Service · Automation
Business process automation for growing teams, with n8n and Make
Business process automation means connecting your tools so repetitive tasks run on their own: following up on a quote, creating a customer record, sending an invoice, preparing a report. I mostly use n8n and Make. A simple automation usually goes live in 1 to 2 weeks, at a price fixed in advance.
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Quote #2026-041 No reply
- Quote sent to the clientDay 0
- First follow-up email, quote attachedDay 3
- Second email with one specific questionDay 7
- "Call" task created in the CRMDay 10
What changes for you
Where does the time go every week?
- 01
Quotes sent, then forgotten.
Nobody has time to follow up on day 3. The clients who were hesitating sign with whoever called them back.
- 02
The same data typed three times.
Into the form, into the spreadsheet, then into the invoicing software. Every copy is a chance to get it wrong.
- 03
The monthly report, built by hand.
Half a day exporting, pasting and formatting numbers that already exist in your tools.
What I build
Which tasks should you automate first?
The one that comes back most often and always follows the same rules. Here are the most common ones in a small or mid-sized company.
Quote follow-up
It happens when someone remembers.
No reply by day 3, a personal email goes out. On day 7, a second email follows, then a "call" task appears in your CRM. See the full method.
CRM sync
Website inquiries are copied into the CRM by hand.
Each form creates or updates the contact, with no duplicates, and alerts the right person.
Invoices
The signed quote is retyped into the invoicing software.
The signature triggers the deposit invoice, sent once you approve it in one click.
Meeting notes
Scattered notes, sent three days later.
The summary is written from the recording, reviewed by you, then sent to everyone who attended.
Monthly report
Exports, copy and paste, formatting.
On the 1st of each month, an up-to-date table lands in your inbox.
How it works
From a repeated task to a running workflow
A simple automation usually takes 1 to 2 weeks. For a set of several workflows, we work in 2-week sprints.
30 min · free
Call
You walk me through a typical week. I spot the tasks that keep coming back and follow fixed rules.
free
Mockup
I prepare a demo of the workflow on your case, with test data.
2nd meeting
Demo
You watch the task run on its own with your examples. We adjust the rules and special cases together.
fixed price
Quote
The tools to connect, the special cases, the timeline and a fixed price for the task that costs you the most.
usually 1 to 2 weeks
Build and test
I build on test data, and you check each step before it goes live.
launch meeting
Launch
We go live together and watch the first runs closely. A diagram of the workflow, access, error alerts, and what to do if one of your tools changes.
Tools and technology
Which tools do I use to automate your work?
The choice depends on your current tools, your volume and where your data has to stay. Pricing and billing model for each tool: the n8n vs Make vs Zapier comparison.
- n8nmy main tool
- It can run on a server you control, in the region you choose. Useful when the data is sensitive or the volume is high.
- Makehosted, ready to use
- Handy for simple workflows between mainstream tools. You pay the Make subscription directly, based on your usage.
- Custom codewhen the tools fall short
- For complex business logic or software with no ready-made connector, I write a small service that talks to its API.
- Your current toolswe keep what works
- Google Workspace, Microsoft 365, HubSpot, Pipedrive, invoicing software, Notion, Airtable: as long as they have an API, they can talk to each other.
Honestly
When you should not automate
It's worth it if
- the task comes back every week and always follows the same rules;
- a copy-paste mistake has already cost you a client or an invoice;
- your tools have an API, or can export their data.
It's not worth it if
- the task happens twice a year: a written procedure is enough;
- the process changes every month: we stabilize it first, then automate;
- the decision takes judgment every time: there, a person stays in charge.
Frequently asked questions
Automation: your questions
What is n8n?
n8n is a tool that connects software through workflows: "when this happens in one tool, do that in another". You can use it in the cloud or install it on your own server, which keeps your data in-house. To compare it with Make and Zapier, read "n8n vs Make vs Zapier: which one should a small company choose".
How much does an automation cost?
The price depends on how many tools need to be connected and how many special cases need handling. After the free call and the demo of your free mockup, you get a fixed-price quote. Any tool subscriptions come on top, and you pay them directly.
What happens if the automation breaks?
Every workflow includes an error alert, sent to both of us. Maintenance runs as a 6-month plan, extendable if needed, with the first month free. After that, monthly maintenance is offered, never imposed.
Do I need to change my software?
Rarely. I start from the tools you already use. If one of them can't connect to anything, I tell you in the audit, with the possible options and what they cost.
Is my customer data safe?
I limit each workflow's access to what it strictly needs, I tell you where the data flows, and I host in the region your data needs to stay in when possible. Access is created on your accounts, not mine.
Can I change the automation myself?
The simple settings, yes: a follow-up delay, an email text, a recipient. I show you where they are at delivery, with written documentation.
First step
Let's talk about what eats up your time
Thirty minutes on a video call. You walk me through how your business runs, and I tell you what could be simpler, roughly what it would cost, and what I would leave alone if I were you.
- Free, no commitment
- Reply within one business day
- A written summary after the call