Workflow automation

The work that arrives every week in the same shape: supplier invoices, order confirmations, shipment updates, a booking, a new lead, the numbers for Monday. A workflow picks each item up where it lands, does the steps a person did by hand, writes the result where the team looks for it, and stops at the line you set: an amount that differs, a customer who asks for a person. Built in n8n or Make, with Claude or OpenAI behind the steps that need reading, and every flow ends in a screen someone opens on Monday.

CRM, lead lists and reports live here too. HubSpot set up so that one client is one record with the right contacts and deals, data moved in from spreadsheets without a week of copying, lead lists enriched and scored against your fit criteria, and the Monday report that pulls pipeline, cash and tickets from where they live and posts itself at 8:00.

Will it break in six months? Every flow logs each run, retries on failure and posts errors to your Slack instead of failing quietly. You get the documentation and the credentials, and a monthly retainer if you would rather we watch it.