What if every new lead could be handled before you even open your inbox? ⚡
This AI-powered workflow turns a new email inquiry into a structured, ready-to-handle lead — automatically.
A new inquiry arrives → AI extracts the important details → Airtable/CRM is updated → the response goes through optional human approval → a personalized email is sent → Notion is updated → the team gets notified in Slack → performance data is collected for reporting.
The goal isn't to remove people from the process. It's to remove the repetitive work around them.
This type of workflow can be customized for B2B companies, SaaS businesses, agencies, real estate, e-commerce, recruitment, consulting, customer support, healthcare, finance, education, and other service businesses.
Already know what you want to automate? → Send me your current workflow and I’ll map out how we can automate it.
Still doing repetitive work manually? → Tell me the task that consumes your team’s time, and I’ll help identify what can be automated.
I'd use the human approval step to capture corrections, not just a yes/no decision. If a reviewer changes the extracted lead details, does the workflow update Airtable and the reporting record before sending the email?
Designed and developed an automated email reporting workflow using n8n to collect, process, and organize data on a scheduled basis.
The system automatically retrieves data from Google Sheets, processes and transforms the information using JavaScript, iterates through the required records, and generates personalized email reports. It also uses conditional logic to route different cases and stores the processed results back into Google Sheets.
Key features:
⏰ Scheduled workflow execution
📊 Google Sheets data processing
🔄 Automated record iteration
⚙️ JavaScript data transformation
📧 Automated email generation and delivery
🔀 Conditional branching
📋 Automatic report storage and organization
Technologies: n8n · Google Sheets · Gmail · JavaScript · Workflow Automation · Data Processing
AI Billing & Case-Note Automation from Email (TraceFlow)
Support coordinators were losing billable hours because the work happened in email and meetings and never got recorded. I designed and built TraceFlow, a live SaaS that connects a coordinator's Google or Microsoft mailbox. It uses AI to draft case notes and capture billable activity from emails and calendar meetings, and prepares it for invoicing. It includes Stripe subscriptions with a 14-day free trial.
Skills: Next.js, PostgreSQL, Claude API, Gmail API, Stripe, AI data extraction
I'd want each drafted case note to show the email or meeting it came from before anyone approves billing. How do you stop the same activity being counted twice when it appears in both an email thread and a calendar event?