Automating Invoice Entry into Xero with n8n and OpenAI
Manually entering invoices into accounting software like Xero might seem manageable at first — until you’re doing it every day, for dozens of emails, under tight deadlines. That’s exactly what one small retail business was facing. Their accounts team was overwhelmed with the daily grind of downloading invoice PDFs, extracting key details, and inputting everything […]
Automating Weekly Client Reports with n8n, Claude AI, and Snowflake
Weekly client reporting can feel like déjà vu for many marketing agencies—exporting data, formatting spreadsheets, drafting insights, and sending emails—all before the workweek really begins. That’s exactly the pain point a mid-sized marketing agency was facing. Every Monday, their team spent several hours creating individual reports for over 10 clients, leaving little time for actual […]
Automating Invoice Processing and Payment Reminders with n8n, Mistral AI, and Azure
Managing vendor invoices manually is a nightmare for any growing business — especially when you’re receiving over a dozen every day. That was the case for a small home construction company I recently worked with. Their team was drowning in repetitive tasks: downloading PDFs from Azure, manually extracting invoice details, updating spreadsheets, and chasing payment […]
Automating Lead Generation with Make.com, Google Maps & Gemini AI
Manually researching leads can be a massive time sink for sales teams — especially when they’re working with local business targets. One of my clients was spending 3–4 hours per lead batch identifying potential businesses, visiting websites, and taking notes in spreadsheets. They needed a faster, smarter way to generate and qualify leads — without […]
Automating Financial Reporting for a Small Business Using n8n, Xero, and Google Sheets
Manually updating financial reports every week can drain your time and lead to costly errors — especially for small businesses juggling multiple tasks. In this case study, I’ll show you how I helped a business fully automate its reporting workflow using n8n, Xero, and Google Sheets — saving hours each week while keeping their Power […]
Automating Weekly Google Ads Campaign Reports with AI & Make.com
We partnered with a digital marketing agency based in New York to automate their time-consuming weekly Google Ads reporting process. The team was manually compiling reports every week — exporting data, writing summaries, and sending updates to clients — which consumed several hours and often lacked consistency. The Challenge The agency ran multiple ad campaigns […]
