What workflow automation looks like in practice
Common workflows we automate for mid-market UK clients:
- Lead-to-customer — capturing leads, scoring, routing, sequenced follow-up, handover to sales.
- Quote-to-cash — quote generation, e-signature, invoicing, payment reminders.
- Onboarding — new client/employee onboarding with task assignment, document collection, and welcome flows.
- Approval flows — invoice approval, expense approval, holiday requests with multi-stage routing.
- Reporting — automated weekly dashboards pulling from CRM/finance/ops.
How we score automation ROI
- Time mapping — how many hours/month does this workflow consume?
- Loaded cost — at the loaded cost of the people running it, what's the £-value?
- Build cost — what does it cost to automate (build + tooling + ongoing)?
- Payback period — when does the £-saved cross the £-spent line?
We only build automations with a payback period under 12 months, ideally under 6.
Tools we use
Tool-agnostic — we choose based on your stack, your team's skills, and what's maintainable.
- Low-code: Zapier, Make, n8n, Power Automate
- iPaaS: Workato, Tray.io for higher-complexity
- Custom: Node, Python, serverless functions for non-standard integrations
- RPA: UiPath where there's no API option
FAQ
Frequently asked questions
How long does a typical workflow automation project take?+
Single workflows take 1-3 weeks. A bundle of 3-5 related workflows is usually 4-8 weeks. The audit phase before is 1-2 weeks.
Can you automate workflows in our existing CRM/finance tool?+
Yes — we work with HubSpot, Salesforce, Pipedrive, Xero, QuickBooks, NetSuite, monday, ClickUp, and most others. We meet you where you are.
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