Process Automation
Hand the repetitive work over — without replacing a single system.
We automate processes along the systems you already run. What has clear rules runs without intervention afterwards; what needs judgement stays with people.
About this service
Moving quotes from the CRM into the ERP, filing invoices out of email, keeping master data identical in two tools: almost every company has a handful of processes nobody enjoys and everybody still does by hand every day. They cost time, they invite mistakes, and they do not scale. We map those processes, automate the steps that have clear rules, and hand over with documentation and monitoring — on platforms your own team can adjust later.
What's included
Automation
- Mapping the process as it actually runs
- Automating recurring, rule-based steps
- Defined error handling instead of silent failure
- Monitoring and alerting when something breaks
- Documentation your team can work from
Connected systems
- ERP and CRM systems over existing interfaces
- Email and file shares
- Microsoft 365, SharePoint and Teams
- Accounting and document management
- Your own applications over REST interfaces
How the project runs
Four phases, and the first matters most: automating a process nobody has understood does not make it better, it makes it wrong faster.
Mapping the process
We watch the people doing the work and write down what actually happens — not what the manual says. The result is the process as a diagram, exceptions included.
Automation concept
We define which steps get automated, which deliberately stay with a person, and how failure cases are handled. What can go wrong is settled up front.
Build and parallel running
Built in n8n, Make or Power Automate, then run in parallel: automation and manual work side by side until the results match.
Handover and expansion
Handover with documentation and monitoring, so a fault surfaces before somebody reports it. The next process builds on the same foundation.
Where it is used
The more often a process recurs and the clearer its rules, the faster the automation pays for itself.
- Moving data between CRM and ERP
- Capturing and filing incoming invoices
- Preparing quotes and orders
- Keeping master data identical across systems
- Generating and sending reports on a schedule
- Collecting and tracking approvals
What to watch for
Three points where automation projects typically get difficult — and how we handle them.
An unclear process just goes wrong faster
Which is why phase 01 is not negotiable. We automate only once the process and its exceptions are written down and confirmed by the people who run it.
The exceptions are the actual work
The normal case is usually quick to build; the special cases make the difference. We capture them during mapping and decide deliberately which get automated and which stay with a person.
Home-built automations fail silently
Monitoring is part of our handover, not something retrofitted. A process that fails without telling anyone is more dangerous than one that was never built.
Why BLAID for this
Four reasons a handed-over process differs from a home-built one.
Established platforms, not our own scripts
We build on n8n, Make and Power Automate so your team can adjust a process later instead of waiting for us.
The process gets understood first
Mapping is part of the project and not optional. It is the reason the exceptions do not surprise anyone later.
Measured, not claimed
We record how long a process takes beforehand and compare afterwards. What you get at the end is a number rather than a feeling.
Monitoring from day one
Failures are reported rather than failing silently — the part home-built automations usually leave out.
Which process costs you time every week?
Name one — we will assess together whether and how it can be automated.
Advice from specialists
A conversation with the people who will build the process.
Predictable delivery
3–8 weeks per process, with parallel running before the switch.
Secure and accountable
Logged operation, alerting on failure, self-hosting possible.
What you get
- The process as a diagram, exceptions included
- An automated build on a standard platform
- Defined error handling and alerting
- A before-and-after measurement of processing time
- Documentation for making your own changes
- A foundation that makes the next process faster
Free first call · no obligation · an individual solution