Global Manufacturing & Distribution (confidential)
Workflow automation with Power Automate and n8n for operations and reporting
Challenge
The client had manual, repetitive processes for order notifications, approval workflows, and report distribution. Data lived in multiple systems (ERP, CRM, spreadsheets), and teams spent hours each week on copy-paste and email-based handoffs.
Solution
RetelSoft designed and implemented automated workflows using Microsoft Power Automate and n8n: order-to-notification pipelines, approval chains with conditional logic, and scheduled report generation and distribution. We integrated with existing ERP and CRM via connectors and APIs, and added n8n for cross-system orchestration where Power Automate alone was insufficient.
Outcome
The client reduced manual handoffs by over 60%, cut report preparation time from hours to minutes, and gained consistent audit trails for approvals. Operations and finance teams could focus on exceptions and decision-making instead of data shuffling.
Key results
Over 60% reduction in manual process steps
Report preparation time reduced from hours to minutes
Consistent audit trails for approvals and notifications
Power Automate and n8n workflows in production