Automation audit
Analysis of the current process, data sources, manual steps, risks and the first scenario to implement.
- process description
- systems and data map
- risk assessment
- first scenario plan
Automation · n8n · AI · CRM
We join forms, notifications, CRM and team tools into one manageable process. Less manual data transfer, faster enquiry handling, automatic tasks and transparent control of the next steps.
When it makes sense
Automation makes sense when your team keeps repeating the same actions: moving data from forms, creating CRM contacts, sending similar messages, tracking deadlines or preparing reports by hand.
NEXALYQ does not start with a tool. First we describe the current process, find the bottleneck and choose a first scenario that can be safely launched, tested and measured.
Practical scenarios
Forms, chat, the website and ad channels pass data into one process, and the responsible person gets notified at once.
The system gathers missing information, identifies the topic of the enquiry and routes the contact to the right process or manager.
Contacts, deals, notes, statuses and next tasks are created automatically, without manual data transfer.
Customers and your team receive messages at the right moment, and a lack of response triggers an agreed next step.
Automatic document creation, data organisation and information transfer between company systems.
Up-to-date information on the number of enquiries, response times, contact statuses and the stages where the process stalls.
Process example
Ad, website, form, chat or messenger.
Data check and collection of missing information.
Defining the need, topic and priority of the enquiry.
Creating the contact, deal, status and history.
Notifying the manager and assigning the next step.
Implementation process
We identify data sources, owners, exceptions, manual steps and the places where time is lost.
We agree the logic, integrations, access, security, error handling and how the result will be measured.
We launch the process in stages, check typical situations and prepare scenarios for exceptions.
After launch we analyse performance, errors and handling time and add further worthwhile automations.
Integrations
n8n can act as an integration layer between your website, CRM, email, messengers, spreadsheets, databases and AI models. We tailor the scope to the real process and the available APIs.
Automation can work with forms, WooCommerce, Telegram, Google Sheets, email, CRM, ad platforms and your team's internal tools.
Security and control
Ways of working together
The cost depends on the number of systems, data quality, integrations, process exceptions, the role of AI and control requirements. Below are base packages consistent with the logic of NEXALYQ services.
Analysis of the current process, data sources, manual steps, risks and the first scenario to implement.
Automation of one repetitive process with integrations, testing, notifications and launch.
A multichannel enquiry-handling process with AI qualification, CRM, automatic actions, history and reports.
The final price depends on the number of systems, API availability, data quality, number of scenarios, exceptions and monitoring requirements. Licences, APIs, hosting and ongoing support are billed separately.
FAQ
With one process that regularly takes time, has a clear start and end and repeatable data. During the audit we assess feasibility, risks and the expected result.
Not always. First we check the integration options of your current system and suggest a change only when its limitations get in the way of a stable implementation.
n8n takes over repetitive data transfer and the triggering of agreed actions. Your team remains responsible for decisions, exceptions and communication that needs human judgement.
A simple scenario can be ready in a few weeks. We roll out a complex system with many integrations in stages after analysis and testing.
Yes. We design it modularly so that after the first process is proven you can add new sources, rules, integrations and reports.
Before launch we define a metric: handling time, number of manual steps, time to first reply, completeness of CRM data or the number of enquiries that pass through the process without manual transfer.