Multi-Platform Workflow Automation for an Agency
Built a comprehensive automation system connecting 8+ platforms to eliminate manual data transfer and streamline operations across departments.
Client Industry
Marketing Agency
The Problem
The agency was using 8+ disconnected tools. Staff spent hours daily copying data between platforms, creating reports manually, and coordinating handoffs between departments. Errors were frequent and deadlines were missed.
The Goal
Create a unified automation layer that connects all platforms, eliminates manual data transfer, and automates reporting and task handoffs.
Our Solution
How We Built It
We designed and implemented a centralized automation hub using n8n that connects their project management, CRM, invoicing, time tracking, social media, analytics, email marketing, and communication tools. Automated triggers handle client onboarding, project setup, weekly reporting, invoice generation, and cross-team notifications. AI-powered summaries keep leadership informed without manual reporting.
Technologies Used
Results
Measurable Impact
90%
Manual Tasks Eliminated
12 hrs/wk
Reporting Time Saved
95%
Error Rate Reduced
30%
Team Capacity Freed
Eight platforms, one seamless system, zero manual handoffs.
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