Automation Services

Process automation that keeps working when exceptions appear

Cypherox provides business process automation services across RPA, workflow automation, and marketing and CRM automation. Every automation is designed with its failure paths, monitoring, and alerts from the start, so your team knows when something needs attention.

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Operations teams running automated processes with us

Business Process Automation (RPA)

RPA Services for Rule-Based Tasks in Systems Without APIs

Some systems can only be operated through their screens, so staff copy data between them by hand. Our robotic process automation services build bots that perform these steps, logging every run and sending anything outside the rules to an exception queue. We also tell you when RPA is the wrong fit and an API integration would last longer.

  • ✓ Process Assessment: Checks whether a task is stable and rule-based enough for RPA.
  • ✓ Unattended Bots: Run scheduled tasks such as nightly reconciliations without staff involvement.
  • ✓ Attended Bots: Assist staff at their desks by completing repetitive steps on request.
  • ✓ Document Processing: Extracts data from invoices, forms, and emails for bots to use.
  • ✓ Exception Queues: Send unusual cases to staff with the reason and the data involved.
  • ✓ Run Logs: Record every bot action for troubleshooting and audit review.
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Workflow Automation

Workflow Automation Services That Connect Systems and People

Many processes stall in the gaps between systems: a form waits for approval, data is re-entered in another tool, or nobody notices a failed step. Our workflow automation services connect those systems through APIs, add approval steps where people must decide, and route errors to the right owner. If a step needs judgment, we can bring in an AI agent.

  • ✓ Event Triggers: Start workflows from form submissions, record changes, or scheduled times.
  • ✓ API Integrations: Move data between your ERP, CRM, finance, and support tools.
  • ✓ Approval Steps: Pause workflows until the right person approves, with reminders and escalations.
  • ✓ Error Routing: Send failed steps to a named owner with details to fix them.
  • ✓ Retry Logic: Repeat temporary failures automatically before alerting your team.
  • ✓ Workflow Monitoring: Show every run, its status, and processing time in one view.
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Marketing & CRM Automation

Marketing and CRM Automation Services Built on Clean Data

Automated campaigns and sales follow-ups fail quietly when CRM records are incomplete or duplicated. Our marketing automation services and CRM automation services set up lead scoring, routing, and lifecycle emails, while data quality rules stop duplicates and missing fields from spreading. Sync between your CRM and other systems keeps every team working from the same record.

  • ✓ Lead Scoring: Ranks leads by fit and engagement so sales prioritizes the right ones.
  • ✓ Lead Routing: Assigns leads to the right owner by region, product, or deal size.
  • ✓ Lifecycle Emails: Sends onboarding, nurture, and renewal messages triggered by customer actions.
  • ✓ Data Quality Rules: Merges duplicates, fills required fields, and flags incomplete records.
  • ✓ CRM and ERP Sync: Keeps contacts, deals, and orders consistent across systems.
  • ✓ Consent Management: Respects opt-in status and unsubscribe requests in every campaign.
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Operational Reliability

Automation built for reliability, visibility, and control

An automation that fails without anyone noticing can do more damage than the manual process it replaced. These four practices are part of every intelligent automation service we deliver.

  • ✓ Exception Handling: Every automation has defined paths for missing data, unexpected screens, and system outages, with cases routed to staff.
  • ✓ Run Monitoring and Alerts: Dashboards show each run's status, and alerts reach the right owner when a run fails or slows down.
  • ✓ Access and Audit Logs: Bots and workflows use their own credentials with limited rights, and every action is logged for review.
  • ✓ Documented Maintenance: Each automation is documented and versioned, so changes in connected systems can be handled quickly by your team or ours.
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How Cypherox Automates

Five steps from manual work to monitored automation

Automating a broken process only makes the problems faster. We map and clean up each process first, then build, test with real cases, and monitor after launch.

Process Discovery and Selection

We map how the process runs today, measure volume and effort, and pick the candidates where automation pays off.

Automation Design and Exception Mapping

We choose RPA, workflow, or CRM automation, and define what happens for every exception and failure.

Build and Integration

We build the bots or workflows and connect them to your systems with limited, dedicated credentials.

Testing with Real Cases

We run the automation on historical and live examples, including unusual cases, before switching off the manual process.

Monitoring and Maintenance

We track runs, failures, and processing times, and update automations when connected systems or rules change.

Automation Platforms

The platforms we use to automate your processes

We select platforms based on your existing systems, licensing, hosting requirements, and who will maintain the automation after launch.

  1. RPA Platforms

    Bot platforms for automating screen-based tasks in systems that offer no API access.

  2. Workflow and Integration Platforms

    Orchestration tools that connect applications through APIs, triggers, and approval steps.

  3. CRM and Marketing Platforms

    Customer and marketing systems where we configure scoring, routing, emails, and data rules.

  4. Monitoring and Data

    Tools that track automation runs, surface failures, and keep data consistent across systems.

Automation Platforms

The platforms we use to automate your processes

We work with established automation, integration, and CRM platforms, choosing those that fit your current stack and can be maintained by your team.

RPA Platforms

  • • UiPath
  • • Microsoft Power Automate
  • • Automation Anywhere
  • • Blue Prism
  • • Tungsten Automation

Workflow and Integration Platforms

  • • n8n
  • • Make
  • • Zapier
  • • Workato
  • • Camunda

CRM and Marketing Platforms

  • • HubSpot
  • • Salesforce
  • • Microsoft Dynamics 365
  • • Pipedrive
  • • Brevo

Monitoring and Data

  • • Grafana
  • • Datadog
  • • Sentry
  • • Apache Airflow
  • • dbt

Results from automation running in production

1,000+
Hours of manual work returned to teams each month
70%
Fewer data entry errors in automated processes
99%+
Automation runs completed without manual intervention
<15min
Average time to alert an owner after a failed run

What operations leaders say about our automation

Operations, finance, and revenue teams on what changed once repetitive process work stopped landing on their desks.

"Hi, my name is Gabrielle, and I'd like to share my experience working with Cypherox Technologies on one of the mobile apps and websites I built with them. The team members at Cypherox Technologies were attentive, diligent, communicative and very, very bright. I had an amazing experience working with them and I highly recommend."

gabrielle
Gabrielle

"I'm Britney and I'm the head of conversion optimization for Acadia, a digital marketing agency. I've had the pleasure of working with the Cypherox team for over two, going on three years now. They're fast, hardworking and really diligent developers. They're really reliable, skilled developers and have been a great partner and a pleasure to work with."

britney
Britney

"Hey I'm Brian and I recently worked with Cypherox Technologies who developed an e-commerce platform. For me, working with Cypherox Technologies was truly an excellent experience. I recently collaborated with them to design and develop the custom e-commerce platform from the Groundhog and their expertise was evident from day one."

brian
Brian

"Hi, I'm Becke. I've had the pleasure of working with Cypherox Technologies on a recent web development project. It was a custom, heavy CRM and the experience was seamless from start to finish. The product was delivered on time and he went the extra mile to ensure everything was done so that we understood the process. It was just, it was brilliant. It was really, really good service. So yeah, absolutely brilliant; I'd recommend it. Thank you so much. Thank you."

becke
Becke

"I would highly recommend working with Cypherox Technologies if you need a custom CRM platform. They always exceed their clients' expectations at every stage of the project. Their team designs and builds fully customized ecommerce platforms from the ground up, approaching every project with remarkable skill and dedication."

Lauren
Lauren

"Hi, my name is Gabrielle, and I'd like to share my experience working with Cypherox Technologies on one of the mobile apps and websites I built with them. The team members at Cypherox Technologies were attentive, diligent, communicative and very, very bright. I had an amazing experience working with them and I highly recommend."

gabrielle
Gabrielle

"I'm Britney and I'm the head of conversion optimization for Acadia, a digital marketing agency. I've had the pleasure of working with the Cypherox team for over two, going on three years now. They're fast, hardworking and really diligent developers. They're really reliable, skilled developers and have been a great partner and a pleasure to work with."

britney
Britney

"Hey I'm Brian and I recently worked with Cypherox Technologies who developed an e-commerce platform. For me, working with Cypherox Technologies was truly an excellent experience. I recently collaborated with them to design and develop the custom e-commerce platform from the Groundhog and their expertise was evident from day one."

brian
Brian

"Hi, I'm Becke. I've had the pleasure of working with Cypherox Technologies on a recent web development project. It was a custom, heavy CRM and the experience was seamless from start to finish. The product was delivered on time and he went the extra mile to ensure everything was done so that we understood the process. It was just, it was brilliant. It was really, really good service. So yeah, absolutely brilliant; I'd recommend it. Thank you so much. Thank you."

becke
Becke

"I would highly recommend working with Cypherox Technologies if you need a custom CRM platform. They always exceed their clients' expectations at every stage of the project. Their team designs and builds fully customized ecommerce platforms from the ground up, approaching every project with remarkable skill and dedication."

Lauren
Lauren

Frequently Asked Questions

Answers for operations, finance, and revenue leaders evaluating business process automation services, from choosing the right method to failures, maintenance, platforms, and cost.

Not sure which process to automate first?

List the manual processes that take your team the most time, and we will suggest which suit automation. If a process needs judgment, see AI agent development.

Discuss Your Processes

Which processes are best suited to RPA?

RPA suits stable, high-volume tasks with clear rules and structured inputs, especially in systems without an API, such as copying data between legacy applications or downloading reports. Processes that change often or need judgment are better served by workflow automation or an AI agent.

What is the difference between RPA, workflow automation, and AI agents?

RPA operates software through its screens, step by step. Workflow automation connects systems through APIs and coordinates steps between them and people. AI agents decide their next step based on a goal, which suits tasks that rules cannot fully describe.

What happens when an automation fails?

The failed case moves to an exception queue or owner with the reason and the data involved, and an alert is sent. Temporary failures are retried automatically first. Every run is logged, so the cause can be traced and fixed.

Which automation platforms do you work with?

We work with widely used RPA, workflow, and CRM platforms, including UiPath, Microsoft Power Automate, n8n, Make, HubSpot, and Salesforce. Where possible, we build on platforms you already license, so automations fit your existing stack and support arrangements.

How do you keep CRM data consistent across systems?

We define which system owns each field, sync changes through APIs on a set schedule or in real time, and apply rules that merge duplicates and flag incomplete records. Sync errors are logged and routed to an owner for correction.

Is marketing automation compatible with GDPR?

It can be, if consent is handled correctly. We configure automations to respect opt-in status, honor unsubscribe requests immediately, and limit data to what each campaign needs. Your data protection officer or legal team confirms the lawful basis for processing.

Who maintains the automations after launch?

You can choose. We offer ongoing monitoring and maintenance, or we hand over documentation, credentials, and runbooks so your team can manage the automations. Either way, changes in connected systems are the most common reason updates are needed.

How much do business process automation services cost?

Cost depends on the number and complexity of processes, how many systems are involved, exception handling needs, platform licensing, and whether you want ongoing maintenance. We provide a scoped estimate after process discovery and selection.

Start With Your Workflows

Let's find what to automate first

Tell us which manual tasks take up your team's time and which systems they involve. We will assess which processes suit automation and suggest the right method for each.

  1. List your most time-consuming manual processes
  2. Get an automation feasibility check
  3. Receive an automation plan and estimate