1. Process Audit
Before anything is built, the process needs to be understood. A process audit maps what your team does repeatedly — the tasks that involve moving information from one place to another, sending something when something else happens, or updating a record that already exists somewhere else. Most businesses discover two or three automation candidates in the first conversation that they had not considered automatable.
The audit produces a prioritised list of what is worth automating, in what order, and why — with a plain-English explanation of how each automation would work. No proposal for systems you have not asked for. No technology for its own sake.
2. Automation Design
An automation built without a clear design breaks in the edge cases. Before a single workflow is configured, the logic is mapped: what triggers the process, what data needs to move, where it needs to go, and what should happen when something unexpected occurs. For multi-step automations connecting more than two systems, this design step prevents the most common failure — a workflow that works for 90% of cases and silently fails on the other 10%.
3. Build
Automations are built using the right tool for the specific problem — n8n for complex, multi-step workflows requiring custom logic or on-premise hosting; Make for visual, multi-app orchestration; Zapier for straightforward point-to-point connections where speed of setup matters more than flexibility. There is no preferred tool — the choice is made based on your systems, your technical comfort level, and what will be easiest to maintain.
Common automations built for Irish small businesses:
- Orders from an e-commerce platform automatically entered into Xero or Sage
- New enquiry form submissions routed to CRM, inbox, and a follow-up sequence — without manual intervention
- Invoice generation triggered when a job status changes in a project management tool
- Stock or availability alerts sent to the right person when a threshold is crossed
- Customer data kept in sync across two or more platforms without duplicate entry
- Weekly summary reports generated and sent automatically from data that already exists
4. Handover
Every automation comes with documentation that explains how it works, how to modify it, and what to check if something goes wrong. The goal is that you or someone on your team can understand the system — not that you depend on me to keep it running. A short walkthrough session is included as standard, covering the key points a non-technical person needs to know to feel confident the system is working.
5. Ongoing Maintenance (Optional)
For businesses who do not want to manage the automation themselves, ongoing maintenance covers monitoring, error handling, and updates when the connected tools change their APIs or configurations. This is not a default retainer — it is an option for businesses who want the benefit of automation without the overhead of managing it. If you want to own it fully after handover, that is the right outcome too.