Real automations, real outcomes

Case Studies

How teams cut busywork, sped up response times, and scaled operations with custom automation systems we designed and shipped.

SaaS Support

Inbox triage that routes tickets before the team opens Slack

A growing support team was drowning in mixed-priority mail. We built an automation that classifies, tags, and routes every inbound message in under a minute.

Challenge

Agents spent the first hour of every shift sorting urgent bugs from billing questions and feature requests — often missing SLA windows on high-severity issues.

Solution

We connected their helpdesk and CRM via n8n: AI classification, priority scoring, Slack alerts for P1s, and auto-created tickets with the right assignee and tags.

First response
< 2 min
Manual sorting
−18 hrs/week
SLA breaches
−64%
  • n8n
  • Helpdesk API
  • Slack
  • OpenAI

Professional Services

Automated invoice reminders that recovered overdue cash

A consulting firm chased late invoices by hand across email and spreadsheets. We replaced that with a polite, timed reminder sequence tied to their accounting system.

Challenge

Finance spent days each month hunting unpaid invoices, copy-pasting reminder emails, and losing track of who had already been contacted.

Solution

Make.com scenarios pull open invoices from their accounting tool, send staged reminders, escalate aging balances to account managers, and log every touchback in the CRM.

Days sales outstanding
−22 days
Recovered AR
+$180k
Finance busywork
−12 hrs/week
  • Make
  • QuickBooks
  • Gmail
  • HubSpot

B2B Sales

Lead capture to owner assignment in under 60 seconds

Marketing leads sat for hours before sales touched them. We wired forms, enrichment, and round-robin routing so the right rep gets every qualified lead instantly.

Challenge

Leads from ads and the website piled up in a shared inbox. By the time someone claimed them, competitors had already replied.

Solution

Zapier + CRM automation scores each lead, enriches company data, assigns by territory and capacity, and triggers a personalized first outreach sequence.

Lead response time
< 1 min
Qualified meetings
+41%
Unclaimed leads
≈ 0
  • Zapier
  • HubSpot
  • Clearbit
  • Calendly

HR & Ops

New-hire onboarding without the checklist chase

HR coordinated IT, payroll, and managers over email for every hire. One workflow now provisions accounts, sends docs, and tracks completion automatically.

Challenge

Onboarding depended on tribal knowledge. Missed steps meant delayed first days, duplicate work, and frustrated new hires.

Solution

A central n8n workflow triggers from the HRIS: creates accounts, shares policy packs, schedules orientation, and notifies owners when tasks stall.

Time to productive
−5 days
HR coordination
−8 hrs/hire
Missed checklist items
−90%
  • n8n
  • BambooHR
  • Google Workspace
  • Slack

E-commerce Ops

Nightly ops report that used to take a full morning

Ops managers rebuilt the same spreadsheet every day from Shopify, ads, and warehouse tools. We automated the pull, clean, and deliver loop.

Challenge

Morning standups started late because someone had to export CSVs, reconcile numbers, and paste charts into a shared doc.

Solution

Scheduled Make scenarios sync metrics into a warehouse sheet, flag anomalies, and push a Slack digest with the KPIs the team actually needs.

Report prep
−6 hrs/week
Data freshness
Daily 6am
Manual exports
Eliminated
  • Make
  • Shopify
  • Google Sheets
  • Slack

Subscription SaaS

Renewal risk alerts before customers churn quietly

Success managers learned about churn too late. We built usage and sentiment triggers that surface at-risk accounts while there is still time to act.

Challenge

Renewals were tracked in a static spreadsheet. Dropping usage and unanswered tickets never reached the right CSM in time.

Solution

Custom API workflows watch product usage, support sentiment, and contract dates, then open a CRM task and ping the owner with a suggested playbook.

Logo retention
+9 pts
Early interventions
3× more
Surprise churn
−55%
  • n8n
  • Product API
  • Intercom
  • Salesforce

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