When you are still choosing the right process
Goal: understand the current flow, manual steps, data and risks.
Scope: a process map, priorities and a proposal for the first workflow.
Ask for an estimate
workflow overview
running
Trigger
new form or order
Rules
validation, statuses, fallback
Systems
CRM, email, documents
Result
record, notification, report
Less manual work, more control
Business process automation without manual copying
We connect forms, CRM, email, documents, accounting and reporting into a workflow that moves data without unnecessary manual work.
Less copying
Clear statuses and notifications
No system switch
Less manual copying
Data moves between tools without duplicate entry or unnecessary copying.
Faster data flow
Your team sees new leads, orders, statuses and tasks faster, in the tools they already use.
Control over errors and exceptions
For key flows we set up validation, notifications and an agreed fallback for when something needs a manual check.
Disconnected tools create operational debt.
When data moves between forms, email, CRM, Excel and accounting by hand, the process is slow, hard to track and depends on one person's attention.
A lead waits in the wrong channel
The inquiry lands in email, while the CRM stays empty or is updated too late.
Data is entered several times
The same data is copied into spreadsheets, CRM, accounting and reports.
The status is unclear
The team can't quickly see who took a task, where the process stopped and what comes next.
Errors have no owner
When an automation or a manual process fails, there is no clear alert and no agreed fallback.
What can we automate?
We start with the most repetitive process, then add connections that actually save your team time.
Sales & CRM
Lead capture, assignment to a salesperson, statuses, reminders and follow-up tasks.
Ask about a CRM flowFinance & documents
Connecting orders, documents, status notifications, accounting and archiving.
Ask about financeMarketing & follow-up
Segmentation, triggers, email sequences, reminders and handover to sales.
Ask about a marketing flowReporting & operations
Combining data, KPI overviews, team notifications and regular reports.
Ask about reportingWe connect your existing stack. We don't force a new platform.
The choice of tool depends on reliability, access, maintenance cost and how complex the workflow is.
Orchestration
Make, Zapier, n8n or a custom workflow for routing data and triggers.
CRM / sales
HubSpot, Pipedrive, forms, lead statuses, tasks and sales notifications.
Finance / ERP
Minimax, ERP systems, documents, data import/export and status notifications.
Communication
Email, Slack, Teams, dashboards and reports at the right moment.
Project approaches without a fixed price list
The scope depends on tools, access, rules, exceptions and how much of the process you want to monitor.
When you want to test the value quickly
Goal: one complete flow from trigger to result and notification.
Scope: form, validation, CRM record, email or task.
Ask for an estimateWhen the process is spread across tools
Goal: connect CRM, finance, documents, email or internal APIs.
Scope: connections, rules, test data and an agreed fallback.
Ask for an estimateWhen the automation is critical
Goal: track errors, flow success and changes in the data.
Scope: logging, alerts, periodic reviews and optimisation.
Ask for an estimateHow does it work?
First we sort out the process logic, and only then build the automation.
1
Process mapping
We document the steps, data, responsible people, exceptions and tools.
2
Workflow plan
We define triggers, rules, validation, statuses and fallback.
3
Implementation and testing
We connect the systems, check edge cases and set up notifications.
4
Monitoring and optimisation
We track errors, refine the rules and extend the flow in phases.
Custom automation, a manual process or a generic recipe?
The best solution has clear rules, error monitoring and realistic maintenance.
| Criterion | Custom automation | Manual process | Generic Zapier recipe |
|---|---|---|---|
| Fit to your process | Built around your rules and exceptions | Depends on the team's habits | Limited to the template |
| Error monitoring | Validation, notifications and fallback | Errors are often found late | Basic platform alerts |
| Integrations | APIs, tools and process as needed | Manual copying between systems | Supported connectors only |
| Maintenance | An agreed owner and change reviews | Depends on one person | Often undocumented |
| Growing the process | Extended in phases and by priority | Needs more manual time | Quickly gets messy |
Questions before you start
Answers on tools, APIs, errors and maintenance.
Usually not. First we check how to connect the tools you already use and whether the connection is reliable enough for your process.
We look at webhooks, file import and export, email triggers or adjusting the process. If a connection doesn't make sense, we say so before we build anything.
For key flows we set up validation, notifications, logging and a fallback, so the team knows what to check by hand.
We agree on maintenance based on how critical the process is. It can include error reviews, small adjustments, documentation and optimisation.
We first pick one process that repeats clearly and has enough data. Once the first flow is stable, we extend automation by priority.
Send your process for review
Describe your tools, manual steps or problem. We reply with a proposal for a sensible first workflow.
Have a process your team still handles by hand?
Send us a description of the flow. First we check feasibility, risks and the most sensible first step.