Automation for recurring workflows
Business process automation for SMEs – consulting, build and operations.
When information still moves between teams and systems via copy-paste, forwarded emails or spreadsheets, business process automation is usually the fastest way to take load off your team. As a process automation agency, Lyron automates recurring workflows across CRM, ERP, email, support and Microsoft 365 so they stay traceable, stable and maintainable.
- CRM · ERP · Email · Microsoft 365
- n8n · Make · Power Automate · Zapier
- Traceable, stable, maintainable
What business process automation means in practice
Process automation isn't just connecting a single tool. It's running an entire business process end to end with clear rules, ownership and handoffs: information is captured, validated, routed, documented and escalated when needed — without your team triggering each step manually.
Depending on the requirements we use n8n, Make, Power Automate or Zapier. If you'd like a broader overview first, see our page on automation for businesses.
Connect systems
Get CRM, ERP, email, forms, Teams and SharePoint to work together without media breaks.
Cut the error rate
Less manual data entry, clearly defined rules and transparent process steps.
Free up your team
People handle exceptions and decisions instead of repetitive routine work.
Less manual work
Data is captured, enriched and written into the right systems automatically, instead of being re-entered multiple times by hand.
More transparency
Every case has a defined status, traceable logs and clear alerts on exceptions or delays.
Clean scaling
Processes stay stable as volume, team size or the number of connected systems grows.
Typical processes for business process automation
The processes that pay off most are the ones that happen often, follow clear rules and involve multiple people or systems.
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Lead capture and CRM
Capture website leads, LinkedIn requests or form submissions automatically, qualify them and hand them off to sales.
Lead capture -
Quotes and invoices
Generate documents from data, collect approvals, send them out and report status back automatically.
Invoice automation -
Approvals in Microsoft 365
Wire up SharePoint, Outlook and Teams flows with clear approval paths and automatic filing.
SharePoint workflows -
Email and inquiries
Classify incoming messages, route them, send confirmations and create follow-up tasks in the right system.
Email automation -
Onboarding and handovers
Guide new employees or customers through checklists, notifications and system access in a structured way.
Onboarding workflows -
Reporting and monitoring
Pull data from multiple sources, consolidate it and send it out as a regular status report or escalation.
Status reports
When process automation really pays off
Not every workflow needs AI from day one. In many cases, clean rule-based process automation already delivers the biggest leverage. We add AI where unstructured emails, documents or free text need to be interpreted reliably.
- The process runs several times a week or daily and visibly eats into team capacity.
- There are clear rules, approval steps or defined owners — not creative one-off decisions.
- Data is copied between multiple tools today, or maintained in parallel in several systems.
- Delays, lack of visibility or input errors cause follow-ups, idle time or lost revenue.
Results from client projects
Anonymised client cases from our projects – each with the starting point, the solution and the result in detail.
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Case study · Law firm
Law firm: mail intake, case files & deadlines with n8n
40 instead of 120 minutes of mail intake a dayMail intake in about 40 instead of 120 minutes a day, case-file creation in 5 instead of up to 40 minutes – GDPR-ready and with a human in the loop on every deadline.
Read the case study -
Case study · Trades
Plumbing company in NRW: 11 hours a week reclaimed
11 hrs a week reclaimedQuotes, invoices and customer communication automated – 30% fewer payment delays and more time for the core business.
Read the case study -
Case study · Software
Building services: a custom SaaS app for dispatching and service reports
48 hrs instead of 18 days to the invoiceA service portal replaces Excel, paper and WhatsApp – with interfaces to ERP and Microsoft 365, invoices within 48 hours instead of 18 days.
Read the case study
Process automation, RPA or AI agent?
Three approaches that are often confused – and that complement each other well in practice.
In many projects the best solution is a combination: stable workflows for clear rules, and AI only for the steps that need context.
Classic workflow
Connects your systems through interfaces and follows fixed rules: transfer data, file documents, collect approvals, report status. The right choice when inputs are structured and the rules are clear – built with n8n, Make, Power Automate or Zapier.
RPA click bots
Robotic process automation operates user interfaces the way a person would – click by click. That can bridge legacy systems without an interface, but it is sensitive to every change in the interface. Where an API is available, a direct integration is usually more robust.
AI agent
An AI agent understands unstructured input such as emails, PDFs or free-text requests, picks suitable tools and prepares decisions – within clear boundaries and with human approval for sensitive steps. When an AI agent is the better fit is explained on our page on AI agents for business.
How we deliver process automation
Four steps from the current state to the handover. The pilot profile next to them shows, using a workflow from our plumbing case study, what each step produces.
Map the current state and friction points
We analyse which systems are involved, where information gets lost and which steps today run manually for no good reason.
Pick a pilot process with measurable impact
We start where time saved, error rate or response time becomes visibly better from day one.
Build and harden the workflow
We build the flow, test with real data, define error paths and set up logging, alerts and clear ownership.
Document, hand over and scale
Your team understands how the process works, so we can expand automation in a controlled way instead of creating shadow sprawl.
- Current
- Pilot
- Build
- Handover
Quote after the site survey
Workflow after the site survey
- Match line items with the central price list
- Quote as PDF with logo and payment terms
- PDF sent to the customer by email
- Copy filed in the customer project
- Notification “Quote sent”tested
Values from our plumbing company NRW case study
What does business process automation cost?
Single workflows start from €490, typical projects range from €890 to €5,900 depending on scope, and ongoing support with monitoring starts at €290 per month.
The main drivers are the number of automations, the connected systems and how much logic or AI a workflow needs. Project packages are fixed prices plus VAT – we clarify the exact scope in a free initial consultation.
See pricing & processfrom €490 per workflow, one-time
FAQ on business process automation
Free consultation · 30 minutes
Ready to tackle process automation?
In a free consultation we identify the processes where automation pays off fastest in your business.
- Free & no obligation
- 30 minutes via Google Meet
- First view of effort & benefit
