Agency Workflow Automation System
End-to-end n8n automation for a digital agency, connecting lead capture, operational workflows, client communication, and project delivery.
The Challenge
A digital agency was absorbing heavy manual coordination work: chasing leads, creating project folders, sending status updates, and compiling reports. This was slowing delivery and burning team bandwidth.
The Approach
Mapped every manual touchpoint across the lead-to-delivery pipeline. Identified 12 discrete automation opportunities. Built a phased roadmap prioritizing highest time-cost processes first.
The Solution
Deployed a multi-stage n8n automation that triggers on new leads (from form/email), creates CRM records in Supabase, spins up project folders, sends branded onboarding sequences via WhatsApp, and compiles weekly status reports automatically.
Architecture
- Lead SourcesWeb forms and inbound email
- Workflow Orchestrationn8n
- CRM & Operational DataSupabase
- Project OperationsProject setup and workflow actions
- Client CommunicationWhatsApp Cloud API
- Reporting & Follow-upAutomated status reporting
Human oversight stays possible at every stage — the orchestration layer is designed to be inspected and interrupted rather than run blind.
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