Process automation
The system takes over the repetitive steps
We run workflows in n8n on your company's own infrastructure. The system moves data between programs, applies the rules you set and notifies the right people. Before launch we write down the order of the steps and the exceptions, so that the workflow matches the process you actually run.
We can start with a single process, or cover several connected workflows in one project.
- 01
Flow between systems
Data from a form, an inbox or the CRM reaches the next program without anyone copying it across.
- 02
Rules and schedules
A workflow starts at a set time or after an event. Conditions decide what happens next.
- 03
Fallback mode
When a workflow cannot finish a job, the case returns to manual handling together with a description of the error.
What we automate first
A good candidate is a repetitive activity that can be described by rules and is carried out several times a week.
-
Data
Moving data between programs
An enquiry from a form goes into the CRM, and the confirmation into a spreadsheet and an inbox. Nobody retypes the same fields.
-
Documents
Document flow and approvals
An invoice or a contract reaches the person who approves it, and after the decision goes to the archive and to accounts.
-
Schedules
Jobs that run at a fixed time
A daily data pull, a weekly summary, a monthly reminder that a contract date is approaching.
-
Notifications
An alert once a condition is met
A status change, a deadline coming up or a lack of response triggers a message to a specific person.
-
Queues
Jobs processed one after another
The workflow works through the queue, and repeats a failed step after a set interval.
-
Rules
Decisions on set conditions
Order value, customer type or region sends the case down the right branch of the process.
How we build a workflow
We automate a process that can be described step by step. The description comes before the configuration.
- 01
Process description
We write down the steps, the input data, the conditions and the people responsible. That description is the basis for the configuration.
- 02
Workflows in n8n
We run n8n on your company's infrastructure. Your data and access keys stay inside your environment.
- 03
Queues and retries
A failed step returns to the queue and is repeated under the agreed rules. A job does not disappear after the first error.
- 04
Monitoring and fallback
An error raises an alert to a named person. A halted workflow hands the case back for manual handling.
Scope of implementation
The scope depends on the number of systems, the way they make their data available, and how many exceptions the process has.
On our side
- a process map with steps, conditions and exceptions
- installation and configuration of n8n in your environment
- connections to your systems and securing the credentials
- workflows, schedules, queues and retries
- monitoring, alerts, documentation and handover
What we need from you
- someone who knows the process and signs off the rules
- access to the systems taking part in the workflow
- somewhere to run n8n, or approval of the hosting we propose
- someone who receives the alerts and handles exceptions
From description to launch
Stage 1
Process description
We walk through the current course step by step and mark the points where the work stalls.
Stage 2
Workflow design
We agree the triggers, the conditions, the data involved and how the system behaves when something fails.
Stage 3
Build and testing
We run the workflow on test data and check the exceptions, the queues and the retries.
Stage 4
Launch and monitoring
We switch the workflow into production, set up the alerts and hand over the operating documentation.
Common questions
Answers on where the workflows run, on failures in external systems, on what people still do, and on preparing the process.
On your company's infrastructure: your own server, or a cloud instance you nominate. Your data and access keys stay inside your environment.
Contact
Discuss automating a process
In the first conversation you describe how the work runs, which systems are involved and who is responsible for the result. Afterwards we set out what has to be settled before the scope can be defined.
- 01
Process
You describe an activity that today means retyping data or keeping track of deadlines.
- 02
Systems and people
We establish which programs take part in the workflow and who handles the exceptions.
- 03
Further assessment
We set out what to verify before the scope of work and the project schedule can be defined.