03 / 09 · Capability
Automation & Workflow
The work nobody should be doing by hand, stopped permanently.
What this is
We map how work actually moves through your business, find the steps a machine should own, and build them. Then we watch them run — because an automation nobody monitors is a liability wearing a productivity costume.
Included under this pillar
- Workflow audits and process mapping
- Zapier, Make and n8n build-outs
- Custom scripted automation
- Data entry and cleanup automation
- Document generation pipelines
- Email triage, routing and auto-response
- Lead routing and CRM hygiene
- Onboarding and offboarding workflows
- Scheduled reporting and digests
- Cross-app sync
- Scraping and monitoring
The process
How automation actually gets built.
| Step | Phase | What happens | You get | When |
|---|---|---|---|---|
| 01 | Process Audit | We follow the work, not the org chart. Every handoff, every re-key, every copy-paste. | Current-state process map | Week 1 |
| 02 | Map & Prioritise | Each candidate ranked by hours returned against build cost. You approve the order. | Ranked automation backlog | Week 1 |
| 03 | Build the Runs | Highest-value first, each with error handling, retries and a human fallback path. | Working automations, one by one | Weeks 2–4 |
| 04 | Dry Run | Runs in parallel with the manual process. Nothing is switched off until output matches. | Reconciliation report | Week 5 |
| 05 | Cutover | The manual process stops. Your team is trained on the new path and its exceptions. | Live automation and training session | Week 5 |
| 06 | Monitor | Alerting on failures and a monthly read on what ran, what broke and what it saved. | Monitoring and monthly report | Ongoing |
What you get
Everything below, every time.
0Deliverables
- 01Current-state process map
- 02Ranked automation backlog with hours saved
- 03Built and tested automations
- 04Error handling and alerting
- 05Human fallback path for every run
- 06Team training session
- 07Documentation for each workflow
- 08Monthly performance report
How it is scoped
Scoped per workflow after the audit. The audit is a fixed fee and credited against the build.
Questions
Asked and answered.
What if it breaks at 2am?
Every automation ships with alerting and a documented manual fallback. You are never left with a silent failure.
Do we need a specific platform?
No. We pick per workflow — sometimes n8n, sometimes a scheduled script. Platform choice is justified, not defaulted.
How do you prove it worked?
The audit establishes a baseline in hours. The monthly report measures against it.