Workflow and decision map
Map the trigger, data fields, and decisions for a process such as lead intake or a scheduled report.
Automation
Build n8n workflows that move data between your tools, route work to the right person, and automate recurring tasks.
01 / THE STARTING POINT
An n8n workflow can connect an enquiry form, CRM, inbox, or internal system around a defined task. We map how information moves today and agree which steps should run automatically, where data needs validation, and who handles exceptions.
We build and test the workflow in the agreed n8n environment. For work involving AI, such as classifying an email or extracting details from a document, we define what the workflow can accept and which outputs a person needs to review.
02 / WHAT WE COVER
Agree on the workflows, connected tools, and exception paths before development. We can include an AI step where the workflow needs to classify, extract, or summarize information.
Map the trigger, data fields, and decisions for a process such as lead intake or a scheduled report.
Build the workflow in your n8n workspace and test typical inputs, missing data, and repeated events.
Show your team how to review runs, pause the workflow, and handle exceptions.
03 / DIFFERENT STARTING POINTS
A focused project or part of a wider plan. We shape the scope around your current situation and the work that matters next.
Normalize agreed fields, look for existing records, and route new leads to the right owner without asking staff to re-enter the data.
Let’s discuss itExtract agreed fields, check that required information is present, and send incomplete or uncertain results to a review queue.
Let’s discuss it04 / HOW THE WORK MOVES FORWARD
Share the tools involved, a sample input, and what should happen when the task succeeds or needs human review.
Look at the examples and existing setup to confirm what the work needs to solve.
Confirm the deliverables, access requirements, review points, and what a successful result looks like.
Complete the agreed work and review the results against the examples or checks defined at the start.
Share the agreed files, findings, or changes and explain any next steps your team owns.
05 / YOUR QUESTIONS, ANSWERED
Have a requirement we haven’t covered?
Let’s talk about it
Yes. We confirm workspace access, available integrations, and the environment’s constraints before choosing how to deploy the workflow.
Yes. We agree the AI step, approved inputs, expected output, and what should happen if the result needs review.
We explain the triggers, credentials your team manages, expected outcomes, and how to review or pause runs. Ongoing monitoring and changes can be scoped separately.
We prepare a proposal around the agreed deliverables, complexity, dependencies, access, and review requirements. Third-party charges and ongoing work are identified separately.
Tell us about your business, the requirement, and what you already have in place. We will discuss the fit, clarify the scope, and recommend a practical next step.
LET’S TALK ABOUT YOUR PROJECT
Tell us about your business and what you want to improve. We’ll help you define a practical starting point.
Business process automation.
A focused project or
a connected plan.