Understand the manual work
Review a representative example, who handles it and which information matters. Choose an operational measure without inventing a projected revenue gain.
Business process automation with AI and n8n
Connect repeated work across CRM, email, documents and internal tools. Use rules for known steps, AI for interpretation and people for decisions that need approval.
Scope, price, external costs and acceptance tests are agreed before implementation.
The first useful result
One workflow with a clear trigger, approved data sources, defined actions and a visible exception path. An important connection should not fail silently or rely on someone remembering to check every screen.
Who it is for
For teams repeatedly copying records, checking status or chasing the owner of the next task. We choose one recurring bottleneck and define the expected result before selecting tools.
What can be included
- Process and source-of-truth mapping.
- API connections and structured data transfer.
- Approved document extraction or message classification.
- Tasks, notifications, drafts and status updates.
- Human approvals, logs and error alerts.
- Testing, documentation, recovery and scoped support.
Build rules and exceptions together
Map normal steps, missing data, duplicates and unavailable providers. Keep payments, contracts and unusual promises behind an agreed human approval boundary.
Test and hand over
Run the acceptance scenarios with the team, check alerts and recovery, then document the workflow and support owner. Expand only after the first route is stable.
Related work
MOMA LIV
A property website, CRM, Meta channels and partner-company integrations working together in the sales process.
Related workA practical guide: How to define an automation before building itBefore we start
Does every automation need AI?+
No. Rules and native application features often solve repeated work more simply. We use AI where interpretation or unstructured information makes it useful.
Must everything run in n8n?+
No. We work from the process and existing tools. n8n is one implementation option; the agreed outcome, ownership and recovery matter more than the platform label.
How do you estimate the value?+
We use an agreed baseline such as manual steps, record completeness or assignment time. A planning estimate is labelled as an estimate and checked against observed work after launch.
Discuss this service
Scope, price, external costs and acceptance tests are agreed before implementation.