MAKE TIME FOR REAL WORK

Less copying. More getting things done.

We connect the work between your tools. Start with one repetitive process, use AI where it helps, and keep your team involved where judgement matters.

Discuss your workflow

What you get

Connect your CRM, email and everyday tools so your team spends less time moving information around.

A process with a clear scope

Together we map the trigger, required information, decisions and handovers. We agree on the result and the steps your team should review.

Connected tools and useful AI

Connect CRM records, email and workflow tools. Use AI for tasks such as preparing a draft, with rules for what can happen automatically.

A tested workflow and handover

Test real examples, failure cases and recovery steps. Your team gets a walkthrough and operating instructions, with support agreed to fit the scope.

AN EXAMPLE, MADE PRACTICAL

From a CRM record to a prepared follow-up.

THE STARTING POINT

A team member opens a customer record, gathers context and copies details into an email.

THE IMPROVEMENT

An n8n workflow brings the relevant information together and prepares an Outlook draft for the team to review before sending.

Illustrative example · Examples draw on our own n8n, Twenty CRM and Outlook integration work. Each project is configured and tested for its own requirements.

YOUR WORKFLOW, CONNECTED

Connected to the tools you use.

From a CRM update to a prepared email and a message to your team. Connect your everyday tools around the way you work.

Email & calendar

Keep conversations and appointments in sync.

Outlook
Gmail
Google Calendar

CRM & customer data

Keep the customer context in one place.

Twenty CRM
HubSpot
Salesforce
Pipedrive

Processes & automation

Connect the steps between your systems.

n8n
Make
Zapier

Team communication

Bring updates to where your team works.

Microsoft Teams
Slack
Google Chat

From a first look to a working solution.

Map

Choose one process and identify its trigger, owner and successful outcome.

Connect

Integrate the necessary tools and add AI only where it supports the task.

Test & hand over

Check normal and exception cases with your team, then agree on operation and support.

What we’ll need from you

A process owner, a few representative examples and appropriate access to the systems involved. We agree on permissions and review steps before enabling actions.

LET’S FIND YOUR STARTING POINT

What could work better for you?

Tell us where things get stuck. We’ll help you identify a practical next step.

Discuss your workflow

A few useful answers.

Do we have to replace our CRM?

We first assess your existing systems and their integration options. The aim is to connect useful workflows around the tools you already use.

Will AI send emails automatically?

Only if that action is explicitly part of the agreed workflow. A reviewable email draft is often a useful starting point.

Can this connect to a voice agent?

Yes. The voice agent can capture a request; a connected workflow can then prepare CRM updates and follow-up steps. We scope the handover together.