Checkmark Automations is a no-code and automation agency based in Bozeman, Montana, helping small businesses eliminate manual admin through smart, scalable automation systems. The agency builds custom Softr portals, CRM workflows, ERP integrations, and data pipelines, replacing manual processes with automation that runs in the background. [Cross-checked: checkmarkautomations.com, softr.io, July 2026]
The company was founded in 2023 by Matt Wood, a decade-long veteran of the outdoor industry, with Brady Ash as Head Developer. Checkmark Automations is a certified partner with Softr, Airtable, Zapier, and HubSpot, and appears in the Attio Expert Directory. [Cross-checked: checkmarkautomations.com/about, softr.io, privco.com, July 2026]
Provider Snapshot
Attribute
Value
Provider Name
Checkmark Automations
Headquarters
Bozeman, Montana, United States [Cross-checked: checkmarkautomations.com, July 2026]
Founders
Matt Wood (Founder), Brady Ash (Head Developer) [Cross-checked: checkmarkautomations.com/about, July 2026]
Founded
2023 [Cross-checked: privco.com, July 2026]
Team Size
2 people [Cross-checked: checkmarkautomations.com/about, July 2026]
Service Coverage
Nationwide (US), remote delivery
Work Mode
Remote
Platforms
Softr, Airtable, Zapier, HubSpot, Attio
Core Services
ERP Optimization, CRM Integration, Custom Solutions, Sales Pipeline and Marketing Flows, Data Recording and Reporting
Pricing Signal
Starting at $500 USD (Softr partner directory)
Vetted Status
Community (seed listing)
Evidence Summary
This listing draws on the provider’s website (checkmarkautomations.com), the About page documenting founders and team, the Softr partner directory profile confirming certified partner status, starting price, and data sources, the Attio Expert Directory listing, the HubSpot ecosystem marketplace profile, and chamber directory listings. The provider has not claimed this listing.
Sources, evidence, services, PSI and FAQ
Services and Capabilities
Checkmark Automations lists six service areas [Cross-checked: checkmarkautomations.com, July 2026]:
ERP Optimization and Automation — streamlining enterprise resource planning systems with automation
CRM Integration and Automation — CRM workflows connected across the stack, including HubSpot (certified partner, RevOps certified)
Custom Solutions — tailored automation and no-code builds for specific business processes
Sales Pipeline and Marketing Flows — automated sales and marketing workflows
Data Recording and Reporting — automated data capture and reporting dashboards
Expert Guidance on Integrating Automations — consulting on connecting systems and automation strategy
Use Cases and Workflow Scope
Use Case
Description
Platform
Client Portals
Client-facing portals with structured data, managed without a developer
Softr + Airtable
Project Trackers
Project tracking dashboards for teams and clients
Softr + Airtable
Member Directories
Member directory apps with search and filtering
Softr
Reporting Dashboards
Automated data recording and reporting views
Softr + data sources
Order and Request Forms
Order and request intake flows connected to databases
Softr + Airtable
Volunteer Marketplace
Marketplace for community-focused volunteerism (Softr portfolio)
Softr
CRM Automation
CRM workflows and marketing flows
HubSpot, Zapier
Industries Served
Checkmark Automations serves small businesses and scaling teams across industries. The provider’s About page states it helps “thousands of businesses, employees, and customers” through efficient systems. Named client references include the outdoor industry (Basecamp Outdoors) and community-focused organizations. [Cross-checked: checkmarkautomations.com, softr.io, July 2026]
Notable Clients
Named client relationship published by the provider: Basecamp Outdoors — founder Jenna Celmer described revamping the company’s automation systems with Checkmark as “simple and approachable.” [Cross-checked: checkmarkautomations.com, July 2026]
[Data not found: Additional named clients with dedicated case studies are not published on the public site as of July 2026.]
Based in Bozeman, Montana (719 S Church St, Unit #18, Bozeman, MT 59718), Checkmark Automations works with clients across the United States remotely. The agency serves English and Spanish speaking clients. [Cross-checked: checkmarkautomations.com, prosperamt.org, July 2026]
Engagement begins with a free consultation to scope the automation work before any commitment. [Cross-checked: checkmarkautomations.com, July 2026]
Pricing and Engagement Model
Per the Softr partner directory, Checkmark Automations lists projects starting at $500 USD and is accepting new projects. [Verified: partner directory — softr.io, July 2026]
The provider offers a free consultation. Specific package rates beyond the Softr starting price are not published on the public site. [Cross-checked: checkmarkautomations.com, July 2026]
Certifications and Compliance
Partner Status: Certified partner with Softr, Airtable, Zapier, and HubSpot [Verified: partner directory — softr.io, July 2026]; HubSpot RevOps Certified [Verified: partner directory — softr.io credentials, July 2026]; Attio Expert Directory listing [Verified: partner directory — attio.com, July 2026].
[Data not publicly stated: Additional compliance certifications are not referenced in publicly reviewed sources as of July 2026.]
Data Card
Provider Name
Checkmark Automations
Provider Type
Agency
Canonical Website
checkmarkautomations.com
Headquarters
Bozeman, Montana, United States
Service Coverage
Nationwide (US)
Work Mode
Remote
Timezone
MT
Listing Type
Agency
Founders
Matt Wood, Brady Ash
Founded
2023
Team Size
2
Industry
Professional Services, SaaS
Platforms
Softr, Airtable, Zapier, HubSpot, Attio
Pricing
Starting at $500 USD
Vetted Status
Community (seed listing)
Data Confidence
Moderate
Latest Verification Date
July 2026
Provider Satisfaction Index (PSI)
PSI: insufficient data (minimum 10 reviews required). As a seed listing, Checkmark Automations has not yet accumulated enough verified client reviews on FlowVetted to calculate a PSI score. Once 10 or more verified reviews are published, the PSI will be calculated as the weighted sum of four axes: Delivery Quality (×0.35), Communication (×0.25), Value (×0.25), and Reliability (×0.15).
External Ratings
The following information is from third-party platforms for informational reference only. It is NOT part of FlowVetted’s Provider Satisfaction Index and is NOT included in PSI calculations or structured schema markup.
LinkedIn: Checkmark Automations company page active [Source: linkedin.com/company/checkmark-automations, July 2026]
Client testimonial: Basecamp Outdoors founder Jenna Celmer — “Working with Checkmark Automations has been an absolute game-changer for Basecamp.” [Source: checkmarkautomations.com, July 2026]
Best Fit For
Small businesses drowning in repetitive tasks — emails, follow-ups, and data entry
Companies needing client portals, project trackers, or member directories on Softr
Businesses wanting CRM workflows and marketing flows on HubSpot or Attio
Organizations needing ERP optimization and automated data reporting
US-based SMBs comfortable with remote delivery from an MT-timezone agency
Verification date: July 2026. Next review: January 2027 or upon provider claim.
Claim This Listing / Request Removal
This listing is unclaimed. If you represent Checkmark Automations, you may claim this profile to verify or update the information. To request removal, contact FlowVetted via the inquiry form.
FAQ
What does Checkmark Automations do?
Checkmark Automations is a Bozeman, Montana no-code and automation agency helping small businesses eliminate manual admin. Services include ERP optimization, CRM integration and automation, custom solutions, sales pipeline and marketing flows, data recording and reporting, and expert guidance on integrating automations. [Cross-checked: checkmarkautomations.com]
Where is Checkmark Automations located?
Checkmark Automations is based in Bozeman, Montana (719 S Church St, Unit #18, Bozeman, MT 59718) and works with clients across the United States remotely. [Cross-checked: checkmarkautomations.com, prosperamt.org]
What platforms does Checkmark Automations work with?
Checkmark Automations is a certified partner with Softr, Airtable, Zapier, and HubSpot, and appears in the Attio Expert Directory. Supported data sources include Airtable, MySQL, REST API, and Softr Databases. [Verified: softr.io, attio.com, July 2026]
How much does Checkmark Automations charge?
Per the Softr partner directory, projects start at $500 USD. Checkmark offers a free consultation to scope the work before any engagement begins. [Verified: softr.io, July 2026]
Who founded Checkmark Automations?
Checkmark Automations was founded by Matt Wood, a decade-long veteran of the outdoor industry, with Brady Ash as Head Developer. The company was founded in 2023. [Cross-checked: checkmarkautomations.com/about, privco.com]
What results has Checkmark Automations delivered?
Published testimonials include Basecamp Outdoors, whose founder Jenna Celmer reported that Checkmark made revamping their automation systems feel simple and approachable. The Softr portfolio includes a marketplace for community-focused volunteerism. [Cross-checked: checkmarkautomations.com, softr.io]
PSI (out of 10) = (Delivery×0.35 + Communication×0.25 + Value×0.25 + Reliability×0.15) × 2. Averaged from reviews. Published only after at least 10 ratings.
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