Process Automation
The work nobody should be doing by hand, doing itself.
Every company has work that repeats exactly: the same figure typed into two systems, the same file renamed and filed, the same follow-up chased on the same day of the month. It survives because each instance is small. Added up across a year it is a salary. We find those steps, build them out, and leave the judgment calls where they belong.
- Data kept in step across the CRM, the ERP and the spreadsheets
- Files renamed, filed and shared the moment they land
- Follow-ups and reminders that fire on their own schedule
- Approvals routed to the right person with the context attached
- Recurring reports built and sent without anyone assembling them
- Onboarding and offboarding checklists that run themselves
- A move off Zapier or Make when the bill or the limits start to hurt
How we pick the first one
The best first candidate has high hours, describable rules, a verifiable output and a motivated owner. A 6-hour-a-week process with a clear owner beats a 20-hour-a-week process that three departments argue about. The first project's real product is trust, so we pick something the team feels every week and ship it fast enough that the result argues for project number 2.
Built into what you already run
Nothing gets ripped out. We work through the APIs of the systems already in place, whether that is monday, HubSpot, Priority, Google Workspace or a database somebody wrote in 2014 and nobody has touched since. Where an API does not exist we say so in the first week, because that changes both the shape and the price of the build.
Where it runs, and who owns it
Most of what we build runs on n8n, deployed on your server or your cloud account rather than ours. That means no per-task pricing, no data leaving your environment, and a workflow your own people can open and read without knowing how to code. Somebody does have to run a server, so we set up Docker, a reverse proxy, TLS, backups and pinned versions, then write down the upgrade path. On a small VPS that is roughly $20 to $50 a month. If your team has no appetite for any of it, n8n Cloud is a fine answer and we build there instead. Where a job is heavy on data or has to answer in milliseconds, we write Python and say so.
What happens when it breaks
It will, eventually. An API changes, a credential expires, someone uploads something nobody planned for. Every automation ships with error handling that raises a person rather than failing quietly, and a searchable log. A job that runs green for 4 days while delivering nothing does more damage than one that stops on day 1, and we build for the second.
Questions we get asked
How much does a single automation cost?
It follows how many systems it touches, how much human review it needs, and how messy the inputs are. One well-scoped workflow is a very different project from a department-wide rollout, which is why scoping comes before a number.
Will this replace people?
In practice it removes the mechanical part of a job rather than the job. The teams that get the most out of it move people onto the work that always needed judgment and was getting squeezed by the retyping.
What if our process changes next quarter?
Automations are built as configuration wherever we can manage it, so a changed threshold, template or routing rule is one edit. A structural change to the process itself is real work, and we would rather you called us than routed around it.
Do we need to document our process first?
No. Half the value of the first 2 weeks is that the process finally gets written down properly, often for the first time. Bring the people who actually do it and we will do the writing.
Tell us what's slowing your business down.
30 minutes. No pitch, no deck. Just listening to your needs and seeing how we can help.
Schedule a discovery call