Workflow automationthat tells someone when it breaks.
We build the automations that move work between the tools you already pay for (the CRM, accounting, forms, calendars, the shared inbox) and we build them to be watched. Every workflow has an owner, an alert and a record of what it did.
Scope sheetMachinery
- Live in
- 7 to 14 days
- Built in
- n8n, Make, Zapier or code
- On failure
- An alert to a named person
- You keep
- Workflows, credentials and a runbook
- Starts with
- Free AI Opportunity Assessment
Where it breaks
The automationnobody is watching.
Most businesses already run automations. A form posts to the CRM, an invoice triggers an email, a spreadsheet syncs overnight. Somebody built them years ago, nobody wrote them down, and they fail quietly. The first sign is usually a customer asking why nobody called back.
The fix is not more automation. It is automation built like infrastructure: writes that cannot create a duplicate when a step retries, credentials kept outside the workflow, a log of every run, and a person who is told the moment something stops.
We start by auditing what is already running, keep what holds up, and rebuild the rest to that standard.
What gets built
Line by line,in accounts you own.
Each item is a line on the written scope. Take the ones the operation needs and leave the rest.
Automation audit
Every existing workflow, script and sync listed with what it does, who owns it and what breaks if it stops. The output is a written map, not a slide.
Lead and order routing
Form fills, calls and orders routed to the right system and owner, checked against what is already there, with the source recorded.
Finance handoffs
Approved quotes, invoices and payments moved between the CRM and accounting without anyone re-typing a line.
Document and approval flows
Contracts, onboarding packs and internal approvals generated, sent, chased and filed, with a record of who approved what and when.
Monitoring and alerts
Failed runs caught, retried safely and escalated to a named person, with a daily summary of what ran and what did not.
Runbook and handover
Each workflow written up in plain language: trigger, steps, owner and what to do when it fails. Written for your team, not for us.
How it runs
From the first callto a running system.
Days 1 to 3
Audit what runs today
We list the existing automations, the manual steps around them and the systems involved, then agree which process goes first.
Week 1
Build the first workflow
One process, end to end, with logging and alerts from the first run. Not a batch of half-finished automations.
Week 2
Run it beside the old way
The workflow runs in parallel with the manual process until the outputs match. Then the manual step is switched off.
Ongoing
Remove the next manual step
Each week we read the run log, fix what failed and take out the next piece of repeated work.
Fit
Who this suits,and who it does not.
A good fit
- Your team moves the same data between systems every week
- You have automations running that nobody fully understands
- Errors reach you through customers rather than alerts
- You want the workflows written down so your own team can maintain them
Probably not a fit
- The process itself is still being decided
- You need one quick zap that a template already covers
- Nobody on your side will own the workflows after handover
Frequently asked
Questions buyers askbefore the first call.
What does a workflow automation consultant do?
Finds the repeated work that moves between your systems, designs how it should flow, builds it on a platform your team can maintain, and makes sure someone hears about it when a run fails. The consulting is the mapping and the decisions. Most of the engagement is the build.
Which automation platform should we use?
The one your team can maintain. We build in n8n, Make or Zapier, or in code when volume, cost or data rules call for it, and the reason goes into the spec.
What is the difference between workflow automation and business process automation?
Workflow automation is a single flow: a form to the CRM, an invoice to accounting. Business process automation is the whole chain those flows add up to, from first inquiry to paid invoice. We map the process first, then automate it one workflow at a time.
Can you fix automations someone else built?
Yes, and it is often where we start. We audit what is running, keep what holds up, and rebuild the rest with logging and alerts rather than patching it.
Keep going
Related servicesand further reading.
The offer
Free AIOpportunity Assessment.
We walk your operation, find the work still being done by hand, and tell you which of it is worth automating first. You keep the list whether or not you build with us.
- Takes
- 30 minutes
- Costs
- No cost, no obligation
- You get
- A written opportunity list
- Back in
- Three business days
01
Where the hours actually go
A short walk through the steps somebody repeats every week, and what each one costs you in time.
02
What AI can hold, and what it cannot
An honest split. Some of this work should be automated, some should be fixed by changing the process, and some should be left alone.
03
A build order with rough numbers
The opportunities ranked by return, with an estimate of hours saved and what each build takes to stand up.