Data and business tools
Move agreed fields between services and check structure, statuses and required permissions.
NZRK solutions
Business process automation
without repetitive copying
Connect spreadsheets, documents and business tools where your team repeats the same actions. Automation handles agreed steps while people control exceptions and important decisions.
When this helps
Data is copied between spreadsheets, reports are assembled by hand and statuses are buried in messages. Before automating, we define the data source, owner and required outcome so a disorganised process is not simply made faster.
What we can configure
Reports and notifications
Prepare summaries and notify owners after agreed events. Scheduled runs and their costs are scoped separately.
Knowledge and documents
AI can prepare drafts, search authorised sources and assist your team. Important conclusions and external actions need defined review.
An example workflow
An illustration of an agreed workflow, not a client case.
An agreed event occurs
For example, a task is completed or a new record appears in a business spreadsheet.
The data is checked
The workflow validates required fields, freshness and whether an action is permitted.
The next step runs
An agreed record is updated or a notification is prepared for its owner.
Exceptions remain visible
Missing data and failures go to a person; the status does not hide an incomplete action.
Where we start
Choose one repeated operation with a defined input and outcome. Record current time spent, sources, limits on automatic actions and acceptance criteria.
How we check the result
- Valid data produces the agreed result
- A repeated event does not create unnecessary records or messages
- Missing data and failures stop unsafe actions and remain visible to the team
- Time spent and provider costs are evaluated at the agreed workload
What your team receives
- A process map, agreed rules and a list of integrations
- Configuration in business accounts with defined access rights
- Checks of agreed scenarios and error handling
- Instructions, a documented handover or agreed support
Scope and cost
Price and schedule follow a review of your process, systems and workload. Development, support and recurring provider charges are agreed separately. We do not promise savings or outcomes without measurement.
Questions before implementation
Do you use n8n?
n8n can connect APIs, events and workflow rules. We select tools based on the task, permissions and support requirements rather than adding workflows without a need.
Does every automation need AI?
No. Defined rules often need a regular integration. AI is useful for text or knowledge tasks where review and action limits can be established.
Can we keep Google Sheets and our current tools?
Yes, if they fit the process and offer the required connections. We check permissions, data quality and limitations before implementation.
What happens after launch?
We agree a documented handover or support, owners, failure notifications and costs. Background schedules and paid runs are not enabled without agreement.
Related services
Find the first useful step
Tell us what is done manually, where information gets lost and which tools you already use. The preliminary AI assessment helps prepare a discussion with the team.