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Manufacturing & Operations · 2024

Global Manufacturing & Distribution (confidential)

Workflow automation with Power Automate and n8n for operations and reporting

Challenge

Order notifications, approvals, and report distribution were all manual at this client—handled by copying data between ERP, CRM, and spreadsheets, and emailing it around. Teams lost hours each week to repetitive handoffs instead of decision-making.

Solution

We replaced the manual steps with automated workflows built on Microsoft Power Automate and n8n: order-to-notification pipelines, conditional approval chains, and scheduled report generation. ERP and CRM connected via native connectors and APIs, with n8n handling cross-system orchestration that Power Automate alone couldn't cover.

Outcome

Manual handoffs dropped by over 60%, report prep went from hours to minutes, and every approval now has a consistent audit trail. Operations and finance teams shifted their time from data shuffling to actual decision-making.

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