Smoothly identifies and automates the manual tasks your team does on repeat — follow-ups, reminders, data entry, and more — so you can focus on the work that actually grows the business.
Every hour your team spends on repetitive tasks is an hour not spent on growing the business. And the more the business grows, the worse it gets — unless the manual work is replaced with automation.
We audit your current workflows, identify what to automate, build the automations, and hand them off running.
We map out your current manual processes and identify which tasks are the best candidates for automation.
We design the automation logic — triggers, conditions, actions, and error handling — before building anything.
We build the automations and test them thoroughly across real scenarios to make sure they work correctly every time.
Automations go live. We walk you through how everything works and provide documentation for ongoing reference.
Common workflows that businesses automate with Smoothly — saving hours every week.
Automated email and message sequences triggered by lead actions — so every prospect gets followed up without manual effort.
Automated reminders sent to clients before appointments — reducing no-shows without anyone having to send them manually.
Information entered in one platform automatically appears in another — no copy-pasting or manual data entry required.
New leads automatically assigned to the right team member based on rules — location, service type, availability, or other criteria.
Automatic alerts to your team when something important happens — a new lead comes in, a deal moves forward, or a task is overdue.
Scheduled reports generated and sent automatically — so you always have a clear picture of how the business is performing.
Two fixed-scope packages. Switch between them to see exactly what each one covers.
A few high-value workflows, running reliably.
Everything in Essential, plus:
A single well-defined workflow sits at the Essential price. Projects with branching logic, many connected systems or self-hosting scale from there.
Anything outside both packages is quoted on a free discovery call, so the figure you get is based on your actual systems and process — not a guess. Here is exactly what happens on that call, and what you walk away with.
Ongoing monitoring and maintenance is available as a retainer from $399/month.
We build on all three of the major automation platforms, which means we have no stake in which one you end up using — only in picking the one that actually fits.
The largest app directory of any platform and the gentlest learning curve. If your workflow runs as a straight line — form submitted, contact created, notification sent — or you use a niche tool only Zapier supports, this is usually the right answer. Your team can maintain Zaps themselves, which is a real long-term saving.
A visual canvas where scenarios are drawn as diagrams rather than step lists. When a workflow branches, loops, or needs data restructured mid-flow — splitting orders into line items, merging records, reshaping payloads — Make keeps that complexity readable instead of hiding it.
The one we reach for when automation needs to think. AI agents, LLM steps and document processing are native building blocks, any step can drop into real JavaScript or Python, and it can run on infrastructure you own so workflow data never leaves your environment.
Two questions decide it: can this workflow be drawn as a straight line, and does it need to think?
Want the long version? We wrote an independent comparison: Make vs Zapier vs n8n →
Smoothly Automation is an independent consultancy and is not affiliated with, sponsored by, or endorsed by Zapier Inc., Make (Celonis), or n8n GmbH. Zapier®, Make® and n8n® are trademarks of their respective owners. Features and pricing change — verify current details on the official Zapier, Make and n8n websites.
The shape of what we build, before we build it.
Everything you need to know about workflow automation with Smoothly.
Follow-up emails, appointment reminders, lead routing, data entry between systems, internal notifications, invoice generation, reporting, and more. If your team does the same task on repeat, it can almost certainly be automated.
We primarily use Make (formerly Integromat), Zapier, and n8n, along with native automation features in platforms like HubSpot and GoHighLevel. The right tool depends on your existing systems and the complexity of the automation needed — n8n is often our pick for advanced workflows with AI steps or custom logic.
None at all. We build and configure everything for you, and walk you through how it works. The automations run in the background — you just benefit from the time saved.
It varies by business, but most of our clients save several hours per week once key workflows are automated. Follow-ups, data entry, and scheduling reminders are consistently the highest time-savers.
Simple automations can be live in a few days. More complex multi-step workflows typically take 1 to 2 weeks. We'll give you a clear timeline after the initial discovery call.
We build automations with error handling so failures are flagged rather than silently missed. Ongoing maintenance support is available if you'd like us to monitor and fix issues as they arise.
Whichever genuinely fits the workflow. Zapier suits straight-line automations your team can maintain; Make suits branching, looping and data-heavy scenarios; n8n suits AI steps, custom code and self-hosted setups. Smoothly builds on all three, so the recommendation is not shaped by which platform we happen to know. If the workflow lives entirely inside HubSpot or GoHighLevel, we will say so and use their built-in automation instead.
Yes. Smoothly handles self-hosted n8n deployment end to end: VPS provisioning, Docker configuration, domain and SSL setup, environment variables, automated backups, and version upgrade procedures. Self-hosting keeps workflow data on infrastructure you control, which matters for businesses with privacy or compliance requirements. Note that self-hosting shifts server maintenance onto you or your implementer, so ongoing monitoring is available as a retainer.
Yes. There is no one-click migration between Zapier, Make and n8n because each models logic differently, so workflows are rebuilt rather than imported. Smoothly audits what exists, rebuilds it on the new platform, runs both in parallel until the new versions are verified, then switches over. Migration is also a good moment to fix the workarounds that accumulated on the old platform instead of porting them across.
Yes, and it is a large share of our work. Smoothly audits the existing account, documents what each automation does, identifies duplicates and silent failures, consolidates what overlaps, and adds alerting so future problems surface immediately. If some workflows have genuinely outgrown their current platform, we will say so and show what moving them would involve.
Most of our work connects — here's what usually comes next.
Automation works best on a CRM that's structured properly in the first place.
Learn more →Most automations depend on tools being connected — that's the groundwork.
Learn more →See which automation platform fits your workflow — and why we would recommend it.
Learn more →Page last reviewed: July 2026
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