03 · Automation & integration
Automation that removes the work nobody wanted to do
Copying a number from one system into another is not a job. It is a tax your business pays every week, in hours, with errors included. Most of it can be gone inside a fortnight.
Who this is for
- Businesses re-keying the same information into two or three systems
- Owners spending evenings on quotes, invoices, scheduling and follow-up emails
- Teams whose tools each work fine alone and refuse to speak to each other
What is included
- Microsoft Power Automate and Logic Apps flows across Microsoft 365 and Dataverse
- Self-hosted n8n workflows when you want the automation to stay yours
- API integrations between accounting, CRM, scheduling, forms and email
- Document generation — quotes, invoices, reports — produced and filed automatically
- Alerting and error handling, so a silent failure does not go unnoticed for a month
How it works
- 01
Find the tax
A short audit of where the repeated hours actually go. Often it is not where people assume.
- 02
Pick the one worth doing
We start with the single highest-hours, lowest-risk task. One win buys the rest.
- 03
Build and test
Run in parallel with the manual process until it is proven, not after.
- 04
Measure
Hours before, hours after, in writing. If it did not save time, it does not stay.
Questions
Per workflow, typically $1,500 – $4,000. Audit first, priced after.
What can actually be automated?
Anything with rules and a repeatable trigger: form submission to CRM record, approved quote to invoice, job completed to follow-up email, weekly report assembled and sent. Judgement calls stay with people — automation should remove the typing, not the thinking.
Do we need Microsoft 365?
No. If you are on Microsoft 365 the Power Platform is usually the quickest route. If you are not, self-hosted n8n or direct API work does the same job without new licences.
What does it cost?
A single workflow typically runs $1,500 to $4,000 depending on how many systems it touches. The honest test is payback: if it saves four hours a week, it pays for itself in a season.
What happens when something breaks?
Every flow ships with error handling and an alert that reaches a person. We also document what it does in plain language, so the business is not dependent on whoever built it.