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Workflow Automation

AI workflow automation that ends the copy and paste.

Workflows on n8n, Make and Zapier that pass the work between your apps the moment something happens.

When a form is submitted, a booking comes in or a record changes, the workflow takes the next step: it checks the data, updates your systems and alerts the right person. We choose n8n, Make, Zapier or a custom integration for each job.

Discuss a solution See how it works
  • Started by real events
  • Retries and alerts built in
  • Cloud or self-hosted n8n

No upfront consultation fee. Free discovery and a free tailored proposal.

The challenge

Stop moving the same information between systems.

Most teams don't need another system. They need the steps between their existing apps to stop depending on someone remembering to do them.

Done by hand
With workflow automation
Weekly exports copied into another app
Data synced on a schedule or as soon as it changes
The same follow-up email sent by hand
Follow-ups sent by the workflow, from your templates
New leads noticed hours later
A form submission triggers routing and an alert
An old Zap fails and nobody notices
Failures retried, logged and sent to an owner
Each hand-off waits for a person
The next step starts as soon as the last one ends
What we build

Common workflows, built properly.

Each workflow starts with a trigger, follows your rules and ends in an action. These are the ones we build most often.

01

Lead capture to CRM

Enquiries from your website, ads or forms land in the CRM with their source, de-duplicated and assigned to an owner.

02

Form to task

Internal requests from Google Forms or Microsoft Forms become tasks in Asana, ClickUp or Trello, with the owner and due date set.

03

Request to approval

Requests that need a sign-off, such as a refund, a discount or a new supplier, go to the right approver with the details attached.

04

Booking to notification

New bookings trigger confirmations, reminders and calendar updates for the customer and for your team.

05

System update to reporting

A change in one system, such as an order shipped or a deal won, updates your reports and notifies the people who need to know.

06

Scheduled sync

Records kept in step between apps on a schedule, with only changed records moved and every run logged.

See how it works

Trigger, check, then act.

Every workflow follows the same pattern. Rules do the predictable work, AI helps only where text needs reading or summarising, and errors go to a person instead of failing quietly.

See it with
  1. Step 1 of 4Trigger

    A prospect fills in the enquiry form on your website

  2. Step 2 of 4Transform

    Company name cleaned and the enquiry summarised

  3. Step 3 of 4Validate

    Checked for an existing contact and a valid email

  4. Step 4 of 4Action or alert

    Contact created in HubSpot, the owner alerted in Slack

    Action completed and loggedAlert sent to a person
AI reads and decides within your rulesAutomated stepsYour team, when a person is needed
Tools and platforms

Chosen by fit, not vendor allegiance.

We pick the platform per workflow: n8n for complex or self-hosted logic, Make for visual multi-step scenarios, and Zapier where a ready connector gets you live fastest.

Automation platforms
  • n8n
  • Make
  • Zapier
  • Custom code
Google Workspace
  • Gmail
  • Google Sheets
  • Google Drive
  • Google Calendar
Your workflowsTriggers, rules and actions
Microsoft 365
  • Outlook
  • Excel
  • Teams
  • SharePoint
Webhooks, APIs and apps
  • Webhooks
  • REST APIs
  • HubSpot
  • Slack

Each platform has its own pricing, limits and connectors, separate from implementation. What a workflow can do in each app depends on its API, your permissions and the agreed scope.

API integrations →
Reliability

Workflows that fail loudly, not quietly.

A workflow that stops without telling anyone is worse than no workflow. Production workflows get error handling suited to their risk, agreed before go-live.

Retries and fallbacks
Temporary failures retry with backoff. If a step still fails, a fallback route holds the record instead of losing it.
Duplicate prevention
Unique IDs and duplicate checks stop a retry or replay from creating the same record twice.
Logs and alerts
Every run is logged with its data, and a named person is alerted in Slack or email when something needs attention.
Scoped permissions
Credentials sit in an encrypted store, with least-privilege access for each app. Data handling, AI providers and hosting are confirmed per project.
Our work

Workflows in production.

Two live client systems orchestrated with n8n, plus solution showcases for lead routing, supplier onboarding, clinic bookings, order tracking, campaign reporting and candidate screening.

Client workAll client workView all →
Recruitment · Candidate screeningHow a Recruiting Agency Scores Every Applicant in About 20 Seconds~20 sfrom application to ranked row<$2AI fees per 500 resumesRead the case study → Private credit · Company intelligenceHow a Private Credit Firm Researches a Target Desk in About 7 Minutes~7 minper desk, unattended90%+coverage on target desksRead the case study →
Solution showcasesAll solution showcasesView all →
Real Estate

Real estate WhatsApp chatbot and lead routing

Leads from one ads number are qualified, assigned to the right agent and logged in the CRM, without the manager forwarding chats.

See the workflow → Corporate

Vendor management system for supplier onboarding

Vendor forms and documents checked, duplicates caught and approvals routed, with suppliers created in your ERP.

See the workflow → Healthcare

Clinic appointment system on WhatsApp and phone

Patients book, reschedule and get reminders, after hours too, while clinical questions go straight to staff.

See the workflow → E-Commerce

Shopify WhatsApp integration for order tracking

Status questions answered from live order and courier data, with delivery updates and delays passed to support.

See the workflow → Marketing Agencies

Marketing dashboard and automated client reporting

Ad and analytics data pulled on schedule, KPIs and anomalies ready, and a draft report for the account manager.

See the workflow → Recruitment

Interview scheduling software with AI CV screening

CVs summarised against the job's requirements and interviews self-booked, while recruiters make every decision.

See the workflow →
How we work

From manual steps to workflows you can run.

  1. 01

    Workflow audit

    We list the tasks your team repeats between apps, and review any automations that run today, who owns them and where they fail.

  2. 02

    Design

    We agree the trigger, rules, error routes and alerts for each workflow, and the platform that fits it.

  3. 03

    Build and test

    We build in your own platform accounts and test with real records, including broken and duplicate ones.

  4. 04

    Handover

    Each workflow is documented and walked through with your team, so they can read and edit it.

Every project has an agreed scope and acceptance criteria before the build starts.

Project scope

Scoped around your workflows.

Some teams need one workflow, others a connected set. We scope yours around the apps, rules and volumes involved. These factors shape it.

Number of workflows
One automation, or a connected set across several processes.
Steps and branching
A linear two-app flow, or conditional routing, loops and data transforms.
Connectors
Native connectors, or custom API calls to less documented tools.
Platform and hosting
Zapier, Make or self-hosted n8n. Platform fees are separate.
Reliability needs
Business-critical flows need deeper error handling, monitoring and replay.
AI steps
Whether any step reads, sorts or summarises text. AI usage fees are separate.
Guides

Guides on this

Guides n8n alternatives: when Make, Zapier or Power Automate are a better fit 9 min read Guides n8n vs Make vs Zapier: how to choose the right automation platform 9 min read Solutions How to automate workflows with n8n for reliable business operations 8 min read Guides When self hosted n8n makes sense for automation and data control 8 min read
All insights
FAQ

Workflow automation questions.

Straight answers about scope, data, ownership and support. Can’t find yours? Ask us directly below.

Which workflow automation platforms do you build on?

Primarily n8n, Make.com and Zapier, plus native automation inside Google Workspace and Microsoft 365. We pick the platform per workflow: n8n for complex, self-hosted or high-volume logic, Make.com for visual multi-step scenarios, and Zapier where a fast, off-the-shelf connector already exists. Where no platform fits, we drop to webhooks and REST APIs.

When should we use n8n instead of Zapier or Make.com?

Choose n8n when you need branching logic, custom code steps, high run volumes, or data that must stay on your own infrastructure. It is open-source and self-hostable, so there is no per-task metering. Zapier and Make.com win when speed to launch and a ready-made connector matter more than control. We will recommend the right one for each workflow rather than forcing everything onto a single tool.

Can you self-host n8n on our own servers?

Yes. We deploy and configure self-hosted n8n on your cloud or on-premise infrastructure, containerised, with credential encryption, queue mode for scale and backups. Your workflow logic and stored data stay on infrastructure you control. If a workflow calls cloud AI, email or other external APIs, that data is sent to those services, so we map and agree each data flow. We can also manage a hosted instance if you prefer not to run it yourself.

What happens if a workflow fails?

Production workflows include error handling suited to their risk: retries with backoff on temporary failures, error branches, and alerts to Slack or email when something needs a person. We add de-duplication so re-runs don't double-post, and log executions so a failed run can be checked and replayed. If an API rate limit is hit, requests are batched or queued and the run pauses and alerts someone instead of losing data.

Does workflow automation require AI?

No. Most workflow steps are rules: move this record, check that field, send that alert. We add AI only where a step needs reading or judgement, such as summarising an enquiry or reading a CV, and it works inside the rules you set. Data handling, AI providers and hosting are confirmed per project.

Who owns the workflows, and can our team edit them after handover?

You own the bespoke workflows built for your project under our agreement. They are built in your own platform accounts (or your self-hosted n8n), documented, and handed over with a walkthrough so your team can read, edit and extend them. Framworq keeps its pre-existing tools and reusable components, with the rights your team needs to use the system. Run the workflows yourself, or choose a separate maintenance and monitoring plan.

How do you connect tools that don't have a native integration?

We use the platform's HTTP request node to call REST APIs directly, and we build webhook triggers so external systems can push events into the workflow as they happen. If a tool exposes a usable API or webhook, we can usually integrate it, even without a pre-built connector, subject to its access rules, rate limits and licensing.

Do you build automations on Google Workspace and Microsoft 365?

Yes. We automate across Gmail, Google Sheets, Drive and Calendar, and across Microsoft 365 (Outlook, Excel, Teams, SharePoint and OneDrive), using their official APIs and OAuth. These are often the trigger or the destination for a workflow, wired to n8n, Make.com or Zapier in the middle.

Can you work with our current n8n or Make setup?

Yes. We can review existing workflows, fix fragile ones and extend them, rather than rebuilding from scratch. We start with an audit of what runs today, who owns it and where it fails.

Ask us on WhatsApp
Next step

Tell us what you're still doing manually.

List the tasks your team repeats between apps each week. We'll show you which ones can run as workflows and prepare an initial plan.

Discuss a solutionNo upfront consultation fee. Free discovery and a free tailored proposal.
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