AI automation case studies, ordered by demand

How a Staffing Firm Turned Candidate Intake Into a Shortlist

We designed a recruiting workflow that collects resumes, extracts comparable skills and experience, applies job-specific rules and prepares a recruiter shortlist. A person makes every advancement decision; the system organises evidence and schedules the next step.

• Gmail
• LinkedIn
• n8n
• OpenAI

How a Property Assessment Firm Automated Report Production

We designed a workflow that turns inspection forms, field notes and photographs into a structured property condition assessment report draft. n8n organises the evidence, document and vision models extract facts, and an assessor approves every condition and cost conclusion before Word and SharePoint receive the final package.

• Mobile inspection form
• n8n
• Azure AI Vision
• Azure Document Intelligence

An Outbound Engine That Researches Every Lead Before Drafting

Chronexa built an n8n outbound engine that researches a company before it drafts an email. It combines Apollo or spreadsheet lead data with Exa web research, writes the evidence and draft to Baserow, waits for human approval, then sends approved records to ManyReach. Retries, duplicate checks and a dead-letter queue stop failures from disappearing.

• n8n
• Apollo
• Google Sheets
• Exa

A Meta Lead System That Recovers Missed Webhooks

Chronexa uses two n8n workflows to protect Meta lead delivery. The first captures each lead in real time, stores a clean record and sends consent-aware WhatsApp messages. The second checks Meta every 15 minutes and replays any lead that the webhook missed through the same production path.

• n8n
• Meta Graph API
• Meta Lead Ads webhooks
• Google Sheets

Turning an ROI Calculator Result Into a Useful Follow-Up

Chronexa connected three website ROI calculators to an n8n email workflow. The calculator does the maths with fixed formulas, sends the result and input context to a webhook, and delivers a readable breakdown by email. The language model is not allowed to recalculate the numbers.

• Next.js
• Browser-side formulas
• n8n
• Webhook validation

A Shopify Lead Funnel That Teaches Meta Which Leads Matter

Chronexa connected a Shopify lead page to n8n so every form submission is checked before it reaches sales. Valid, consented leads can receive a WhatsApp follow-up. A separate 30-minute job sends qualified conversion signals back to Meta so ad optimisation can learn from lead quality, not form volume alone.

• Shopify
• Next.js lead form
• n8n
• Google Sheets

A GoHighLevel Speed-to-Lead Engine Built for Real Edge Cases

Chronexa built and tested a GoHighLevel speed-to-lead reference system that accepts leads from several channels, removes duplicates, classifies intent, scores with fixed rules and routes the record. OpenAI can classify text, but code controls the lead score and routing. Twelve synthetic scenarios test normal, duplicate and failure paths.

• GoHighLevel developer sandbox
• n8n
• Supabase Postgres
• OpenAI GPT-4.1 mini

How a B2B Team Stopped Leads Falling Between Its Systems

We designed one n8n intake layer that normalises leads from every channel, checks duplicates, enriches permitted fields, scores with visible rules and assigns the record in HubSpot. Slack alerts and an SLA watchdog make unanswered high-intent leads visible.

• Website forms
• Gmail
• Twilio
• n8n

How ReserveStudy.com cut report creation time from days to minutes

ReserveStudy.com helps community associations plan long-term capital repairs through highly detailed Reserve Study reports. But behind every polished report was a slow, human-dependent workflow. Analysts spent days manually extracting data from engineering PDFs, cross-checking financial tables, constructing narratives, and packaging final documents. Volume spikes created severe bottlenecks, and the company struggled to scale without adding more analysts. Chronexa partnered with ReserveStudy.com to build a completely automated AI workflow combining OCR, structured data extraction, financial validation, and narrative generation. The new system produces a near-final draft of every report automatically—leaving analysts to focus only on exceptions and quality checks. What once required four days of manual effort can now be generated in under five minutes with higher consistency, audit-ready accuracy, and zero analyst burnout. This project marked a foundational shift in how reserve studies are produced, allowing the company to scale without hiring and freeing the team from repetitive work.

How an Operations Team Replaced Invoice Data Entry With Exceptions

We designed an intelligent document processing workflow that learns document layouts without assuming one template, validates extracted invoice data in code and sends only uncertain fields to an exception queue. Approved records can feed an ERP, spreadsheet or accounting platform.

• Email and file upload
• n8n
• Azure Document Intelligence
• OpenAI

Scaling Personalized Outbound Pipeline Without Increasing Sales Headcount

A mid-market B2B firm was struggling to balance outreach quality with lead volume. Their sales development reps were spending the majority of their day performing manual research—scouring LinkedIn profiles, reading recent posts, and digging through company news to find a relevant hook. While this high-touch approach resulted in respectable reply rates, the sheer time required per prospect meant the team could only contact a handful of leads each day, creating a hard ceiling on pipeline growth.

How a D2C Brand Connected Orders, Support and Returns

We designed an ecommerce workflow that listens to Shopify order events, checks inventory and fulfilment state, routes exceptions into Zendesk, controls return decisions and writes a shared Airtable operations record. Customers receive updates only after the source system confirms the change.

• Shopify
• n8n
• Zendesk
• Airtable

Two Public Forms, One Clean Airtable Operating Record

Chronexa built two separate n8n intake routes for an event business: one for registrations and one for applications. Each route validates its own form, maps the fields into a stable Airtable schema and returns a clear success or failure response to the website.

• Website forms
• n8n
• Webhooks
• Airtable API

A Voice Agent That Checks the Calendar Before It Books

Chronexa split a voice booking system into three small n8n workflows: check availability, book the chosen slot and store the result after the call. ElevenLabs handles the conversation, Google Calendar remains the booking record, and Airtable receives the structured call outcome.

• ElevenLabs
• n8n
• Google Calendar
• Airtable

How an Insurance Team Automated First Notice of Loss

We designed an FNOL workflow that creates a structured claim from forms, calls and documents, verifies the policy, organises photographs, applies severity and fraud rules and prepares an adjuster queue in Salesforce. Coverage and settlement decisions remain human.

• Web form and telephony
• n8n
• Azure Document Intelligence
• Salesforce

How an AI Product Team Turned Feedback Into Model Fixes

We designed a feedback workflow that combines Intercom messages, app reviews and in-product corrections, removes personal data, classifies the issue, clusters repeated patterns and creates ranked Jira tasks. Product and ML teams approve priorities and training-data changes.

• Intercom
• App review feeds
• Product events
• n8n

How a Legal Team Turned Contracts Into a Review Queue

We designed a contract review workflow that extracts clauses, compares them with the legal team’s approved playbook and produces a source-linked issue list. Lawyers decide the risk, wording and negotiation position before DocuSign or SharePoint receives the approved document.

• Outlook
• Microsoft Word
• n8n
• OpenAI

How a Law Firm Automated New-Matter Document Intake

We designed a legal intake workflow that captures the form and attachments, extracts parties and matter data, checks required documents, prepares conflict-search terms and creates the approved workspace in Clio or iManage. Lawyers control conflicts and matter acceptance.

• Outlook
• n8n
• Azure Document Intelligence
• Clio or iManage

How a Law Firm Made Matter Documents Searchable and Cited

We designed a private retrieval workflow that reads permitted iManage matter documents, extracts text and metadata, creates a searchable index and answers lawyer questions with page-level citations. Permissions are checked before retrieval and the source document remains the authority.

• iManage
• n8n
• Azure OCR
• OpenAI embeddings

A Five-Stage SEO Publishing System With Quality Gates

Chronexa runs a five-stage n8n content system that turns Google Search Console data into researched, reviewed and published articles. Baserow tracks every topic, Exa supplies source material, language models assist with drafts, images are commissioned separately, and Sanity publishes only after validation.

• n8n
• Google Search Console API
• Baserow
• Exa

A Daily Meta Ads Report Built Around Decisions, Not Dashboards

Chronexa runs an n8n report every morning at 9:00. It pulls account-level and campaign-level Meta Ads data, checks and summarises the numbers, then sends one compact WhatsApp report. The summary is built from the API values; it does not invent commentary when data is missing.

• n8n
• Meta Graph API
• Meta Ads Insights
• JavaScript aggregation

A Reddit Intent Monitor That Sends Only Relevant Threads

Chronexa runs an n8n workflow every six hours to find Reddit discussions that match selected buyer-intent terms. Code filters and formats the useful matches, suppresses repeated items and sends a compact Slack alert. A person reads the thread and decides whether a helpful reply is appropriate.

• n8n
• Reddit public endpoints
• JavaScript filter logic
• Slack webhook

How a Manufacturer Turned Shift Reports Into a Daily Operations View

We designed a workflow that combines machine data, shift notes and quality checks into one validated daily record. n8n flags missing or conflicting values, routes exceptions to supervisors and updates the operations dashboard only after review.

• Machine data export
• Excel
• n8n
• Postgres

One Live Book Across Stocks, Crypto and Mutual Funds: Quant Research Infrastructure for Licensed Firms

Positions scattered across separate trading apps for stocks, crypto and mutual funds, unified into one continuously updated book — with machine-learning research infrastructure for building and back-testing trading algorithms. Built only for licensed firms: models advise, and a human on the licensed desk approves every decision.

How an AI Scrum Master Automated Sprint Planning, Standups and Delivery Reporting

An AI notetaker attends the daily standup, reconciles every update against Jira — done means done, hours logged, estimates versus actuals — and posts the sprint report before the meeting ends. Built for a ten-developer product team, with the project manager making every reallocation call. The same layer now runs for client-services delivery teams.

Moving from Reactive to Predictive Yield Management in Precision Cultivation

A precision cultivation operation with sophisticated indoor facilities struggled to capitalize on the massive volume of data generated by its sensor networks. While the facility tracked critical variables— including CO2, light intensity, humidity, and active compound concentrations—the data lived in silos. Staff were forced to manually log sensor readings into spreadsheets, a process that was slow, prone to transcription errors, and fundamentally retrospective.