Business Automation Suite
Turning repetitive back-office workflows into automated systems for a services business.
“Every quote, invoice and follow-up was being typed by hand. The data already existed — it just was not connected.”
Client
A services business drowning in manual back-office work — quotes, invoices, follow-ups all typed by hand across four disconnected tools.
Challenge
Enquiries came in by form and WhatsApp, quotes were built in a document, invoices in another tool, and follow-ups depended on someone remembering. The data already existed in every tool — nothing was talking to anything else.
Solution
A set of n8n + AI automations wiring the existing tools together: enquiry to CRM, CRM to draft quote, accepted quote to invoice, scheduled follow-ups with an AI-drafted first message a human approves before it sends. Mapped every workflow, added error handling and alerting, handed over with run instructions.
Result
Hours a week returned to the team, and nothing falls through the gap between tools any more.
Next project
Pixelora Studio