AUTOMATE
Practical guide
Good first workflows
Strong starting workflows include lead capture, CRM updates, booking reminders, document requests, invoice follow-ups, team alerts and management reporting.
Why process comes first
Automation only works well when the trigger, data, handover and exception route are clear. A messy process should be simplified before n8n is used to scale it.
What LPA considers
LPA looks at the tools already used, data fields, permissions, failure points, staff responsibilities and the business outcome the workflow should support.
When to add AI
AI becomes useful when the workflow needs classification, data extraction, summarisation or drafting. Deterministic steps should remain rule-based where possible.