AI Workflow Automation
Internal automation system for lead processing and client onboarding — practical, human-in-the-loop, no gimmicks.
Conceptual preview · structure shown without real client assets.
Project Snapshot
- Client
- Internal / Concept
- Client Type
- Demonstration
- Role
- Automation Design + Build
- Timeline
- 1–2 week sprint
- Tech Stack
- React · Tailwind · TanStack Start
- Live URL
- Concept preview
The Challenge
The brief: a team spending hours every week on repetitive lead processing and client onboarding tasks: copy-pasting form data into the CRM, sending the same welcome sequence by hand, and chasing missing onboarding info one email at a time.
The Direction
Practical, no-gimmick automation. Every step that benefits from human judgment stays human; everything mechanical is automated. Workflows are observable, reversible, and documented — so the team owns them after delivery instead of depending on a black box.
What Was Built
- Lead capture automation from web forms into CRM
- Automatic enrichment and lead scoring
- Triggered welcome and follow-up email sequences
- Onboarding checklist automation with reminders
- CRM integration with two-way sync
- Internal dashboard for status and exceptions
- Human-in-the-loop review steps on key decisions
- Workflow documentation and team training
Visual Examples
What this demonstrates
A faster lead review flow with human-in-the-loop checkpoints, observable steps, and reversible automations the team can own without depending on a black box.
Related Services
Need something similar?
Fixed scope. Fixed price. Senior engineering from intake to handover.