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automation 05

Business Operations

Twenty workflows that take the copying, chasing and re-keying off your team's desks. Same rules every time, at 3am, without a reminder.

Install
Scoped per workflow set
Timeline
A week shadowing, then cut over
Runs on
Your own n8n
01

20

workflows

02

31

hrs/wk returned

03

46

apps connected

Somewhere in your company a person is copying a number from one screen into another. They have done it four hundred times. It is not in their job description and nobody has ever thanked them for it.

how it runs

Trace a requestShadow runNeeds judgementRules run itStays witha personMonitor
The workflow shadows the manual process for a week before anything switches over, so you compare two sets of outputs rather than trusting one.

the workflows

  1. 01

    Quote and contract generation

    A form or a CRM stage becomes a finished document with the right terms, the right numbers and the right signatory, sent for signature without a copy-paste step.

  2. 02

    Invoice reconciliation

    Bank lines matched against invoices, with the ones that do not match surfaced as a short list rather than buried in a statement.

  3. 03

    Approval flows

    Requests routed by amount and category to whoever actually has to say yes, with a reminder that escalates instead of expiring.

  4. 04

    Cross-app sync

    One record changing in one system updates the others, in one direction, with a defined winner when two of them disagree.

  5. 05

    KPI digests

    The weekly numbers assembled and sent before the meeting rather than during it, from the source rather than from a spreadsheet someone maintains.

how it holds up

  • 01

    Trace one real request

    We follow a single live request end to end and count every hand it passes through. The count is usually the argument on its own.

  • 02

    Shadow before cut over

    The workflow runs alongside the manual process for a week. You compare two sets of outputs rather than trusting one.

  • 03

    Judgement stays with a person

    Manual becomes the exception path, not the missing path. The steps that need a decision keep a human on them by design.

  • 04

    Failures alert a person

    Not a log file nobody opens. A break gets a human's attention the same day, and every intervention is reviewed monthly.

what it will not do

  • It will not fix a process nobody agrees on. If two departments run the same task differently on purpose, that has to be settled by people before it can be automated. 

  • The 31 hours is what we have returned where the work was genuinely repetitive. A business whose admin is mostly judgement will see far less, and we will say so during the trace. 

  • Systems without an API cost more and break more. Where we have to drive a UI, we will tell you that up front rather than discovering it in week three. 

  • It moves the work, it does not delete the responsibility. Someone still owns the outcome and still reviews what the workflow did. 

you supply

  • Admin access to the systems being connected
  • One person who can decide the rules
  • A week where the shadow run can sit alongside the manual one

running cost

Platform and API costs on your own accounts. Most operations workflows are cheap to run because the expensive part was the person, not the compute.

Billed by your own providers, not by us. There is no platform fee and no seat count.

InstallBusiness?

Scoped per workflow set, a week shadowing, then cut over. Tell us about your setup and we will confirm it fits before taking anything.