Workflow Optimisation
Map the process, eliminate the waste, automate the rest.
Every business runs on workflows — most of them a patchwork of manual steps, spreadsheets, and duct-taped tool integrations. We map your processes, identify bottlenecks, remove unnecessary steps, and automate what remains using n8n, Zapier, Make, or custom API integrations — giving your team back hours every week.
What you get
What's included in our
Workflow Optimisation engagement
Process Map and Bottleneck Analysis
A visual process map of your current workflows, annotated with time costs, error rates, and handoff friction points. For each bottleneck, we quantify the annual cost in hours and describe the root cause — giving you the evidence to justify automation investment internally.
Automated Integrations and Workflow Builds
We build the automation that connects your tools — triggering actions in one system based on events in another, routing data without manual copy-paste, sending notifications at the right moment, and creating records automatically. Built in n8n, Make, Zapier, or custom code depending on complexity and cost-efficiency.
Standard Operating Procedure Documentation
Every automated workflow is documented in a plain-English SOP that explains what it does, what inputs it needs, how to handle exceptions, and who to contact if it breaks. Your team can operate and evolve the automation without needing the original builder.
Our process
How we deliver Workflow Optimisation
Process Discovery and Documentation
We interview the people who actually do the work — not just their managers — to map each process step, tool used, time taken, and common failure modes. We use process mapping workshops to surface the unofficial workarounds and exceptions that aren't in any documented procedure.
Bottleneck Identification and Prioritisation
From the process maps, we identify automation opportunities ranked by time saved, error reduction potential, and implementation effort. A prioritised backlog gives you a sequenced roadmap — highest ROI automation first, with estimated effort for each item.
Automation Development and Testing
We build automation workflows in the appropriate tool for each use case — n8n or Make for complex multi-step flows, Zapier for simple connections, custom API code for complex conditional logic or high-volume processing. Every workflow is tested with real production data scenarios before live deployment.
Deployment, Monitoring, and Iteration
We deploy with error alerting configured from day one — so if an automation breaks, you know immediately rather than discovering it through a missed task three days later. We run a 30-day monitoring period post-deployment, handling any edge cases that live data reveals.
Stack
Technologies we use
Why Palsoro for Workflow Optimisation
We Eliminate Work Before We Automate It
Automating a bad process makes a bad process faster. Before building any automation, we challenge whether each process step is necessary — removing waste before we write a single workflow. This typically reduces automation scope by 20–30% while improving outcomes.
Platform-Agnostic Tool Recommendation
We have no financial incentive to recommend one automation platform over another. We choose n8n, Make, Zapier, or custom code based purely on your use case, budget, and long-term maintainability requirements — not on platform affiliate relationships.
We Build for Handover from the Start
Workflows built by external consultants frequently become black boxes that break silently and can't be modified without calling the original builder. We build with documentation, error handling, and modular design specifically so your team can own and evolve them independently.
The highest-ROI automation categories we see are: lead capture and CRM entry, contract generation and signature routing, invoice creation and payment chasing, onboarding task sequencing, report generation and distribution, and cross-system data synchronisation. These typically account for 4–12 hours of manual work per week per team member.
We use n8n for complex, high-volume workflows where self-hosting provides cost savings and control. Make for moderately complex multi-step automations. Zapier where simplicity and low build time matter more than cost. Custom code where API limitations or performance requirements rule out no-code tools. We always document the rationale for the choice.
We've handled many legacy tools without APIs. Options include browser automation (Playwright/Puppeteer), email parsing automation, CSV import/export automation, or custom integrations built directly against database connections where feasible. We'll assess each tool individually and give you an honest view of what's possible.
Error handling is a core part of our build standard. Every workflow includes error path branches that catch failed steps, log the failure with context, send an alert to a designated team member, and optionally retry with backoff logic. We also configure a monitoring dashboard so you have a live view of automation health.