Workflow automation

Automate the work between your systems. With AI where it counts.

We design and build reliable, end-to-end automations with n8n and Power Automate that connect your ERP, CRM, email and everyday tools, with AI steps to read documents, understand requests and route work.

n8n or Power Automate?

01n8n & Power Automate02AI document steps03Monitored & supported

What we automate

Every hand-off between people and systems is a candidate.

Typical processes we automate first: high-volume, repetitive and error-prone work that slows teams down.

Finance & accounts

Move invoices, payments and approvals through your systems without re-keying.

TodayInvoices typed into the ERPApprovals chased over emailBank statements matched by handReports emailed manually

AutomatedInvoices captured and posted automaticallyApproval routing by amount and cost centreAutomatic matching with exceptions flaggedScheduled reports delivered to stakeholders

No double data entry
Approval history on every document
Exceptions, not everything, reach people

Platform choice

n8n or Power Automate? We build with both.

The right platform depends on your ecosystem, data rules and volumes. We recommend per process, not per vendor.

n8n

Open-source · Self-hostable · Developer-friendly

A flexible workflow engine with code where you need it, hundreds of integrations and full control over where your data lives.

Best when you need

Self-hosting for data privacy or compliance
Complex logic, branching and custom code
Predictable cost at high run volumes
AI agents and LLM steps inside workflows

Power Automate

Microsoft 365 · Low-code · Enterprise-governed

Native automation across the Microsoft ecosystem, governed centrally and accessible to business users with IT oversight.

Best when you need

Flows across Outlook, Teams, SharePoint and Dynamics
Business users building with IT guardrails
Approvals inside Microsoft Teams
Pairing with Power Apps and Copilot Studio

Not sure? We compare both for your processes during the workshop. Many organizations use each where it fits best.

AI-powered automation

Rules handle the routine. AI handles the messy inputs.

Traditional automation breaks on documents, emails and free text. We add AI steps exactly where judgement is needed, and hand complex cases to AI agents.

Document understanding

Extract fields from invoices, POs, contracts and forms, including scans and varied layouts.

Classification & routing

Read emails and tickets, decide what they are and send them to the right flow or team.

Summaries & drafts

Summarize long threads and draft replies, reports and updates for human review.

Agents inside workflows

Hand a step to an AI agent when it needs judgement, then continue the automated flow.

Integrations

Connects to the systems you already run.

Plus any system with a REST API, webhook, database or file export, including custom and legacy applications. For enterprise-scale, API-led integration between core systems, we also work with MuleSoft.

ERP & finance

SAPOracleMicrosoft DynamicsPlexCustom ERPs

CRM & sales

SalesforceHubSpotZohoDynamics 365

Collaboration

Microsoft TeamsOutlookSlackGmailSharePoint

Data & files

SQL ServerPostgreSQLMySQLExcelGoogle Sheets

How we deliver

From process map to reliable automation.

Map & prioritize

Map processes with your team and rank them by hours saved, error reduction and risk.

Design

Choose the platform, define triggers, rules, approvals, exceptions and integrations.

Build & test

Build in stages, test with real cases and run in parallel before cutover.

Run & improve

Monitor every run, handle failures, and extend automations as needs grow.

Proof

Automations we've shipped with n8n.

Finance, marketing and sales workflows, each with AI steps, human gates and full monitoring.

All AI case studies

Workflow automationManufacturing · Finance operations

Four vendor inboxes, one clean feed into the ERP

Vendor invoices arriving across four mailboxes are now read, validated and pushed into the ERP automatically, with exceptions routed for review.

4vendor inboxes monitored continuously

3routing paths: normal, review, freight

Read case study

Workflow automationProfessional services · Marketing

Scaling LinkedIn content without losing the brand voice

An AI content engine drafts posts and visuals on schedule, with a human approval gate and engagement data feeding back into the prompts.

80%of drafts, visuals and ideas generated by AI

20%human review for brand accuracy

Read case study

Workflow automationSales · Lead generation

Turning a stale lead list into a self-running outreach engine

New leads are enriched, synced to the CRM and followed up with personalized AI-drafted emails until they reply.

7-stepfollow-up that stops on reply

0duplicate CRM contacts by design

Read case study

Reliability & governance

Automations your IT team can trust in production.

Quick automations are easy to build and easy to break. We engineer them like software.

Error handling & retries

Failed steps retry automatically, and anything unresolved alerts a named owner.

Monitoring

Every run logged and visible: what ran, when, how long, and what happened.

Version control

Workflows versioned and promoted from test to production, never edited live.

Credentials & access

Secrets stored securely, least-privilege access, and self-hosting for sensitive data.

Human approvals

Approval steps where policy requires a person, with reminders and escalation.

Documentation

Each automation documented and handed over, so it isn't a black box.

FAQ

Questions about workflow automation.

Can't find what you need? Talk to our team.

Should we use n8n or Power Automate?

If you're a Microsoft 365 organization and most flows live in Outlook, Teams, SharePoint or Dynamics, Power Automate is usually the natural fit. If you need complex logic, custom code, self-hosting for data control, or predictable cost at high volumes, n8n is often better. Many companies use both, and we recommend per process.

When do we need MuleSoft instead of n8n or Power Automate?

MuleSoft suits governed, high-volume system-to-system integration with reusable APIs, such as keeping ERP, CRM and e-commerce in sync across the enterprise. n8n and Power Automate suit process workflows, approvals and AI-assisted steps. Many enterprises use both, and we recommend per need.

Can n8n be self-hosted?

Yes. n8n can run on your own servers or private cloud, so data never leaves your environment. We set up, secure, back up and monitor self-hosted instances.

How is this different from RPA?

RPA mimics clicks on screens and breaks when screens change. We prefer API and connector-based automation, which is faster and more robust, and use AI steps for unstructured inputs. Where a legacy system has no API, we can still automate around it.

Can automation work with our legacy ERP?

Usually, yes, through its database, file exports, APIs or email. If the ERP is too dated to integrate cleanly, our legacy modernization team can add APIs or modernize it.

Where does AI fit into automation?

AI handles the steps rules can't: reading documents, understanding emails, classifying requests and drafting responses. The rest of the workflow stays deterministic and auditable.

What happens when an automation fails?

Failures retry automatically, and anything unresolved alerts an owner with the details needed to fix it. Every run is logged, so you can see exactly what happened.

Do you offer support after go-live?

Yes. We offer managed automation: monitoring, fixes, platform upgrades and new automations as your processes evolve.

Too much manual work?

Find your first five automations in one workshop.

We map your processes with your team, estimate hours saved and pick the right platform, so you leave with a clear, costed automation plan.

Contact our team

At Techno Genesis, we’re passionate about crafting digital solutions with the latest technology, ensuring our clients stay ahead and embrace the future with confidence and innovation.