FastTrack Implementation
Asynchronous automation, delivered without delays or distractions.
FastTrack Implementation is a done-for-you, asynchronous automation service. It’s designed for clients who are ready to delegate and move fast without being part of a live build session. You simply show us what you want via a Done Perfectly Demo (your ideal workflow, step by step) or a ‘Loom In, Automation Out’ video (your current process and what you want changed). You Loom it in, we automate it out.
What you walk away with
A fully built and tested automation solution, delivered without meetings or delays.
A clear, plain-language Loom video showing exactly how your automation works.
Concise documentation covering logic, maintenance, and what to do next with optional recommendations.
Not sure if this solution fits your needs? Here’s when it’s a great choice.
You know exactly what needs to be automated and can demonstrate the entire workflow.
You’ve scoped the workflow yourself or via our Pathfinder / InstantBuild discussions.
You’re too busy to collaborate live but want high-quality results.
You want rapid execution without managing the process.
How FastTrack Works
No back-and-forth. Just your automation: built, tested, and delivered.
Share Your Brief
Send us a Loom video or Done Perfectly Demo walking through your ideal workflow. This becomes our build blueprint.
We Scope, Build & Test
Our team reviews your brief, confirms feasibility, and builds the automation asynchronously; no meetings needed. We test everything before you see it.
You Review & Launch
We walk you through the finished automation, make any final tweaks, and hand it off with documentation and a warranty period.
This method works best in these situations. See where it shines (and where it doesn’t).
Best for
Clearly scoped automations you want delivered without live collaboration.
Automations involving tools that require deep custom API work or unknowns.
One-way or linear automations, even with 2–3 connected platforms.
Tools with native integrations in Zapier, Make, Airtable, or APIs using basic authentication.
Not ideal for
Projects that need live feedback, step-by-step planning, or handholding.
Automations involving tools that require deep custom API work or unknowns.
Builds with extensive scripting, conditional branching, or multiple stakeholder involvement.
Systems where one automation is part of a broader architecture.
InstantBuild Pricing Options
Get your automation built live with an expert in a single session.
60 minute session
Perfect for straightforward automations that need expert implementation.
120 minute session
Ideal for complex workflows requiring additional development time.
Method used
App(s) involved
Overview
We helped PMSI eliminate double timesheet entry across Float and Xero by building a seamless integration that eliminates the weekly rekeying of timesheet entries into their billing system. This automation reduced manual admin across a team of 18, improved data accuracy, and gave directors a more reliable system for resource planning, reporting, and day-to-day financial visibility. It also meant that no billable time gets missed from invoices
Frequently asked questions
Still have questions?
Not a problem, our team of experienced experts are at hand to answer any questions you might have.
We usually determine if the project is the right fit for FastTrack beforehand, in which case we’ll let you know and advise you of the path forward before we even begin. Once we’ve determined it’s the right fit, then we’ll begin the FastTrack process.
Before delivery, we test the automation ourselves to make sure it performs as expected. Once handed over, you’ll also have a chance to test it on your side to confirm it runs correctly within your live environment. We include a short Loom walkthrough and documentation to help you understand how it works and what to expect.
No. If you want to be, then the AgileSync Development path is better for you. With Fastrack, you hand it off, and we handle the rest. We’ll only check in if we hit a blocker or need clarification.
No problem. If your project needs more discussion, we’ll flag that early and either guide you back to Pathfinder or into a more suitable delivery pathway.
Yes. Your brief is essential for us to scope and build your automation accurately. You can provide it in one of two ways:
- A Loom video, showing your current workflow and what you'd like to change.
- A Done Perfectly Demo, walking through your ideal workflow from start to finish.
These are the only formats we accept for FastTrack. They ensure we have the clarity needed to deliver without delay.
Yes, we offer one free Discovery Call to any new prospective customer. This call is designed to help you understand whether we’re the right fit and to briefly discuss your goals and needs. If you’re exploring a larger engagement and are comfortable with our project minimums, we’re happy to have a conversation to outline next steps.
We take confidentiality and data security seriously. We have clear practices in place to protect your information throughout your engagement with us. If you require an NDA to be signed, we’re happy to review and accommodate this. Please note that due to legal review requirements, an admin fee may apply.