Service

Workflow Automation

Business process automation, custom workflows, no-code/low-code automation, and system integrations.

Sound Familiar?

The problems we get called in to fix.

If you recognise two or three of these, it's worth a conversation.

The same manual process eats hours every week.

Custom workflow automation that removes the repetitive step entirely.

You've outgrown spreadsheets but aren't ready for a full platform.

No-code/low-code automation that fits how your team already works.

Your tools don't sync with each other.

System integrations that keep every tool updated automatically.

New hires take weeks to learn a process that should be automatic.

Automated workflows that guide the process instead of relying on memory.

Errors slip through because a manual step gets skipped.

Automation that enforces the steps instead of hoping someone remembers.

You've automated the easy parts but the hard parts are still manual.

Custom automation built for your actual edge cases, not just the happy path.

In Short

What workflow automation involves.

If someone on your team copies data between tools, chases approvals by email or builds the same report every Monday, that work can usually be automated. We map the process, automate the repeatable steps with n8n, Make, Zapier or custom code, and keep a person in the loop wherever judgement is needed.

Trusted by 40+ companies

Delight Auto Forge logoParmeshwari Brass Industries logoEverson logoAimerz Advisors logoWild Crunch logoRoyale Touché logoThe Library of Alexandria logoRooted by ASD logoAmara logoPackPro Flexipack logoAanganOne logoNatraj Fashions logoCavier logoDelight Auto Forge logoParmeshwari Brass Industries logoEverson logoAimerz Advisors logoWild Crunch logoRoyale Touché logoThe Library of Alexandria logoRooted by ASD logoAmara logoPackPro Flexipack logoAanganOne logoNatraj Fashions logoCavier logo

What's Included

Where this service applies.

Not an upsell list — this is what's actually covered under workflow automation.

Business process automation is included in Workflow Automation, scoped in your written quote.

Custom workflows is included in Workflow Automation, scoped in your written quote.

No-code/low-code automation is included in Workflow Automation, scoped in your written quote.

System integrations is included in Workflow Automation, scoped in your written quote.

Business process automation

Business process automation is included in Workflow Automation — scoped to what your project actually needs and listed in the written quote.

Who It's For

Who asks us for workflow automation.

The situations people are usually in when they ask us for this.

01

Lead handling

New enquiries captured from forms, WhatsApp and ads, assigned to a salesperson and followed up automatically.

02

Approvals

Purchase requests, leave and discounts routed to the right approver with reminders and an audit trail.

03

Reports on a schedule

Daily or weekly reports assembled from several tools and sent to managers without anyone building them.

04

Document processing

Invoices, forms and orders read with AI and entered into your systems for a person to confirm.

Scope Estimator

Rough out your timeline in ten seconds.

Pick what you're building and we'll show an honest range. It's an estimate, not a quote — but it's the same maths we start from.

01 — What are you building?
02 — How big is it?
03 — Anything else? (optional)

How A Workflow Automation Engagement Runs.

Six stages from first call to live delivery — nothing advances until the stage before it is signed off.

01
Discovery
2–3 days
We work out what actually has to be solved — the constraints, the users, and what can be cut from scope.
02
Scoping
3–5 days
A concrete plan agreed before anything is built, so nothing gets rebuilt later because of a missed assumption.
03
Design & Architecture
1–2 weeks
The technical approach and any interface work, reviewed with you until the direction is signed off.
04
Build
2–8 weeks
Built in short cycles with visible progress — you see it working early and often, not just at the end.
05
QA & Launch
1–2 weeks
Tested against real conditions before it goes live, then deployed with a rollback plan in place.
06
Support
Ongoing
Post-launch fixes, monitoring, and improvements. You keep everything either way.

Quality Bar

The commitments we hold ourselves to on workflow automation.

Not aspirations — the same terms on every engagement, regardless of scope.

Live quality gateChecked on every engagement
100%
Scope agreed in writing
Before any work starts
24h
Typical response time
During an active engagement

Tools We Use

What we use for workflow automation.

Chosen per project, not by habit — the right tool for your scale, your team, and what you'll need to maintain.

n8nn8n
MakeMake
ZapierZapier
PythonPython
Node.jsNode.js
OpenAI API
Google Workspace
WhatsApp Business API

Our Principles

Two commitments that govern every project.

No deadline we don't hold ourselves to.

We pad the schedule honestly upfront so we don't have to renegotiate halfway through. If we say a date, we hit it.

Delivered

No progress you can't see.

We don't go dark for a month and come back with a surprise. You see the work as it happens.

Visible

Our Technology Stack

We use modern, battle-tested tools to build scalable and maintainable solutions.

Frontend & UI

ReactNext.jsVue.jsTailwind CSSFramer Motion

Backend Core

Node.jsPython / DjangoGoJava SpringGraphQL

Data & Storage

PostgreSQLMongoDBRedisElasticsearch

Cloud & DevOps

AWSDockerKubernetesCI/CD PipelinesVercel

Design & UX

FigmaAdobe CCPrototypingWireframing

Security & QA

Pen TestingJestCypressOAuth 2.0
99.9%Uptime SLA
2xFaster Delivery
Top 1%Engineering Talent

What You Receive

Everything, at handover.

Here is the exact list of what lands in your accounts when the project closes.

Handover manifest4 itemsTransferred on completion
01

Domain access

Your domain is registered in your name, with full access to it — DNS, renewals, and transfers stay in your hands.

02

Admin access

A login to the admin panel, so your team can manage content without touching code.

03

Design files

Any design files used to plan the build, so future work doesn't start from scratch.

04

Handover walkthrough

A live session showing your team how to use everything we built.

Everything above transfers to your accounts when the project closes.

Why Us

What you're actually comparing for workflow automation.

A template, a freelancer, and a big agency all solve part of the problem. Here's where each one tends to leave you exposed.

CodelixTemplate / builderFreelancerLarge agency
Timeline you can hold us toYesYesNoPartial
Built for your exact workflowYesNoMaybeYes
One team, one point of contactYesNoYesNo
Post-launch support & docsYesNoMaybeYes
Transparent, fixed pricingYesYesMaybeNo
Won't vanish mid-projectYesYesNoYes
YOU GET THE DOMAIN.YOU GET THE ADMIN.FIXED SCOPE.FIXED PRICE.

FAQ

Questions we're asked before every engagement.

Don't see yours here? Ask us directly →

Zapier is quickest for simple two-app flows. Make handles branching logic at lower cost. n8n can be self-hosted, which suits high volumes and sensitive data. We pick based on volume, cost and where your data may live.

Yes, through the official WhatsApp Business API — for order updates, reminders and lead replies. Messages must follow WhatsApp's template and opt-in rules, which we set up with you.

Each flow logs every run, failed steps alert a named person, and anything with financial impact waits for a human approval before it acts.

Fixed scope, fixed price — you get a written quote before any work starts, based on what you actually need, not an hourly guess.

Every project includes a post-launch support window for fixes. After that, you can keep us on a monthly retainer for updates, fixes, and support.

What Happens Next

Three steps from here to kickoff.

No drawn-out sales process. Reach out and here's exactly what follows.

01
30 minutes

Discovery call

A no-pressure call to understand what you're building and what's not working. No slide deck, no sales pitch.

02
Within 48 hours

Written proposal

A clear scope, a fixed price, and a timeline — in writing. You know exactly what you're getting before you commit.

03
On your go-ahead

Kickoff

We lock the scope and start. You get a point of contact and visible progress from day one.

Explore More

The rest of what we do.

Start Here

Tell us what you're building.
We'll tell you how we'd build it.

A structured conversation about workflow automation — your users, your goals, your constraints. We scope what should be built first, what can wait, and what it takes to ship it.