Services · Workflow Automation & Tool Integration
Your systems talk to each other, and AI works inside them.
Make and n8n workflows that connect your inbox, CRM, accounting, and documents — with retries, deduplication, and error handling built in.
What you get
- ✓Process map of the current and future workflow
- ✓Production Make or n8n scenarios with error handling
- ✓CRM, QuickBooks, Google Workspace, and API integrations
- ✓Runbook your team can maintain
How every engagement is governed
- A named owner for every AI workflow.
- A measured baseline before anything is built.
- An approval matrix: what AI does alone and what needs sign-off.
- A failure playbook for wrong outputs and outages.
Blueprints
Related reference builds
Inbound Email Triage Agent with Eval Gating
An agent reads every inbound email, classifies it, pulls facts from your systems, and writes a draft reply for staff to approve. Nothing sends automatically until it's measured.
Make.com · Relevance AI · Gmail · QuickBooks Online · Google Sheets · promptfoo
Ops Knowledge Brain (Cited Answers from Your SOPs)
Staff ask questions in plain English and get answers drawn only from your policies and SOPs — with the source document and page cited under every answer.
n8n · Supabase pgvector · Claude · Google Drive
Document Intake Extractor (Invoices, Leases, Contracts)
Uploaded invoices, leases, and contracts are parsed into structured fields with a confidence score on each one, then written to your tracker — low-confidence fields flagged for a person.
n8n · Claude · Google Sheets · OCR
Find the three workflows worth automating first.
A 20-minute operations call. No pitch deck — we look at where your team's hours go and whether AI is the right fix.