Analysis
Review an automation opportunity
Which manual tasks are worth automating? We examine one workflow involving up to three applications and assess benefits, effort and ongoing costs.
Implementation / Process automation & systems integration
VAT-exempt under section 19 of the German VAT Act
Automate a recurring workflow
We implement one recurring workflow with n8n, Zapier or Make: up to three applications, one trigger and a clearly defined outcome.
US$1,699.00
Total price · one-offVAT-exempt under section 19 of the German VAT Act
- One workflow with one trigger, up to three applications and eight business steps
- Up to two conditional branches following agreed rules
- Error notifications and checks for repeated events
Your enquiry is non-binding. An order is created only when you accept our quotation .
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Service scope
Your result
- A delivered workflow with understandable settings and a test log
- Instructions for starting, pausing, checking errors and resuming safely
Included
- One workflow with one trigger, up to three applications and eight business steps
- Up to two conditional branches following agreed rules
- Error notifications and checks for repeated events
- Setup in the agreed environment, documented tests and handover
Excluded
- Software plans, usage fees and hosting are excluded
- No development of missing external APIs or complete CRM rebuild
- No permanent monitoring or automatic handling of unresolved exceptions
Which projects does this service suit?
Suitable if …
- An existing manual process is repeatable and its rules are established.
- You want to automate a limited process within existing tools.
Not suitable if …
- The task involves unlimited systems or business rules changing daily.
- You expect a new ERP or unattended decisions with unresolved consequences.
Possible overlaps with: Keep data in sync between systems, Process documents automatically, Add AI to a defined task. If you enquire about these services for the same project, we check for duplicated work before commissioning. Your selection also shows a notice.
What this covers
How do enquiries reach the right place automatically?
A form can send a message yet still create manual work. Contact details must be transferred, responsibilities clarified and tasks created. We connect these steps in an agreed flow so a valid enquiry triggers what your team needs.
The package starts with a known process. We define when it starts, which data it uses and what successful completion means. Missing required details or an unavailable application must leave the case findable. Such situations belong to implementation.
Automation needs a reliable recovery path
The workflow is set up in an account you control or an agreed environment. Existing n8n, Zapier or Make solutions can be used where required actions are available. Selection is confirmed beforehand; changing platforms is not a goal in itself.
We test normal input, missing values, duplicate events and failure of a participating service. Whether retrying is safe depends on the action: catching up on a task differs from repeating an already triggered booking. Handover therefore explains when intervention is needed.
Does this sound familiar?
Form and CRM are separate
The website already collects necessary details. We agree their destination mapping before connecting transfer to a real customer process.
The same tasks follow every order
Project folders, internal tasks and responsibilities are recreated repeatedly. A confirmed status can trigger this clearly described preparation.
An exception must not disappear
A record may be incomplete or a connection fail. The flow should visibly hold the case for review and notify the responsible person.
How we approach it.
Define results and rules
We describe the trigger, field mapping and intended exceptions. We confirm which accounts and plans support the required actions.
Build with test data
The workflow is built with anonymised examples or test records. We check each handover and record which actions change data or trigger messages.
Hand over under controlled conditions
After joint review, the agreed operation is approved. You receive settings, test cases and error-handling instructions; additional flows are agreed separately.
After handover
Handover includes a simple control process: where do you see completed runs, how do you recognise an error and who decides on retrying? These questions should remain answerable by someone covering the role later.
New fields, different systems or additional branches change workflow scope. Separate support can be requested for ongoing checks and agreed corrections.
Describe a typical run: what triggers it, which programs are involved and when is it finished? An example without personal data is enough to begin.
Note exceptions, approximate frequency and the responsible person. Credentials, real customer messages and confidential documents do not belong in the enquiry form.
Terms used in this service
What does that mean?
- Workflow
- The defined sequence of steps between trigger and result. Branches determine how different inputs are handled within it.
- Field mapping
- The connection between a source detail and its location in the destination. For example, whether a company name belongs to a contact or organisation must be clear.
- Repeatability
- The rule governing safe reprocessing of an interrupted case. Retrying should not create unwanted duplicate contacts, tasks or messages.
Before your enquiry
Questions about the offer.
What is included, what do you need and what happens after your enquiry?
The process in detail →Are Zapier, Make or n8n fees included?
No. Required plans, hosting and usage-based costs are identified before commissioning and remain separate from setup pricing.
Must I book an automation assessment first?
If process, systems and rules are already clear, no preceding assessment is required. We assess suitability using your written details.
Can the automation live in our existing account?
Yes, if permissions, plan and required functions fit. Account ownership and access are agreed beforehand; secrets must not go in the enquiry form.
What happens if a service briefly fails?
We agree a notification and permitted retry path for that failure. Specific options depend on the platform and actions involved.
Is ongoing support included after setup?
Handover and one written follow-up round are included. Permanent monitoring and later adjustments require their own time-limited, defined commission.
When does work begin?
We confirm the start and delivery deadline in writing after reviewing your documents. The agreed scope and complete source data determine the schedule.
Which access is needed?
A written process with clear rules and a responsible person Suitable accounts and available APIs for the applications involved Credentials must not be included in the enquiry. Details are agreed only after written commissioning.
What happens after handover?
One written follow-up round is included. The service scope lists the analyses, designs or technical changes covered by the package. We agree additional work with you before it begins.
Read more on this topic
Calculating automation: time saved is not the same as profit
Count recurring work, deduct checking and exceptions, and include setup and operation. An example for n8n, Make, Zapier and AI workflows.
Read the guide ↗Related services
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Ongoing support
Maintain existing automations
Review and make limited improvements to up to three existing workflows over four weeks, with a fixed time allowance, named responsibilities and documented changes.