Hero workflows

These are the productised demos I customise for your business. Each one is universal — almost every business recognises it, and I can show it running on your data in under 60 seconds.

01 · Speed-to-Lead

Speed-to-Lead

For anyone with an inbound form, inbox or phone line

  • Triggers the instant a new lead arrives — form, inbox, missed call or ad
  • Enriches and qualifies it against your rules
  • Sends an instant, personalised first reply and books the call
  • Logs everything to your CRM, 24/7

How it's built: n8n + form/inbox/webhook trigger + Claude (qualify + draft) + enrichment API + calendar/CRM.

Pilot from $5–8k Scope this
02 · Documents

Document / Invoice Processing

For finance & ops teams drowning in paperwork

  • Monitors an inbox, folder or upload form for documents
  • Extracts key fields into a structured schema
  • Validates and flags anomalies for review
  • Posts to your accounting system or queues for approval

How it's built: n8n + Files API / OCR + Claude (structured extraction) + Airtable/Sheets/Postgres + Xero/MYOB/QuickBooks.

Pilot from $6–10k Scope this
03 · Follow-up

Lead Follow-up & Nurture

For any sales-led business whose leads go cold

  • Watches for leads who didn't respond to the first touch
  • Runs a timed, personalised multi-channel sequence
  • Stops automatically on reply or booking
  • Escalates genuinely warm replies to a human

How it's built: n8n + CRM/lead-source trigger + scheduler + Claude (personalised drafting) + email/SMS + CRM update.

Pilot from $5–8k Scope this
04 · Reactivation

Database Reactivation

For anyone sitting on a list of lapsed customers

  • Segments a dormant CRM or contact list
  • Crafts a tailored re-engagement message per segment
  • Sends across email / SMS in controlled batches
  • Captures responses and reports recovered revenue

How it's built: n8n + CRM/list source + Claude (segmentation + drafting) + email/SMS + booking/CRM + results dashboard.

Pilot from $6–9k Scope this
05 · Reporting

Internal Reporting & Notifications

For owners & team leads who want visibility

  • Pulls from the systems your team already uses
  • Compiles a scheduled plain-English digest
  • Fires real-time alerts when a threshold is crossed
  • Delivers to email, Slack or Teams — the stickiest workflow

How it's built: n8n + scheduler + your app nodes (CRM, project, Sheets, finance) + Claude (summarisation) + Slack/Teams/email.

Pilot from $5–8k Scope this

Need something that stitches several of these together — a lead-to-booked-call engine, or accounts payable end-to-end? That's an Automation Sprint.

See one running on your data

Pick the workflow closest to your pain and I'll record a short Loom showing it working on your context — free, during launch.

Book an Audit to scope this for your firm