Waller Creek Software builds workflow automation for Austin businesses from downtown to Round Rock and San Marcos. You work directly with co-founders Taylor Moses and Jamison Dyal. We shape each automated process around how your people already work, then remove the waiting. Our specialties are healthcare, manufacturing and sales, and we build for any industry where work keeps stalling between people.
Trace one real item before writing any rules
Before we automate anything, we follow one real piece of work from start to finish. An order, a referral, a new hire, a signed contract. We note every time it changes hands, every time someone has to ask where it stands, and every place it gets retyped from one screen into another.
That trace usually shows a few moments causing most of the waiting. Those moments are where workflow automation pays off first for Austin teams, because each one removes a daily round of emails, calls and status checks.
We also ask what a good outcome looks like. Fewer calls to the office, faster approvals, or fewer orders started without complete information. Naming that up front gives everyone a fair way to judge whether the change worked.
- Who receives the work next, and how they find out
- What information they need before they can act
- How long it usually sits before someone notices
- Which steps are judgment calls and which are routine
Rep Hub: what happens the moment a deal is signed and paid
Rep Hub is a sales platform we built that covers recruiting, training, a rep workspace and contracts. One of its most useful pieces is a single trigger. When a contract is both signed and paid, the system starts delivery and calculates the rep's commission without anyone forwarding a spreadsheet.
Without that trigger, a sales manager checks payment status by hand, emails operations, and updates a commission sheet at the end of the month. Each step invites a missed order or a disputed payout. With it, reps see their numbers, operations gets a clean start, and managers spend their time coaching instead of reconciling.
Door-to-door, inside and remote sales teams around Austin all have a version of this moment. We find yours and automate everything that should follow it.
- 1 Trigger
- 2 Check conditions
- 3 Assign owner
- 4 Remind if waiting
- 5 Close and report
Manufacturing: run the routine, surface the exceptions
Our Industrial Operations Platform is a quote-to-service operating system for a private industrial company. It carries work from quote to job to service visit, and it lets leaders manage by exception. Routine steps move on their own. Late jobs, quality holds and missing parts rise to the top of the right person's list.
We follow that pattern when we build workflow automation for manufacturers in Austin, Georgetown, Pflugerville or out toward Taylor. The floor keeps its rhythm, and supervisors stop digging through email for the one order that needs attention.
Exceptions only help if the right person sees them. We decide with you who owns each kind of hold, what counts as late for each job type, and how alerts reach people who spend most of the day away from a desk, whether by text, email or a screen on the floor.
- An approved quote opens a job with specs attached
- A failed inspection places a hold and notifies quality
- Low inventory alerts purchasing before a job stalls
- A completed job schedules its service follow-up
✕Approvals sit in an inbox until someone remembers
✓Approvals route by rule with reminders until someone acts
✕Staff retype data from one system into another
✓Data moves between connected tools where integration options allow
✕Commissions reconciled by hand at month end
✓Signed and paid deals record commissions right away
✕Problems surface when a customer complains
✓Stalled items alert a named owner immediately
✕Nobody can say where a request stands
✓Every item shows its current step and full history
Healthcare: from intake form to booked visit
In a clinic, a stalled handoff means a patient waiting. A new patient completes intake, insurance needs checking, a referral needs records, and the front desk is answering phones the whole time. We automate the routing so each item lands with the right staff member, in order, with the details they need.
Our healthcare systems are fully HIPAA compliant. We sign BAAs and any other compliance agreements you need, a HIPAA-trained team member is involved in the build, and every automated step leaves an audit trail showing who touched a record and when. Encryption, multi-factor sign-in, role-based access and monitoring keep automation from widening who can see patient information.
Austin practices near St. David's, Ascension Seton or the Dell Medical School area carry the same paperwork load as any busy clinic. Workflow automation built for Austin clinics gives their staff fewer tabs to watch and fewer callbacks to make.
What we leave for people to decide
Good automation knows where to stop. Pricing a custom job, approving an unusual refund, or deciding whether a patient needs a same-day visit are judgment calls. We do not bury those in rules. The system gathers everything the decision needs and puts it in front of the person who makes it.
We also plan for the moments when something goes wrong. If a step fails or data is missing, the workflow pauses, tells a named owner, and waits. Nothing quietly disappears, and nobody has to wonder whether a task ran.
- Human approval steps wherever judgment matters
- A named owner for every paused or failed step
- A readable history of each item for your team
The system handles
- Routing work to the right person
- Chasing missing information
- Updating everyone who needs to know
Your people decide
- Deciding how to handle exceptions
- Approvals
- Talking to customers
Start with one workflow, then build on it
Every project follows the same five steps: Discover, Design, Build, Launch and Optimize. During Discover we choose the one process that causes the most waiting. During Build you test working software with your own real cases, so the rules match how your team actually operates.
After launch, we watch how your workflow automation performs and tune what needs it. Most teams then have a short list of next candidates, and each one is quicker to add because the foundation is in place. Where your current tools offer APIs or integration options, we connect to them, so you keep software that already works. You own the code and the data.
