AI
LLM APIs
Lead classification and summarization where judgment adds value.
Flowroom AI
A lead-operations workflow that uses AI where judgment helps and deterministic automation where reliability matters.
Concept case study
New lead
AI qualify
Route
CRM updated
Client typeService business
ScopeAutomation
SystemCRM + AI
FocusLead routing
01 / The briefAutomation with guardrails
Remove repetitive work without hiding the logic.
The workflow qualifies inbound leads, enriches context and routes next actions while keeping the operational path visible to the team.
AI handles classification and summarization; hard business rules remain explicit, testable and easy to override.
02 / TechnologyWhat powered the delivery
Built with the right tools for the job.
The stack is documented here so the case study explains how the work was delivered — not only what it looked like.
Orchestration
n8n / Make
Observable workflow orchestration across business systems.
Engineering
Python
Custom transformation, validation and integration logic.
Integration
CRM APIs
Lead ownership, routing and status changes synchronized with the CRM.
Events
Webhooks
Event-driven handoffs keep the workflow responsive and auditable.
Tools are selected around the brief, maintainability, performance and the client team.
03 / Case studyChallenge / approach / solution
From problem to production.
A case study should show the thinking between the brief and the final interface — not only the polished screens.
01
01 / Challenge
Lead handling was repetitive and inconsistent.
Every inbound enquiry required manual reading, qualification and routing before the team could respond, creating avoidable delay and inconsistent follow-up.
02
02 / Approach
Use AI for judgment, rules for reliability.
AI handles summarization and classification while deterministic rules control routing, status changes and fallbacks. Human override stays visible at every important decision.
03
03 / Solution
One observable workflow from enquiry to CRM.
The experience connects capture, enrichment, qualification, routing and CRM updates into one auditable automation path.
04 / OutcomeOperational flow
An automation system where AI is useful because the rules, fallbacks and ownership stay clear.
<1 minTarget first response
4 stepsUnified workflow
HumanOverride retained
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