Automate / Workflow automation

Work that moves itself between systems.

An enquiry comes in, a calendar gets updated, an invoice goes out, the team is told. We connect the steps so nobody copies data from one tool to the next.

Request comes incall · chat · emailUnderstand itintent and detailsRun the workflowyour existing systemsDonehanded to a person if needed

What we build

Where we usually start.

Connected tools

Forms, email, calendars, CRMs, payments and spreadsheets joined so data is entered once.

Document steps

Invoices, forms and reports read and turned into data, with a person checking the exceptions.

Approvals and alerts

The right person is asked at the right step, and nothing goes out without the sign-off it needs.

The right tool for it

n8n, Make or custom code, chosen for what you’ll be able to run and change after we hand over.

How we measure it

A baseline before, the same numbers after.

We time the workflow as it runs today, step by step. After launch we report the same numbers.

  • 01Manual steps removed
  • 02Time from request to done
  • 03Errors and duplicates
  • 04Hours saved per week

How it runs

Four steps, the same on every project.

  1. 01

    Map the work

    We sit with the people who do the work today and map the process as it actually runs.

  2. 02

    Measure the baseline

    Time, errors and cost for the task as it is now, written down before we build anything.

  3. 03

    Build in small releases

    Working software early, reviewed with you as it develops.

  4. 04

    Report the same numbers

    After launch we measure the same things again, so the result is a number, not an opinion.

Questions

What buyers usually ask.

  • It depends on how complex the workflow is and who will maintain it. We recommend the simplest option your team can run after handover.