B2B — Automation & Workflow Orchestration
Workflow Automation with n8n or Make
Recurring tasks from email, forms, calendars, spreadsheets, and CRM as robust workflows — with documentation and handoff.
Many processes still run on copy-paste, forwarded emails, and spreadsheets. We turn them into understandable workflows with n8n, Make, or custom code, depending on the job.
What’s included
- Short process check: trigger, data, target systems, failure modes
- Tool decision: n8n Cloud, self-hosted n8n, Make, or a lean custom service
- Implementation of agreed workflows, typical examples:
- Website lead -> CRM -> email or Slack notification
- Form -> calendar -> confirmation -> task list
- Invoice inbox -> extraction -> accounting preparation
- Support email -> classification -> ticket
- Error handling, notifications, and simple operational checks
- Written documentation with diagram, responsibilities, and maintenance notes
Who it’s for
SMBs, freelancers, and local service businesses that want to reduce recurring click work without building an internal engineering team.
What’s not included
No uncontrolled full automation of critical decisions. For payments, cancellations, legal data, or health data, we plan human review and clear boundaries.