ServicesProcess Automation & Workflow
Workflow Automation Consulting

n8n Automation Consultant:
Stop doing manually what a system could do automatically.

Process Automation is the practice of identifying and eliminating repetitive, manual work by building reliable, documented workflows using n8n, Zapier, and your existing business tools. We audit your processes, find the highest-impact opportunities, and build automations that run without anyone lifting a finger.

Service at a glance
  • Best for
    Operations leaders, managers, and teams losing meaningful hours to repetitive, automatable work
  • Deliverable
    Reliable, documented automations running across your existing tool stack
  • Engagement style
    Project-based (scoped workflow builds) or ongoing retainer for continuous optimization
  • Platforms
    n8n, Zapier, FileMaker, custom APIs, and your existing business tools
  • Who you work with
    Kate Waldhauser · Certified Claris Partner, workflow automation specialist
The Impact

What automation actually looks like in hours

Real tasks. Real time saved. Here is what changes when you stop doing manually what a system could do automatically.

Data Entry
3 hrs/day
20 min
Report Generation
2.2 hrs/day
5 min
Client Follow-Ups
1.5 hrs/day
0 min
File Routing
1 hr/day
0 min
Before automation After automation
12+ hours reclaimed per week
Services in this area

Three ways we help you automate
the work that shouldn't need humans

Process Audit & Opportunity Mapping
Find out exactly where your team is losing time before building anything
Start here

Before automating anything, you need to know where automation will have the most impact. Most organizations are surprised by the results of a process audit. The highest-value automation opportunities are rarely the ones they expect. We interview your team, map your current workflows, and return with a prioritized list of where to start.

What's included
  • Structured interviews with key team members and managers
  • Current workflow documentation and process mapping
  • Time-on-task analysis to quantify manual work
  • Prioritized automation opportunity list (effort vs. impact)
  • Written report with recommended starting points
  • Tool stack review and integration feasibility assessment
What you'll walk away with
  • A clear picture of where your team is losing the most time
  • Prioritized automation opportunities ranked by ROI
  • Confidence that you're building the right thing first
  • A document you can share with stakeholders or your developer
Best for: Organizations that know they should be automating more, but haven't been able to identify where to start, or who've had previous automation attempts not deliver the expected value.
Schedule a free call →
Workflow Automation Builds (n8n + Zapier)
Building reliable, documented automations across your tool stack
Most requested

We design and build automation workflows using n8n and Zapier, the most flexible and powerful tools for connecting business applications and creating reliable, multi-step automations. Every workflow we build includes error handling, monitoring, and documentation so it keeps running without constant attention.

What's included
  • Workflow design and architecture (before any build starts)
  • n8n pipeline development or Zapier workflow build
  • Multi-step logic, conditional paths, and error handling
  • Integration with your existing tools via native connectors or APIs
  • Testing with real data and edge case handling
  • Deployment, monitoring setup, and documentation
What you'll walk away with
  • Reliable automations running in the background without babysitting
  • Manual processes that your team no longer has to think about
  • Documented workflows your team can modify or extend
  • Visibility into what's running and alerts when something goes wrong
Best for: Organizations with identified automation opportunities who are ready to build, and want workflows that are reliable and maintainable, not just ones that sort-of work.
Schedule a free call →
Ongoing Automation Optimization
Keeping your automations running and expanding what they do over time
Retainer

Automation isn't a one-time project. Your tools change, your business processes evolve, and new opportunities for automation emerge constantly. This retainer gives you ongoing access to expand your automation stack, fix issues as they arise, and make sure your workflows keep delivering value as your business grows.

What's included
  • Monthly automation review and performance check
  • Bug fixes and workflow updates as tools evolve
  • New automation builds as opportunities are identified
  • Regular discovery to surface new opportunities
  • Priority access for time-sensitive automation failures
  • Updated documentation as workflows change
What you'll walk away with
  • An automation stack that keeps growing, not one that stagnates
  • Confidence that existing workflows are monitored and maintained
  • A partner who knows your systems and can move fast when needed
  • Consistent reduction in manual work over time
Best for: Organizations that have committed to automation and want a partner to keep expanding and maintaining it, rather than a set-it-and-forget-it project that slowly breaks.
Schedule a free call →
How We Work

From manual bottleneck to background automation

Step 01

Audit & Map

We document your current workflows and identify where manual work is costing you the most time.

Step 02

Design & Architect

We design the automation logic, data flows, and error handling, and get your approval before building anything.

Step 03

Build & Test

We build in n8n or Zapier, test with real data, and handle edge cases before any workflow goes live.

Step 04

Deploy & Document

Workflows go live with monitoring and alerts. Your team gets complete documentation so they own it.

"

She has an exceptional ability to bridge the gap between user needs and technical implementation, translating ideas into well-structured, effective software solutions. Her technical skills are outstanding, and she consistently delivers high-quality work faster than expected.

Wynn Myers · Google Review
Common Questions

Things people ask before starting an automation project

n8n or Zapier: which do you use?
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Both, depending on the complexity of what you're building. Zapier is excellent for straightforward, well-supported integrations between popular tools. n8n gives us far more flexibility for complex multi-step logic, custom API calls, and data transformations. For most clients, we use n8n as the primary automation platform and Zapier for specific connectors where n8n's native support is limited. We'll recommend the right approach for your specific situation.

What if a tool we use doesn't have a native integration?
+

Most business tools have APIs even if they don't have a native connector in Zapier or n8n. In those cases, we build custom API integrations that give us full access to what the tool can do. There are cases where a tool's API is limited or non-existent, in which case we'll tell you upfront and discuss alternatives.

What happens when an automation breaks?
+

Every workflow we build includes error handling and alerting, so if something breaks, you (and we) get notified immediately rather than discovering it days later when data is missing. During the post-launch support window, we fix issues at no additional cost. After that, our ongoing optimization retainer covers maintenance and quick-response support.

Will our team be able to manage these workflows without you?
+

That's the goal. Every workflow comes with documentation: what it does, what triggers it, what data it touches, and how to adjust common settings. We also walk your team through everything after launch. For organizations with technical resources, we include a handoff session specifically designed to give your team the ability to maintain and modify workflows independently.

How long does a typical automation project take?
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A single focused automation typically takes 1–3 weeks from scoping to deployment. A multi-workflow automation project might run 4–8 weeks. Timelines depend on the complexity of the logic and how many integrations are involved. We give you a realistic timeline during scoping, not an optimistic estimate that requires extensions.

We already use Zapier. Can you help us get more out of it?
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Definitely. A lot of organizations start with Zapier and find that their workflows have grown beyond what Zapier handles elegantly: complex logic, error handling, or high-volume data processing. We can audit what you have, improve existing Zaps, migrate the right workflows to n8n for better performance, and identify gaps you haven't automated yet.

Ready to stop being the glue between your tools?

Free 30-minute call. No pressure, no pitch. Just a conversation about what's possible.