Services
Business process automation
If someone on your team copies the same data between the same two tools every week, we should talk.
Business process automation means having software do the repetitive steps between your tools, such as copying data, routing leads and assembling reports, the same way every time. Vyorde sets it up for small and mid-size firms where people spend hours each week on work that follows a rule.
What you get
Workflow automation
The repetitive steps between your tools, done automatically and the same way every time.
Tool integrations
Your CRM, email, spreadsheets and forms passing data to each other.
CRM processes
Leads routed, followed up and recorded without anyone having to remember.
Automatic reports
The weekly numbers, assembled and sent before anyone asks.
AI where it helps
Sorting, summarising or drafting, in the places it really saves time.
Documentation
A plain description of how it all works, so someone else can fix it.
What's included
- A written map of the task as it is done today, exceptions included
- The workflow built in Make or n8n, or directly through your tools' APIs
- Approval steps where a mistake would be expensive
- Error alerts sent to a named person
- A period of running alongside the manual process before the switch
- Documentation of each step, what triggers it and how to switch it off
- A handover call with whoever will look after it
What's not included
- Custom software, when the tools you have cannot do the job even once connected. That is Custom Software.
- An agent that reads free text and decides what to do next. That is AI Agents, with its own tests and limits.
- Replacing the tools themselves. If your CRM is the real problem, automating around it only hides that, and we will say so.
You'll probably like this if
- Someone copies data between the same two tools every week.
- New leads wait hours for a reply.
- Your monthly report takes a day to put together.
How it goes
We watch the task.
How it's done today, by whom, and where it goes wrong.
We automate the worst part.
The step that eats the most hours goes first.
We run it alongside you.
For a while, so we can catch the cases nobody mentioned.
We hand it over.
With documentation, and alerts for when something needs a human.
Every project follows the same five steps. See the full process.
What changes the price
- How many tools need connecting
- How much data moves through it
- Where a person needs to approve things
- Whether you want ongoing monitoring
Tell us what you need and you get a quote in writing before anything starts.
Before you start
- The one task you most want off someone's desk, described step by step
- A list of the tools it touches and the plan you are on for each
- A few real examples of the data, including one that went wrong
- The steps where a person has to approve before anything is sent
- The name of whoever should get the alert when something fails
You don't need all of it for the first call.
Questions about business process automation
Which tools do you use?
Your existing ones where possible, connected through their APIs or a tool like Make or n8n.
What happens when it breaks?
It will eventually, usually when one of the tools changes. We set up alerts and document how it works, so it can be fixed quickly.
Is AI safe to use with our data?
It depends on the data and the tool. We'll tell you exactly what leaves your systems before anything does.
How long does an automation take to set up?
A single workflow between two or three tools is a small job. A chain of processes across a company is not. What usually takes the time is finding the exceptions nobody mentioned, which is why we run the automation alongside the manual process before switching over. Dates come in writing with the quote.
What do you need from us to start?
Someone who does the task today and can show it to us, exceptions included. Admin access to the tools involved, or someone who can create API keys. A few real examples of the data. And a decision on who gets the alert when a step fails, because someone has to.
Whose account do the automations run on?
Yours. The Make or n8n workspace, the API keys and any paid plans are in your company's name, and we work as invited users. If we stop working together, everything keeps running and you remove our access. Any subscription is between you and the provider.
Does an automation need looking after?
A little. Tools change their APIs, people rename fields, and volumes grow. The alerts catch failures, and the documentation tells whoever is on duty what to check. You can keep an eye on it yourselves, or put it under a support agreement so that we watch the alerts and fix what breaks.
More questions are answered on the FAQ page.
From Insights
Often paired with
- 01Custom SoftwareCustom software for when spreadsheets give up.
- 04Websites & AppsWebsites, web apps and mobile apps that stay fixable.
- 10SEOHelp the right people find you on Google.
Last updated