Lunarion Labs / Solutions / Automation

Workflow and process automation agency

Workflow and process automation: CRM, invoicing, follow-ups, documents, data sync and reporting with n8n, Make, Zapier or custom code.

[ The reality ]

Automation

Teams lose a surprising amount of time copying data between tools, chasing follow-ups and compiling reports. That invisible work slows everyone down and creates errors. We map your workflows, remove manual re-entry and ship monitored automations that alert you when something goes wrong.

[ 05 / 06 ] · Busywork runs on its own.

[ Our commitments ]What we guarantee.

100%in your name: code, accounts and access
0service downtime during the work
1senior lead, from first call to launch
4steps, always in this order

[ What we do ]

Busywork runs on its own.

Every copy-paste between tools is time and money lost. We connect your stack, automate the repetitive work and monitor it so nothing breaks silently.

  1. 01

    Custom workflows

    n8n, Make, Zapier or code, chosen for your volume, budget and data rules.

    [ n8n ] [ Make ] [ Zapier ]

  2. 02

    CRM automation

    Leads captured, follow-ups scheduled and pipeline updated in HubSpot or Salesforce without data entry.

    [ HubSpot ] [ Salesforce ] [ Pipeline ]

  3. 03

    Invoicing and collections

    Quotes, invoices, payment reminders and reconciliation with Stripe and QuickBooks.

    [ Stripe ] [ QuickBooks ] [ Reminders ]

  4. 04

    Documents and e-signatures

    Contracts and quotes generated and sent for signature automatically.

    [ Templates ] [ DocuSign ] [ Archive ]

  5. 05

    Data sync

    Product, CRM, accounting and inventory kept in sync, with one source of truth.

    [ Sync ] [ Dedupe ] [ History ]

  6. 06

    Dashboards and reporting

    Your key numbers pulled together and refreshed automatically.

    [ KPIs ] [ Reports ] [ Alerts ]

  7. 07

    Email and marketing automation

    Onboarding sequences, follow-ups and segments, sent at the right time.

    [ Sequences ] [ Segments ] [ Deliverability ]

  8. 08

    Monitoring and alerts

    Logs, alerts and retries so you know every automation is running.

    [ Logs ] [ Alerts ] [ Retries ]

[ What it lets you do ]

What changes,
in practice.

  • Sales

    Every lead logged in your CRMScheduled follow-upsAn always up-to-date pipeline

  • Finance

    Invoices created and sentPayment remindersBank reconciliation

  • Admin

    Contracts generated and e-signedDocuments filed and archivedNo more copy-paste

  • Operations

    Inventory synced between store and ERPOrders routed to the right toolsAlerts when something looks off

  • Reporting

    Key numbers fresh every morningMonthly reports on autopilotOne source of truth

  • Marketing

    Automated email sequencesContact segmentationCampaign tracking

[ How we work ]

Four steps,
in this order.

  1. 01Map

    Your tools, workflows and manual steps, as they really are.

  2. 02Prioritize

    Automations that free the most hours go first.

  3. 03Automate

    Built and tested on your real data, then documented.

  4. 04Monitor

    Alerts, logs and fixes before errors cost you.

[ Typical examples ]

What it
looks like.

Nothing changes for you. You just get time and money back.

A store connected to its back-office system

Orders and customers are retyped by hand into the operations software.

  • Retyping every order[ by hand ]
  • Creating each customer twice[ by hand ]
  • Cleaning up duplicates[ by hand ]

We plug into your tools.

  1. Customer and order sync
  2. Deduplication and history
  3. Alerts on failure

No more retyping, and the same data everywhere.

  • Orders synced automatically
  • Customers created once
  • An alert if anything fails

For you, nothing changes.

Same tools, same team, same habits. You simply get time and money back. [ Shopify, ERP API ]

Time back

No more retyping.

Money saved

Fewer costly mistakes.

From signed quote to invoice, hands-free

Every signed quote triggers a string of manual tasks.

  • Creating the customer in the CRM[ by hand ]
  • Setting up the project[ by hand ]
  • Invoicing and chasing payment[ by hand ]

We plug into your tools.

  1. E-signature on the quote
  2. Customer and project created automatically
  3. Invoice and scheduled reminders

A full sales cycle that runs on its own.

  • Everything triggers on signature
  • The invoice goes out on its own
  • Scheduled reminders

For you, nothing changes.

Same tools, same team, same habits. You simply get time and money back. [ DocuSign, HubSpot, QuickBooks ]

Time back

The admin cycle disappears.

Money saved

Invoices go out sooner, cash comes in sooner.

Monthly reporting on autopilot

Leadership waits a full day of spreadsheet work to see the numbers.

  • Exporting from three tools[ by hand ]
  • Pasting into a spreadsheet[ by hand ]
  • Formatting the report[ by hand ]

We plug into your tools.

  1. Data pulled from accounting, CRM and website
  2. Dashboard refreshed daily
  3. Monthly report emailed automatically

Reliable numbers available any time.

  • Data collected automatically
  • A dashboard refreshed daily
  • A report emailed every month

For you, nothing changes.

Same tools, same team, same habits. You simply get time and money back. [ Google Sheets, Looker Studio ]

Time back

A full day of reporting gone every month.

Money saved

Decisions made on numbers you can trust.

Employee onboarding on autopilot

Every new hire triggers dozens of small tasks across HR, IT and managers.

  • Creating accounts one by one[ by hand ]
  • Sending documents to sign[ by hand ]
  • Chasing equipment[ by hand ]

We plug into your tools.

  1. Accounts and access created
  2. Offer letter and documents sent for e-signature
  3. Automatic checklist for the manager

New hires ready on day one, nothing forgotten.

  • Accounts created automatically
  • Documents signed online
  • Checklist tracked

For you, nothing changes.

Same tools, same team, same habits. You simply get time and money back. [ Your HRIS, Google Workspace ]

Time back

Onboarding no longer ties up three teams.

Money saved

New hires productive sooner.

Every lead in the CRM, no data entry

Leads come from forms, emails and ads, and some slip through.

  • Copying leads into the CRM[ by hand ]
  • Assigning leads by hand[ by hand ]
  • Replying at the end of the day[ by hand ]

We plug into your tools.

  1. Every lead captured in the CRM
  2. Routed to the right rep
  3. First reply sent automatically

No lost leads, and a reply within minutes.

  • Leads captured automatically
  • Instant routing
  • Automatic first reply

For you, nothing changes.

Same tools, same team, same habits. You simply get time and money back. [ Your forms, Your ads, Your CRM ]

Time back

Reps sell instead of typing.

Money saved

More leads turned into customers.

Inventory synced everywhere

Stock is updated by hand between the online store and marketplaces.

  • Updating stock on every channel[ by hand ]
  • Canceling oversold orders[ by hand ]
  • Counting by hand[ by hand ]

We plug into your tools.

  1. Real-time inventory sync
  2. Orders in one place
  3. Low-stock alerts

No more selling items you do not have, accurate stock everywhere.

  • Stock synced everywhere
  • Centralized orders
  • Low-stock alerts

For you, nothing changes.

Same tools, same team, same habits. You simply get time and money back. [ Your online store, Marketplaces, Your inventory ]

Time back

No more manual updates.

Money saved

Fewer cancellations and unhappy customers.

[ What you get ]

What you
walk away with.

No vague promises: concrete items, handed over in your name, that you keep whatever happens.

  1. Deliverable 0101 / 05

    A map of your workflows and the manual work removed

  2. Deliverable 0202 / 05

    Documented automations

  3. Deliverable 0303 / 05

    Error alerts and retries

  4. Deliverable 0404 / 05

    Live dashboards

  5. Deliverable 0505 / 05

    Accounts and access in your company's name

[ When to call us ]

Sound familiar?

  • 01

    Your team copies data between tools every day.

  • 02

    Customer follow-ups slip through the cracks.

  • 03

    Month-end numbers take a day to pull together.

  • 04

    Existing Zaps break without anyone noticing.

If one of these sounds like you, it is exactly what we do.

[ Who it is for ]

  • Profile 01

    Small and mid-size businesses

    A lean team that can no longer absorb the admin work.

  • Profile 02

    Sales teams

    Leads and follow-ups that should move without anyone pushing them.

  • Profile 03

    Finance and operations

    Reliable numbers without a day of spreadsheet work.

[ Technology ]

n8n Make Zapier HubSpot ActiveCampaign Stripe Google Sheets Notion Slack Yousign

We pick the technology for your project, never the other way round. And we work with the one you already have.

[ In short ]

Workflow automation connects your business tools (CRM, invoicing, email, spreadsheets, payments) so repetitive tasks and manual data entry happen on their own. Lunarion Labs maps your workflows and builds monitored automations with n8n, Make, Zapier or custom code.

What are we talking about?

An automation is a chain of actions triggered by an event: a lead comes in, a payment clears, a contract is signed. Done well, it is documented, monitored and recovers from errors. Done badly, it fails silently and spreads bad data across your systems.

Teams lose a surprising amount of time copying data between tools, chasing follow-ups and compiling reports. That invisible work slows everyone down and creates errors. We map your workflows, remove manual re-entry and ship monitored automations that alert you when something goes wrong.

When should you call us?

  • Your team copies data between tools every day.
  • Customer follow-ups slip through the cracks.
  • Month-end numbers take a day to pull together.
  • Existing Zaps break without anyone noticing.

How does an engagement work?

  1. Map. Your tools, workflows and manual steps, as they really are.
  2. Prioritize. Automations that free the most hours go first.
  3. Automate. Built and tested on your real data, then documented.
  4. Monitor. Alerts, logs and fixes before errors cost you.

The starting point is always the same: the Lunarion audit, at a fixed price, which gives you a written, costed diagnosis. See our four-step approach.

Automation: what is included

What drives the cost?

Every project is costed after the audit, which has a fixed price. The main factors are:

  • How many tools and workflows are involved
  • The quality of your existing data
  • The platform (self-hosted n8n, Make, Zapier or code)
  • The level of monitoring you need

Mistakes to avoid

  • Automating a process nobody has defined
  • Piling up Zaps with no documentation
  • No alerts when a workflow fails
  • Duplicating data instead of keeping one source of truth

Where do we work?

Lunarion Labs is a software lab based in New York that works fully remotely, in English and French. We work with companies in the US, France and Spain, including in these cities:

United States

New York, Los Angeles, Chicago, Houston, Dallas, Austin, Miami, San Francisco, Boston, Seattle.

France

Paris, Lyon, Marseille, Toulouse, Bordeaux, Lille, Nantes, Strasbourg, Nice, Montpellier.

Spain

Madrid, Barcelona, Valencia, Seville, Malaga, Bilbao.

Go further

[ Questions ]

Frequently
asked.

n8n vs Zapier vs Make: which should we use?

Zapier is fastest to start, Make handles complex flows at a lower cost, and n8n can be self-hosted for volume and data control. We pick based on your volume, budget and privacy needs.

Which tools can you connect?

Most tools with an API: CRMs, email, accounting, payments, spreadsheets, Slack and internal databases.

What happens when an automation breaks?

Automations are monitored, retry on failure and alert you, so errors are fixed before they cost you.

Can our team edit the automations?

Yes for the simpler ones: we document them and show you how. Critical flows stay monitored.

Workflow automation or RPA?

API-based workflow automation is more reliable and cheaper to maintain. RPA only makes sense when a system has no API.

[ Guides ]

Go
further.

All guides →

[ Other solutions ]

Same lab,
other crafts.

[ Lunarion audit ]

Shall we look at
your project?

A few questions, then a written diagnosis with priorities and costs. Then you decide.