Automation Packs

Ready-to-deploy workflows.

Each pack is a complete automation — workflow export, setup guide, configuration checklist, and honest value notes. Deploy on n8n, Zapier, or Temporal and run within the hour.

Pack 01Available

Client Onboarding Autopilot

Setup time: ~30 minutes

A new-client form submission becomes a CRM record, a drafted engagement letter, and a live task checklist — automatically, with your team approving before anything goes out.

Pack 02Coming soon

Smart Inbox & Enquiry Triage

Setup time: ~45 minutes

Incoming email is classified by intent, routed to the right person, and arrives with a draft reply attached. The inbox stops being a job queue only one person understands.

Pack 03Coming soon

Document Intake & Extraction

Setup time: ~60 minutes

PDFs, invoices, forms and scans are recognised, their contents extracted into structured data, checked against your rules, and landed in the system they belong in — no re-keying.

What's in each pack

Workflow export (JSON)

Importable workflow with clear node annotations, placeholder credentials, and documented customization points.

Setup guide

Step-by-step path to running — prerequisites, credential wiring, field mapping, test run.

Configuration checklist

What to customize, what to leave alone, and what to verify after deployment.

Value note

Honest assessment of what the automation replaces, when it's worth it, and when it isn't — no fabricated savings claims.

Need something custom?

These packs cover common patterns. If your workflow is more complex or you want us to deploy and configure it for you, book a session and we'll scope it properly.

Book the Assessment call