We connect the tools your business already uses, from forms and CRM to calendar, email, invoices and Slack, with Make.com, n8n and Zapier. Leads are routed instantly, tasks are assigned automatically and your data stays in sync without anyone typing it twice.
Enter your email and website. We map how leads, jobs, invoices and data move through your business today, find the manual steps that cost the most time and send an automation plan with estimated hours saved and a fixed quote. Free, in 48 hours.
A lead fills in a form. Someone copies it into the CRM, sends a welcome email, tells the right salesperson, adds a follow-up reminder and later re-types it into an invoice. Every copy is a delay and a chance for a mistake.
Workflow automation connects those tools so the data moves itself. Your team keeps doing the work that needs a human, and the rest happens in seconds, every time, even when everyone is busy.
If your team copies the same data between two tools every day, that is a workflow waiting to be automated.
The simple test we use
Practical automations that remove repetitive work across sales, operations and finance.
Every step below happens on its own in seconds. Your team only sees a qualified, assigned lead with a task ready to go.
How to choose a platform, what to automate first and how to keep automations reliable.
Workflow automation (or business process automation) means connecting your software so that an event in one tool triggers actions in others without someone doing it by hand. A new form submission creates a CRM contact, assigns an owner, sends a reply and creates a follow-up task. A signed quote creates an invoice and a project. A paid invoice updates the deal and sends a thank-you.
Each automation is small. Together they remove hours of admin every week and, just as importantly, stop leads and jobs from falling through the gaps.
| Platform | Best for | Watch out for |
|---|---|---|
| Zapier | Simple, linear automations and the widest range of app integrations. Easy for teams to understand. | Costs rise quickly with high task volumes and multi-step logic. |
| Make.com | Visual, multi-branch workflows with data transformation at a lower cost per operation. | Complex scenarios need good structure and documentation. |
| n8n | Advanced logic, AI agents, custom code and self-hosting when data control matters. | Self-hosting needs maintenance; best with a technical partner. |
We are platform-neutral. If you already use one, we usually build there. If not, we recommend the one that fits your volume, budget and data needs, and explain why.
Start where time and money leak. We score each candidate workflow on three things: how often it happens, how long it takes by hand and what it costs when it goes wrong. In most small businesses the winners are:
AI is most useful as a step inside a workflow rather than as a separate tool. It can read an incoming email and decide what it is about, summarise a call transcript into CRM notes, extract fields from a PDF quote, score a lead from a free-text message or draft a reply for a human to approve. We keep humans in the loop for anything customer-facing until the results are proven.
Workflows are at their best when your CRM is set up properly. See CRM setup and lead tracking.
If the same data is typed into more than one tool, the answer is usually yes.
The same platforms, tuned to how each team works.
Mapped, built, tested and documented, so they keep working long after launch.
We map how work moves between your tools and people and agree what to automate first.
We design each workflow with triggers, rules, error handling and owners, and confirm it with you.
We build on your accounts, test with real data and run edge cases before switching on.
We hand over documentation, monitor runs and add new automations as you grow.
Fixed pricing per workflow or package, agreed before we start.
One lead-routing workflow is a small project. A full sales-to-invoice system is several connected workflows.
Well-known apps with ready connectors are quick. Custom APIs, legacy software and data clean-up take longer.
Branching rules, AI classification, document extraction and approvals add design and testing time.
Platform subscriptions (Make.com, n8n, Zapier) are paid directly by you, so you keep ownership. We help you choose the right plan.
The tools are easy to sign up for. Reliable, documented workflows are the hard part.
| What you get | Dexora automation | DIY with templates | Custom code developer |
|---|---|---|---|
| Process mapping first | Always | Rarely | Sometimes |
| Error alerts and retries | Built in | Often missing | If specified |
| Documentation | For every workflow | None | Varies |
| Easy to change later | Visual and documented | Fragile | Needs the developer |
| AI steps where useful | Yes | Limited | Yes, at higher cost |
| Time to first result | 1-3 weeks | Weeks of trial and error | Months |
From engineering firms and law practices to eCommerce brands and local service companies.
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Automation works best behind a website and ad funnel that already brings leads. Here are some we built.
Platforms, pricing, reliability, ownership and AI.
Start with a free automation audit. We will show you the manual steps costing the most time and exactly how we would automate them, with a fixed quote.
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