Business Process Automation
Business Process Automation for Growing Teams
We map your processes, automate the repetitive ones, and connect your tools — so invoicing, lead routing, and reporting run without manual effort. Since 2017, across 400+ projects.
What we do
Process mapping & discovery
We map how work actually flows, find the bottlenecks, and pick the highest-ROI process to automate first.
Workflow automation
Lead routing, invoicing, approvals, onboarding, and reporting — automated on n8n, Make.com, and Power Automate.
System integration
Connect CRM, email, finance, and ops tools so data flows automatically instead of being re-keyed by hand.
Managed automation
Optional 24/7 monitoring and free fixes when third-party APIs change — so your automations keep running.
Our automation stack
- n8n
- Make.com
- Zapier
- Power Automate
- Monday.com
- HubSpot
- Salesforce
- Dynamics 365
- OpenAI
- Claude
Processes we automate most
Lead routing & sales ops
Leads from forms, ads, and inboxes deduplicated, enriched, and routed to the right rep in minutes instead of days. Follow-up tasks created automatically; nothing falls through because someone was on vacation.
Invoicing & finance workflows
Invoices generated from work logs or CRM data, sent, chased, and reconciled against payments. Expense receipts parsed and booked. One of our clients recovered $180K/year in losses this way.
Reporting & data sync
The weekly report that eats someone's Friday builds itself: data pulled from CRM, finance, and project tools, transformed, and delivered to Slack or email on schedule — the same numbers everywhere.
Onboarding & approvals
Client and employee onboarding checklists that create accounts, send documents, and chase signatures automatically; approval chains with reminders and escalation instead of buried email threads.
How a project runs
1. Process audit
We map the process as it actually runs — including the exceptions people handle from memory — and baseline its current time and cost, so ROI is measured, not guessed.
2. Automate the highest-ROI step
One process automated end-to-end on n8n, Make, or Power Automate, integrated with your CRM and tools. Small enough to ship in weeks, real enough to bank hours immediately.
3. Parallel run & cutover
The automation runs next to the manual process with full logging until your team trusts it. Then the manual step retires — not before.
4. Expand & maintain
With the first process banked, we automate the adjacent ones. Managed support covers monitoring and free fixes when third-party APIs change.
What it costs
Fixed price agreed before any work starts — scoped on a free 30-minute call. We baseline the manual cost of the process first, so you can hold the automation to a payback number.
First automation
$2,000–$5,000
One process automated end-to-end — routing, invoicing, or reporting. 1–2 weeks.
Automation program
$5,000–$25,000
Several processes automated and integrated with your CRM, with training. 3–8 weeks.
Managed support
$299–2,000/mo
24/7 monitoring, free fixes on API changes, ongoing improvements. Cancel anytime.
Frequently asked questions
What is business process automation?+
Business process automation (BPA) uses software to run repetitive, multi-step business processes — like invoicing, lead routing, onboarding, approvals, and reporting — with little or no manual effort. Retailbox builds BPA on n8n, Make.com, and Power Automate, integrated with your CRM and existing tools.
Which processes should we automate first?+
Start where volume and pain are highest and rules are clearest: lead routing, data entry between systems, invoice/expense processing, status reporting, and onboarding checklists. We run a short audit to pick the highest-ROI first automation before any build.
What ROI can we expect?+
It varies, but our projects routinely remove hundreds of hours of manual work. We baseline the current time/cost of a process, then measure after — so ROI is concrete, not a guess.
Which tools do you use for automation?+
Workflow engines n8n, Make.com, Zapier, and Power Automate; CRMs Monday.com, HubSpot, Salesforce, and Dynamics 365; plus OpenAI/Claude where AI improves a step. We integrate via API, webhooks, and MCP.
How long does a typical project take?+
A focused first automation often ships in weeks, not months. We deliver value early and expand from there, with optional Managed Automation for ongoing monitoring and fixes.
How much do business process automation services cost?+
A focused first automation (lead routing, invoice processing, a reporting pipeline) runs $2,000–$5,000 and ships in 1–2 weeks. A broader automation program across several processes with CRM integration runs $5,000–$25,000 over 3–8 weeks. Managed support runs $299–2,000/month. Fixed price scoped on a free 30-minute call.
Will automation disrupt how our team works today?+
No — we run new automations in parallel with the manual process until they've proven themselves, and every automation has a visible log so your team can see what it did and why. People stop doing the manual step only when they trust the automated one.
Ready to automate?
30-minute free call. We'll find your highest-ROI process to automate first — no obligation.