Automation migration

Before you move an automation, make sure you know what you are moving.

If Zapier, Make, n8n or a mixed stack has become expensive, fragile or impossible to explain, Keystone helps you work out what is running, what should stay and what can safely change.

Start with the part of the system you are nervous to change. You do not need a complete inventory to begin.

Start with a decision, not a platform

A migration should earn its place.

You may need a cleaner system. You may need to remove a few duplicated workflows. Or you may be better off keeping what you have. The first job is to find out which is true.

What is actually running?

The workflows in scope, the systems they touch, the important rules, connections and the person who owns each decision.

What is worth changing?

A clear recommendation to keep, simplify or move each agreed workflow. Moving platform is not treated as the answer by default.

What would a safe move take?

A defined rebuild, test, cutover and rollback plan based on the workflows that matter — not a guess from a diagram.

What gets missed in a quick rebuild

The boxes on the diagram are rarely the whole workflow.

A live automation can include hidden filters, timing rules, data changes, credentials, code, retries and the quiet manual step someone takes when it goes wrong.

We map the behaviour your team relies on before agreeing what should be rebuilt.

We separate required parity from optional improvements so nobody has to guess why a result changed.

We keep the current workflow in play until the agreed checks pass instead of declaring success because the new one ran once.

How the work moves

Careful enough to trust. Clear enough to hand over.

  1. 01

    Look beneath the diagram

    We trace the triggers, filters, transformations, connections, code steps, retries and manual checks behind the workflow you rely on.

  2. 02

    Decide whether moving earns its place

    We compare the current cost and ownership burden with the work, hosting and support a replacement would require.

  3. 03

    Rebuild only the agreed scope

    The target is built around the behaviour the business needs now, not a blind copy of years of accumulated workarounds.

  4. 04

    Prove it before switching over

    The old workflow stays available while agreed inputs, outputs and failure cases are checked. Cutover follows the checks — not the other way around.

What you leave with

A decision your team can explain.

A migration inventory and dependency map for the agreed scope.

A recommendation on what to keep, simplify, retire or move.

A rebuild and acceptance plan that names the important checks.

A cutover, rollback and handover route that does not depend on one person remembering how it works.

A useful boundary

We will not recommend a move just because a different platform is fashionable.

Some teams already have the right platform. Others have a workflow problem, not a platform problem. If the economics, ownership or risk do not justify a rebuild, that should be the outcome of the review.

Practical questions

Before you decide to move anything.

Do we have to move to n8n?

No. Keystone assesses Zapier, Make, n8n and mixed stacks. If the current platform remains the sensible choice, the review should make that clear.

Can you migrate only some workflows?

Yes. The point of the review is to separate workflows that are worth moving from those that should stay, be simplified or be retired.

Will the existing automation stop while the replacement is built?

The intended route is to build and test the agreed replacement before cutover. The exact approach depends on the systems, workflows and risk involved.

What should we bring to the first conversation?

A short description of the workflow, the platform it runs on, recent billing or usage information if cost is a concern, and anything that would be costly to get wrong.

Start with the real work

Bring the workflow, the platform and the point where it stopped feeling dependable.

A person reviews the context first. If a migration is not the right route, you should find that out before a rebuild starts.

Show us the workflow