From Manual Workflows to AI Automation: A Small Agency Transformation

A small agency moved from spreadsheets and ad-hoc processes to automated workflows with n8n and AI—reducing errors and scaling delivery.

Challenges

Manual report builds and inconsistent updates.
Fragmented data across tools.
Limited time for strategic work.

Solution

Automated data pulls and transformations.
Scheduled reporting and CRM syncs.
Optional AI drafting for content summaries.

Takeaway: Thoughtful automation unlocks scale without headcount. See what wed automate first.