Each of these is a workflow an agency can run today. The trigger starts it; n8n handles the rest.
New-client onboarding
Trigger: Deal marked won
Create the project and folders, send the welcome sequence, add the client to billing, and post to the team channel, all from the moment a deal closes.
Automated client reporting
Trigger: Schedule (weekly/monthly)
Pull metrics from each client tool, format them, and deliver a branded report to the inbox or dashboard on a schedule, with zero manual assembly.
Lead capture and enrichment
Trigger: Form submit or new lead
Enrich the lead with public data, score it, add it to the CRM, and route the good ones to the right person while filtering out the noise.
Proposal and invoice follow-ups
Trigger: Time since sent
Chase unsigned proposals and unpaid invoices on a cadence with the right message, and stop the moment they sign or pay.
Inbox triage with AI
Trigger: New email
An AI step reads the message, classifies it, drafts a reply in your voice, and escalates only what needs a human.
Content repurposing
Trigger: New post or transcript
Turn one long-form piece into a thread, a newsletter, and social posts automatically, then queue them for review.
Data sync between tools
Trigger: Record created or updated
Keep the CRM, sheets, billing, and project tools in agreement so no one copies the same record into four places.
Review and reputation requests
Trigger: Project delivered
Ask happy clients for a review at the right moment, route the request to the right platform, and log the outcome.