Workflow automation
If the same steps repeat every week, they can usually run by themselves. We set up the workflow so data moves between your systems, and AI is only used where something needs to be read, sorted or written.
How a workflow runs
- Data appears in one placeAn email, a form or a file.
- The workflow moves and checks itBetween email, spreadsheets, CRM and finance system.
- Exceptions go to a personWhatever does not fit is decided by a human.
- The rest lands in the right placeWithout anyone typing the same thing twice.
Good candidates for automation
- New customer enquiries that need to be logged in the CRM and assigned
- Order confirmations, delivery notes and invoices typed in by hand
- Weekly reports compiled from several spreadsheets
- Onboarding of new customers or staff with fixed steps
- Reminders and follow-up that currently depend on someone's memory
Always included
- The workflow runs on your own accounts
- An alert to a named person if something fails
- A short description of what it does and how to switch it off
- Testing with real data before going live
Which tool?
Power Automate is often included if you have Microsoft 365 and is the natural choice there. Make is fast and visual for many standard systems. n8n gives the most control and can run on a server in the EU, which can help with sensitive data.
Calculator
What is it worth to you?
A rough estimate of when a setup has paid for itself. On the first call we work with your real numbers.
Based on 46 working weeks and prices excl. VAT. Licences and usage are not included.
Questions
Do we need Microsoft 365?
No. We also work with Google Workspace and other systems through Make and n8n.
How long does a workflow take?
A defined workflow is typically live within 1 to 3 weeks.
What if one of our systems has no integration?
Then we look at alternatives such as email, files or an API. If there is no sensible route, we say so before you pay.
Next step
Book a free 30-minute call. You get an honest view of whether it makes sense for you.
- You tell uswhere your time goes today and what you have already tried.
- We find the taskstwo or three places where AI or automation can save time.
- You get an honest viewon price, time and whether it makes sense at all. No commitment.