1.3 — AI & AUTOMATION

Workflow Automation

Workflow automation for German and European businesses — replacing manual multi-step processes with automated sequences that trigger, route, escalate and complete tasks without human hand-holding. Built on n8n, custom code or native integrations depending on what the process requires.

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1.3.1

n8n workflow development

Building production-grade automation workflows on self-hosted n8n — the open-source automation platform that keeps your data on your own infrastructure. Ideal for connecting internal systems, processing data pipelines and automating repetitive multi-step tasks without monthly per-task SaaS fees.

  • Self-hosted n8n installation on your own server or EU cloud
  • Complex multi-step workflow design and build
  • Error handling, retry logic and dead-letter queue setup
  • Credential and secret management within n8n
  • Custom JavaScript nodes for business logic not covered by connectors
  • Workflow versioning and documentation
  • Monitoring and alerting on workflow failures
  • Migration from Zapier or Make to self-hosted n8n
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1.3.2

Zapier & Make integrations

Building and optimising workflows on Zapier and Make (Integromat) for businesses that prefer managed SaaS automation platforms. Particularly useful for connecting popular business tools without custom development — CRM to email, form to spreadsheet, ecommerce to fulfilment.

  • Multi-step Zap and Make scenario design
  • Conditional routing, filters and formatters
  • Error paths and failure notification setup
  • Custom webhook triggers and HTTP actions
  • Data transformation between incompatible formats
  • Task volume analysis and platform cost optimisation
  • Migration from one automation platform to another
  • Documentation of all active workflows for handover
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1.3.3

Approval & routing workflows

Custom multi-step approval workflows that route requests, documents and decisions through the right people in the right order — with deadline enforcement, escalation on non-response and full audit trail. Replaces email chains and ad hoc approval processes with a governed, traceable system.

  • Multi-stage approval with sequential or parallel routing
  • Role-based routing: approver selected by value, department or rule
  • Deadline enforcement with automatic escalation
  • Delegate and substitute approver handling
  • Email and in-app notification at each stage
  • Full audit trail: who approved, when and what they saw
  • Rejection with reason capture and re-submission flow
  • Real-time status visibility for requester and managers
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1.3.4

CRM & sales automation

Automating the repetitive parts of the sales process — lead capture and enrichment, CRM record creation, follow-up sequence triggering, deal stage updates and activity logging — so sales teams spend their time selling, not managing data.

  • Automatic lead creation from web forms, emails and live chat
  • Lead enrichment with company data, LinkedIn and firmographics
  • Automatic deal creation and stage assignment
  • Follow-up sequence triggering based on lead activity
  • Task creation for sales rep on new high-value leads
  • CRM field update from email and calendar activity
  • Quote and proposal generation triggered by deal stage
  • Win/loss reporting automation and pipeline health alerts
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1.3.5

Scheduled data processing

Automated batch jobs that run on a schedule to process, transform and distribute data — nightly reports, daily data syncs, weekly summaries and monthly exports. Replaces manual "every Monday morning" tasks with reliable, logged automation that runs whether or not anyone remembers.

  • Cron-based scheduling with timezone awareness
  • Bulk data transformation and cleaning
  • Scheduled report generation and email distribution
  • Nightly database synchronisation between systems
  • Archive and purge jobs for data retention compliance
  • Alerting on job failure with root cause context
  • Run history log with input/output record for audit
  • Manual trigger option for ad hoc re-runs
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1.3.6

Event-triggered automation

Automation that fires in real time in response to specific events — a new form submission, a status change in the CRM, a payment received, a support ticket opened, a document uploaded. Event-driven workflows react in milliseconds rather than waiting for the next scheduled batch run.

  • Webhook endpoint design and security (secret validation, replay prevention)
  • Event routing: one event triggering multiple downstream automations
  • Conditional logic: different outcomes based on event payload values
  • Idempotency handling to prevent duplicate processing
  • Event queue and retry mechanism for reliability
  • Dead letter queue for failed events with alert and replay
  • Event schema documentation and versioning
  • Cross-system event fan-out (one event, many systems notified)
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