---
title: Process Automation
description: "Automate how your jobs run: intake, job-stage triggers, templates, e-signatures and connected tools."
---

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# Process Automation

## Less manual work: systems that move your jobs forward automatically.

Phantom sets up the systems that run your jobs automatically: intake, job-stage triggers, templates and e-signatures, and connections between the tools you already use.

**How it works:** We start with a workflow audit, map the process and scope the build, then build and test it. At launch we train your team and go live. Optional monthly support keeps it running and improving.

**Billing:** two payments for the setup (initial payment when the build starts, final balance at launch), plus optional monthly support.

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