Process automation: topics and examples
Where we often start: each topic begins at a point in everyday work where someone retypes, asks around or searches. Alongside it: how the process runs afterwards.
From purchasing@customer.example
Subject Enquiry 3 items, see photo
Hello all, attached are the photos of the parts. Please send a quote for the three items, ideally by Friday.
IMG_2231.jpgretype!Connect ERP and software
We automate processes between your software, from the incoming enquiry to the ERP. If there is no interface, we check other ways.
Afterwards
- Inbox
- extract, check
- ERP
Enquiries arrive by email, and someone types them into the ERP by hand.
Connect ERP and softwareRE: RE: RE: Purchase requisition test equipment
Lea Who still needs to approve this?
Jonas It's not with me.
Sabine Printed it, it's in the tray.
Digitise your approval process
In a digital approval process everyone sees where a case is and who approved what and when. Signing is digital, without printing and scanning.
Afterwards
- Form
- Approval chain
- Managers approve
- Archive
Approvals travel by email and printout, and finding out where they are means asking around.
Digitise your approval processFile locked
Order_list_2026_final_v3.xlsx is currently being edited by another user.
Excel as a database
When Excel as a database is no longer enough, one shared status helps: everyone sees who changed what, and reports are always up to date.
Afterwards
- Input form
- one data source
- report updates itself
The Excel list is locked again, because someone else is in it.
Excel as a databaseDigitalisation 2027
- Incoming invoices?
- Leave requests
- Quotes from emails!!
- Maintenance Excel list
Automate processes
Process automation pays off for processes that occur often, cost time and follow clear rules. This can be identified and calculated in advance.
Afterwards
- Process list
- do the numbers
- Priorities and calculation
- Management
There are plenty of ideas. Management wants to see the numbers on which one pays off first.
Automate processesTeams: Sales
Tim Can't I just paste the enquiries into ChatGPT?
Lea With the customer data in them?
Tim Hm.
AI automation in the company
AI automation helps where emails, enquiries and documents arrive in every form and need to be read and sorted. Where a fixed rule is enough, we use it.
Afterwards
- Email, PDF, photo
- AI reads and sorts
- A person handles exceptions
- Specialist system
AI could take a lot off your plate here. The open question is where the data ends up.
AI automation in the companyPlease don't close!
Questions: Jonas
n8n self-hosted
n8n self-hosted suits a company once hosting, data protection, licensing and support are sorted out. We run it with data sovereignty.
Afterwards
- n8n on your premises or in Germany
- reusable connections
- your processes
The n8n test works. But it runs on a laptop, and only one person knows it.
n8n self-hostedTeams: Enquiries
Tim The enquiry has been read. Where do I check it now?
Lea I'll email you the list.
Tim Which version is the current one?
Process hub: workflow interface
Automated in the background, in control up front: a workflow interface with overview, task list and approval. With examples from projects.
Afterwards
- Inbox
- read, suggest
- check and approve
- ERP
The automation has done its part. But where do you see what is still to be checked?
Process hub: workflow interfaceHow we get started with you
How we work- 1
Initial call
30 minutes, free of charge
- 2
Workshop
2 to 3 hours
- 3
First project
one process with noticeable relief
- 4
Expansion and operation
the way you want it
30 minutes, free of charge. Afterwards you have a first honest assessment.