AI Automations
AI Automations
Scope
What this covers
We design and ship automation systems on the platforms your team can own: n8n for self-hosted control, Make for visual complexity, Zapier for fast SaaS glue. AI steps (classification, drafting, summarization) sit inside durable workflows with clear error handling — not fragile one-off scripts.
Specific deliverables
- Process map of current manual work and automation opportunities
- Production workflows on n8n, Make, and/or Zapier
- AI-assisted steps with guardrails and review points where needed
- Webhook and API connections to your CRM, forms, and tools
- Runbooks and handover so your team can maintain flows
Where it fits
- Lead capture → enrichment → CRM → Slack/email alerts
- Invoice / order sync between storefront, accounting, and sheets
- Support triage with AI drafts and human approval
- Content and reporting pipelines on a schedule
How we deliver
- Phase 01
Audit
Map tools, bottlenecks, and which platform fits each workflow.
- Phase 02
Build
Ship flows with retries, logging, and AI steps where they earn their keep.
- Phase 03
Handoff
Document ownership, credentials, and how to extend or pause automations.
Quality & trust
- Least-privilege API keys and scoped OAuth
- Secrets kept out of workflow JSON where possible
- PII handling reviewed for GDPR-aligned flows
- Failure alerts before silent data loss
Tools & integrations
n8nMakeZapierHubSpotSlackGoogle SheetsOpenAI / LLM APIs