A CONCRETE EXAMPLE
The use case before the technology.
An email triggers preparation of a record and a draft. A person reviews the information before the CRM update or sending. Errors and requests needing further work remain visible.
03 / AUTOMATION
AI automation and integration of your tools
A request arrives, information is copied, a case awaits follow-up. I design connections between your tools to organise these steps, with clear rules and approval when needed.
Let’s discuss your automationConcept illustration · Fictional preview
WHAT THE PROJECT MAY INCLUDE
A scope adapted to your needs.
Process mapping, n8n workflows or API connections, error handling, duplicate prevention, tests and documentation. Automation can also work without AI when rules are sufficient.
Processes
Start with the actual work.
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The starting point: identify triggers, required information and success criteria. Sometimes a deterministic rule is enough; AI is useful when interpretation adds concrete value.
- Process mapping
- Triggers and business rules
- Exception handling
- Success criteria
n8n & API integration
Orchestrate existing tools.
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Incoming emails, CRM, ERP, ticketing and SQL databases can exchange information within a workflow. Access is separated and errors must be visible so the automation remains manageable.
- n8n workflows
- Webhooks and APIs
- Classification and enrichment
- Teams and Slack notifications
Operations
Plan for what does not go to plan.
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Useful automation knows when to stop, flag an anomaly and resume without creating duplicates. Monitoring, logs and recovery procedures are built in from the start.
- Approval before sensitive actions
- Recovery and duplicate prevention
- Logs and alerts
- Documentation and handover
YOUR PROJECT IN PRACTICE
Questions to consider.
Do I need to replace my tools?
Not necessarily. The project starts by examining existing tools and connection options.
What can be automated without AI?
Tasks based on clear rules: transferring data, triggering a notification or synchronising information. AI is useful when interpretation adds value.
A workflow can integrate AI agents and assistants. Explore the projects and demonstrations then describe the process to automate.