PATH 3: PROCESS AUTOMATION

AI-powered automation for operations (without losing control)

I connect your tools, eliminate manual work and build robust workflows with traceability, alerts and error handling.

n8n + AI Agentic Workflows
Robust workflows, not fragile “zaps”
Traceability and error handling
Assess my processes View real examples

It is especially useful when several tools, repetitive tasks or processes requiring traceability and control are involved.

Key difference: this service automates specific marketing, data or operations processes. For continuous monitoring of campaigns, measurement, budgets and alerts, see Orchestrator.

Technical infrastructure built to scale

For teams that already have a stack (Ads/GA4/CRM/Slack) and need traceability, error control and lower operating costs.

Data integration

CRM, analytics, Ads, ERP or messaging: I connect the tools to reduce manual steps and duplication.

AI applied to processes

Lead classification, automated enrichment, anomaly detection and intelligent reporting.

Operational alerts

Real-time notifications when something fails: technical errors, spending deviations or conversion drops.

Control and auditability

Every action is logged. You know what happened, when and why. No black boxes.

What kinds of processes can I automate?

Examples of processes where automation can create value.

Marketing
  • Lead enrichment with CRM data.
  • Ads ↔ GA4 ↔ CRM synchronization.
  • Automated weekly reports.
  • Conversion drop alerts.
Operations
  • Invoice and payment automation.
  • Automated bank reconciliation.
  • Issue management with ticketing.
  • Multi-step approval workflows.
Sales
  • Automatic lead assignment based on criteria.
  • Automated post-sale follow-up.
  • AI-powered contact enrichment.
  • Calendar and meeting integration.

How I approach automation

I do not automate for its own sake. I first assess the savings, risk and real usefulness.

What I do
Process assessment: I identify which task is repeated, where errors occur and which dependencies exist.
Traceable design: Every step is logged for auditing and troubleshooting.
Error handling: If something fails, the workflow detects it and responds accordingly.
Scalability: I design it to grow with you without rebuilding it from scratch.
What I do not do
I do not sell automation as a gimmick: only when there is a real problem to solve.
I do not build fragile integrations: Every workflow includes error handling and notifications.
I do not work without a clear scope: I first define what will be automated, the risks involved and the budget.
INITIAL ASSESSMENT

Initial automation assessment

An initial service to understand your current process, identify repetitive tasks and define scope, phases and budget.

1. Analysis

I review the current process and identify bottlenecks and genuine automation opportunities.

2. Feasibility

I assess the technical feasibility, risks and estimated return of each candidate workflow.

3. Roadmap

I define phases, scope, budget and success metrics before implementation.

Tell me which process you want to automate

Briefly describe the repetitive task, the tools you use and what you expect to achieve.

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