00The need
Every operation has tasks that repeat every week or every close and that take no judgment: collecting information, checking it, putting it where it belongs and notifying whoever is next. Doing them by hand eats up the team's hours and depends on someone remembering.
Sounds familiar if…
- Some tasks are done the same way every week
- They depend on someone remembering to launch them
- A missed step gives no warning: it gets noticed later
01The problem
Work that comes back every week or every close, always the same and always by hand.
- Who launches itSomeone, when they remember
- The timeHours every week, always the same
- If something failsA missed step gives no warning: it gets noticed later
- What's leftNothing but the result
- Who launches itIt launches itself, when it's due
- The timeOnly what it takes to review what needs it
- If something failsThe flow alerts you on the spot
- What's leftA log of every run
Key idea
If a step takes no judgment, it shouldn't take time.
02The architecture
First, the process is put in order. Then we choose where it runs and build the flow, planning from day one for the day it fails.
- Put the process in order
Which steps run on their own and which a person still decides.
ServiceProcess design
- Choose where it runs
Power Automate if the process stays within Microsoft 365, and n8n if it crosses outside systems or the volume calls for it.
ServiceAutomation
- Build the flow
With its error flow configured from the start: a failure raises an alert and doesn't go unnoticed.
ServiceAutomation
- Run tracking
Every run is logged: what was done, when and with what result, in plain view.
ServiceAutomation
Key idea
A flow on a disorganized process only makes the disorder faster.
03What every flow includes
Three things required of every flow, whether it's built on Power Automate or on n8n.
Trigger
It launches itself
On schedule or when whatever sets it off arrives: nobody has to remember.
Error flow
If it fails, it alerts
Every flow has its error flow configured: a failure raises an alert, retries and doesn't go unnoticed.
Run log
Every run, logged
What was done, when and with what result, without having to piece it together by hand.
Key idea
Working on delivery day isn't enough: when it fails, you have to know.
04The result
The person stops carrying out steps and turns to what actually takes judgment.
What used to be repeated by hand now runs on its own, and when something fails, it alerts you.
What you get
- The process, put in orderWhich steps run on their own and which a person still decides, in writing.
- The flows up and runningOn Power Automate or n8n, depending on where the process lives.
- Error handlingEvery flow with its error flow: if something fails, it alerts you.
- Run trackingA log of every run, so you know at all times what has been done and what has failed.
05How to engage
The same automation, in the model that suits you: with your team, in your environment or in ours.
We adapt it to your case and put it into productionWho runs itWhere it lives- By your teamYour teamYour environment
- In your environmentdleverYour environment
- In our environmentdleverOur environment
Key idea
The architecture is the same, and you decide who runs it.