Estate:** Automating transaction coordination, lead nurturing, and client tracking. - **Agencies:** Standardizing client onboarding, project delivery milestones, and scope-creep flagging. - **Financial Services:** Managing regulatory/compliance workflows, reporting pipelines, and client data. - **Healthcare:** Providing HIPAA-compliant systems for patient records, caregiver credential tracking, and billing.[](https://www.catalyticsautomation.com/) [[1]](https://www.catalyticsautomation.com/industries/real-estate)[[2]](https://www.catalyticsautomation.com/industries/agencies)[[3]](https://www.catalyticsautomation.com/industries/financial-services) Results that speak for themselves. * Talent Agency. Hours of work, now seconds. One Airtable system running the agency's entire ca... Workflow Automation. Reduce manual tasks by automating repetitive actions like answering FAQs and collecting customer details. Sca... Every Company Operating System is built on the same foundation — each layer dependent on the one below it. * Workflow Design. Docu... We know what's slowing you down. * Pipeline in a spreadsheet. Your deal pipeline is a Google Sheet that's always slightly out of d... An agency operating system that runs the work, not just the people. * Automated client onboarding. Automated client onboarding. A ... An operating system built for how financial services firms actually work. * Unified client data layer. One source of truth for eve... You can explore their specific project frameworks, view industry-specific case studies, and book a consultation directly on the Catalytics Automation Official Website. If you are considering optimizing your own operations, let me know: What industry is your business in? What is the biggest bottleneck or most repetitive task your team faces? - What **industry** is your business in? - What is the **biggest bottleneck** or most repetitive task your team faces? I can help suggest specific areas where automation and AI can make the most immediate impact.