Lyron

Automation that truly relieves

Automation means standardizing recurring work steps and executing them reliably. Instead of copy-paste between tools, media breaks in processes, or wondering "Where's the file?" everything follows clear rules. The goal is relief and stability – not magical AI, but solid, traceable workflows.

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Benefits

Why automation makes sense

schedule

Save time & shorten lead times

Manual data entry, forwarding, and status checks cost valuable working time every day. Automated processes run in seconds instead of hours – without waiting times between departments.

  • check Contact form automatically transferred to CRM
  • check Confirmation email and task in project tool created simultaneously
  • check Status updates distributed without manual follow-up
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Reduce errors & increase quality

Every manual step is a potential source of error: typos, forgotten fields, incorrect assignments. Automation enforces consistency through fixed rules and validations.

  • check Consistent naming and folder structure for documents
  • check Mandatory fields and format validation before processing
  • check Automatic duplicate checking during data entry
visibility

Transparency & traceability

"Has the invoice been sent?" – "Did anyone respond to the customer?" With automated workflows, everyone involved knows at all times where a process stands and what happens next.

  • check Automatic status updates to all parties involved
  • check Complete logs for audit and error analysis
  • check Escalations for delays or errors
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Scaling without chaos

What works for 10 cases per week breaks down at 100. Automated processes scale with your business – the same workflow works for 10 or 1,000 cases.

  • check Processes grow without additional personnel effort
  • check Consistent quality with increasing volume
  • check Free up capacity for strategic tasks
Application Areas

Which processes can be automated?

The range is wide. From simple notifications to complex workflows with multiple systems – almost any recurring process can be automated.

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Lead Management

Automatically capture leads from various sources, enrich them, and hand them over to sales.

  • • Website forms to CRM
  • • Automatically import LinkedIn leads
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Quotes & Invoices

Generate documents from templates, send them, and track status.

  • • Create PDF quotes from CRM data
  • • Automatic invoice sending after order
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Support & Tickets

Automatically categorize inquiries, assign them, and trigger escalations for SLA violations.

  • • Email to ticket in helpdesk
  • • Automatic prioritization by keywords
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Document Flows & Approvals

Automatically file documents, obtain approvals, and manage versions.

  • • SharePoint approval workflows
  • • Automatic naming and filing
analytics

Reporting & Monitoring

Consolidate data from various sources and send regular reports.

  • • Weekly KPI reports via email
  • • Dashboard updates from multiple tools
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Marketing & Newsletter

Distribute content, trigger campaigns, and move leads through funnel stages.

  • • Automatically schedule social media posts
  • • Newsletter triggers after customer actions
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Onboarding & Offboarding

Systematically onboard new employees or customers with checklists and automatic steps.

  • • Account creation in all systems
  • • Welcome sequences for new customers
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Data Synchronization

Keep data synchronized between CRM, ERP, Sheets, and other tools – without manual exports.

  • • Sync CRM contacts with newsletter tool
  • • Synchronize product data between systems
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Appointments & Reminders

Automatic appointment reminders, follow-ups, and ticklers without manual tracking.

  • • Reminder 24h before appointment
  • • Follow-up email after initial consultation
Platforms

Tool selection: Choosing the right automation platform

Each platform has its strengths. The choice depends on your requirements, existing systems, and internal resources.

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n8n

Ideal for

Complex logic, self-hosting, data sovereignty, custom API connections

Limitations

Higher setup effort, technical know-how required for operation

Typical Use Cases

Data enrichment, multi-system workflows, AI integration

Cost

Open Source available, Cloud and Enterprise plans. Costs depend on hosting.

Data Protection

Self-hosting possible – data stays in your infrastructure

More about n8n
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Make.com

Ideal for

Visual workflows, data transformations, European provider, complex logic

Limitations

No self-hosting, costs increase with data volume, learning curve for complex flows

Typical Use Cases

Data sync, document generation, email parsing, API orchestration

Cost

Operations-based, free plan available, cost-effective for small workflows

Data Protection

EU servers available, European provider, GDPR compliant

More about Make.com
bolt

Power Automate

Ideal for

Microsoft 365 environment, SharePoint, Teams, approval workflows

Limitations

Complex logic cumbersome, connectors outside M365 sometimes limited

Typical Use Cases

Approvals, Teams notifications, SharePoint workflows

Cost

Included in many M365 licenses, premium connectors cost extra.

Data Protection

Microsoft Cloud, governance via Admin Center possible

More about Power Automate
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Zapier

Ideal for

Connecting many SaaS tools, quick implementation, simple trigger-action chains

Limitations

Complex logic difficult, costs rise quickly with volume

Typical Use Cases

CRM sync, form to tool, notifications

Cost

Free entry possible, Team/Business plans depending on volume.

Data Protection

US Cloud, sufficient for many applications

More about Zapier
Process

How we implement automation at Lyron

1

Process capture: Understanding current state

We analyze your current workflows together. Where is manual work done? Which systems are involved? What are the biggest pain points? This creates a clear picture of the current state and a realistic target scenario.

2

Identify quick wins

Not every process justifies immediate automation. We identify areas with the best effort-benefit ratio – often these are recurring, time-intensive steps with clear logic.

3

Develop and test prototype

Instead of planning for months, we quickly build a working prototype. It runs with real data, shows exactly what the process looks like, and can be adjusted directly – before much time flows into details.

4

Stabilization: Error handling

Every workflow must work even when something goes wrong. We implement error handling, retry logic, notifications for problems, and clean logs – so you're not left in the dark.

5

Handover and optional operation

You receive a documented solution that your team understands and can maintain. Optionally, we also take over ongoing operations, monitor workflows, and continuously optimize.

Q&A

Frequently asked questions about automation

It depends on the process. Simple automations like form-to-CRM or notifications can go live within a few days. More complex workflows with multiple systems typically need 2-4 weeks. After the initial consultation, we provide a realistic estimate.
No, most automations work without AI. Rule-based workflows cover 90% of typical use cases. AI can be useful when decisions are based on unstructured data – such as email classification or document analysis. But it's not a must.
Security depends on the platform and setup. With self-hosted solutions like n8n, data stays in your infrastructure. For cloud services, their security standards apply. We ensure secure authentication, encrypted connections, and minimal permissions.
Well-built workflows have error handling built in: retry attempts, alternative paths, and notifications. You'll know immediately when something doesn't work – and can trace what happened. Nothing simply disappears without a trace.
Only the data necessary for the respective process. We work according to the principle of data minimization. During planning, we clarify which data flows where and whether restrictions are necessary for data protection reasons.
Absolutely. We even recommend starting with a concrete, manageable process. This way you see quick results, learn about the possibilities, and can then expand strategically. A pilot project is often the best entry point.
Yes. Power Automate is the native solution for M365 and integrates seamlessly with SharePoint, Teams, Outlook, and other Microsoft services. But n8n and Zapier can also work with M365 – the choice depends on your requirements.
Through clear structures: uniform naming conventions, documentation, central overview, and defined responsibilities. We pay attention from the start to ensure your automations remain maintainable and traceable – even when more are added later.

Ready for less routine work?

Let's find out in a no-obligation conversation which processes at your company have the greatest automation potential.

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