Workflow automation
Most of the hours in a business go on moving information between tools: a form to a spreadsheet, an email to a CRM, an invoice to the books. We map those paths and replace them with workflows that run on their own, with a human step only where a human decision matters.
Timeline First workflow live in a week or two. A full function in a month or two.
Includes
- Process mapping and payback ranking
- n8n, Make or custom code, whichever fits
- Error handling, retries and alerts
- Approval steps where they matter
- Documentation your team can read
For example
Invoice intake to accounting
PDF arrives, line items extracted, matched to the PO, booked. One tap to approve over a threshold.
Client onboarding
Signed contract triggers the folder, the accounts, the welcome sequence and the kickoff booking.
Weekly reporting
Numbers pulled from five tools every Monday, written up and sent before anyone is in.