Service 03 / Automations
Automations. Built on your own model.
Agent tools like OpenClaw and Hermes, and workflows in n8n, connect your model to your email, calendar and CRM. Everything goes into one shared knowledge base. Agent stacks we work with: OpenClaw, Hermes Agent, Grok Bot / Grok Build, Meta Muse, Claude Code, Codex. Automations: n8n.
Choose the work that repeats.
Open an example to see the input, the workflow, the tools and the human decision.
Choose an example to watch the task become a useful result.
An enquiry arrives. The next step is ready.
A checked record and a reply draft arrive together for review.
- Problem
Copy a message into the CRM, check for duplicates, then write the same reply again.
- What goes in
A website form or email enquiry.
- What comes out
A customer record and reply draft with the original source attached.
The full workflow, step by step
The complete workflow
Receive
Bring agreed forms and inboxes into one workflow.
Validate
Check required fields and existing records.
Prepare
Create the record and draft a relevant response.
Review
A person checks the details before sending.
Watch the supporting example film
What each tool does
- n8n
- Connects the trigger, checks and next actions.
- CRM / email
- Stores the customer record and the draft.
Where it runs and where data goes
Runs on the agreed automation host. Connected email, CRM and model services each have a defined data scope.
Your team stays in control
Your team approves outgoing replies and unusual records.
When something goes wrong
Missing details are flagged. Failed sends are checked before any retry to avoid duplicates.
Read the document once. Reuse the checked fields.
Extracted fields become a draft record, with uncertain values marked for review.
- Problem
Type the same supplier, date and reference into several systems.
- What goes in
A document in the agreed format.
- What comes out
A validated draft row with the source document linked.
The full workflow, step by step
The complete workflow
Read
Receive a supported document and retain its source reference.
Extract
Collect the agreed fields into a defined schema.
Check
Validate formats and flag missing or conflicting values.
Prepare record
Make the checked output available to the next system.
Watch the supporting example film
What each tool does
- Python / parser
- Reads documents and validates structured results.
- n8n
- Moves reviewed records between connected systems.
Where it runs and where data goes
Documents are processed on the agreed host. OCR or model providers are identified before real data is connected.
Your team stays in control
Your team reviews exceptions and remains responsible for financial approval.
When something goes wrong
An unreadable value is left unresolved and routed for review. No payment is triggered by this example.
A brief you can trace back to its sources.
An agreed research task produces a structured draft with source references.
- Problem
Search several sites, copy results and check whether each claim has a source.
- What goes in
A question, a source list and the fields needed in the result.
- What comes out
A saved research draft with links and validation notes.
The full workflow, step by step
The complete workflow
Define scope
Specify the question and permitted sources.
Research
Gather information with the configured tools.
Validate evidence
Check required fields and supporting links.
Save for review
Store the draft for a person to check.
What each tool does
- Hermes Agent
- Runs the scoped research task.
- n8n
- Triggers the request, validates fields and saves the result.
- Grok
- Provides model assistance where selected for the workflow.
Where it runs and where data goes
The orchestrator calls the configured research agent and any approved model services, then saves the result to your selected workspace.
Your team stays in control
A person checks the interpretation and sources before relying on or publishing the brief.
When something goes wrong
A missing source or invalid field is returned for correction, not silently accepted.
What we deliver. What we need from you.
You receive
- One scoped workflow with visible checks and failure handling.
- The agreed connections, workflow exports and operating instructions.
- Test results, running-cost assumptions and maintenance responsibilities.
Your team provides
- A real example of the task and what a correct result looks like.
- Access to the agreed tools and someone who owns the process.
- Approval rules and a destination for exceptions.
Build around the process you have.
A short conversation to confirm the task, the connections and the pilot scope. No purchase is required to start the discussion.
Discuss this setup
One approved update. Drafts for the channels you use.
Channel drafts follow your brand rules and enter one review step.
Rewrite the same announcement for every channel and track approval in messages.
Approved product facts, a brief and examples of your brand voice.
Social posts and newsletter drafts, ready for editing and scheduling.
The full workflow, step by step
The complete workflow
1Read brief
Use approved source material and channel requirements.
2Draft
Prepare variations while keeping claims tied to the source.
3Approve
Review tone, facts and the intended audience.
4Schedule
Send approved content to the connected scheduling tool.
Watch the supporting example film
What each tool does
Where it runs and where data goes
Your agent or automation host connects the approved sources, model and scheduling service. External providers may process content.
Your team stays in control
Publication follows your approval rules, with scheduled and published states kept separate.
When something goes wrong
A failed delivery is checked at the destination before the system attempts it again.