Home/AI & Automation

Gain time.

Quotes, invoices, data reconciliation and reporting run automatically, with n8n and Zapier, connected to CRM systems such as Pipedrive. For companies across Germany.

What it looks like

Four workflows that pay off almost everywhere

Choose a workflow. The point of light shows how a task runs through your systems on its own.

New enquiry

  1. Websiteenquiry arrives via the form
  2. n8nchecks and sorts the enquiry
  3. Pipedrivecreates the contact and deal
  4. Emailconfirms receipt to the prospect
  5. Salesreceives a message with all the details
Until now, by hand

approx. 15 minutes per enquiry

Read the enquiry, retype the contact, create the deal in the CRM, write a reply, inform colleagues.

With automation

a few seconds

Every enquiry is captured and answered immediately. None gets lost any more.

Quote & invoice

  1. Pipedrivedeal is set to “won”
  2. n8ncompiles customer, service and prices
  3. Templategenerates the quote or invoice as a PDF
  4. Emailsends the document to the customer
  5. Accountingreceives the invoice automatically
Until now, by hand

approx. 20 minutes per document

Gather the data, fill in the template, create the PDF, send it, file it, forward it to accounting.

With automation

one click in the CRM

The document is ready, sent and filed as soon as the deal is won.

Weekly report

  1. Monday, 7:00the schedule starts the workflow
  2. Sourcesfigures from CRM, shop and website
  3. n8ncalculates the key figures
  4. AIsummarises the week in three sentences
  5. Inboxthe report is ready and waiting
Until now, by hand

1 to 2 hours per week

Export figures from several systems, copy them into a spreadsheet, analyse them, write the report.

With automation

ready in your inbox on Mondays

You read the report over your first coffee instead of creating it.

AI reply draft

  1. Inboxa customer enquiry arrives by email
  2. AIidentifies the request
  3. Knowledge basesupplies matching information and prices
  4. Drafta reply is prepared
  5. Humanyou review and send with one click
Until now, by hand

approx. 10 minutes per email

Read the enquiry, look up information, write the reply, proofread.

With automation

approx. 1 minute to review

The reply is already written. You decide what goes out; the AI sends nothing on its own.

The times shown are typical example values. We clarify what is possible for you in the initial call.

That was four. In the Workflow Library you will find 20 more

Try it live

Listen to your systems talking

Enter a sample enquiry and start the workflow. You will see how form, n8n, AI, CRM and calendar coordinate with one another, without anyone retyping anything.

A simulation in your browser. Your input is neither sent nor stored.

The conversation between your systems will appear here shortly.

Time calculator

How much time is in your routine?

Enter how many hours your team spends on these tasks per week. The calculator estimates how much of that can be automated.

hrs/wk
hrs/wk
hrs/wk
hrs/wk
hrs/wk
People
Possible savings per year
0 hours

That is about 0 working days, around 0 hours per week.

Estimate: 70% of the time can be automated, 46 working weeks per year, 8 hours per working day. We clarify what is concretely possible for you in a conversation.

Have the potential checked
Applications

Where automation has an immediate effect

Quotes and invoices

Documents are created automatically from your data, sent and filed.

Enquiries into the CRM

Every enquiry lands with the right person straight away, with a reminder to follow up.

Data reconciliation

Systems that have not talked to each other so far stay in sync automatically.

Reporting

Key figures are collected and prepared. The report is ready in your inbox.

AI drafts

Replies, summaries and texts as drafts; your team only has to approve.

Custom workflows

What repeats regularly in your business can usually be automated.

Tools

Proven tools instead of custom builds.

Which tool fits is decided by your systems and requirements. For discretion, we do not name clients from this area.

Insights

From the workshop

How our automations are built in detail. Practical examples, summarised and without client references.

Insight 01

Your own AI platform, operated in Germany

  • n8n Community Edition
  • Docker
  • MySQL
  • Caddy
  • Servers in Germany

For organisations that want to use AI but whose data must not end up with US providers. We build a dedicated automation platform on German servers, with a simple interface for the team, and hand it over so that it can be run in-house.

Under the hood
  • Set-upn8n Community Edition in Docker on servers in Germany, encrypted connections and a dedicated database for states and logs.
  • Own interfaceStaff start approved workflows at the push of a button, without having to use n8n themselves.
  • SecuritySecurity review before launch, roles and permissions, no open interfaces, credentials stored only in encrypted form.
  • Data protectionThe AI only receives approved, cleaned content. Personal data stays on your own server.
  • ControlA person signs off before anything goes out.
  • HandoverDocumentation and training, so that no dependency on us arises.
More on n8n on your own servers
Insight 02

Platform workflows that run around the clock

  • n8n
  • MySQL
  • Webhooks
  • custom redirects
  • Error notification

For online platforms and portals with many users. Login, registrations and reporting run automatically in the background, reliably and without expensive third-party services.

Under the hood
  • LoginDedicated workflows for login and registration via n8n and MySQL instead of a third-party service that charges per user.
  • RegistrationsOnline registrations are checked and stored. Those responsible automatically receive overviews.
  • ReportingPrivacy-friendly analysis of QR codes and links on your own server instead of via a link service.
  • From experienceAfter an update, the connection between automation and database broke down. The cause was a changed network setting in Docker. Since then, checking exactly that point has been part of every update.
  • OperationLogs, notification on errors and a documented handover.
Insight 03

From form to deal, without retyping

  • n8n
  • Pipedrive
  • AI classification
  • Email
  • Team chat

For companies where enquiries arrive via website, e-mail and phone notes and get lost in the daily routine. Every enquiry lands in the CRM immediately sorted, with the right contact person, with a reminder to follow up.

Under the hood
  • IntakeWebsite form, mailbox and notes come together in one workflow, no matter where the enquiry comes from.
  • DuplicatesBefore a contact is created, the workflow checks whether the person or company already exists in Pipedrive, and updates the record instead of creating a duplicate.
  • ClassificationAn AI classifies the request and its urgency. Fixed rules then decide who is responsible. The AI suggests, the rules decide.
  • Fail-safeIf Pipedrive is briefly unavailable, the workflow retries automatically. Only if that fails is a message sent to a person.
  • Follow-upIf a deal stalls, the workflow reminds the person responsible after a set time.
More on Pipedrive automation
Your potential Check workflows.
info@lumen21.de +49 8856 8690552 Initial call: 30 minutes, no obligation
Stefan Fuchs
You speak directly with me.Reply within one working day.
5.0 from 21 Google reviews