The network for creativity
Join 1.25M professional creatives like you
Connect with clients, get discovered, and run your business 100% commission-free
Creatives on Contra have earned over $150M and we are just getting started
Back to feedPost
A process that nobody follows isn't much of a process.
And sometimes the problem isn't that people need more training or accountability. Sometimes the process itself is unnecessarily complicated.
When I was building an enterprise knowledge management program, I realized pretty quickly that a single approval workflow wasn't going to work for every type of content.
Something that makes perfect sense for a policy document can be a complete headache for information that changes frequently, like rate sheets.
So I built a different workflow for those updates.
That's the part of process improvement I enjoy most. Figuring out where something isn't working and finding a better way to do it.
I don't think every problem needs another meeting, another approval, or another layer of oversight. Sometimes it just needs someone to question why we're doing it that way in the first place.
The network for creativity
Join 1.25M professional creatives like you
Connect with clients, get discovered, and run your business 100% commission-free
Creatives on Contra have earned over $150M and we are just getting started
Related posts
Your website could be generating enquiries every day, but how many potential customers are slipping through because nobody is following up quickly or qualifying them properly?
A business owner reached out to me with exactly this problem.
Their website was collecting enquiries, but there was no consistent process for reviewing them, identifying serious prospects and responding.
So I built a system to handle that entire process.
Here's what happens when someone submits an enquiry:
→ The system picks it up immediately, whether it's 2 PM or 2 AM.
→ Invalid submissions and duplicate enquiries are filtered out.
→ Each enquiry is assessed against the business's own qualification rules and classified as qualified, needing more information, or not a fit.
→ Every assessment must be supported by exact quotes from the original enquiry. Those quotes are independently verified, so unsupported claims are marked as unknown.
→ Each lead is added to the CRM with its assessment, notes and pipeline card.
→ A personalised reply is drafted based on the information provided, asking only for what's missing.
→ The draft goes to Slack for human review. A team member can approve it, edit it or reject it.
→ Once approved, the email is sent and the lead moves forward in the pipeline.
I built the entire system using n8n and Claude, with the client's existing tools and accounts.
One important detail: AI makes only two decisions throughout the entire workflow. Everything else is designed to validate those decisions and keep the process controlled, traceable and reliable.
The goal isn't simply to automate emails. It's to make sure incoming enquiries are properly handled, qualified and followed up without relying on someone to manually manage every step.
If you're a business owner, founder or agency owner looking to improve how your business handles incoming leads, send me a DM.
Let's build something around your business.
Nice project👍
Closing the books shouldn't take days of detective work.
The problem: Every month, finance teams spend days explaining why the numbers moved. They dig through invoices, POs and ledger lines to justify each variance against budget, then chase approvals and write board commentary. It's slow, manual and hard to audit.
The solution: Closeroom is an AI agent for month-end close. You ask in plain words, and it explains every variance, cites the source document behind each number, ties the totals out to the trial balance, and flags anything that doesn't add up for a human decision.
The impact: The work moves from investigation to review. Teams close faster, reviewers sign off with evidence in hand, and every number can be traced for audit.
Concept · B2B FinTech · AI SaaS
Love this!
How do you turn a complex software solution into a story people can easily understand?
