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Workflow Automation

Repetitive office work that runs by itself, with you approving what matters.

Kostenloses Erstgespräch (30 Min.) Häufige Fragen lesen
Preis
From EUR [PRICE] per workflow
Typische Werkzeuge
n8n · Make · Gmail / Outlook · Google Workspace · your CRM

From inquiry to quote, without the copy-paste

Vorher

Each inquiry email is read, copied into a spreadsheet and answered with a quote written by hand.

Nachher

Details are extracted automatically, a draft quote is prepared from the price list, and you review and send it with one click.

Hand off the tasks nobody enjoys.

  1. 01

    Email triage

    Incoming mail sorted, summarized and labeled, with draft replies ready for review.

  2. 02

    Document reading

    Invoices, receipts and forms read and entered into your sheet or accounting tool.

  3. 03

    Quote drafting

    Inquiries turned into a draft quote based on your price list.

  4. 04

    System sync

    Bookings, contacts and calendar entries kept in sync between your tools.

  5. 05

    Reminders

    Payment reminders, follow-ups and deadlines sent on time, automatically.

  6. 06

    Approval steps

    Nothing important goes out without your OK.

Für wen

  • Offices & fiduciaries
  • Agencies
  • Property managers
  • Trades
  • Small teams with lots of email
  • Event businesses

Häufige Fragen

Which tools can you connect?

Most common ones: Gmail, Outlook, Google Sheets, Excel, calendars, CRMs and booking systems. If it has an API, it usually works.

What if something goes wrong?

Every workflow logs what it does and alerts you on errors. Important steps wait for your approval.

Do I have to pay for n8n?

n8n can run on your own server at low cost or on a hosted plan. I recommend the right setup in the quote.

Which task would you hand off first?

Schreiben Sie mir kurz, worum es geht. Ich melde mich innert eines Arbeitstages mit Terminvorschlägen und sende danach eine schriftliche Festpreis-Offerte.

  1. 01 Gespräch. Kostenlos, zu Ihrer Situation.
  2. 02 Offerte. Festpreis, Umfang und Zeitplan schriftlich.
  3. 03 Umsetzung und Test. Mit Ihren echten Daten.
  4. 04 Betreuung. Anpassungen, wenn Sie sie brauchen.