AUTOMATION
Automation you can still understand next year
One flow per object where possible, error handling that tells someone, and an order of execution that’s written down.
Automation debt is the quietest form of technical debt. Nothing breaks visibly; it just becomes impossible to change anything without side effects, because four flows, two workflow rules and a trigger all fire on the same object in an order nobody documented.
We consolidate. Logic gets grouped by object and entry condition, subflows carry reusable pieces, errors are caught and routed to a human, and the whole order of execution is mapped in a document your admin can read. Then new automation follows a standard so the debt doesn’t return.
What you get
- Consolidated, documented logic instead of accumulated one-offs.
- Bulk-safe design tested against realistic record volumes.
- Fault paths on every element that can fail, with alerting.
- Approval processes that route on real conditions and escalate on time.
- Legacy Workflow Rules and Process Builder migrated to Flow before end-of-support pressure.
- A naming and design standard your team can follow afterwards.
Features
Record-triggered, screen, scheduled and platform-event flows · Subflow libraries · Approval processes and escalation · Validation rule rationalisation · Workflow Rule and Process Builder migration · Fault handling and error logging · Scheduled jobs and batch orchestration · Automation map documentation · Bulk and volume testing
How we run it
01 Automation inventory and overlap analysis · 02 Consolidation design and order-of-execution map · 03 Rebuild with fault handling · 04 Bulk and regression testing · 05 Cutover with rollback plan · 06 Standards handover and admin training
What you receive
Automation inventory · Consolidation plan · Order-of-execution map · Rebuilt flows with fault paths · Error logging and alert configuration · Regression test pack · Naming and design standard · Admin training session
Common questions
Should everything be one flow per object?
It’s a good default, not a rule. Very large flows become their own maintenance problem; we split by entry condition where it aids clarity.
What happens when a flow fails today?
In most orgs we audit, nothing visible — which is the finding. We route faults to a log object and an alert with enough context to act on.
Is Flow always better than Apex?
No. High-volume or complex-logic cases are often cleaner and faster in Apex, and we choose deliberately rather than dogmatically.
Start here
Tell us what your CRM is getting wrong
Thirty minutes with a consultant, not a salesperson. You’ll leave the call with at least one thing you can fix yourself — whether or not you hire us.
Prefer email? hello@zeptglobal.com · Typical reply time: one business day