AI & Automation / 02

Workflow AutomationWorkflow Automation

n8n, Zapier, Make — plus custom scripts where off-the-shelf falls short. Forms that self-file, reports that self-send, inventory that self-syncs, invoices that self-mail. Configure once, then forget.

/ Timeline
1 – 3 weeks
/ Pricing
Custom quote
/ Ideal for
Any business with recurring manual workflows — education, services, e-commerce, consulting
§ 01 · What's included

What's included

Every engagement is built from scratch, not templated. Each item is tailored to your actual needs.

  • 01n8n / Zapier / Make plus custom code where needed
  • 02Notion / Google Sheets / Airtable data flows
  • 03Email sequences (Resend / Mailchimp)
  • 04Slack / Discord / LINE notifications
  • 05Process diagrams included in delivery
§ 02 · Scenarios

Scenarios

Common use cases for this service — to help you size the scope and expected outcome.

Weekly sales report automation

Every Monday at 8am: pull from DB → pivot → PDF → email three departments, with a Slack ping.

Monthly instructor billing

Pulls classes from Google Calendar → computes hours → generates statements; half a day → five minutes.

§ 03 · Is your team doing this every day?

The work that "looks like work" — but should really be running as a script

Weekly data → report ritual

Download CSVs from Shopify / marketplaces / Google Analytics / Meta → merge in Excel → pivot → format → email to leadership. 2-4 hours every week. 100-200 hours a year.

Inventory sync across three places

Sell one on the website → manually update marketplace stock → manually update warehouse Excel. Forget once and you oversell, then eat the complaint.

Forms → manually keyed into CRM

Form to email → copy-paste into HubSpot → assign to sales → send welcome email. 10 min per lead × 10 leads a day = 1.5 hours gone.

Reconciliation by hand

Payment gateway vs bank statement vs invoices vs order system — four sources that never match. Half a day to a full day every month, and mistakes still slip through.

§ 04 · What you get

Not tool advice — a complete flow that runs without supervision

We deliver the automation, not a recommendation. You describe a recurring task — we give you back a running system.

/ 01

Process analysis

  • Audit current manual work (with frequency and time cost)
  • Identify top 3 highest-ROI pain points
  • As-is process diagram
  • To-be process diagram
  • Tool selection and integration points
/ 02

Build and testing

  • n8n / Zapier / Make or custom scripts (situational)
  • Error handling and retry logic
  • Alerting via Email / Slack / LINE on failures
  • One week of small-scale live testing alongside your team
  • Tune logic based on what surfaces
/ 03

Handover and training

  • Process diagrams non-technical staff can read
  • 15-30 min backend walkthrough video
  • Troubleshooting cheatsheet
  • 30 days of free Q&A support
  • Optional monthly health check
§ 05 · Timeline

First automation running by day seven

  1. Day 1–3

    Interview + pick first target

    Sit down and list every recurring task. Pick the highest-ROI one to automate first.

  2. Day 4–7

    First automation live

    Start with the simplest (usually reports or notifications). You feel the win immediately.

  3. Week 2

    Second and third flows

    Typically inventory sync, lead flow, or cross-system integration.

  4. Week 3

    Stabilisation + training

    One week of live running to surface edge cases; training video and docs delivered.

§ 06 · Tech stack

Off-the-shelf first, custom only when needed

80% of automation fits Zapier / Make / n8n. We custom-build for the 20% — special logic, internal system integration, or long-term cost reasons.

n8nPrimary tool

Open source, self-hostable, no monthly fees. Great for long-running, high-volume flows.

ZapierQuick prototypes

Biggest integration library (5000+ apps). Fits low-volume, occasional flows.

MakeVisual complex logic

Cheaper than Zapier, easier than n8n. Best visual handling of complex branch logic.

Google Apps ScriptSheets automation

Completely free. First choice for spreadsheet automation — report generation, data cleanup, scheduled mailings.

Python / Node.jsCustom scripts

When custom logic, heavy data processing, or internal system integration is required.

GitHub ActionsScheduling

Free scheduled jobs. No server to maintain.

§ 07 · FAQ

You're probably wondering

  • Q01

    We're a small team — is automation worth it?

    Look at ROI. If one task takes 2 hours a week (104 hours a year), automating it for NT$ 30,000 pays back in four months. A single qualifying task is enough.
  • Q02

    Should we automate several flows at once?

    Don't. Start with 1-2 on the first engagement so you can feel what automation solves. Once you see the wins, you'll naturally spot more — batch 3-5 in the second round more efficiently.
  • Q03

    Do the tools cost monthly?

    Depends. Self-hosted n8n is free, Zapier free tier covers one simple flow, Make free tier covers 2-3. Paid tiers start US$ 10-30/month. We calculate "monthly cost vs. time saved" before recommending a tool.
  • Q04

    How do I know if a flow breaks?

    You will. Every flow has error alerting — failures ping you by email / LINE / Slack. No silent breakage for weeks.
  • Q05

    Can I modify flows later myself?

    Simple changes (notification recipients, adding a field) are covered in the training video. Structural changes (reworking flows, integrating new systems) are best done with us — usually an hour of work.
  • Q06

    Do AI support and workflow automation conflict?

    They're complementary. AI handles conversations, automation handles data flow. Many clients run both — e.g., the bot answers a question and auto-creates a ticket assigned to sales. That's the combo.
§ 03 · More from this category

More from this category

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