AI workflows for saas and technology.
Product companies where onboarding, support, and revenue operations need to scale faster than headcount.
The challenges
01
What slows teams down.
- 01
Generic onboarding
Every new user gets the same emails, whether they are stuck or thriving.
- 02
Support at scale
Ticket volume grows with every customer, and so does the queue.
- 03
Revenue data split
Billing, CRM, and product usage live in different tools.
Featured workflow
02
Product onboarding by usage
Onboarding messages triggered by what each user has and has not done.
How it works · Product onboarding by usage
STEP BY STEP
In
PostgreSQL
HubSpot
Intercom
- 1
Watch01
Key product events tracked
Day 3
- 2
Detect02
Stuck or inactive users found
No setup
- 3
Nudge03
Helpful message sent
Email sent
- 4
Hand over04
High-value accounts to CSM
CSM call
Human checkpoint
Out
- Intercom
- CRM record
- Weekly summary
Workflows
03
What we build for saas and technology.
Each one has its own page with the steps, tools, and human checkpoints.
Customer support
Product onboarding by usage
Onboarding messages triggered by what each user has and has not done.
See the workflowCustomer support
Email and ticket triage
Tickets are classified, prioritised, and drafted before an agent opens them.
See the workflowCustomer support
NPS surveys and churn alerts
Surveys go out on time and unhappy customers are flagged to an owner the same day.
See the workflowData and reporting
App data to a warehouse
Clean, validated data from every app in one warehouse, updated on schedule.
See the workflowSales and CRM
Lead enrichment and scoring
New leads arrive enriched and scored, so reps prioritise the best fits first.
See the workflowIT and security
Incident and monitoring alerts
Alerts grouped, summarised, and routed to the person on call.
See the workflow
Tools
04
Connected to the tools you already use.
- HubSpot
- Intercom
Stripe- PostgreSQL
Slack
BigQuery
Built on n8n, so equivalent tools can be swapped in. Platform names describe what we connect to and do not imply a partnership.
Questions
05
Common questions.
Can workflows read our product database?
Yes, with read-only access to the tables needed, or through your analytics events.
Do you build inside our infrastructure?
We can self-host n8n in your cloud account so data never leaves your environment.
Next step
Automating work in saas and technology?
Tell us what is taking too much time, what is difficult to manage, or what you would like your systems to do differently. You do not need a technical specification to start.