What would you like to stop doing by hand?
A useful automation solves a specific problem: someone copies the same information twice, a request gets lost between tools, or a failed workflow leaves the team guessing.
Move an agreed set of fields from a form or inbox into your CRM, tracker or task list.
Find why records are missing, messages repeat or a run stops halfway through.
Prepare summaries, route requests and flag work that needs a decision.
The first conversation identifies the people involved, which system owns each record and what should happen when information is missing.
Choose the tool after checking the job
The service can cover Zapier, Make, n8n, Power Automate and custom API or webhook integrations. You do not need Dataverse or a Microsoft-only setup to start a conversation.
- Zapier: consider it when the apps expose the triggers and actions your process needs and the team wants to maintain the workflow there.
- Make: consider it for a process with branching steps, lists of records and visible data transformations.
- n8n: consider it when you need flexible workflow logic, APIs or AI steps and can assign someone to maintain the chosen hosting setup.
- Power Automate: consider it when the workflow fits your Microsoft environment and approved connections.
- APIs, webhooks or scripts: consider a custom connection when a standard connector does not cover the required action.
These are starting points, not a ranking. Before choosing, we check the exact app actions, account permissions, record volume, limits and ongoing cost. An app appearing in a connector list does not mean every action is supported.
If a system only has a website or desktop interface, we can assess browser or desktop automation. Its terms, reliability and maintenance needs must be checked before promising a build.
Compare Zapier, Make, n8n and Power Automate with six business examples.
What the first project includes
- A map of one process. Where it starts, which records it reads or changes, who owns it and when someone must step in.
- An agreed build or repair. Named apps, actions, fields and limits. Extra systems or new requirements are quoted separately.
- Checks with sample records. Normal input, missing fields, repeated events, failed steps and a controlled retry.
- A handover. How to run it, check failures, pause it and maintain the connections. Agree who receives alerts and handles future changes.
Builds and repairs are priced by proposal after reviewing the problem. If you need help choosing the project, the $300 USD workflow review covers one process, a 60-minute session and written recommendations. It does not include implementation.
Software plans, AI usage, hosting, data cleanup, migration and ongoing support are separate unless the proposal explicitly includes them. We agree price, timing and any taxes before work begins.
Three possible first projects
Planning example / Made-up scenario
A new request becomes an assigned task
A small design studio receives a website form with request ID R-1042. The workflow checks the required fields, looks up the matching CRM record, creates one task linked to that request and sends the assigned owner a notification.
Check: submit the same request twice and verify that it does not create two tasks. A different request from the same person should remain a separate task. Missing owner details go to a review queue.
Planning example / Made-up scenario
A weekly update without copying every row
An agency keeps project tasks in one tool and time entries in another. An agreed reporting job matches project IDs and prepares a summary for the operations lead.
Check: compare totals with the source records. Show missing matches and the reporting cutoff. Do not silently drop an unmatched time entry.
Planning example / Made-up scenario
A failed integration can recover cleanly
A form-to-CRM workflow creates a record but fails before confirming completion. The repair checks the destination using the original event ID before deciding whether to retry.
Check: reproduce the partial failure with sample data and verify the destination. A retry should not blindly repeat an action that already succeeded.
These are examples to discuss and test, not completed customer projects or promised savings. The implementation depends on the selected apps and their capabilities.
Before we start
Do I need to change all my tools?
No. We start with what you use and check whether it supports the required connections. Any new subscription is a separate decision.
Can you improve an existing automation?
Yes, an agreed review or repair can start from an existing workflow. Bring a description of the failure and a redacted example. Do not send passwords or private customer records in the first inquiry.
Will it need AI?
Clear rules often handle data movement and reminders. If the work includes reading varied messages, finding relevant information or drafting a response, we can assess an AI workflow or agent pilot.
Does the fee include unlimited monitoring?
No. The proposal names the handover, any support period and who handles failures afterward. Monitoring and maintenance can be discussed separately.
Follow a complete workflow
See what a first project could involve: capture a lead and assign follow-up, set up a new client project, prepare invoices for review or handle approvals and reminders. Each guide includes setup, examples and checks for failed steps.
Need help with this in your business?
Tell Felipe which tools you use, what keeps going wrong and what you want to improve. We can use a free 20-minute call to discuss a useful first project.
Prepare a project briefPrefer email? felipe@getquintera.com. No booking, purchase or automatic submission.