1
Context and constraints
- A 15-person business spending hours weekly on manual data entry, approval chasing, and report generation.
- Previous automation attempts had created fragile spreadsheet macros that only one person understood.
- Budget was limited and the team had no dedicated developer or IT staff.
2
Approach and delivery
- Mapped manual processes and ranked them by time saved, error frequency, and business impact.
- Built automations using n8n for repeatable workflows: invoice reminders, onboarding checklists, and weekly reports.
- Created a small internal dashboard replacing three separate spreadsheets for pipeline tracking.
3
Operational handover
- Trained two team members as automation owners with documented editing and troubleshooting guides.
- Established monitoring alerts so failures surface immediately rather than silently breaking processes.
- Handed over all credentials and configuration documentation so the business owns everything built.