Services / Workflow automation
Stop doing the same thing twice.
Usually bought by operations or finance leads who own a process that eats their week.
Every team has work that follows the same steps every time: a form comes in, someone copies it into a spreadsheet, someone else sends a reminder. It is not hard, it is just constant.
We map those steps with you, connect the tools you already use, and build a workflow that runs without anyone touching it. Every build ships with error handling, retries and an alert that tells you when something needs a human.
What this looks like in practice
Representative builds for this service. Yours will be scoped around your tools and your process.
Lead intake
A new form submission is de-duplicated, enriched, created as a CRM deal, assigned by territory and announced in Slack in under a minute.
HubSpotn8nSlack
Invoice processing
Supplier PDFs land in an inbox, get parsed into line items, matched to purchase orders and posted to QuickBooks as a bill for approval.
GmailOCRQuickBooks
Weekly reporting
Numbers pulled from Stripe, analytics and the database every Monday morning, rendered to a one-page PDF and sent to the leadership channel.
PostgresStripeGoogle Sheets
What you get
Every engagement for this service ends with these in your hands.
- A written map of the workflow before we build anything
- The automation itself, in n8n, Make, Zapier or plain code, whichever fits
- Error handling, retries and a failure alert to the channel you choose
- A runbook: what it does, and what to do if it stops
- A recorded 30-minute handover for your team
How an engagement works
- 1
Discovery call
30 minutes
You describe the problem. We ask questions and tell you honestly whether it is worth automating or building. No slides.
- 2
Scope and fixed quote
Within a few days
A short written proposal: what we will build, what we will not, the price and the timeline. Fixed, not hourly.
- 3
Build in weekly demos
Weeks one onward
You see working software on a preview link every week and steer it. Nothing is a surprise at the end.
- 4
Test and hand over
Final week
We test it properly, deploy to your accounts, write the runbook and walk your team through it on a recorded call.
- 5
30 days of support
After launch
Anything that breaks or was not as agreed, we fix at no charge. After that, a small retainer or you are self-sufficient. Your call.
Questions about workflow automation
Which tools do you work with?
Anything with an API. Common ones: HubSpot, Salesforce, Notion, Airtable, Google Workspace, Slack, Stripe, QuickBooks, Xero and Shopify. If a tool has no API, we can usually work around it with email parsing or a small browser script.
Will we need to pay for n8n, Make or Zapier?
Sometimes. We tell you the running cost before we start and pick the cheapest option that is reliable. For higher volumes, self-hosted n8n or plain code usually costs the least.
What happens when it breaks?
You get an alert within minutes showing the failed step and the input that caused it. Every build includes 30 days of fixes. After that you can keep us on a small retainer or handle it in-house with the runbook.
Also see: App development, E-commerce development, SaaS development, QA and test automation, AI agents and internal tools, Funnel dashboards.
Have something that should run itself?
Tell us what keeps eating your team’s week. We’ll say honestly whether it’s worth fixing and what it would take.
Or email hello@zerotouchlabs.com. We reply within one business day.