Service 02/03
Workflow Automation
The busywork between your tools — CRM updates, invoices, reports, onboarding — done the same way every time.
Most of the time a team loses isn't in one tool — it's in copying between them. We map those hand-offs, automate the boring middle with plain rules and a little AI where reading is needed, and keep a person on every step that moves money or talks to a customer for the first time.
What you get
CRM sync and lead routing
Invoice intake and PO matching
Weekly reports, assembled and sent
Customer onboarding sequences
Approval steps wherever money moves
Monitoring with alerts when a run fails
An example workflow
Hover or focus a step to see what it does. Every workflow is adapted to your tools.
Workflow Automation · example run
- A lead lands from any of your sources. The workflow starts from the same record every time.
- AI reads the free-text message and pulls out budget, timing and intent; plain lookups add company size and region.
- A rule, not a model: high scores go straight to a rep's calendar, the rest to a nurture sequence.
- The rep sees the summary and confirms the meeting slot before the invite goes out.
- Owner, stage and notes are written to the CRM, and the source is tagged for reporting.
How the project runs
Week 1
Map the workflow step by step with the people who do it; count volumes and errors.
Week 2
Build in n8n, Make or Python — whichever your team can maintain.
Week 3
Run in shadow mode next to the manual process; compare every output.
Week 4
Switch over with alerts, a runbook and a named owner.
Case studies
Related work
Illustrative results from fictional clients. Results vary.
Questions
Questions about this service
n8n, Make, Zapier or code?
Whatever your team can keep running. We default to n8n or Make for visual workflows and Python for anything with heavy logic or volume — and we write down why.
What happens when a run fails?
It stops, alerts the owner in Slack or email with the failing record, and never retries anything that moves money without a person.
Do we need AI at all?
Often not. About half of what we automate is plain rules. We only add a model where something has to be read or written in natural language.
Ready when you are
Your first agent.
Four weeks.
Start with a free 30-minute automation audit. You leave with a shortlist, a cost estimate and no obligation.