Workflow automation agency for teams stuck copying between tools
Every manual step in your workflow is a bottleneck in disguise.
Nuevexa is a done-for-you workflow automation agency for businesses with 10 to 200 staff, connecting the tools you already pay for with n8n, Make and Zapier so data moves between them without anyone copying it. First builds are fixed-scope, priced before work starts, and usually live in 2 to 4 weeks.
Monday morning. Two very different versions.
Without automation
Log into several platforms to check overnight activity
Manually copy order data into the inventory tracker
Export customer list, upload to email platform for the weekly send
Compile Friday's numbers from separate exports into the weekly report
Finally start the work you were hired to do
With Nuevexa automation
Dashboard shows overnight activity, already reconciled and reviewed
All orders synced to inventory overnight, with no manual entry
Weekly campaign triggered automatically by segment rules and sent
Weekly report delivered to your inbox before you arrived
Do the work you were hired to do. Immediately.
Disconnected tools don't look expensive until you add up the hours.
Manual data entry between disconnected tools
Your team re-enters the same data across Shopify, your 3PL, your CRM, and your reporting tool. Every handoff is a manual task that creates risk of error and delays downstream.
Triggers that don't fire automatically
New lead, closed deal, completed order: each event needs someone to remember to take the next step. When they're busy, it doesn't happen. When it doesn't happen, things fall through.
Reports compiled manually every week
Your Monday morning starts with pulling exports from several platforms and pasting them into a spreadsheet. By the time the report is ready, the data is already out of date.
Notifications sent by hand
Customer order updates, internal team alerts, partner notifications: someone on your team is manually writing and sending these. Every time. Every day.
Quick question
How many hours a week does your team spend moving data between tools manually?
Five steps from audit to live automation.
Map current workflows
We document your existing processes end-to-end, every tool, every manual step, every handoff point.
Score by ROI
Each workflow is scored by volume, frequency, and error cost. Build priority is set by ROI impact, not by what is loudest.
Build & configure
Automations built in n8n, Make, or Zapier with conditional logic, error handling, and edge case coverage.
Test with real data
Every automation tested against live or representative data before going into production. Nothing ships until it is reliable.
Deploy & document
We deploy to production and hand over documentation so your team understands every workflow that runs.
Map current workflows
We document your existing processes end-to-end, every tool, every manual step, every handoff point.
Score by ROI
Each workflow is scored by volume, frequency, and error cost. Build priority is set by ROI impact, not by what is loudest.
Build & configure
Automations built in n8n, Make, or Zapier with conditional logic, error handling, and edge case coverage.
Test with real data
Every automation tested against live or representative data before going into production. Nothing ships until it is reliable.
Deploy & document
We deploy to production and hand over documentation so your team understands every workflow that runs.
What clients experience once automation is live.
01
Far less manual data entry
Records move between systems on their own, so the team stops re-keying the same details into several tools.
02
Time back every week
The time that went on exports, copy-paste and chasing handoffs goes back to the work the team was hired for. We estimate the time at stake for each workflow during scoping.
03
Triggers that fire reliably
Each automation is built with error handling and tested against real data, so the next step happens when the condition is met rather than when someone remembers.
New client onboarding: before and after.
Without automation
Sales rep manually creates a project record in the project tool
Rep copies client details from CRM into the new project
Someone remembers to send the welcome email, often days later
Finance manually creates the first invoice in the billing system
Slack message sent to the team to announce the new client
Onboarding doc assembled and shared manually
With Nuevexa automation
Deal marked "Closed Won" → project record created automatically
Client details pulled from CRM and populated, no re-entry
Personalised welcome email sent as soon as the deal closes
Invoice generated and sent automatically from the deal value
Team notified in Slack with full context immediately
Onboarding doc generated from template and shared automatically
Tools we work with
Working in one platform? See our n8n agency, Make agency and Zapier agency pages.
This service fits a specific kind of business.
Businesses with 10 to 200 staff running a modern SaaS stack that hasn't been systematically connected or automated.
Operations teams where staff spend significant time moving data between tools by hand each day.
Businesses where triggers, new leads, orders, signups, require manual follow-through to action.
Founders or ops managers who know their processes are inefficient but haven't had time to fix them.
Built around the operating realities of your industry.
We work with teams where repetitive operations, disconnected systems, and high-volume handoffs create measurable drag.
Accounting Firms
Client intake, engagement letters, document chasing, and deadline reminders.
Wealth Firms
Authenticated client communications, reconciled segments, CRM follow-ups, and onboarding.
Online Brands
Store to email sync, abandoned cart recovery, order pipelines, and in-store bookings.
Service Businesses
Booking to invoice, cancellation-aware billing, and SOPs turned into automated rules.
Real Estate
Lead capture and routing, long-cycle nurture, and transaction milestone tracking.
Nonprofits
Volunteer rosters, member and event records, grant tracking, and funder reporting.
Workflow automation FAQ
If manual work is your ceiling, let's remove it.
We reply within 1 business day.