The Problem
The client spent 20+ hours per week on repetitive tasks: syncing data between CRM and accounting software, sending manual reports, and updating inventory across platforms.
The Solution
Built a self-hosted n8n instance with custom workflows that automate data synchronization, generate and send weekly reports via email/WhatsApp, and trigger inventory updates in real-time.
Workflows Built
- CRM and Accounting data sync (every 15 minutes)
- Automated weekly performance reports via email
- Real-time inventory alerts via WhatsApp Business API
- New lead notification with CRM auto-entry