Process Automation
Automate tasks to perform them better and faster
We design and implement business process automation solutions that help teams save time on repetitive tasks and reduce errors.
We use low-code and no-code tools and provide support during implementation, ensuring a return on investment in process automation as quickly as one month after starting our collaboration.
What is Process Automation?
Process automation involves replacing certain tasks performed by teams with tools and systems that operate independently of human intervention. By implementing automation, work processes become more efficient—teams no longer have to complete tasks manually but can instead focus on verifying the results generated by automated systems.
Implementing automation enables a quick return on investment by leveraging ready-made solutions. These solutions reduce the costs of automation development, and the time required for business process automation implementation is measured in weeks, not months.
When Is Process Automation Worth Considering?
Repetitive, accuracy-demanding tasks are consuming too much time in your company.
Your team completes tasks correctly, but there’s no room for additional responsibilities or growth.
Errors caused by haste and oversights are becoming more frequent, leading to unnecessary costs.
You want your team to focus on verifying automation results and free up time for more important tasks.
Why Implement Automation?
Research by McKinsey shows that automation increases team productivity by 30% and reduces operational costs by 35%. Our experience suggests that in some cases, the results can be even better.
Higher Quality of Work Results
Automation eliminates errors in repetitive processes. With automation in place, employees can focus on verifying and refining results rather than manually producing them.
Easier Decision-Making with AI
AI enables the automation of not only repetitive tasks but also complex processes that require data analysis and decision-making.
Greater Efficiency
Reducing the time needed for repetitive tasks allows your team to accomplish more within the same timeframe or concentrate on higher-priority initiatives.
Fast Return on Investment
Low implementation costs, thanks to ready-made automation tools, ensure that your investment starts paying off almost immediately.
Examples of Automation We Implement
Sales & CRM
Sales process automation helps increase conversion rates while reducing the time required for customer service.
- Automatic lead qualification and CRM entry
- Automated responses to contact form inquiries
- Personalized information materials for leads based on collected data
- Automated customer satisfaction surveys after sales interactions
- Auto-filling CRM data with company details, revenue, and previous fiscal year profits
- Product recommendations for customers based on historical data
- Automated generation of personalized follow-ups
- Automatic creation of sales offers
- AI-powered task suggestions based on historical data
- Sales forecasting based on real data
- Automated meeting summaries
- Automatic contract generation and electronic signature handling (DocuSign, PandaDoc, Pergam.in)
Accounting & Financial Processes Automation
By automating accounting, billing, and financial processes, you can improve transparency in your company’s results and streamline business management.
- Automatic reminders for overdue invoices and debt collection
- Automated payment verification against account balances
- Automatic document scanning for expenses and payment basket generation
- Auto-generation of revenue invoices and sending recurring invoices
- Automated reminders for contract renewals with partners
- Automatic financial report generation
- Reminders for expiring certificates and documents (e.g., ISO, licenses)
- Automated cost classification based on predefined categories
- Auto-generation of management dashboards
HR & Project Management Automation
HR automation accelerates and streamlines the onboarding process for new team members while enhancing the quality and transparency of communication within your company’s projects.
- Automated task description generation in projects
- Reminders for overdue tasks
- Verification of completed work by the team
- New employee onboarding – automatic sending of welcome information, including emails with access credentials, training materials, and assignment to the appropriate groups in the apps you use.
How Do We Implement Process Automation?
Every automation project starts with a free consultation, where we identify key processes for optimization during Discovery workshops and determine which tasks should be automated during implementation.
Free Consultation
Discovery Workshop
During online workshops, we help pinpoint areas for improvement and set clear automation goals. From the very beginning, we outline the benefits you can achieve and highlight the actions that will deliver the highest return on investment.
Automation Design
We create process diagrams and select the right tools to visualize workflows and simplify future modifications. We also redefine team responsibilities, specifying which automation elements require human verification.
Implementation
We deploy the designed automation solutions, ensuring a seamless transition to a new way of working. We also train your team to quickly and effectively use the implemented tools.
Continuous Automation Development
After implementation, we identify additional areas for improvement and plan the next steps with you to progressively automate more aspects of your business.
Project Results
What Tools Do We Use for Automation?
Zapier
Zapier enables process automation with ready-made integrations for hundreds of apps, eliminating the need for custom coding. It allows for quick and cost-effective automation of repetitive tasks.
Make
Make supports advanced automation scenarios with custom code. Its visual editor allows for complex process automation without requiring dedicated infrastructure.
CRM Systems
Modern CRM systems like HubSpot, Pipedrive, and Salesforce offer built-in automation tools. Using these features reduces implementation costs while simplifying future management, development, and automation of new processes.
Custom Solutions & Integrations
We develop custom automations and integrations, often as web or mobile applications. We connect systems in a way that aligns with your company’s specific needs, ensuring automation solutions that truly fit your business.
Project Management Tools
Jira, ClickUp, Monday, Trello, and Asana – Help organize work, track progress, and automate tasks, notifications, and workflows, allowing teams to focus on business priorities.
Analytics & BI Tools
Power BI, Tableau, and Looker Studio – Facilitate data analysis, metric visualization, and process optimization, enabling better business decisions after automation implementation.
Examples of Applications We Can Automate
Saldeo
ClickUp
Jira
Baselinker
Stripe
Pipedrive
Hubspot
Power Automate
Mendix
Kissflow
N8n
Selenium
Salesforce
Zoho CRM
Mailchimp
ActiveCampaign
Hubspot Marketing Hub
Marketo
SARE
Intercom
Drift
Zendesk
Slack
Teams
MS Dynamics
DocuSign
PandaDoc
Adobe Sign
Companies We've Worked With
They focus on communication, ensuring they fully understand our requirements for every planned task.
We needed to develop complex features for our application. They successfully planned, delivered, and documented everything without any issues. We even adopted some of their methods within our team and project management to streamline our workflow.
They focus on communication, ensuring they fully understand our requirements for every planned task.
We needed to develop complex features for our application. They successfully planned, delivered, and documented everything without any issues. We even adopted some of their methods within our team and project management to streamline our workflow.
Michał Klimorowski, Product Owner
They helped us achieve results and made project execution much easier.
We are very satisfied with how iMakeable managed tasks and communication. They were always available with ready solutions and were happy to adapt when needed. They seamlessly integrated with our internal communication processes and tools.
They helped us achieve results and made project execution much easier.
We are very satisfied with how iMakeable managed tasks and communication. They were always available with ready solutions and were happy to adapt when needed. They seamlessly integrated with our internal communication processes and tools.
Marcin Bajtek, Wiceprezes GISPartner
They have a great team of proactive experts.
There were no major issues during our collaboration. We feel that they are truly committed to addressing any communication challenges to meet their clients' expectations.
They have a great team of proactive experts.
There were no major issues during our collaboration. We feel that they are truly committed to addressing any communication challenges to meet their clients' expectations.
Piotr Ciżkowicz, StatXplorer
They exceeded our expectations and were fully committed to understanding our needs.
Depending on the case, preparing a newsletter and related legal documents used to take us 6-8 hours. Thanks to the solution provided by iMakeable, we can now do it in less than 60 minutes—with even more options available.
They exceeded our expectations and were fully committed to understanding our needs.
Depending on the case, preparing a newsletter and related legal documents used to take us 6-8 hours. Thanks to the solution provided by iMakeable, we can now do it in less than 60 minutes—with even more options available.
Olga Hetsun, Project Coordinator EcoMS
They exceeded our expectations relative to the proposed price.
The iMakeable team quickly and efficiently addressed all our needs, delivering creative and top-quality UX/UI designs. They managed the process and communication effectively, staying in touch even after the project was completed.
They exceeded our expectations relative to the proposed price.
The iMakeable team quickly and efficiently addressed all our needs, delivering creative and top-quality UX/UI designs. They managed the process and communication effectively, staying in touch even after the project was completed.
Mateusz Bodio, Managing Director RKKVC
Their team always knew exactly what to do at every stage.
They adapted seamlessly to changing technical requirements and met them without any issues. Their communication was always clear, understandable, and transparent. We felt completely confident in the app development part of our project.
Their team always knew exactly what to do at every stage.
They adapted seamlessly to changing technical requirements and met them without any issues. Their communication was always clear, understandable, and transparent. We felt completely confident in the app development part of our project.
Andrew, CEO Famebet
They are a team of ambitious, hardworking professionals who can offer the perfect solution for any task.
I chose to work with iMakeable because they immediately presented me with smart and reliable solutions—and most importantly, they delivered exactly as promised.
They are a team of ambitious, hardworking professionals who can offer the perfect solution for any task.
I chose to work with iMakeable because they immediately presented me with smart and reliable solutions—and most importantly, they delivered exactly as promised.
Michał Torz, e-dermatolog.pl
They were always happy to answer our questions and address any concerns.
We had a list of over 100 bugs that needed fixing and several new features to be developed from scratch. From the very beginning, we were impressed by their dedication and approach. The iMakeable team listened to us and proposed solutions that fully met our expectations.
They were always happy to answer our questions and address any concerns.
We had a list of over 100 bugs that needed fixing and several new features to be developed from scratch. From the very beginning, we were impressed by their dedication and approach. The iMakeable team listened to us and proposed solutions that fully met our expectations.
Piotr Błachnio, founder Poznajdealera.pl
Their entire team was always willing to help in unique situations and worked hard to solve any issues.
iMakeable supported us in developing our core services using Django/Python. Together, we built essential missing parts of our portal, allowing us to collaborate with clients more smoothly.
Their entire team was always willing to help in unique situations and worked hard to solve any issues.
iMakeable supported us in developing our core services using Django/Python. Together, we built essential missing parts of our portal, allowing us to collaborate with clients more smoothly.
Tomasz Szczęśniak, CEO Briefly
The transparency in iMakeable's communication is outstanding.
Their team is trustworthy and reliable. Whenever an issue arises, their manager is always the first to bring it to our attention, ensuring that we never face unexpected problems from their side.
The transparency in iMakeable's communication is outstanding.
Their team is trustworthy and reliable. Whenever an issue arises, their manager is always the first to bring it to our attention, ensuring that we never face unexpected problems from their side.
Michał Pierzchlewicz, CEO Teacode
We greatly appreciated their independence and dedication to the project.
Their team was highly self-sufficient and deeply committed to the project. We maintained constant communication with their team and management, always having the option to resolve any issues—but we never needed to. They seamlessly integrated with our team.
We greatly appreciated their independence and dedication to the project.
Their team was highly self-sufficient and deeply committed to the project. We maintained constant communication with their team and management, always having the option to resolve any issues—but we never needed to. They seamlessly integrated with our team.
Michał Nowacki, Co-Founder Codifive
Frequently Asked Questions
Why Automate Processes?
Process automation significantly increases work efficiency and reduces operational costs. By automating repetitive tasks, teams can focus on more strategic activities and complex processes that require human decision-making.
Investing in automation pays off quickly, especially when using ready-made tools that minimize implementation costs. In the long run, automation helps businesses gain a competitive edge by eliminating errors and accelerating workflows. Additionally, the time and resources saved can be reinvested into business growth.
What Do I Need for Process Automation?
For automation to deliver the desired results, your business must have functional and efficient processes in place—automating flawed processes will only amplify existing problems.
Successful automation requires:
- Clearly defined tasks and goals – to design precise solutions that align with your business needs.
- High-quality data (if automation relies on data) – to ensure accurate system performance.
Not sure if you're ready for automation? Our team will help you assess your readiness, design the right solutions, and guide you through the entire implementation process—from analysis to final results.
How Can I Use AI in Process Automation?
AI can greatly enhance process automation by enabling advanced data analysis and real-time decision-making. It allows for the automation of not only simple, repetitive tasks but also complex processes, such as sales forecasting or offer personalization based on historical data.
With AI, automation systems can learn and adapt to changing conditions, improving efficiency over time. AI also supports decision-making by identifying patterns and recommending the best course of action, helping businesses stay agile and competitive.
What If Low-Code Tools Aren’t Enough for Automation?
If low-code tools fall short, we develop custom solutions tailored to your company’s specific needs. Using modern, easy-to-maintain technologies, we write custom code to ensure seamless integration and automation of complex processes.
This approach allows us to go beyond the limitations of standard tools while maintaining high performance and functionality. We provide full support in designing and implementing these solutions, ensuring they are perfectly suited to your requirements.
What Results Can I Expect?
After implementing process automation, you can expect a significant increase in efficiency and a reduction in operational costs. Research by Gartner and McKinsey shows that automation can lower operational expenses by 30–35%. Based on our own projects, we’ve seen that well-designed automations can reduce process costs to nearly zero.
Additionally, automated processes become faster and less prone to errors, allowing your team to focus on high-priority tasks. You’ll also benefit from:
- Higher-quality results
- Better decision-making with real-time data analysis
- Faster return on investment, especially with ready-made automation tools
- Scalability, enabling business growth without significantly increasing workforce size.
Contact
Automate Processes in Your Company
Get a free consultation and find out which automation solutions will work best for your business.
Fill out the form and schedule a free consultation—take the first step toward increasing efficiency in your company!
