Workflow Automation
that actually holds up.
We build reliable, documented automations using Power Automate, Zapier, Make, and n8n — connecting the tools you already use and removing the manual steps in between.
The right tool for each job
We're platform-agnostic — we'll recommend the tool that fits your stack, budget, and team, then build it properly.
Common workflows we build
These are the high-ROI, high-frequency automations that free up hours every week for growing Canadian businesses.
Lead routing & follow-up
New leads automatically assigned, tasks created, confirmation emails sent, and CRM updated — no manual handoffs.
Approval workflows
Multi-step approvals for invoices, purchase orders, contracts, or content — with escalation, reminders, and an audit trail.
Data sync across tools
Keep your CRM, spreadsheets, SharePoint lists, and project tools in sync automatically — no more copy-paste errors.
File & document handling
Auto-rename, move, archive, and share files based on triggers — from email attachments to form submissions to calendar events.
Alerts & notifications
Get notified in Slack, Teams, or email when something important happens — or when something breaks, before your clients notice.
Onboarding & offboarding
New client or employee? Trigger account creation, folder setup, welcome emails, and task checklists automatically.
Built to last, not just to work once
We follow the same four-step process on every project. No black boxes, no lock-in.
Discover
We map the workflow end-to-end, identify edge cases, and define what "done" looks like in plain language.
Build
We implement with safe defaults, consistent naming, retries on failure, and error alerts so nothing silently breaks.
Harden
Edge case testing, monitoring setup, and a full documentation pass before we consider anything complete.
Hand off
You get diagrams, a credentials checklist, and plain-English notes on how to change it later. It's yours to own.
Common questions
How long does a typical workflow automation take?
Most focused automations take 1–2 weeks from kickoff to handoff. Multi-system projects or those requiring significant scoping take 3–5 weeks. We'll give you a clear timeline before we start.
Do I need a technical background to work with you?
Not at all. We handle the technical side and translate everything into plain language. You just need to be able to describe what the process looks like today and what you want it to do.
Can you work with the tools we already use?
Almost certainly. Power Automate, Zapier, Make, and n8n collectively connect to thousands of apps. If you're using anything mainstream — Microsoft 365, Google Workspace, HubSpot, Salesforce, QuickBooks, Slack — we can work with it.
Will we be locked into CedarFlow after the project?
No. We document everything and build in a maintainable way so your team can own it, edit it, or hand it to another developer if needed. Our goal is to leave you with something you fully understand.
Do you offer ongoing support after handoff?
Yes — optional. We offer monitoring, small improvements, and a monthly maintenance cadence if you want a steady partner. Many clients start with a project and add support once they see how it works.
Ready to stop doing it manually?
Tell us which process is eating the most time. We'll come back with a clear plan — no jargon, no commitment required.
Or reach out directly — [email protected] · LinkedIn