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Workflow automation

Follow-ups, invoices, reports and data entry that run on their own, across your apps and systems.

Workflow steps and arrows rising from a laptop

Repeat work, handled

We automate the tasks repeated every week with AI and tools such as Make, Zapier and n8n: follow-ups sent, invoices and receipts read into your accounts, reports built and data copied between apps. Each workflow runs on its own and alerts a person when it needs one.

Hand the weekly chores to software

Every business has tasks that repeat on a rhythm: invoices to file, reports to compile, data to copy between apps, follow-ups to send. Business process automation does them on a trigger, the same way every time, and calls a person when something needs judgement.

n8n workflow canvas connecting an email trigger, an AI step and a reply to Gmail
A workflow in n8n: a trigger, an AI step and the actions that follow.Credit: n8n.

Workflows we build often

TriggerWhat happens
An invoice arrives by emailRead, filed and entered into the accounts
A form is submittedThe lead is added to the CRM and the team is alerted
End of the weekSales and stock reports compiled and sent
A new orderThe customer is thanked and the courier is booked
A payment is lateA polite reminder goes out, then a call is scheduled

Built to be trusted

  • Logs of every run, so any result can be traced.
  • Alerts when a step fails, sent to a named person.
  • Documentation of each workflow, so your team can change it.

Zapier automation and Make automation suit common apps; n8n runs on your own server for volume and privacy.

  • n8nself-hosted workflows
  • Makevisual workflows
  • Zapierapp connections
  • Claudereading and drafting

Links between larger systems continue through Integrations.

Included

  • Follow-up emails and reminders
  • Invoices, receipts and forms read into your systems
  • Reports built and sent on their own
  • Data copied between your apps
  • Requests and support messages sent to the right person
  • Onboarding steps for new staff and customers
  • AI that reads, sorts and summarises along the way
  • Integration with your CRM, ERP, accounting and more
  • Built on Make, Zapier, n8n and more

Workflow automation

Packages

Workflows

One task

One repeating task running on its own.

Included (7)
  • 1 automated workflow
  • Up to 2 apps connected
  • Built on Make, Zapier or n8n
  • Testing with real records
  • Alerts when a run fails
  • 30 days of support after launch
  • Live in 1 week
Most popular

Workflows

Set

Up to 5 workflows across your apps.

Included (10)
  • Everything in One task, plus
  • Up to 5 workflows
  • Up to 5 apps connected
  • AI steps that read, sort and summarise
  • Invoices and receipts read into your accounts
  • Reports built and sent on their own
  • Run log for every workflow
  • 1 training session
  • 2 months of support after launch
  • Live in 3 weeks

Workflows

Operations

Workflows across every app and system you run.

Included (10)
  • Everything in Set, plus
  • Workflows to your scope
  • Integration with your CRM, ERP, accounting and more
  • Requests and approvals sent to the right person
  • Onboarding steps for new staff and customers
  • Self-hosted n8n on your server
  • Dashboard of every workflow
  • Dedicated project manager
  • 3 months of support after launch
  • Live from 6 weeks
FeatureOne taskSetOperations
Workflows1Up to 5To your scope
Apps connectedUp to 2Up to 5Every system
Built onMake, Zapier or n8nMake, Zapier or n8nPlus self-hosted n8n
AI steps that read, sort and summarise
Invoices and receipts read into your accounts
ReportsBuilt and sent on their ownPlus a dashboard
Integration with CRM, ERP and accounting
Requests and approvals routed
Testing with real records
Alerts when a run fails
Run log
Training1 session1 session
Dedicated project manager
Support after launch30 days2 months3 months
Live in1 week3 weeksFrom 6 weeks
Fixed price, quoted in writing

Add-ons

Extras you can add to any package.

Services

AI & Automation

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Ready when you are

Tell us what you need and a written quote comes back within a working day.

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