Clearwork.
ApproachSystemIntegrationsFocusPricing
AI & workflow systems · monday.com partner

Build a business that runs on systems.

We design the operating system your business runs on, then put dependable AI to work inside it — so the busy-work handles itself and the team moves predictably.

Book a call See how it works
operations · one workspace live
Client Delivery Main board
Status updates write themselves
Professional ServicesManufacturingReal EstateApparelConstructionHealthcare
In progress
ItemOwnerStatusDue
Onboard — Meridian Group On track Mar 12
Migrate CRM pipeline In review Mar 14
Automate weekly report Building Mar 18
Launch client portal Queued Mar 22
Throughput · this week
Automation
7 actions ran today, 0 errors.
The architect, not the reseller
We don't just stand up boards. We design how work should move, then build it — in monday.com, with AI underneath — so it runs the same way every time.
01 — Our approach
Process first. Tools second.

We start by sitting with your team to learn how work actually moves, then translate it into a system anyone can run. Four steps, every engagement.

01
Workflow audit
We sit with your team to learn how work actually flows today, then document the process, handoffs, and friction.
02
Architecture
We translate it into an operating system — stages, owners, rules — and design the monday.com structure to match.
03
Build & automate
We build it, connect your tools, and automate the repetitive work with tested, reliable logic and AI.
04
Adopt & optimize
We train the team, support adoption, and refine the system as you grow, so it stays consistent.
// the difference
Most tools give you a place to put work. We give you the system that runs it.

Process, ownership, and AI — designed together, so the operation moves on its own instead of waiting on you.

02 — Why Clearwork
Built to run consistently.
01
Process-first design
We start from how work actually happens — not how a tool assumes it should. The system fits your team, not the reverse.
02
Automation you can trust
Dependable logic that removes the busy-work quietly, tested before it ever touches your day.
03
Ownership at every step
When ownership is unclear, work stalls. We define the roles, responsibilities, and decisions for every step.
[ assembling ] 3 layers
03 — The system
Every build is three layers.

Records, the one screen your team works in, and the automation — increasingly AI — that runs underneath. Scroll to assemble it.

01 / 03
Layer 01 — Entered once
Records
Clients, deals, and people live in one place and are reused everywhere. Entered once, never re-typed.
02 / 03
Layer 02 — The one screen
The workspace
The single screen your team actually works in. Clear stages, clear owners — everything else runs underneath it.
03 / 03
Layer 03 — Runs itself
Automation & AI
The record updates itself, counts stay current, and AI drafts, routes, and summarizes before a step can slip. Read-only, reliable, and only where it's trusted.
04 — AI implementation
AI that does the busy-work. Quietly, and only where it's trusted.

We don't bolt AI on for show. We find the repetitive, judgment-light work inside your system and let AI handle it — drafting, routing, summarizing, updating — tested before it ever touches your day.

// the work moves itself
INTAKE
Request comes in
AI
Drafted & routed
TEAM
Approves in one screen
DONE
Logged, no busy-work
Draft & summarize
AI writes the first version — replies, briefs, status notes — for a human to approve, not chase from scratch.
Route & triage
Incoming work is read, categorized, and sent to the right owner automatically, with the context attached.
Keep records current
AI updates fields, flags stale items, and surfaces what needs attention, so the system stays trustworthy.
05 — Integrations
Your whole stack, working as one system.

monday.com sits at the center; your tools connect around it. Data flows in one direction, so nothing is entered twice and every system stays in sync.

monday.com
the operating core
Shopify
DocuSign
Make.com
Aircall
Slack
QuickBooks
＋ also Gmail·Outlook·Stripe·HubSpot·Zapier·Google Sheets·Salesforce
06 — Focus areas
Where process, tools, and AI meet.
AI
AI implementation
Find the repetitive, judgment-light work and let AI handle it — drafting, routing, summarizing — tested and reliable.
Workflow
Sales & CRM
Define pipeline stages, ownership, and follow-ups, then run it with automations that keep deals moving.
Workflow
Marketing operations
Plan campaigns with clear owners, timelines, and approvals, connected across channels.
Workflow
Project & service
Standardize intake, delivery, and handoffs, with dashboards and automations that keep work on track.
Workflow
Enterprise workflow
Automate internal requests, approvals, and recurring processes, integrated with the tools you already use.
Foundation
Integrations
Connect the rest of your stack so data flows in one direction and nothing is entered twice.
07 — Proof
“Everything used to live in a bunch of places and we were constantly chasing updates. Now we run the business in one system and everyone knows what's next.”
Shor Contracting — Business owner
12
Hours/week returned per team
3
Weeks to launch, on average
1
One system, the whole team works in
0
Tasks entered twice — no double-entry
08 — Packages
Choose the level of build and support.

Every package starts with process discovery. Then we build your operating system and support adoption.

Package 01
Foundation
For teams implementing a single core workflow with a clean operating foundation.
from $3,500
one-time build
—Core workflow discovery + design
—monday.com build for one workflow
—Basic automations
—Training + email support
Start here
Most chosen
Package 02
Operating System
For teams running several connected workflows that need to work as one system.
from $9,000
build + 60-day support
—Multi-workflow architecture
—Advanced automations + integrations
—AI implementation where it fits
—Dashboards + governance
—Rollout, training + adoption support
Talk it through
Package 03
Custom Build
For complex operations requiring tailored architecture and an ongoing partnership.
Custom
scoped to your operation
—Custom architecture + governance
—Advanced AI + integrations
—Dedicated rollout + enablement
—Ongoing optimization partnership
Scope a build
Ready to work better?
Let's map how your business should run.

Start with a short call — we'll talk through where work is stalling and whether a system (and AI) is the right fix. No pitch deck.

// start here

Prefer email? office@clearworksolutions.com