Anonymized examples of workflow automations we've built. These show typical problems, solutions, and outcomes.
Team spent hours weekly drafting and scheduling social media content across multiple client accounts. Content was inconsistent and deadlines were missed.
Content brief → AI draft generation → Human review queue → Scheduled posting across platforms → Performance tracking
AI content generator integrated with scheduling tool. Drafts created from brief templates, queued for approval, and auto-scheduled on approval.
Content output increased, time spent on drafting reduced significantly, consistent posting schedule maintained.
n8n, OpenAI API, Buffer, Google Sheets
High volume of repeat customer questions (order status, return policy) overwhelming support staff. Customers waited hours for simple answers.
Customer inquiry → AI classification → FAQ auto-response OR ticket creation → Human review for complex issues
AI chatbot trained on FAQs and connected to order database. Handles common questions instantly, escalates complex issues with context.
Majority of common questions handled automatically, faster response times, support team focuses on complex issues.
Voiceflow, OpenAI API, Shopify API, Zendesk
Manual data entry of invoices and generating monthly reports was error-prone and slow. Staff spent days each month on repetitive data work.
Invoice email received → AI extraction → Data validation → Accounting system entry → Monthly report generation
Documents parsed with AI, data auto-entered into accounting system with validation checks. Monthly reports auto-generated and delivered.
Processing time reduced significantly, fewer data entry errors, reports ready automatically at month-end.
Make.com, OpenAI Vision API, QuickBooks API, Google Docs
Leads from multiple sources (website, Zillow, referrals) were tracked manually. Follow-ups were inconsistent and leads slipped through.
Lead source → Unified intake → CRM entry → Immediate auto-response → Follow-up sequence → Task assignment
All lead sources unified into single CRM. Instant text/email response, automated follow-up sequence, and showing scheduling integrated with calendar.
No missed leads, faster response times, consistent follow-up without manual tracking.
Zapier, Follow Up Boss, Twilio, Calendly
Missed calls during busy hours meant lost leads. No system to capture and follow up with callers who didn't leave voicemail.
Missed call detected → Automatic text sent → Response captured → Lead created → Callback scheduled
Missed call triggers immediate text with booking link. Responses logged, leads created in CRM, and callbacks scheduled automatically.
Leads captured that would have been lost, faster engagement, appointments booked without phone tag.
Twilio, n8n, Google Sheets, Calendly
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