/ Project: Rutynik · 2024 /

Business process automation platform

A visual process builder on Vue: lead → deal → contract → payment with zero manual steps. 40+ automation templates for clients.

Key decisions A process builder: lead → contract → payment
Type
CRM / Automation
Industry
Automation / SaaS
Year
2024
Build stages 11 weeks
  1. Brief & research ≈ 1 wk
  2. UX/UI design ≈ 3 wk
  3. Development ≈ 5 wk
  4. QA & launch ≈ 2 wk
  • Vue 3
  • n8n
  • Python
  • ClickHouse

Product screens 06

  1. 01 Process builder
  2. 02 Template library
  3. 03 Document templates
Business process automation platform
  1. 04 Integrations
  2. 05 Activity log
  3. 06 Roles
About the project

A platform where a business process is assembled from blocks: enquiry → deal → contract → payment. Each step runs automatically and a person steps in only where a decision is needed.

  • Visual builder A process is built by dragging condition and action blocks.
  • Document templates Contracts and invoices are filled with deal data.
  • Integrations via n8n Mail, messengers, CRM and the bank in one flow.
  • Action log Every step is recorded with who ran it and when.
01 · The brief

The company lost 280 person-hours a month to manual data entry between lead, contract and payment, held together by dozens of untracked "temporary" scripts.

02 · What we built

We shipped a visual process builder on Vue + n8n: lead → deal → contract → payment with zero manual steps, logging, roles and 40+ automation templates.

  1. Before Data is copied by hand between request, contract and payment.

    After Request → deal → contract → payment run automatically.

  2. Before Dozens of «temporary» scripts with no oversight.

    After Processes live in one visual builder with roles.

  3. Before Nobody knows who ran a step or when.

    After The log records every step with its author and time.

03 · The client’s path

How a person moves through the product, from the first step to the result the business needs.

  1. Builds the process

    Condition and action blocks are dragged into a route or taken from a template.

  2. Connects services

    Email, messengers, CRM and bank in one scenario.

  3. The process runs itself

    Documents fill from the deal; a person steps in only where a decision is needed.

  4. Checks the log

    Every step is recorded with its author and time.

04 · What is inside the project

  1. A visual editor for the process route

  2. Action logs, roles and an audit trail

  3. An automation template library

Forecast

The path from request to payment shrinks from days to hours, and manual steps in the process roughly halve. A guideline, not a promise.

05 · Architecture

How the product is put together: from what the user sees to the data and services behind it.

  1. User Opens the site on a phone or a computer
  2. Interface What a person sees and taps
    • Vue 3
  3. Logic Rules, roles and scenarios
    • n8n
    • Python
  4. Data & integrations Where the data lives and what the product talks to
    • ClickHouse

06 · How a project like this is built

Total: 11 weeks
  1. 01 ≈ 1 wk Brief & research Goals, audience, page structure and what the product must do
  2. 02 ≈ 3 wk UX/UI design Prototype, design of the key screens and the mobile version
  3. 03 ≈ 5 wk Development Front end, CMS, integrations and animation
  4. 04 ≈ 2 wk QA & launch Device testing, speed, SEO groundwork and launch

Typical phase split for a project of this size

07 · Services in this project

Next project Verkhava · 2023 Mountain restaurant & hotel website Hospitality

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