Services / Workflow Automation

Your tools, talking to each other. Finally.

If someone on your team copies data between apps, chases failed payments or answers the same email every day, that work can run by itself. I build automations in Make.com, Zapier and n8n with proper error handling, so they keep working long after I hand them over.

What I build

  • Leads from Facebook Lead Ads, forms and landing pages in your CRM within seconds
  • Sales sent back to Meta and Google Ads so your ads learn who actually buys
  • Payment flows for failed payment recovery, invoices and subscription changes
  • AI that sorts your inbox, drafts replies and creates proposals, invoices and reports
  • Client onboarding where folders, documents, e signatures and welcome emails appear automatically
Make.comZapiern8nOpenAIGoogle WorkspaceAirtableStripe

Common questions

Make, Zapier or n8n. Which one should I use?

It depends on your volume, budget and how complex the job is. I'll suggest the cheapest option that will run reliably for you.

What if something breaks?

I add error routes and alerts, so a failure gets caught and logged and you never lose data quietly.

Who owns the automations?

You do. Everything is built inside your own accounts.

Case studies

Workflow Automation in use.

Real builds, with client names kept private.

An AI voice agent that calls every new lead within about a minute
358+ appointments booked

An AI voice agent that calls every new lead within about a minute

New form leads in GoHighLevel get a phone call from an AI agent about a minute after they submit. It qualifies them, books the good ones into the calendar and saves the call notes to the CRM.

GoHighLevelMake.comRetell AI
Real estate call outcomes that update GoHighLevel by themselves
Every call logged automatically

Real estate call outcomes that update GoHighLevel by themselves

For a home buying company, every end of call report is read and routed. The contact is updated in GoHighLevel, the right follow up runs and the call is logged in Google Sheets.

GoHighLevelMake.comGoogle Sheets
Facebook leads into the CRM, and real sales back to Meta and Google
Leads in the CRM in seconds

Facebook leads into the CRM, and real sales back to Meta and Google

New Facebook leads are cleaned up and sent to monday.com straight away, the team and the lead both get an email, and closed sales go back to Meta and Google Ads as conversions.

Facebook Lead AdsMeta Conversions APIGoogle Ads
Lead delivery pipelines for debt relief companies
Leads delivered by API

Lead delivery pipelines for debt relief companies

Facebook leads for debt relief companies are logged, pushed into the client's own CRM through its API and checked, with a separate error path so no lead goes missing.

ZapierFacebook Lead AdsGoogle Sheets
AI written texts and emails for every new lead in Close CRM
Every new lead gets a reply

AI written texts and emails for every new lead in Close CRM

Each new lead in Close gets a first message written for them by AI, sent by text or email depending on the type of lead.

Close CRMZapierOpenAI
Student onboarding that runs itself for a training academy
6 course types onboarded automatically

Student onboarding that runs itself for a training academy

When a student enrols, the right course path runs. Folders and documents are created in Google Drive and shared, welcome and QR code emails go out, and each participant gets a waiver to sign.

ZapierGoogle DriveGoogle Sheets
More builds

Related work

End of call reporting

End of call reporting

Lead details and call outcomes logged after every call.

AI Voice AgentsAutomation
Acuity and Google Calendar sync

Acuity and Google Calendar sync

Changes and cancellations in Acuity update the right calendars.

CRM & GoHighLevelAutomation
Webhook to Twilio text replies

Webhook to Twilio text replies

Requests checked against a sheet and answered by text.

CRM & GoHighLevelAutomation
Stripe, Airtable and SMS

Stripe, Airtable and SMS

Payments update customer records and send a text.

Automation
Customer win back

Customer win back

AI written emails and texts to past customers based on their status.

CRM & GoHighLevelAutomation
Form to AI image to CRM

Form to AI image to CRM

Form entries create an AI image and land in the CRM with an email.

CRM & GoHighLevelAutomation
Free 30 minute call

Find out how many leads you're losing.

Thirty minutes, no pitch deck. Tell me how leads reach you now and I'll show you where they slip away and what I'd build to catch them.