Automation Systems

Workflow Automation

We replace the manual work that lives between your tools: lead handling, reporting, onboarding, data entry, and follow-up. Built with n8n, Python, and LangGraph as production systems with error handling, alerting, and a documented handover, not a fragile Zapier chain that breaks silently.

workflow.pipelineLIVE
PIPELINE STATEMONITORED
01trigger.on(new_lead)
02enrich.company(sources)
03ai.draft(reply, summary)
04crm.update(record, owner)
05alert.on(failure)
Pipeline Signals
Runs succeeding99%
Manual steps removed8/wk
Failure alertingon
System AvailabilityMonitored
Global Latencyminutes
Problems We Solve

Work That Should Not Be Manual

Agencies and small teams add a person every time they add a client. Most of that added work is the same steps, moved by hand between the same tools.

01

Every New Client Adds Hours

Onboarding, reporting, and setup repeat for every account. The work scales with headcount instead of with software.

02

Reporting Eats The Week

Pulling numbers from ad platforms, analytics, and a CRM into a client report by hand costs hours per account, every month.

03

Leads Go Cold In The Inbox

New inquiries wait for someone to research the company, qualify them, and reply. Speed is the thing that wins the deal.

04

The Zapier Version Broke Silently

The chain half-worked, then failed without telling anyone, and a client noticed before the team did.

05

Data Rekeyed Between Tools

The same record gets typed into a CRM, a sheet, a billing tool, and a project board because nothing connects them.

06

No Idea What It Saves

Automation only matters if it removes real hours or wins real revenue. We scope the ones where that is measurable.

What We Build

Automations Built To Run Unattended

Pipelines with retries, error alerting, logging, and a documented handover, so the system keeps running without you watching it.

01

Lead Handling Pipelines

New inquiry to enriched, scored, routed, and replied: company research, a drafted response, and a clean CRM record, in minutes.

02

Reporting Automation

Pull from ad platforms, analytics, and your CRM into a formatted client report with a written summary, on a schedule.

03

Client & Employee Onboarding

Contract to kickoff: accounts created, folders and access set up, tasks assigned, and a welcome sequence sent automatically.

04

CRM & Tool Sync

Keep records consistent across CRM, billing, sheets, and project tools so one update lands everywhere.

05

Content Repurposing Flows

Turn one long piece into drafts for LinkedIn, X, a newsletter, and email, ready for a human to review and post.

Delivery Process

From Manual Process To Monitored Pipeline

We map the process as it runs today, automate the parts that are safe to automate, and leave the judgement calls with a person.

01

Process Mapping

We document the workflow step by step, the tools it touches, the volume, the loaded cost of doing it by hand, and where it breaks.

02

Automation Blueprint

We define triggers, the tool chain, where AI drafts or classifies, the approval points, error handling, and success metrics.

03

Build In n8n Or Code

We build the pipeline in self-hostable n8n or Python where it needs real logic, with logging and retries from the first run.

04

Failure Testing

We test the paths that go wrong: a dead API, a bad record, a rate limit, so a failure alerts the team instead of hiding.

05

Handover And Support

We hand over a diagram, the credentials list, and a runbook, then stay on for fixes and new steps as the process changes.

Technology

Automation Stack

We use self-hostable orchestration for the parts you should be able to see, and real code for the parts that need logic.

Orchestration

n8n (self-hosted)MakeZapierWebhooks

Code & Agents

PythonFastAPILangGraphNode.js

AI Steps

OpenAI APIAnthropic ClaudeEmbeddingsSmall Models

Data & Delivery

PostgreSQLRedisGoogle WorkspaceCRM & Ads APIs
Use Cases

Automations That Pay For Themselves

Common pipelines for agencies, recruiting firms, and small B2B teams.

01

Inbound Lead To CRM

A pipeline that researches each new inquiry, qualifies it against your criteria, drafts a first reply, and files a clean CRM record.

LeadsResearchCRMReply
02

Monthly Client Reporting

Scheduled pulls from ad, analytics, and CRM sources into a branded report with a written summary, ready for review.

ReportingAdsAnalyticsSummary
03

New Client Onboarding

Signed contract triggers accounts, access, folders, a task plan, and a welcome sequence, with a person approving the final send.

OnboardingAccessTasksEmail

Have a Custom Project?

Let's discuss how we can engineer a bespoke platform, multi-vendor marketplace, or AI system tailored for your business.