Most of the work that slows a business down is not hard. It is repetitive. A lead arrives and someone copies it into the CRM. A payment lands and someone writes the invoice. A report is due and someone opens six tabs.
We wire those steps together with n8n so they happen on their own, in the open, in workflows your team can read and change. Below are the two pipelines we deploy most often, followed by the wider set of jobs we automate.
Each diagram is a real workflow shape. Below it, what happens at every node.
Every ad lead is scored, personalised and followed up within seconds. No one waits for a human to open a spreadsheet.
01 · Trigger
Lead capture
Web form or Meta ad submission fires the workflow.
02 · n8n
n8n engine
Normalises fields, deduplicates and scores the lead.
03 · AI
AI sales agent
Drafts a personalised WhatsApp opener from the lead context.
04 · Action
Fan-out actions
Three systems updated in parallel.
A web form submission or a Meta Lead Ad webhook fires the workflow within a second of the lead existing. The raw payload is stored before anything else happens, so nothing is lost if a later step fails.
Phone numbers are formatted, duplicates are matched against the CRM, and a score is assigned from the fields that matter to you: budget, timeline, source. Low scores still get a reply; high scores get a human notified.
The AI agent drafts a first WhatsApp message using the lead's own words and the product they asked about. Templates are approved in advance, so the model fills in specifics rather than inventing tone.
Three things happen in parallel: the message is sent, the lead is written to Notion with its score, and the team channel gets a one-line summary. Any failure is retried and, if it persists, flagged.
Payment lands, the invoice is out before anyone notices, and the follow-up is already scheduled.
01 · Trigger
Payment success
Airwallex or Stripe webhook confirms the charge.
02 · n8n
n8n engine
Generates a branded PDF invoice from the transaction.
03 · Action
Deliver & follow up
Sent immediately, retention scheduled.
Airwallex or Stripe confirms the charge by webhook. The workflow verifies the signature and idempotency key so a replayed webhook can never produce a second invoice.
Customer, line items and tax are pulled from the transaction and rendered to a branded PDF. The document is stored and its URL attached to the payment record.
The invoice is emailed immediately. A follow-up WhatsApp is scheduled for seven days later: a check-in, a review request or an upsell, depending on the product.
If it happens more than once a week and follows a rule, it is a candidate.
Anything with an API or a webhook can join a workflow. These are the ones we connect most often.
Describe the task your team does every week by hand. We will tell you whether it can be automated, what it would take, and what it would save.
