Automation systems that run your busywork for you
I design and build AI automation and CRM systems for small businesses: lead routing, follow-up, intake, and back-office workflows built on n8n, Zapier, Make, GoHighLevel, and Close.
What I build
Every service below links to real, production systems, not hypotheticals.
n8n Automation
Custom n8n workflow development for small businesses: lead routing, CRM sync, AI agents, and document automation. Built, tested, and documented.
Zapier Automation
Zapier consultant for small businesses: Zap architecture, CRM integrations, cleanup of tangled Zaps, and migration advice when Zapier gets expensive.
Make Automation
Make.com (Integromat) scenario design and builds: visual multi-branch automations, CRM integrations, and error handling that keeps scenarios running.
GoHighLevel
GoHighLevel setup and automation: pipelines, workflows, ad-to-CRM lead routing, and integrations that connect GHL to the rest of your stack.
Close CRM
Close CRM automation and integration: workflows, smart views, lead routing from ads and forms, and API integrations with your existing tools.
AI Agents
Custom AI agents for small businesses: lead qualification from chat and social messages, AI voice follow-up calls, and document-processing agents.
Case studies
Systems running inside real businesses today. Each one includes the actual workflow you can explore.
Medical Records Request & Receiving Automation for a Personal Injury Law Firm
A pair of n8n workflows handles a medical-records request end to end: one locates the client's HIPAA authorization form, fills it, and sends it to the provider by fax and email after a human review step; the other watches the records inbox for the provider's reply, OCRs and AI-classifies every attachment, files it correctly in Google Drive, and notifies the case manager and client automatically.
n8n · Google Drive · Clio · NocoDB · Gmail · AWS Textract · AWS Bedrock (Claude) · Telegram
GoHighLevel Automation System for a Personal Injury Law Firm
A personal injury law firm's entire lead lifecycle runs on a connected system of native GoHighLevel workflows: qualification and tagging, source-specific intake, bilingual nurture and email tracking, A2P SMS compliance, and Meta ad-conversion integration. Every screenshot below is pulled directly from the firm's live GoHighLevel account.
GoHighLevel · Meta Conversion API · n8n · Google Ads
Bilingual SMS Case Updates Synced to Clio for a Personal Injury Law Firm
When a staff member tags an internal Clio case note for SMS delivery, this n8n workflow detects the client's preferred language on file, translates the note only if needed, texts it during business hours, and writes a confirmation note back into Clio, so every client update goes out in the right language and gets logged automatically.
n8n · Clio · Dialpad · OpenRouter (GPT-4o) · NocoDB · Telegram
WhatsApp Drip Campaign + Close CRM Sync for a Course Recruitment Business
Every lead, from a Facebook lead ad or a website enquiry form, is normalized, checked against Close CRM to prevent duplicates, and enrolled in a parallel WhatsApp and email drip sequence (Day 0, 1, 3, 5, 7, 14, 21, 28) that stops the instant the lead replies and hands the conversation to a human.
n8n · WhatsApp Business API · Close CRM · Facebook Lead Ads · Gmail
Have a process that eats your week?
Tell me what it is. I'll tell you honestly whether automation fits, what it would take, and what it would cost, before any commitment.
Contact Ace Automation