Custom AI Agents
Business Workflow Automation
End-to-end automation of CRM sync, invoice generation, client onboarding, notifications and reporting.
- Client
- Digital agency
- Year
- 2026
- Services
- Custom AI Agents, Python Development
15 hrs/weekTime saved
EliminatedManual data entry
Real-timeTeam notifications
Figures as reported by the client at the end of the engagement. Hirelyx has not independently audited them.
The challenge
What was actually wrong
A dozen small manual steps sat between winning a project and starting it: creating records in three systems, generating an invoice, setting up a channel, sending onboarding instructions.
Each step was individually trivial, collectively expensive, and occasionally skipped without anyone noticing.
The solution
What we built
n8n workflows triggered by a single status change, writing to each downstream system through its API with idempotency keys so a replay cannot duplicate records.
Weekly reporting was moved from manual assembly to a scheduled pipeline, and failures alert into Slack with the failing step and input.
Implementation
How the work was carried out
The sequence that mattered, including the decisions that prevented later rework.
Technology stack
- n8n
- Airtable
- Slack API
- Google Sheets
- Webhooks
- 01
Process mapping
The onboarding sequence was recorded step by step with the person who performed it, including the exceptions.
- 02
Single trigger design
One status change drives the whole sequence, which removed the ordering mistakes entirely.
- 03
Idempotent writes
Every downstream write is keyed, so retries are safe and duplicates are impossible.
- 04
Observability
Run logs and Slack alerts, so a failure is noticed in minutes rather than at month end.
Outcome
Onboarding now runs from one status change, and nothing in the sequence depends on anyone remembering it.
Services delivered
What this project drew on
01
Custom AI Agents
Support agents, document processing, lead qualification and multi-step workflows — built on retrieval over your own content, with evaluation and escalation designed in.
02Python Development
FastAPI services, data-validation layers and automated test suites — Python backends built to be read, extended and trusted by whoever maintains them next.
Want something like this for your business?
Tell us where you are now. You will get a written scope, a fixed quote and an honest answer about whether this is the right next step.
- A written scope and fixed quote before work starts
- Payments handled securely through Stripe
- Code, accounts and documentation stay yours
- Typical first reply within 24–48 hours