Map the studio process
Document the client journey, project stages, admin handoffs, finance checkpoints, and reporting views before wiring tools together.
interior design operations automation
For interior design, project management, and client-service teams where Monday.com, Studio Designer, Microsoft 365, Outlook, Xero, WhatsApp, dashboards, and AI steps need one stable operating path before a broader transformation project.
Operating plan
Document the client journey, project stages, admin handoffs, finance checkpoints, and reporting views before wiring tools together.
Start with one workflow that removes real manual work, such as inquiry triage, project kickoff, quote chasing, invoice status, or weekly visibility.
Ship the first path with clear fields, review gates, exception states, and a prioritized roadmap for the next automation slices.
Related paths
Ready to start