Workflow & business process automation
Workflow automation that takes the admin off your team's plate.
Your email, CRM, spreadsheets and accounting tools, connected and working together. AI reads, sorts and follows up, so data entry, invoicing and reporting run on their own.
What is workflow automation?
Workflow automation uses software to run repeatable business tasks without manual effort: moving data between apps, sending follow-ups, processing documents and producing reports. AI automation goes further. It reads emails and PDFs, makes simple decisions and drafts replies, with a person approving anything important.
What you can stop doing by hand
- Copying leads between appsSynced to your CRM instantly
- Chasing follow-ups from memorySequences sent on time, every time
- Reminding clients about invoicesPayment reminders that run themselves
- Typing up forms and PDFsAI extracts the data in seconds
- Building the Monday reportDelivered to your inbox automatically
- Onboarding clients by checklistEmails, accounts and tasks set up instantly
What changes for your team
Hours back each week
Time for work that needs people.
Fewer errors
No typos, no missed rows.
Approvals built in
Nothing important happens unchecked.
Monitored & maintained
Failures flagged and fixed.
Connects the tools you use
Built on n8n, Make, Zapier or custom code, whichever suits your volume, budget and data-privacy needs.
From audit to autopilot
Process audit
Find the tasks worth automating first.
Design
Map each workflow and its approval points.
Build & test
Connected to your tools, tested on real data.
Launch
Typically live in 1–3 weeks, monitored from day one.
What does it cost? It depends on the number of workflows, the tools involved and whether AI steps are needed. You get a fixed quote after a free consultation.
Automation FAQs
What is the difference between workflow automation and AI automation?
Workflow automation follows fixed rules, such as "when a form is submitted, add the lead to the CRM". AI automation handles unstructured inputs like emails, PDFs and messages: it can read an invoice, classify a request or draft a reply, then pass the result into the workflow.
Which business processes can be automated?
Most repetitive, rules-based work: lead capture and follow-up, data entry, invoicing and payment reminders, document processing, reporting, client onboarding and scheduling.
Do I need to replace my current software?
No. Automations connect the tools you already use, such as your email, CRM, spreadsheets and accounting software.
Do you use Zapier, Make or n8n?
All three, plus custom code. Zapier and Make suit simpler workflows. n8n or custom code suits complex, high-volume or privacy-sensitive processes, and can be self-hosted.
What happens if an automation breaks?
Automations are monitored. If a step fails, it's retried or paused, and you're alerted so nothing is silently lost.
How long does it take to automate a process?
A single workflow typically goes live in 1–3 weeks. Larger programmes are delivered one workflow at a time, so you see time savings early.