Workflow Automation
Connect steps instead of transferring them manually
In many companies, information is constantly transferred from one system to another.
A form is forwarded by email. A file is saved. A task is created manually. A customer is reminded. A status is kept in Excel. This is exactly where time loss and errors arise.
Workflow automation connects these steps: a website inquiry is created in the CRM automatically, sales receives a task, the customer gets a confirmation, the document is saved in the right folder, data is checked and enriched, a follow-up is scheduled and management receives an analysis.
Depending on the situation, we work with Make, n8n, Zapier, Microsoft Power Automate, HubSpot, Google Workspace, Microsoft 365, APIs or existing systems.
Services
- Website inquiries into the CRM automatically
- automatic tasks for sales
- confirmations for customers
- automatic document filing
- data checking and enrichment
- scheduled follow-ups
- analyses for management