n8n – the Swiss Army Knife for business process automation

Do you have dozens of processes running in your company that repeat regularly? Do your colleagues have to constantly repeat routine activities? Day after day, week after week. Instead of focusing on strategic tasks and decisions that will actually move your business forward?

For example..

  • Every Monday morning you need a report on the previous week's sales
  • You need to monitor inventory levels daily
  • Every time a new order is placed, you need to create a folder on the server and upload the relevant documents, inform colleagues and allocate tasks to them
  • When you receive an invoice, you need to post it, extract the data and enter it into the system
  • When a new employee joins, you need to create an email account, access the systems, share or prepare appropriate training material
  • You are required by the client to complete time consuming project / handover documentation
  • The client regularly requires you to fill in a lot of different data into their business system
  • Routine tasks you handle may not just be about moving information from A to B and C, but require basic understanding of the information and editing/checking by your staff

These tasks are clearly defined and repetitive. Your people know them so well that they could do them blindly. But it takes their time, and people's time is always valuable.

Employees in medium and large companies spend up to 30% of their working hours performing tasks that could be automated. That means that out of a team of ten people, three are constantly working on something that software could do for them.

The solution? Automate business processes with n8n

Imagine an employee who:

  • Never gets sick
  • Works 24 hours a day, 7 days a week
  • Does not make mistakes out of inattention
  • Costs a fraction of the cost of a regular worker
  • Can handle hundreds of tasks simultaneously
  • It is flexible and can be instantly redirected to other activities

This is the kind of "employee" that the n8n automation platform can provide. It is a workflow automation tool that can connect the various services, systems and applications in your company and create automated processes between them.

What is n8n?

n8n is an open-source workflow automation platform that allows you to connect and automate virtually any business process. Unlike other tools like Zapier, Keboola, Make or Integromat, n8n offers:

  • The ability to deploy on your own server (on-premise)
  • Full control over data
  • Unlimited number of automations
  • Hundreds of pre-built integrations
  • The ability to create custom nodes for specific needs
  • Integration with AI models for data, text and image processing

In practice, this means that n8n can replace the work of several full-time employees at a fraction of their salary.

workflow in n8n
Figure 1: Example of a workflow in an n8n environment that acts as a virtual "boss" for all automation processes. This way, you only need to interact with this master AI agent, which then delegates tasks to its "subordinates".

Specific use of n8n in your company

1. Automation of reporting and analysis

Scenario: Every Monday morning you need to have the previous week's sales report on your desk.

Solution with n8n:

  • Automatically pull data from your CRM system (Salesforce, HubSpot, etc.)
  • Connecting to your accounting system for financial data
  • Processing and formatting data into easy to understand tables and charts
  • Automatic PDF report creation
  • Emailing to relevant people or saving to company disk
  • All timed for 7:00 am every Monday, no human intervention required

The result: the report is ready before the start of your working day, without the need for your analyst to be present.

2. Processing documents and invoices

Scenario: Every day you receive dozens of invoices from suppliers that need to be processed, data extracted and entered into the system.

Solution with n8n:

  • Automatically check incoming emails or folders with scanned documents
  • Use AI to extract key data from invoices (invoice number, amount, ID number, VAT number, due date)
  • Check against supplier database
  • Automatic entry into the accounting system
  • In case of discrepancies, alert the responsible person

Result: invoices processed in minutes instead of hours, errors minimized, faster accounting.

3. Onboarding of new employees

Scenario: When a new employee joins, many tasks need to be handled across departments.

Solution with n8n:

  • Automatic email address creation
  • Setting up accounts in the necessary systems
  • Generate access credentials
  • Preparing and sending onboarding documents
  • Notification to relevant departments (IT, HR, line manager)
  • Scheduling of onboarding meetings in calendars

Result: the new employee has everything ready on the first day of onboarding, without the need for manual coordination between departments.

4. Monitoring of websites and social networks

Scenario: You need to monitor mentions of your company, competitors or key products.

Solution with n8n:

  • Automatic monitoring of news sites, social networks and forums
  • Filter relevant mentions by keywords
  • Sentiment analysis with AI
  • Sending daily summaries or instant alerts on negative mentions

The result: instant visibility into a company's online reputation and the ability to respond quickly to any issues.

5. Inventory management

Scenario: You need to constantly monitor stock levels and order new items in a timely manner.

Solution with n8n:

  • Connecting to your warehouse system
  • Continuous monitoring of the status of individual items
  • Automatically generate orders when they fall below a defined threshold
  • Sending orders to suppliers
  • Notification of long-term unsaleable items

Result: optimization of stock levels, elimination of out-of-stock situations and minimization of excess stock.

6. Automatic processing of enquiries and creation of quotations

Scenario: You receive enquiries via web form or email and need to respond quickly.

Solution with n8n:

  • Automatic receipt of enquiries and their categorisation
  • Extraction of key information
  • Create a quote using predefined templates
  • Personalise the offer according to customer data
  • Sending the offer to the customer
  • CRM entry including scheduling of follow-up activities

Result: fast response to enquiries (within minutes instead of hours or days), consistent quality of offers.

7. Order processing

Scenario: Once an order is received, the entire process chain needs to be secured.

Solution with n8n:

  • Automatic processing of incoming orders
  • Check availability of goods in stock
  • Generation of delivery notes and invoices
  • Entry into the system for dispatch
  • Informing the customer of the progress of the order
  • Updating stock levels

Result: smooth order processing with minimal manual intervention.

8. Personalized communication with customers

Scenario: You want to communicate with your customers in a personalized way, but you don't have the capacity to approach each one individually.

Solution with n8n:

  • Tracking customer behavior in your e-shop or CRM
  • Segment customers based on their preferences and purchase history
  • Automatically send personalized recommendations and offers
  • Scheduling communications based on the optimal time for a given customer
  • Automatic responses to common queries using AI

The result: personalized communication with all customers with minimal time investment from your team.

9. Recording meetings and creating minutes

Scenario: You attend several online meetings per week with your internal team or clients. These meetings result in a large number of follow-up tasks that you need to process and distribute.

Solution with n8n:

  • Meeting recording in Meet, Teams or Zoom
  • Transcribe the meeting into text form
  • Create meeting minutes and forward to all participants
  • Create a to-do list and forward to all stakeholders

Result: a working system for recording meetings and transcribing them into text form with task allocation.

10. Preparation of project or handover documents

Scenario: When a project is completed, handover documentation needs to be created, compiled and distributed, which is often a lengthy and error-prone process.

Solution with n8n:

  • Automatically collect the necessary documents from the project system
  • Extraction of key information from various sources (project plans, reports, testing records)
  • Generation of standardized parts of documentation (certificates, declarations of conformity, checklists)
  • Completion of individual parts into a coherent document according to a predefined template
  • Automatic check of completeness of all required parts and detection of missing information
  • Distribution of documentation to all interested parties
  • Archiving according to predefined rules

Result: complete and error-free project documentation prepared in less time, in a consistent format with a significant reduction in manual work and errors. Reduction of documentation preparation time by up to 90% and elimination of risks associated with incomplete documentation.

Recording meetings in n8n
Fig. 2: In n8n you can automate, for example, the recording and creation of your meeting minutes. A virtual assistant joins a meeting via Google Meet, during which it records everything that is said, so that it can then create a summary and delegate tasks to designated collaborators.

How we implement n8n at TRITON IT

At TRITON IT, we take a systematic approach to business process automation with a focus on the real needs of your business. Our methodology includes several key steps:

1. Process analysis

We start with a thorough analysis of your business processes. We work directly with the people who execute these processes on a daily basis and know them intimately. We are interested in:

  • What are the individual process steps
  • How much time they take
  • What systems and data are involved
  • Where errors or delays occur
  • Which parts of the process are the most burdensome

The result is a detailed process map identifying those processes that have the greatest potential for automation.

2. Solution design

Based on the analysis, we create a proposal for an automation solution using n8n:

  • We identify the necessary integrations and interconnections
  • Design the automation logic
  • Define triggers and actions
  • Prepare an implementation plan including a timeline
  • Determine how to measure success
Virtual secretary in n8n
Figure 3: The solution design includes all the functionality that your virtual employees will handle for you. In this case, for example, automatic scheduling of meetings and other office events.

3. Implementation

The following is the actual implementation of n8n in your environment:

  • Installing n8n on your server or deploying it in the cloud
  • Configuring all the necessary connections to your systems
  • Programming automation workflows
  • Thorough testing in an isolated environment
n8n configuration
Figure 4: Detailed task specification is a fundamental building block in creating a functional and efficient process automation.

4. Testing and debugging

We thoroughly test every automation:

  • We verify the correct functioning
  • We test boundary cases and exceptions
  • We tune performance and speed
  • Ensure process and data security

5. Training and handover

After successful implementation:

  • We train your team in the use and management of n8n
  • We will provide detailed documentation
  • We will help you set up monitoring automation
  • Ensure a smooth transition from manual to automated processes
WhatsApp and n8n
Fig. 5: You can chat with the AI agent that manages process automation in your company, for example via WhatsApp, where you can use voice or traditional text messaging to submit new tasks that the AI solves in a moment.

6. Support and optimization

Our collaboration doesn't end there:

  • We offer ongoing support and service
  • We monitor automation performance
  • We suggest further optimizations
  • We implement new processes according to your needs

Flexible approach to automation management

Depending on your preferences and capabilities, we offer two automation management models:

1. Complete outsourcing

  • We take care of all operations, maintenance and updates
  • We solve any problems
  • We implement changes according to your requirements
  • You focus only on your core business

2. In-house management with our support

  • We hand over full control of the system to you
  • We train your IT team
  • We provide detailed documentation
  • We remain available for consultations and more complex customizations

Benefits of automation with n8n in numbers

To get a better idea of what n8n can bring you and how much time it can save you:

Saving time

  • Average time savings from implementing basic automation: 20-30 hours per week (source: Forrester Research)
  • For complex processes, up to 100 hours per month (source: n8n)

Financial savings

  • ROI (return on investment) typically in months 2-4 after implementation (source: Deloitte)
  • 15-30% reduction in administrative staff costs (source: Boston Consulting Group)

Qualitative benefits

  • Reduced error rate by 90% compared to manual processing (source: IBM)
  • Speed up processes by up to 75% (source: PwC Digital Services)
  • Increased customer satisfaction through faster response times by 35% (source: Customer Experience Impact Report)
  • Increase employee satisfaction by eliminating routine tasks by 40% (source: Gallup Workplace Report)

Automation is the future of efficient business

In today's era of rapid change and increasing pressure for efficiency, automation is a key tool for competitiveness. The n8n tool is an affordable and flexible solution that allows you to:

  • Significantly reduce the cost of routine processes
  • Accelerate response to market and customer demands
  • Eliminate human error
  • Shift your team's capacity to strategic and creative tasks
  • Get ahead of the competition

At TRITON IT, we can help you identify and implement the most beneficial automations for your specific business. We don't automate processes just because it can be done, we automate them to give you real and measurable results.

Would you like to automate processes in your company?

Related articles

Case study Case study

The e-shop of MISURA – a Czech brand of premium electronics – has long struggled with a growing number of inquiries directed to...

Development Development

Our major client, the design and construction company LOSKY, is a key supplier to T-Mobile in the acquisition and physical construction of the...

Development Development

Our long-standing client operates in an industry that various institutions classify as risky. Not because it is an illegal activity –...