- A folder watcher that renames, validates, moves, and logs incoming files.
- A report builder that cleans CSV exports and produces consistent Excel or PDF output.
- A lookup screen that finds orders, invoices, drawings, or related documents in one place.
Focused automation for the work your team repeats every week.
Start with one repetitive task—exporting, cleaning, matching, renaming, checking, reporting, or sending—and turn it into a dependable workflow built around how your business already works.
- Built for real internal workflows, not generic templates.
- Start with one painful task and prove the time savings.
- Reply includes next steps, scope, and pricing direction.
Invoice Packet Builder
Works with what you use
Connect the files and systems already in your workflow.
These are examples, not an all-inclusive list. Other file types, databases, cloud services, and internal systems can be reviewed with your workflow.
Excel · CSV · PDF
4 more examples
Epicor · DocuWare · Sage
2 more examples
APIs · Email · Network folders
2 more examples
- The repeated steps, current inputs, and result your team needs.
- Available sample files, system access, validation rules, and safeguards.
- The smallest useful first version, expected timeline, and pricing direction.
- Begin with one repeated task instead of replacing an entire business system.
- Use a purpose-built Windows tool when a large platform would add unnecessary complexity.
- Expand only after the first workflow proves useful to the people doing the work.
What we can automate
Choose the workflow that matches the work slowing your team down.
Each project starts with one defined task, clear inputs, and a useful result your team can repeat with confidence.
Report Cleanup & Dashboards
Turn messy Excel, CSV, and PDF exports into clean reports with totals, filters, charts, and repeatable output.
Automate my reportsFolder Watchers & File Processing
Automatically rename, move, sort, log, validate, and process files the moment they arrive in a folder.
Fix my file workflowInvoice / Order Lookup Tools
Search folders, Epicor exports, document systems, or databases from one simple screen instead of chasing files manually.
Build a lookup toolCustom Windows Utilities
Internal desktop tools, tray apps, admin utilities, installers, workflow panels, and status dashboards.
Create a business toolBuilt software
See how focused tools turn complicated work into a clear sequence.
Released products show the same practical approach used for custom automation work.

Automation Forge File Toolkit
One Windows workspace for copy verification, comparison, scheduled backups, reporting, storage analysis, encrypted vaults, and recovery.

FieldLink Configurator
Bring BACnet and Modbus discovery, configuration, point diagnostics, CAREL card programming, backups, and verified writes into one guided application.
Process
A simple path from manual task to working tool.
The first step is a review, not a huge commitment.
Pricing
Start with one focused workflow.
Compare custom automation packages, project deposits, and ongoing support on the dedicated pricing page.
Clear starting points
Starter automation begins at $750. Business tools begin at $1,500. Support begins at $250 per month.
View packages and pricingBuilt by Automation Forge
Practical software starts with the work—not a generic template.
Each project is shaped around the files, systems, handoffs, and safeguards already involved in the workflow.
Customer stories
Results, in the customer’s own words.
This section is ready for verified testimonials as completed projects and released products collect customer feedback.
No placeholder quotes or invented performance numbers will be published. Each future story will identify the workflow, the delivered solution, and an approved customer outcome.
FAQ
Good questions before you spend money.
Do I need a huge software project?
No. The best first automation is usually one narrow task that wastes time every week.
Can this work with Excel, CSV, PDFs, or folders?
Yes. Those are usually the fastest wins because they are common, repetitive, and easy to measure.
Can you work with Epicor, Sage, DocuWare, or APIs?
Yes. The review starts by identifying what access, exports, folders, reports, or API connections are available.
What happens after I submit a request?
Your workflow is reviewed and you receive scope direction, questions if needed, and the best next step.
Request Review
Tell me what you want automated.
Describe the manual task, the files or systems involved, and what the finished result should look like.
- Explain the current manual workflow
- Attach sample files if available
- Include preferred review times if you want a call
