Process Automation
Rule-based automation for structured data. No AI needed. Perfect for connecting your systems and eliminating manual data entry.
What is Process Automation?
Process automation handles repetitive, rule-based tasks that follow clear "if-then" logic. When your data is structured and predictable, you don't need AI. You just need reliable automation that connects your systems and eliminates manual work.
This is the most accessible and fastest-ROI type of automation. If you have 3+ disconnected systems and spend 5+ hours per week moving data between them, process automation is your starting point.
Common Use Cases
What we automate
These are the most common process automation workflows we build for SMBs.
Data Synchronization
Automatically sync customer data between your CRM, email platform, accounting software, and other tools. No more manual exports and imports.
Report Generation
Pull data from multiple sources, combine it into formatted reports, and deliver them on schedule. Daily, weekly, or monthly reports generated automatically.
Lead Routing
Automatically assign incoming leads to the right team member based on territory, product interest, company size, or availability.
Invoice Processing
Extract data from invoices, validate against purchase orders, update your accounting system, and trigger approval workflows automatically.
Appointment Reminders
Send automated reminders via email or SMS before appointments. Reduce no-shows and keep your calendar running smoothly.
Status Notifications
Alert team members when records change status, deadlines approach, or thresholds are exceeded. Keep everyone in the loop automatically.
Our Stack
Technology we use
Primary Tools
- →n8n (self-hosted via Coolify/Docker) for complex workflows
- →Zapier/Make when appropriate for simpler integrations
- →Direct API integrations for high-volume or custom requirements
- →Webhooks for real-time event-driven automation
Quality Assurance
Every process automation goes through deterministic testing. We build test scenarios that validate your automation handles edge cases correctly. We don't deploy until we're confident it works reliably in production.
Is This Right For You?
Ideal client profile
Process automation is the right fit if you:
- →Have 3+ disconnected systems that should talk to each other
- →Spend 5+ hours per week on manual data entry or transfers
- →Follow clear, predictable rules for how data should flow
- →Want the fastest ROI from automation (typically 30-60 days)
- →Need to eliminate human error in repetitive tasks
- →Want to scale operations without adding headcount
Pricing Structure
Process automation projects are scoped based on complexity. Simple two-system integrations start around $2,500. Complex multi-system workflows with conditional logic range from $5,000-$15,000. Most projects deliver positive ROI within the first 30-60 days.
We offer optional managed services (monthly retainer) for monitoring, optimization, and ongoing support.
Ready to eliminate manual work?
Book a discovery call. We'll analyze your workflows and show you exactly what we can automate and what ROI to expect.