Case studies
These are systems running inside real businesses today, clients anonymized, workflows real. Each case study includes the actual workflow, sanitized, that you can pan and zoom.
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