Lead operations
Respond and route without delay
Capture, qualification, enrichment, CRM updates, assignment, follow-up drafts and alerts based on clear business rules.
AI automation · n8n · Make
Move routine work from inbox to system.
I connect the tools your team already uses and build controlled automations for leads, documents, content, support and reporting—complete with safeguards and handover.
01 · EventCapture the trigger
02 · LogicApply rules and AI
03 · OutcomeAct, record and alert
Automate the handoffs, keep control of the decisions.
The useful automation is the dependable workflow that moves information between real systems, handles common exceptions and tells a person when judgment is needed.
Documents and data
Turn incoming files into usable records
Extract, classify, validate and move information from forms, email and documents into the systems where work happens.
AI assistants
Answer within a defined boundary
Customer or internal chatbots with retrieval, escalation, logging and guardrails—designed around specific jobs.
Content and reporting
Prepare repeatable work for review
Research collection, first drafts, approval queues, scheduled distribution, recurring reports and exception summaries.
A good fit when the same work crosses the same tools every day.
People copy information between email, sheets and a
CRM.We create one traceable path and remove repeated entry.
Fast response matters, but staff cannot watch every
channel.We classify and route events immediately, with escalation when
needed.
Your process is stable enough to explain.Repeatable rules make good automation; unclear operations need
discovery first.
Built from the exception backwards.
A reliable workflow defines failure, ownership and recovery before it runs unattended.
01Process map
Document triggers, inputs, systems, decisions, owners, volumes and costly failure points.
02Automation boundary
Choose what runs automatically, what needs approval and what must remain manual.
03Build and test
Connect services, add validation and run normal, edge-case and failure scenarios.
04Launch and handover
Deploy with logs, alerts, documentation, credentials guidance and an agreed support path.
Automation questions before we connect anything.
Scope, control and ongoing ownership.
What can AI automation handle?
Common uses include lead capture and routing, document processing, content workflows, support triage, notifications, reporting and synchronizing data between business tools.
Will it replace our team?
The goal is to remove repetitive handoffs and preparation work while keeping people in control of decisions that require judgment, approval or accountability.
What happens when a workflow fails?
Production workflows include validation, logs, retries where appropriate and alerts to a named owner. The handover explains how to inspect and recover failed runs.
Start with one expensive repetition.
Describe the task, how often it happens and which tools it touches. I’ll map the smallest reliable workflow worth automating first.
Map an automation →