Business Process Automation
Business Process Automation Services & Solutions
Business process automation services and solutions 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. A business process automation company since 2017, we start every engagement with consulting, not a build: 400+ projects shipped.
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Business process automation services
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
- Dynamics 365
- OpenAI
- Claude
Which automation engine fits your case
The engine choice decides your running costs and your ceiling for complexity. This is the fit logic we use before any build:
n8n
Complex branching logic, high volume, or data you'd rather keep on your own server — self-hostable with no per-operation fees. Our default for serious pipelines (we publish an open-source n8n node for Monday.com data).
Make.com
Mid-complexity workflows that need to ship fast — the visual builder makes iteration cheap, and per-operation pricing is fine at moderate volume.
Zapier
Simple trigger-action automations where the widest app library matters more than cost per run. Great to start; often outgrown at volume.
Power Automate
Teams living in Microsoft 365 — native hooks into Outlook, SharePoint, Teams, and Dynamics beat any third-party connector.
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.
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.
From manual process to running automation
Timings below are for a first automation taken all the way through cutover and handover; the automation itself ships in 1–2 weeks. A broader program across several processes runs 3–8 weeks. Each stage has something you can check before it moves on.
1. Process audit
Week 1We 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.
What you check: The baseline should be a number you recognize — hours per week, cost per month. You keep the map and the ranked candidate list whether or not you build with us.
2. Automate the highest-ROI step
Weeks 2–3One 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.
What you check: Watch a real run with the log open, then deliberately feed it a broken case — a missing field, a duplicate — and confirm it escalates instead of failing quietly.
3. Parallel run & cutover
Weeks 3–5The automation runs next to the manual process with full logging until your team trusts it. Then the manual step retires — not before.
What you check: You call the cutover date, not us. The manual process stays available until the automation has run a full cycle with nobody correcting it.
4. Expand & maintain
Week 5 onwardWith the first process banked, we automate the adjacent ones. Managed support covers monitoring and free fixes when third-party APIs change.
What you check: Ask what the monitoring alerts on. An automation that silently stopped firing should raise an alarm — 'no errors' is not the same as 'still working'.
Business process automation pricing
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.
Examples of our work
A vending operator runs its multi-location management on Monday.com. A property manager's Jotform intake feeds HubSpot and Airtable. For a multi-platform business, one source post goes out automatically to several social platforms through Make.com.
- A US company: 9,000 contacts and 1,000 accounts (40,000 rows) migrated and cleaned into Dynamics 365, with automated deal-stage progression
- A medical staffing company: shift scheduling on Softr and Airtable for 60+ staff
- A construction company: Monday.com restructured for a 20+ person team
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, 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.
n8n vs. Make vs. Zapier vs. Power Automate — which should we use?+
It depends on volume, complexity, and your stack: n8n wins for complex logic and cost control at high volume (self-hostable, no per-operation fees), Make for fast visual builds at mid complexity, Zapier for the widest app library on simple triggers, and Power Automate when you live in Microsoft 365. We're not tied to any of them — the engine is chosen per project, and we've migrated clients between engines when the first choice stopped fitting.
What does the process audit include?+
A short series of working sessions where we map the process as it actually runs (including the exceptions people handle from memory), count its real hours and cost, and rank the automation candidates by payback. You get the map and the ranked list whether or not you build with us.
Related services: n8n automation · AI integration · Monday.com implementation · 10 business processes worth automating first
Ready to automate?
30-minute free call. We'll find your highest-ROI process to automate first — no obligation.