Automate · Process Automation
Business Process Automation
We automate the repetitive work your team does every day — copying leads between tools, sending follow-ups, generating invoices, compiling reports — using n8n, Make or Zapier, with custom code where needed. Each automation is documented, monitored for failures and handed over so you are not dependent on us.
Last updated
- Typical timeline
- 1–3 weeks for the first workflows
- Starting from
- On quote
- Tech stack
- n8nMakeZapierGoogle WorkspaceOpenAI / Claude APIsAirtableNode.js
// who it's for
Who is process automation for?
- Teams spending hours a week moving data between sheets, email and software
- Sales teams that lose leads because follow-up depends on someone remembering
- Accounts teams generating invoices and reminders by hand
- Owners who want a daily report without asking for it
// deliverables
What you get
Process audit
We list repetitive tasks, estimate time spent and rank them by payback.
Workflow build
Automations in n8n (self-hosted or cloud), Make or Zapier.
AI steps
Classify emails, extract invoice data or summarise calls with AI inside the workflow.
Error handling
Retries, alerts on failure and a log of every run.
Documentation
A plain-English description and diagram of each workflow.
Handover
Accounts in your name and training for whoever will own it internally.
// process
How the project runs
Typical timeline: 1–3 weeks for the first workflows.
- step 01
Map
We sit with your team and map how the work is done today.
- step 02
Prioritise
Pick the automations with the biggest time saving first.
- step 03
Build & test
Built with real data in a test setup, then run in parallel with the manual process.
- step 04
Go live
Switch over, monitor closely for two weeks.
- step 05
Expand
Add the next workflows once the first ones are stable.
// work
Related projects
We are adding detailed case studies here. Ask us on a call and we will walk you through live projects similar to yours.
Ask for examples// FAQ
Process Automation: common questions
What business processes can be automated?
Anything rule-based and repetitive: lead capture and assignment, follow-up messages, appointment reminders, invoice creation, payment reminders, report generation, data entry from forms or emails, and onboarding checklists. With AI steps, we can also handle tasks that need reading or judgement, like sorting emails or extracting details from PDFs.
n8n vs Zapier vs Make — which should I use?
Zapier is simplest but gets expensive at volume. Make is cheaper and good for visual, multi-step flows. n8n can be self-hosted with no per-task fees and handles complex logic and AI agents well. We recommend based on your volume, budget and data-privacy needs.
How much time can automation save?
It depends on your volume. We estimate the hours saved for each workflow during the audit, before you commit, so you can see the payback period. We do not promise generic percentages.
Is my data safe in these tools?
We use accounts in your name, least-privilege access and, where sensitive data is involved, self-hosted n8n on your own server so data never passes through a third-party automation platform.
What happens when an automation breaks?
Every workflow has error alerts. If an app changes its API or a step fails, you and we are notified. Support plans cover fixes and updates.
Do I need technical staff to run this?
No. Once live, automations run on their own. We document each one and train someone on your team to check logs and make small changes.
// related
Related services
AI Agents
Agents that qualify leads, answer support and run ops tasks inside your tools.
CRM & Lead Flow
Every lead source in one CRM, assigned in seconds, with automatic follow-ups.
WhatsApp Automation
Official WhatsApp API with instant replies, reminders, order updates and team inbox.
APIs & Backend
Payments, WhatsApp, CRM, Tally and shipping connected — logged, retried and documented.
// next step
Planning process automation? Let's scope it.
Get a fixed, written quote within one working day. No obligation, no sales pressure — just a clear plan and price.