How you can work with us
Choose the path that fits your needs
Triform Platform
Build and deploy your own automations with our intuitive platform.
- No coding required
- Instant deployment
- Pay as you grow
Triform Services
Let our experts build, deploy, and maintain your automations for you.
- Custom integrations
- SLA guarantees
- Dedicated support
Why Agencies needs automation
of agency time is spent on reporting and administrative tasks
What we can build for you
Sample automations we can build for you and your organization
Content Calendar & Multi-Channel Publishing
Read content from your calendar, create and schedule posts across LinkedIn, X, blog, and newsletter tools. Log what went live where.
Notion 
Google Sheets Weekly Management Report
Automatically gather KPIs from your tools, compile charts and tables, draft narrative summaries, and send polished reports to leadership.
Stripe 
Gmail Executive Dashboard Rollup
Automatically consolidate metrics from sales, finance, support and operations into a single executive view. Get weekly summaries delivered without chasing department heads for updates.
Salesforce 
Zendesk 
Slack How it works
From discovery to deployment
Free - Discovery & scoping
We review your agency's workflows, from sales handoff to reporting. We find the repetitive tasks that burn your team's creative energy and hurt profitability.
Why Partner with Triform?
Speed to Value
Launch in weeks, not months. Our platform accelerates development.
Enterprise Grade
Security, scalability, and reliability built in from day one.
Future Proof
Adapt easily as your business grows and technology evolves.
FAQ
Can we white-label these tools for our clients?
Yes. You can build automations that run on your own domain or are embedded in your client portal, reinforcing your agency's brand value. We act as your silent technology partner.
Can it integrate with Asana/Monday/ClickUp?
Yes. We connect to all major project management tools. We can create tasks, update statuses, and pull progress reports directly from your existing workflow.
How do you handle client data confidentiality?
We provide strict data isolation. You can configure separate environments for each client to ensure their data never mixes, meeting strict NDA requirements.
Can we resell these automations?
Absolutely. Many agencies use Triform to build 'productized services' (e.g., a monthly SEO audit bot) that they sell to clients as a recurring revenue stream.
Does it require coding?
No. Your creative and account teams can use our no-code interface to build and adjust workflows, empowering them to solve their own operational problems.
How fast can we launch?
Internal operational tools can often be live in days. Client-facing products typically take 2-4 weeks to design, test, and refine.
Tell us what you want to automate
Book a call with our team to discuss your process, or describe what you're looking to automate and we'll reach out with next steps.