Process Automation & Workflow Integration
Design and implement automated workflows using low-code platforms (n8n, Zapier), integration platforms (Make), or custom APIs to remove repetitive manual tasks and improve data accuracy.
What we deliver
- Process mapping and automation opportunity analysis.
- Implementation using n8n, Make, Zapier or custom integration code.
- Secure connectors to CRMs, ERPs, email, chat and file storage.
- Monitoring, error handling and retry strategies.
Typical automations
- Lead capture → enrich → CRM create → automated follow-up.
- Employee onboarding: forms → HR system → payroll trigger → equipment order.
- Invoice approvals: upload → OCR → match → routing for approval.
Approach
- Map the process and identify data touchpoints.
- Prototype with a low-code platform to validate flows quickly.
- Harden flows with error-handling and idempotent operations.
- Deploy with observability, logging and alerting.
Benefits
- Reduced manual effort and human error.
- Faster cycle times for repeatable operations.
- Clear audit trails for compliance and reporting.
Quick checklist
- Start with 1–2 recurring manual tasks that take the most time.
- Build a prototype flow and iterate with stakeholders.
- Add monitoring and escalation for exceptions.
Want help identifying automation opportunities? Reach out and we'll map your top workflows together.