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 Operations needs automation
of workers spend at least a quarter of their work week on manual, repetitive tasks
What we can build for you
Sample automations we can build for you and your organization
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 Action Item Tracking
Automatically extract action items from meetings, assign owners, send reminders, and track completion. Never let commitments fall through the cracks again.
Google Calendar 
Asana Slack Shift Handover Summary
Collect notes, open tickets, incidents, and planned work before each shift change. Generate a concise summary for the incoming team.
Slack 
Jira How it works
From discovery to deployment
Free - Discovery & scoping
We interview your ops team and department heads to find the hidden manual work. We look at where data is being copy-pasted, where approvals get stuck, and which recurring tasks consume the most time.
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 you integrate with Slack or Microsoft Teams?
Yes, we build bots that live where your team works. We can capture requests from messages, send notifications, and allow users to trigger workflows (like 'reset password') directly from chat.
Do you support Single Sign-On (SSO)?
Yes, we support SAML and OIDC for enterprise-grade identity management. You can control access to Triform automations using your existing Okta or Google Workspace credentials.
Is it secure to connect all our internal tools?
Security is our priority. We use OAuth wherever possible, so we never see your passwords. Credentials are encrypted, and we adhere to SOC 2 principles for data handling.
Can we automate approvals?
Yes. We can build workflows that route requests (like expenses or access) to a manager for approval via Slack or Email. The automation waits for their click before proceeding.
Does it work with legacy on-premise software?
We can often connect via RPA (Robotic Process Automation) agents or database connectors if an API isn't available, bridging the gap between your modern and legacy tools.
How do we track what the automation is doing?
Every automation produces a detailed audit log. You can see exactly when it ran, what inputs it received, what actions it took, and any errors it encountered.
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.