Case Studies

Automations

Real-world automation case studies: AI-enhanced workflows built for business leverage.

AI Lead Scoring Workflow

An AI-assisted workflow that scores and routes inbound leads in real time, reducing manual qualification time by 80% and surfacing the best opportunities before they go cold.

Automation · Nov 3, 2024 · 3 min read

Function Sales & Revenue Tools Make, Claude API, HubSpot, Slack, Clearbit

sales
AI
CRM
lead scoring

Weekly Client Reporting Automation

A fully automated client report that pulls live data, generates AI-written narrative summaries, and delivers a clean PDF to clients every Monday — without a human writing a word.

Automation · Sep 18, 2024 · 3 min read

Function Client Operations Tools n8n, Claude API, Google Analytics 4, Airtable, Resend

reporting
AI writing
client ops