What is process automation?
Process automation means digitally controlling recurring and manual tasks without human intervention.
With tools such as Make, monday.com automations or custom interfaces, we automate business processes across system boundaries.
This saves you time, reduces errors and increases transparency in project management, administration, HR, sales or support.
What we can
automate
We connect tools, data and processes, from forms to completed tasks, from invoices to reports. The use cases listed below are just a small selection from a much larger database of automations.
Contact us to find out whether your business processes can also be automated. We are sure to find a solution!
Sales
We automate sales processes such as sending quotations, deal tracking, follow-up emails and CRM synchronisation.
Financials/HR
We digitise and automate your internal processes such as invoice processing, expense approval and applicant management.
Marketing
We connect forms, CRM, email tools and social media platforms to create automated campaign workflows. Leads land directly in the system and follow-ups start automatically.
Logistics
Automated shipping notifications, synchronised stock levels or order forwarding. We ensure that your logistics processes are digital, up to date and error-free.
IT/ software
Helpdesk systems, internal tickets, monitoring and user management can be automated and integrated into existing systems, resulting in greater efficiency and fewer recurring tasks in everyday IT operations.
Service/maintenance
We automate communication between customers, technicians and the system so that your service team can concentrate on what matters most.
Our tools & methods
To ensure that your processes can be automated smoothly and scalably, we rely on modern, proven tools and methods. Depending on the initial situation, we combine standardised components with individual logic.
Make
Make is a powerful no-code tool that allows us to connect over 2,800 tools. It is ideal for complex, multi-step workflows.
monday.com automation
monday.com's integrated automations are perfect for workflows within the platform. They make it easy to automate tasks, status changes and notifications.
API & Webhooks
For individual requirements or systems that cannot be connected using standard methods, we develop API-supported integrations and use webhooks.
Standardised modules
Thanks to our experience from numerous projects, we have proven automation modules at our disposal. These modules can be quickly adapted to your needs and significantly reduce implementation time.
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Why we are the right partner for you
Customer satisfaction
Customer satisfaction is our top priority. The high quality of our advice, our products and services, and our long-standing support for our customers contribute significantly to this.
Results-oriented
When they choose us, customers are choosing experienced professionals with many years of expertise. We always work with our goal in mind and deliver products that our customers can rely on in a timely manner.
Transparency & honesty
We work with our customers on an equal footing and distinguish ourselves through fairness, open feedback, honesty and transparency.
Support & development
After project completion, we offer support hours. If you have any questions or problems, you can simply report them via our support board.
Previous customer successes
Offconsult
Kantar/Verian
Kanton Zürich
Get started with us now!
Are you ready? Take your business to the next level and book a free initial consultation with us.
FAQ
Are you still unsure whether your business processes can be automated? Here we answer some of your possible questions:
What is process automation with Make?
Process automation means replacing recurring tasks with digital workflows that run entirely without manual intervention. Tools such as Make can be used to visually model processes and automate them across multiple systems.
Which processes can be automated?
Almost all processes can be automated. Together, we can analyse your business processes and tell you where it would be worthwhile. Typical use cases include automatic invoice reading, contract creation and filing, HR processes such as applicant management, project creation from CRM data, reporting with live data, and much more.
Do I need programming skills to implement automated processes?
No. We rely on modern no-code tools that allow automations to be built visually. You don't need any programming knowledge to work with or further develop the workflows, and we provide clear documentation.
Which tools can be connected to Make?
Make can connect over 2,800 tools and systems, including HubSpot, Xero, SAP, Google Sheets, bexio, Personio, Slack, Shopify and many more. Individual systems can also be integrated via API. If you are interested in finding out whether your tool can be integrated with Make, you can check this on the Make website.
How quickly can process automation be implemented?
Thanks to our experience and ready-made modules, many automations can be implemented within a few days or weeks. The scope and system landscape determine the duration, but we will clarify this together in an initial consultation.