Case Study

Agency Workflow Automation

Client

Marketing Firm

Challenge

Drowning in repetitive admin work and wanting to simplify internal operations — from lead management to project tracking — without relying on 10 different tools.

Our Approach

We developed a custom automation suite connecting CRM data, client communication, and task management into one smooth pipeline.

What We Delivered

n8n-powered workflow automation dashboard

Lead tracking, auto follow-ups, and Slack notifications

Google Sheets + HubSpot integrations

Dynamic client-level performance reports

The Result

Routine work dropped by 60%. Their ops team now manages dozens of projects with no spreadsheets or manual updates — everything just flows.

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