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Workflow automation consulting for B2B and SaaS teams that have outgrown manual processes but do not have an in-house automation engineer. We map where your team loses hours to copy-paste, hand-offs and status-chasing, then design and ship the automations that remove that work — across the tools you already run.
What a workflow automation consultant actually does
The job is not «install a tool». It is finding the few processes where automation pays back fastest, designing a reliable flow around your real data and edge cases, building it, and handing over something your team can trust and maintain. A good consultant says no to automations that will break more than they save.
What is included
- Process audit — we shadow the actual workflow and quantify the manual hours and error rate.
- Automation roadmap — prioritised by payback, not by what is easiest to demo.
- Build and integration — across n8n, Make, Zapier and direct API work where the no-code tools stop.
- CRM, data and reporting flows — lead routing, enrichment, sync between systems, scheduled reports.
- Documentation and handover — so the automation is yours, not a black box only we understand.
How we work
We start with one high-payback workflow rather than a big-bang rebuild, ship it, and prove the time saved before expanding. Each automation is built with logging and error handling, because an automation that fails silently is worse than the manual process it replaced. You see the roadmap, the build and the results — no black box.
Tools and stack
n8n (self-hosted when data residency matters), Make and Zapier for fast no-code flows, plus custom API integrations, webhooks and small scripts where off-the-shelf connectors fall short. We pick the cheapest tool that holds up, not the one with the biggest sticker.
Workflow automation consulting pricing
| Engagement | Price |
|---|---|
| Process audit + automation roadmap (one-off) | €1 500–3 000 |
| Build per workflow | from €800 |
| Ongoing automation retainer | from €1 500 / mo |
Most clients see the first automation pay for itself within weeks. Exact scope after a free audit.
Who it is for
Growing B2B and SaaS companies drowning in manual ops, agencies standardising delivery, and finance or sales teams stuck in spreadsheets and copy-paste between systems. If you are hiring to do work a workflow could do, talk to us first.
FAQ
How is this different from buying Zapier ourselves?
The tool is the easy part. The value is choosing the right processes, designing for your edge cases, and building flows that do not break — which is where most DIY automations fail.
Do you work with our existing tools?
Yes. We build around your current CRM, data and apps rather than forcing a migration. n8n, Make, Zapier and direct API integration cover almost any stack.
What can realistically be automated?
Lead routing and enrichment, data sync between systems, document and invoice generation, status notifications, scheduled reporting, onboarding steps. We tell you honestly what is not worth automating, too.
This is a focused part of our wider business process automation service — see also sales automation and marketing automation.
Distribution automation: 40 hrs/week of data entry automated →
−84% processing time, $127K/year saved, break-even in 7 weeks.