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Illustrative example · AI automation

AI Workflow Automation

An automated flow from incoming enquiry to qualified CRM record.

  • n8n
  • Node.js
  • OpenAI / Claude API
  • REST APIs

Illustrative example. This is a sketch of the kind of solution we build. It is not a delivered client project, the interface is not a real screenshot and no client results are implied.

The challenge

People copy details between forms, email and the CRM, and responses depend on who notices first.

The solution

A workflow captures each enquiry, uses a model to summarise and score it, applies business rules and updates the CRM, with approvals for risky steps.

Key features

  • Triggers and webhooks
  • AI classification
  • Human approval
  • Run logs and alerts

Want something like this for your business?

Tell us what you need and we'll suggest a sensible scope and first milestone.