Workflow Automation with n8n
Designed n8n-based automation for lead intake, reporting, and repetitive coordination tasks across client engagements.
Challenge
Repetitive coordination tasks — logging leads, compiling status reports, chasing follow-ups — consumed hours that could go toward higher-value analysis and client work.
Approach
Audited which recurring tasks followed a consistent, rule-based pattern versus which required human judgement, then prioritised the former for automation.
Solution
Built n8n workflows that connect intake forms, CRM records, and reporting tools — automatically routing leads, compiling recurring reports, and flagging items that need human follow-up.
Lessons
The highest-leverage automations are rarely the flashiest ones — a simple, reliable intake-to-CRM workflow saves more time than an elaborate AI feature nobody trusts yet.