Workflow Zero IT logoWorkflow Zero IT

What we do

Better IT operations, automation, and AI workflows.

We help small businesses clean up the tools they already use, reduce repetitive work, and introduce AI in practical, secure ways.

IT Operations

Clean up the systems your business depends on every day. We help improve access, onboarding, offboarding, documentation, Microsoft 365 setup, remote troubleshooting, patch compliance, vulnerability remediation, and support processes.

  • Microsoft 365 organization
  • Remote troubleshooting
  • Patch compliance review
  • Vulnerability remediation support
  • User onboarding and offboarding workflows
  • Access and permission cleanup
  • Shared mailbox and group management
  • Helpdesk process improvement
  • Documentation and SOP creation
  • Device and account inventory basics
  • Security hygiene review
View IT Operations

Workflow Automation

Automate repetitive work by connecting forms, email, spreadsheets, CRMs, calendars, documents, and business apps so information moves where it needs to go.

  • Lead intake automation
  • Customer follow-up reminders
  • Employee onboarding checklists
  • Invoice and document routing
  • Approval workflows
  • CRM updates
  • Weekly reports
  • Task notifications
Build an Automation

Practical AI

Use AI where it actually helps. We help introduce AI safely with clear workflows, prompt libraries, internal assistants, and basic guardrails to reduce risk.

  • AI email drafting workflows
  • Ticket or request summarization
  • SOP generation
  • Internal knowledge assistants
  • AI-powered reporting summaries
  • Prompt libraries for teams
  • AI usage guidelines
  • Shadow AI risk review
Explore AI Enablement

Tools

Built around the stack your team already uses

Microsoft 365, Windows devices, Power Automate, Zapier, Make, Airtable, Notion, ClickUp, Trello, Monday.com, forms, spreadsheets, email, calendars, and CRMs.

Microsoft 365Windows devicesRemote supportPatch compliancePower AutomateZapierMakeAirtableNotionClickUpTrelloMonday.com

Not sure which service fits?

Start with a Workflow Audit, or go straight to IT Operations if you already know support, patching, and remediation are the priority.

View Workflow AuditIT Operations Only