Workflow Automation

n8n, Make, and custom orchestration patterns for production-grade workflow automation.

5 articles

CRM enrichment: continuous vs the one-time scrub

Why most CRM data goes stale within 90 days and how a continuous AI agent enrichment pattern beats the quarterly cleanup project on cost and quality.

May 20264 min read

Workflow Automation

Cross-tool sync with reconciliation logic, not just webhooks

Webhooks lie. APIs miss events. Bi-directional sync between CRM, helpdesk, billing, and marketing tools needs reconciliation logic, not just a Zapier zap firing on update. The production pattern.

May 20264 min read

Workflow Automation

Document parsing pipelines: vendor invoice extraction in production

The structured-output-plus-operator-review pattern that turns 200 PDF vendor invoices per month into clean accounting records without an ops hire. Token cost, accuracy thresholds, and the cases that always need a human.

May 20264 min read

Workflow Automation

Lead routing automation that does not break: the production pattern

Every inbound lead enriched, scored, and routed in under 60 seconds. The n8n + AI agent + operator-backstop pattern that survives Monday morning traffic spikes and edge-case sales reps.

May 20264 min read

Workflow Automation

n8n vs Lindy vs custom code: which AI agent stack should you pick

An operator-level breakdown of the three real choices for shipping AI agents in 2026. n8n self-hosted, a Lindy/Relevance/Stack platform, or custom TypeScript. With the cost curve, tradeoffs, and the decision rule we use on real engagements.

May 20266 min read

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