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Process automation · n8n · AI agents

Business process automation that actually takes work off your team

We design and build automations with n8n, AI agents, chatbots and system integrations. Leads, invoices, tickets and reports move on their own — and your team focuses on the work a machine can’t do.

  • Start with an audit and a small MVP
  • Documentation and monitoring included
  • People approve the key decisions

Automation in action

  1. New inquiry from a web formwebsite · email · Messenger
  2. AI scores and enriches the dataindustry, budget, urgency, fit
  3. Record and task in the CRMowner, priority, due date
  4. Follow-up sent automaticallyreminder if there’s no reply

Every lead has an owner and a next step — nothing gets lost in the inbox.

5 MIN Process Auditor — free reportWe scan your website and point out processes worth automating.
We work with tools like
  • n8n
  • OpenAI
  • Claude
  • Gemini
  • ElevenLabs
  • HubSpot
  • Pipedrive
  • Google Workspace
  • Microsoft 365
  • Slack
  • REST API

Sound familiar?

Manual work that quietly costs you the most

Automation pays off where a process is repetitive and delays have a real impact on sales, customer service, finance or reporting.

Data and integrations

You enter the same record in several places

A lead, invoice or ticket ends up in a form, the CRM, an inbox and a spreadsheet. Every manual copy is a chance for error, and one missed step stalls everything that follows.

Data errors and hours a week spent copying.

Ownership

The process works only while someone remembers it

Follow-ups, payment reminders and customer replies depend on one person. A vacation or a change in priorities, and the process stops.

Lost leads and late payments.

Reporting

Reports are built by hand — and always too late

Data is scattered, so sales or marketing reports have to be stitched together from many sources — usually when it’s already too late to act.

Decisions made on outdated data.

Customer service

Specialists keep answering the same questions

Customers ask about status, dates and documents. Each answer means checking several systems, so experts spend time on simple cases instead of hard ones, and response times grow.

Slower replies and an overloaded team.

A typical example

The same lead-handling process — before and after automation

This is a typical change at a B2B service company. The process stays the same; manual data entry and deadline-chasing disappear.

Before automation

  • A form inquiry lands in a shared inbox and waits for someone to notice it.
  • A salesperson creates the contact in the CRM by hand, copying data from the email.
  • Priority is a gut call, and the follow-up goes into a calendar — or gets forgotten.
  • The manager has no idea how many leads are waiting for contact until they ask.

After automation

  • The lead reaches the CRM the moment the form is submitted, with company data filled in.
  • AI assesses fit and urgency, and rules assign the right salesperson.
  • Tasks and follow-ups are created automatically; no response triggers a reminder.
  • The team and the manager see every lead’s status in real time — no chasing.

How we work

First we fix the process. Then we automate it.

We don’t start with a list of tools. We find the slice of work that will deliver a measurable result, pin down the rules and exceptions, and only then build.

  1. 01

    Discovery

    We pick the process with the most potential

    We define the business goal, process owners, data sources and the points where delays or errors happen today.

  2. 02

    Design

    We define the MVP and its rules

    We specify inputs, statuses, integrations, test scenarios and the moments when a person takes over the decision.

  3. 03

    Build

    We build and test on real data

    We launch the workflow, integration, chatbot, voicebot or AI agent and test both typical and edge-case scenarios.

  4. 04

    Improve

    We monitor and keep improving

    Error handling, alerts, documentation and a roadmap of next improvements — so the automation stays stable, not a one-off.

In every project

You get a working process, not just “connected apps”

  • DocumentationThe logic, data, exceptions and a guide to making changes.
  • Monitoring and alertsA workflow error never fails silently — someone gets notified.
  • Access controlSeparate permissions, secure key storage and event logs.
  • Team handoverWe show your team how to use the automation and how to extend it.

Self-check — 30 seconds

Is your process ready for automation?

Tick the statements that fit the process you have in mind. If it meets at least three, it’s a good candidate for your first automation.

My process…

0/5 Tick what applies to your process.

Who we work with

Teams that repeat the same process every day gain the most

We don’t focus on one industry. We look for a process that already works but puts an unnecessary load on people.

Sales and leads

B2B service companies

First contact, qualification, follow-ups, proposals and CRM tasks — so salespeople sell instead of retyping data.

  • forms and leads
  • CRM and tasks
  • proposals and follow-ups

Service and communication

E-commerce and customer service

Status questions, returns, complaints and escalations — customers get answers faster, and agents only see the cases that need a human.

  • chatbots and voicebots
  • order status and returns
  • routing and escalations

Operations and documents

Operations, finance and back office

Invoice, document and approval flows, reporting and data sync between systems — predictable and resilient to exceptions.

  • invoices and documents
  • approvals and statuses
  • reports and KPIs
Michael Kozak — founder of AutomationNex
Michael KozakFounder & CEO, automation architect

About us

Automation practitioners, not theorists

AutomationNex specializes in business process automation built on n8n, API integrations and practical AI implementations. We help companies eliminate repetitive tasks, connect scattered systems and give their teams time back.

The company is led by Michael Kozak — a full-stack developer who has spent years combining software engineering with practical uses of AI in business. As an automation architect, he supports companies in their digital transformation and is the author of the book “Intelligent Company”.

  • Google certifications
  • IBM certifications
  • n8n Ambassador
  • Book author

Recommended reading

“Intelligent Company” — AI and automation as a competitive advantage

A book for business owners and team leaders who want to adopt AI sensibly: from choosing the right processes to building a roadmap. 200+ pages and 20+ automation examples.

  • Automation examples from sales to customer service
  • A decision tree for choosing processes and tools
  • A roadmap for rolling out automation without chaos

FAQ

Common questions before you automate

Didn’t find your answer? Email or call us — you’ll get a straight answer, not a sales pitch.

Which process should we automate first?

One that is repetitive, frequent and measurable: lead handling, invoices, support tickets, reports or data moving between systems. Instead of rebuilding the whole company, we pick one slice of work (an MVP), ship it, measure the impact and only then expand the scope.

How long does the first automation take to deliver?

It depends on the number of systems, data quality and access. A simple workflow connecting two or three tools usually takes days; a process with an AI agent, multiple integrations and approval steps takes a few weeks. We give you a concrete timeline after a short process review.

Will automation work with our current CRM, ERP or spreadsheets?

In the vast majority of cases, yes. We connect systems through APIs, webhooks, n8n, data exports and ready-made integrations with sales, accounting, marketing and customer service tools. We check technical constraints and security requirements before we quote.

What is the difference between an AI chatbot and an AI voicebot?

A chatbot works in text channels — on your website, in a messaging app or in a customer portal. A voicebot holds spoken conversations, so it fits phone calls, reminders and appointment booking. We connect both through n8n to your CRM, knowledge base and a human escalation path.

Is n8n enough to automate business processes?

n8n is an excellent workflow engine, but the tool alone doesn’t fix the process. You also need business rules, error handling, monitoring, documentation and a clear decision on when automation hands a case over to a person. We take care of all of that alongside building the workflows.

How do you handle data security and GDPR?

We design automations on the principle of least privilege: dedicated accounts and permissions, encrypted connections, event logs and — when needed — self-hosted n8n on your own infrastructure. In AI processes we spell out which data is sent to the model and where a person approves the decision.

Do you work with companies outside Poland?

Yes. We work remotely with companies across Poland and with international clients, in English or Polish — including mixed-language teams and shared service centers. Workshops and sign-offs happen online, and when it genuinely adds value we can arrange an in-person meeting.

Contact

Let’s talk about the process you want to offload

Briefly describe what takes up most of your team’s time today. We’ll come back with a suggested next step — no strings attached.

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