Design & build
3 itemsFrom process map to versioned flow in n8n or Make.
- Agreed AS-IS / TO-BE diagram
- Nodes, credentials, and prod/staging environments
- Tests with real or anonymized data when applicable
We design and build flows in n8n and Make so follow-ups, CRM updates, notifications, and reports run on their own — with logs, error handling, and traceability.
Copying data between tools does not scale — and every mistake costs time or trust.
Automation is not about saving clicks: it is cutting latency between an event (new lead, payment, ticket) and the right action in the next system.
One customer, three conflicting states. Flows keep a single source of truth and propagate changes in seconds.
If a follow-up lives in someone’s head, it breaks on PTO or busy weeks. Workflows fire messages and tasks with explicit rules.
Export, clean, paste into decks. We automate extraction, formatting, and delivery so the team analyzes instead of compiles.
We encode SLAs: if no response in X hours, notify, reassign, or open a review task — without extra meetings.
Real orchestration: triggers, transforms, retries, and alerts when something breaks.
Branches for failure, queues, and retries for HTTP, databases, and SaaS APIs. Idempotency where it matters.
Secrets in vaults, least privilege, and execution logs for audit. Less copy-paste, fewer operational leaks.
Every automation leaves a trail for support, finance, and continuous improvement. We teach you to read it independently.
One event in a channel drives coherent actions everywhere else — less friction between sales, ops, and support.
Short discovery, impact prioritization, incremental delivery.
We interview the person doing the work today, list systems, and document time spent, errors, and dependencies.
We pick 3–5 automations with the highest time savings or risk reduction. We agree measurable success metrics.
We implement in n8n or Make, connect APIs, transform data, and add error handling and notifications.
Pilot runs, edge cases, and validation with end users before opening the floodgates.
Go-live, initial monitoring, documentation, and a transfer session to your team.
Not only a running flow: documentation and maintenance criteria.
Each workflow lists assumptions, external dependencies, and a safe pause or rollback plan.
From process map to versioned flow in n8n or Make.
So your team can intervene without fear of breaking production.
Common patterns for growing teams and SMBs.
Form → CRM → welcome message → seller task → reminder if no reply in X hours.
Calendar → WhatsApp/email 24h and 1h before → log confirm or cancel in CRM.
Signed contract → folders, welcome emails, internal tasks, ops notifications.
Weekly metric pull, formatting, and delivery to leadership with zero manual sheets.
If a ticket or lead exceeds a time threshold, reassign, notify, and log for review.
Keep CRM, billing, inventory, or spreadsheets aligned with explicit conflict rules.
If a process is poorly defined, automating only speeds up the mess. We fix the human flow before encoding it.
The same events and webhooks can power agents or classifiers when you want the next step.
In a short session we surface high-ROI candidates and technical feasibility — no commitment required.
Book a free call