AI Agency Operating System
A workflow system that reduces repetitive administrative work as agencies onboard and manage clients.
The problem
Agencies can accumulate repetitive administrative work as they onboard and manage clients.
A workflow system for client data validation, package selection, Google Drive organization, welcome emails, progress tracking, administrative notifications, and error handling.
What this is
This is a personal project. It shows how a process can be automated and connected to real business systems. It is not presented as a measured client result, commissioned work, or verified outcome.
Who it is for
Agencies onboarding and managing multiple clients, where repetitive administrative work accumulates across client data, storage, communication, and tracking.
My role
Automation design and build
Scope
A build connecting AI and workflow automation to a real business process. The scope covers the system design, the connected tools, and the workflow that ties them together.
Approach and implementation
Repetitive admin across client onboarding and management is connected into one workflow. Client data is validated, the package is identified, storage is organized, welcome emails go out, and progress is tracked, with administrative notifications and error handling so the process keeps running.
What the system does
The functions the workflow handles, drawn from the project build.
- Client data validation
- Package selection
- Google Drive organization
- Welcome emails
- Progress tracking
- Administrative notifications
- Error handling
Tools and technologies
- n8n
- OpenAI
- Google Workspace
What this shows
The system connects repetitive administrative work across client onboarding and management into one structured workflow.
This shows the system's functionality. It is not a measured client result, commissioned work, or verified outcome.
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View projectWant a system like this for your process?
Tell me what you are trying to improve. I will look at the process, identify the bottleneck, and suggest whether automation fits the problem.