Workflow automation

Workflow automation is the practice of connecting your tools — CRM, email, spreadsheets, helpdesk, accounting — so that repetitive, rules-based tasks run automatically. When something happens in one system, the workflow moves data and triggers the next action across the others.

It's typically built with platforms like n8n, Make or Zapier, or with custom code for more complex logic. The result is less manual data entry, fewer errors, and systems that stay in sync.