Managed automation support keeps your workflows, integrations, forms, websites, and system connections monitored, updated, documented, and improved over time. This service is for businesses that have built automation systems and need ongoing oversight to ensure they stay reliable as platforms update, business rules change, and operations scale.
Workflow Automation Pro provides managed support as a monthly service. Think of it as a fractional Chief Automation Officer — you get the expertise and oversight of an automation specialist without the payroll overhead. We monitor your systems, catch failures before they affect operations, implement improvements, and keep your technology stack running smoothly.
The Problem This Service Solves
Automation is not set-and-forget. APIs change without warning. Platforms release updates that break existing connections. Business rules evolve. New team members need access. Error logs fill up. Without someone watching the systems, small failures compound into operational problems — missed invoices, lost leads, unsigned contracts, and broken data pipelines.
Most businesses discover these failures when a client complains or a report comes back wrong. Managed support catches them before they reach that point.
What Managed Support Includes
- Automation monitoring — tracking workflow runs, error rates, and execution performance across Make, Zapier, and Power Automate.
- Failure response — investigating and resolving connection failures, API errors, and data issues.
- Platform updates — adjusting configurations when Cognito Forms, HubSpot, QuickBooks, DocuSign, or other tools release changes.
- Enhancement implementation — building new automations, adding workflow steps, and connecting additional systems.
- WordPress maintenance — security updates, plugin updates, performance monitoring, backups, and light SEO adjustments.
- Form maintenance — updating fields, logic, templates, and integrations as business processes evolve.
- Monthly reporting — summary of completed work, issues resolved, system health, and recommendations.
- Priority support — faster response times for urgent issues that affect daily operations.
Support Tiers
| Feature | Basic Maintenance | Pro Optimization | Dedicated Partner |
|---|---|---|---|
| Automation monitoring | ✓ | ✓ | ✓ |
| Failure response | ✓ | ✓ | ✓ |
| WordPress updates | ✓ | ✓ | ✓ |
| Monthly report | ✓ | ✓ | ✓ |
| Enhancement hours | 2 hrs/month | 5 hrs/month | 10+ hrs/month |
| New automation builds | — | ✓ | ✓ |
| Content updates | — | ✓ | ✓ |
| SEO improvements | — | Light | Full |
| Strategy reviews | — | Quarterly | Monthly |
| Response time | 48 hrs | 24 hrs | Same day |
Representative Support Month
A typical month of managed support includes: resolving 2 Make scenario failures caused by an API rate limit change, updating 3 Cognito Forms fields to match a new intake process, adding a notification step to an existing QuickBooks invoice workflow, applying WordPress security updates and verifying site performance, updating one blog post with current information and internal links, and delivering a monthly report showing automation health, issues resolved, and recommended next steps.
How Managed Support Works
- System review. We assess your current automation stack, identify monitoring gaps, and document the systems we will manage.
- Onboarding. We configure monitoring, set up error tracking, establish communication channels, and document access credentials securely.
- Ongoing management. We monitor, maintain, troubleshoot, and improve your systems within the scope of your support tier.
- Monthly reporting. You receive a clear summary of what was done, what was fixed, and what we recommend next.
- Strategy reviews. We review system performance, discuss business changes, and plan improvements on a quarterly or monthly cadence.
Questions About Managed Support
What is the minimum commitment?
Managed support plans are month-to-month with no long-term contract required. We recommend at least 3 months to establish baselines and demonstrate value, but you can adjust or cancel at any time.
Can managed support include website management?
Yes. WordPress maintenance — security updates, performance monitoring, backups, plugin updates, and light content changes — is included in all support tiers. For more extensive website management, the Pro or Dedicated tier is recommended.
What if I need more hours than my tier includes?
Additional hours can be added on a per-project or per-hour basis. If your needs consistently exceed your tier, we recommend upgrading to the next level for better value.
Do you monitor automations 24/7?
We configure automated monitoring that tracks workflow execution around the clock. Error alerts are reviewed during business hours. Critical failures that prevent operations are addressed as priority items.
Can you manage systems you did not build?
Yes. We audit and document existing automations before taking over management. If configurations need hardening for production reliability, we recommend improvements as part of the onboarding process.
What does the monthly report include?
The report covers automation health metrics, issues identified and resolved, enhancements completed, WordPress maintenance performed, and prioritized recommendations for the next month. Reports use plain language so you understand what changed and why it matters.