AI & Automation · service 13 of 19

Workflow Automation & Integrations

Connect your apps and automate the repetitive work between them — with AI where judgement is needed.

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Overview

Automate business processes and connect tools/systems.

Teams lose hours moving data between tools. I map the process, then build reliable automations and integrations — APIs, webhooks, queues and AI steps for classification, extraction or drafting — with monitoring so nothing fails silently.

Use cases

  • Campaign and messaging automation
  • Document-to-CRM pipelines
  • Order and fulfilment flows
  • Reporting automation

Problems solved

  • Copy-paste work between systems
  • Processes that depend on one person remembering
  • Documents re-typed into other systems
  • Integrations that break without anyone noticing

What's included

  • Process mapping and ROI analysis
  • API and webhook integrations
  • AI classification, extraction and drafting
  • WhatsApp / SMS / IVR / email automation
  • Queues, retries and error alerts
  • Automation dashboards

Deliverables

  • Process map and automation spec
  • Integrations and automation services
  • Monitoring and alerts
  • Runbook and handover

Workflow

How a workflow automation project runs

Technologies

  • Node.js
  • Python
  • FastAPI
  • Redis
  • AWS Lambda
  • LLM APIs
  1. 01

    Workflow mapping

    Document today's process, hand-offs, data sources and where automation pays back.

  2. 02

    Spec & guardrails

    Define triggers, prompts, rules, escalation paths and success criteria.

  3. 03

    Build & connect

    Implement the automation or assistant and wire it into CRM, WhatsApp, email or APIs.

  4. 04

    Test with real cases

    Validate against real conversations and edge cases before going live.

  5. 05

    Monitor & improve

    Logs, dashboards and prompt/rule tuning once it runs in production.

Related work

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