CedarFlow Digital Automation
Practical Automation & AI Workflows

Automate the busywork.
Scale the parts that matter.

CedarFlow is a Vancouver-based automation consultant helping small and growing businesses across Canada build reliable workflows using Power Automate, Zapier, Make, n8n, HubSpot, and lightweight custom code—so operations run smoother, faster, and with fewer mistakes.

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Days to measurable impact
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Hours/week saved (typical)
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% workflows documented

Services that fit how SMBs actually work

Pick a starting point. We’ll map the process, build it cleanly, then hand you documentation you can own.

Workflow Automation

Approvals, notifications, data sync, file handling, and task routing across your tools—without brittle hacks.

  • Power Automate / Zapier / Make / n8n
  • Audit trails + error alerts
  • Clean handoff & documentation
🧠

AI Assist + Extraction

Turn emails, PDFs, and messages into structured data. Reduce manual entry and catch issues early.

  • Invoice/PO parsing
  • Customer message triage
  • Summaries + auto-updates
🔁

Operations & Reporting

Dashboards and reporting that pull from multiple sources so you always see what’s happening.

  • HubSpot pipelines + ops metrics
  • Google/Microsoft data bridges
  • Daily/weekly automated reporting
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Lightweight Custom Builds

When off-the-shelf tools aren’t enough, we add small, maintainable code pieces (no overengineering).

  • Webhooks + API glue
  • Simple portals + forms
  • Security-first patterns

A simple process that produces reliable automation

No chaos. No black boxes. You get clarity, documentation, and systems you can trust.

01

Discover

We map the workflow, pain points, and target outcomes. Then we define “done” in plain language.

02

Build

We implement the automation with safe defaults, retries, alerts, and clear naming.

03

Harden

We test edge cases, add monitoring, and document everything so it’s maintainable.

04

Hand off

You get a clean handover: diagrams, credentials checklist, and “how to change it later.”

Tools we integrate every day

We connect the systems you already use—then reduce the manual work between them.

Power Automate Zapier Make n8n HubSpot Google Workspace Microsoft 365 SharePoint Teams Slack Webhooks APIs Power Automate Zapier Make n8n HubSpot Google Workspace Microsoft 365 SharePoint Teams Slack Webhooks APIs

Common wins

  • Lead → CRM → task creation → follow-up reminders
  • PDF/email intake → data extraction → approvals
  • Inventory/ops logs → dashboards → daily summaries
  • Automatic error alerts (so failures don’t hide)

Built for maintainability

  • Clear naming + consistent structure
  • Versioned docs + diagrams
  • Least-privilege access patterns
  • Monitoring + retries where appropriate

Example automations

A few practical builds that are common across growing teams.

HubSpot lead routing

Sales Ops

Assign leads by territory, create tasks, send a confirmation email, and generate a clean activity trail.

HubSpot Webhooks Slack/Teams

Invoice + approvals

Finance

Extract vendor + totals, route approvals, log to SharePoint/Sheets, and alert on anomalies.

Power Automate SharePoint AI Extraction

Ops daily summary

Operations

Pull updates from multiple tools into one short daily digest, with exceptions flagged automatically.

Make/n8n Google/M365 Email

FAQ

If you’re thinking it, you’re not the first.

How fast can we get something working?

Often within 1–2 weeks for a focused workflow. Bigger system cleanups take longer, but we’ll scope it clearly.

Do you support Power Automate and n8n together?

Yes. We’ll use the right tool for each job, and connect them cleanly with webhooks and shared conventions.

Will we be locked into you?

No. We document everything and build in a maintainable way so your team can own it.

Do you do ongoing support?

Yes—optional monitoring, improvements, and small monthly enhancements if you want a steady cadence.

Book a call

Fill out the form and we’ll reply with next steps — or book a time directly if you’re ready to talk.


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Clear scope
You’ll know what we’re building and why.


🛡️
Secure by default
Least-privilege access + safe data handling.


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Documented handoff
Diagrams + how-to notes included.


Or reach out directly — [email protected]  ·  LinkedIn