Stop Doing Busy Work.
Start Automating.

We build smart systems that do your boring tasks for you. Save time, stop making errors, and focus on growing your business.

Benefits of Workflow Automation

Automation offers tangible advantages for businesses of all sizes, from startups in Salt Lake City to national enterprises.

Save Hours Every Week

Computers don't get tired or make typos. Ensure your customer data and financial records are perfect every time.

Zero Mistakes​

Computers don't get tired or make typos. Ensure your customer data and financial records are perfect every time.

Connect Your Tools

Cut out the repetitive tasks so your team to focus on high-value tasks that drive growth. Over time, the savings from automation workflows outweigh the initial investment.

Industry Specific Automation Solutions

Small Business Automation

We build AI powered flows for small business teams that need fast implementation and predictable results. Whether you're a startup in Sandy or a boutique agency in Park City, our solutions help you scale efficiently.

Healthcare and Behavioral Health Systems

Our experience in healthcare system automation includes intake systems, documentation workflows, treatment plan reminders, and EMR integrations. We design solutions that comply with privacy regulations.

Agencies and Service-Based Businesses

We support agencies with automated customer service workflows utilizing process builder logic and CRM automation. This reduces response times and improves client satisfaction.

Manufacturing, Print and Distribution

We offer multiple workflows for software, inventory automation workflows, and manufacturing process automation. These solutions reduce downtime and minimize manual input.

HR and Administration

Role-based access workflows, approvals, and internal notifications keep your HR operations running smoothly. Automating vacation requests, onboarding steps, and offboarding tasks reduces administrative overhead.

What We Can Automate For You

We handle everything from simple tasks to complex business systems.

  • Lead Routing and CRM Updates

    A business for sales can effectively assign leads to representatives, evaluate engagement, categorize them in the CRM, and advance them through the pipeline. Automated follow-up emails enhance conversion rates.

  • Automated Employee Onboarding​

    New hires complete forms online. Automated workflows create email accounts, assign training modules, and notify managers, ensuring employees are ready on day one without HR coordination.

  • Intake and Documentation Workflow for Healthcare

    Patients submit intake forms via a secure portal. The workflow routes information to providers, triggers reminders, and sends compliance alerts, ensuring providers have essential data for decision-making.

  • Invoice and Payment Automation

    A digital workflow automates invoicing, sends reminders before due dates, and posts payments to the ledger upon receipt. This reduces late payments and improves cash flow.

  • Marketing Campaign Automation

    When a visitor downloads a whitepaper, they are added to a nurture sequence, and targeted email campaigns are triggered. Campaign performance is tracked, and leads can be handed off to sales when ready.

Why Organizations Choose Articulate Vision

Fully Customized Solutions

No templates here. Every automation matches your exact workflow, whether it is a marketing pipeline, healthcare process, or HR sequence. We identify your pain points and design an automation workflow that solves them.

Fast Implementation

We know time is money. Rapid builds eliminate bottlenecks quickly so you can start seeing results in weeks, not months. Our agile process allows adjustments along the way.

Scalable Systems

Our solutions are designed to grow with your business. As you add teams, tools, or locations, your workflows can scale across the organization, whether you operate in Salt Lake City or across multiple states.

Ongoing Support and Optimization

Automation isn't a one-time project. We provide ongoing maintenance, refinements, and new automation development as your organization evolves. Continuous monitoring and optimization ensure your workflows remain efficient and relevant.

Everything Done In 5 Steps

Vertical infographic titled Our Five Step Automation Process by Articulate Vision. The steps include: 1. Audit and Map business processes, 2. Blueprint and Architecture design, 3. Develop & Implement system integration, 4. Testing and Quality validation, and 5. Training & Support for teams.

Workflow Audit and Mapping

We begin by breaking down your process and identifying opportunities for automation. We interview stakeholders, document tasks, and map your current workflow. Understanding your vision and needs is the foundation for an effective solution.

Blueprint and System Architecture

Next, we design automation rules, routing, and logic flows. We select the right tools, define triggers and actions, and lay out a detailed blueprint for your workflow automation system.

Development and Implementation

Our team builds the automated workflows using the tools that fit your organization best, whether that's a SaaS platform like Zapier or a custom API integration. We integrate your systems and test each component thoroughly.

Testing and Quality Assurance

We stress test workflows to ensure they run reliably under real conditions. We validate data flows, error handling, and user notifications before rolling out the system across your organization.

Training and Ongoing Support

Finally, we train your team, provide documentation, and offer ongoing support. We refine and improve automation workflows as your needs evolve, ensuring long-term success.

Get Started

Ready to transform your business? Let’s build intelligent workflows that help your organization thrive.

Service Areas

We proudly serve businesses locally in Utah and remotely across the United States.

Utah Service Areas

Salt Lake City – Our headquarters; we work with tech startups and established enterprises.

Murray, Sandy, West Jordan, South Jordan, West Valley, North Salt Lake, South Salt Lake, Provo, Orem, Eagle Mountain, Heber City, Midway, Oakley, Kamas, Park City, Ogden, St. George, and Draper.

Major Cities:

Local Focus:

We help restaurants, retail shops, clinics, and agencies throughout these communities implement cost-effective workflow automation.

National Service Areas

Beyond Utah, we serve clients remotely across the United States:

Boise, ID • Denver, CO • Seattle, WA • Cheyenne, WY • Portland, OR • Los Angeles, CA • San Francisco, CA • Phoenix, AZ • Las Vegas, NV • Albuquerque, NM • Spokane, WA • Sacramento, CA • San Diego, CA • Tucson, AZ • Reno, NV • Colorado Springs, CO • Billings, MT • Fresno, CA

Not Listed?

If you’re outside these areas, we still may be able to help. Contact us to discuss your specific needs.

Get Started with Streamlining Your Operations

Ready to enhance your business? Let’s have a conversation about how tailored software solutions can help you streamline your operations. Whether it’s improving efficiency or implementing digital strategies, we’re here to help you succeed.

Frequently Asked Questions

Your Questions, Answered Clearly and Simply

Automation can streamline repetitive tasks, helping you save time and reduce human error. With tailored workflows, your team can focus on strategic initiatives instead of manual processes, boosting your overall productivity.

Any business can benefit from automation! Whether you’re in healthcare, finance, or retail, custom solutions can help you improve efficiency and enhance customer experience.

Start by assessing your current workflows to pinpoint areas that could use automation. Then, reach out to our team for a consultation—we’ll help you design and implement a solution that fits your needs.

Costs vary based on the complexity and scope of the automation solution. After discussing your specific needs, we can provide you with a detailed proposal outlining the financial commitment involved.

Yes, we offer ongoing support and maintenance to ensure your systems run smoothly. Our team is here to assist with troubleshooting, updates, and any adjustments you might need.

Absolutely! We specialize in creating tailored solutions designed around your unique business challenges and goals. Let’s discuss how we can bring your vision to life!