Service 03
AI Workflows & Tool Integrations
Automation systems that remove repetitive admin work and connect your leads, payments, onboarding, and internal tools into a single streamlined workflow.
1 to 2 weeksFocused deliveryClear handoff
Commercial intent
Outcomes
- • Less manual admin after every sale
- • Consistent onboarding across new clients
- • Clear handoff into delivery operations
What should improve once this is implemented.
Delivery scope
Deliverables
- • n8n workflow design and webhook ingestion
- • Google Sheets or Airtable CRM updates
- • Drive folder and workspace creation
- • Ops task creation in Trello or Notion
Direction
The goal is a sharper service experience, not extra noise.
Review the current state, define the right scope, then move into build without unnecessary delay.
Next step
Start with the strategy call
Clarify the scope, validate direction, and move forward with confidence.