Stop doing the same task twice.
One event starts the whole chain. Texts go out, records get made and the right person gets told, with nobody copying data between tools.
A trigger, some steps and an outcome.
Every automation we build has the same three parts. That keeps it simple to read and easy to change.
Something happens.
A form is submitted, a contract is signed, a deadline passes or the clock hits Monday morning.
The work runs itself.
Messages go out, records get created and updated, and tasks get assigned in the order you set.
The right person knows.
Your team gets a text, an email or a Slack message, and the data is already where it belongs.
The work your team repeats every day.
Steps where an AI does something are marked AI step. A person reviews anything that goes out in your name.
New lead arrives.
Trigger. A lead fills out a form on your website.
Steps. A text goes to the lead right away. A CRM record is created with the lead’s source. The assigned rep gets an alert.
Outcome. Every lead gets a fast reply, and nobody copies anything over.
Contract gets signed.
Trigger. A client signs.
Steps. The onboarding checklist is created. The kickoff call goes on the calendar. The welcome email goes out from your address. AI step The deal notes are summarized for whoever runs the kickoff.
Outcome. Every client starts the same way.
Weekly report on Monday.
Trigger. Monday, 7:00 a.m.
Steps. Last week’s numbers are pulled from your CRM and spreadsheets into one summary. AI step A short plain-English note says what changed.
Outcome. The report is in your inbox before the week starts.
Follow-up gets missed.
Trigger. A lead sits untouched past the time you set.
Steps. The rep gets a nudge in Slack or Teams. If nothing happens, the manager gets an alert.
Outcome. Nothing goes cold without someone knowing.
Call ends.
Trigger. A recorded call is saved.
Steps. AI step The call is summarized. AI step A follow-up email is drafted. Both go on the CRM record.
Outcome. The rep reviews the draft and sends it. No notes to write up.
Prospect books a call.
Trigger. Someone books time on your calendar.
Steps. Their answers are saved to the CRM. The rep gets the details in Slack. A reminder text goes out the day before.
Outcome. Reps walk into the call prepared.
See what one workflow looks like.
This sample runs when a new lead arrives. You see each step, and we can change any of them without rebuilding the rest.
- Readable. Each step is a box you can point to and name.
- Changeable. Swap a step, add a check or change who gets alerted.
- Honest about AI. Steps where an AI does something are labeled, and a person reviews what goes out.
Built in n8n, in an account you own.
We connect the tools you already use. The workflows run in an n8n account that belongs to you, and you add us as a member. If we ever part ways, they keep running. See how a build works.
What is your team still doing by hand?
Name the task you repeat most. We’ll show you how we’d automate it.