Client Ops Automations
n8n and Make.com workflows that auto-reply to client emails, generate daily per-client summaries, and flag at-risk clients, saving the support team hours every week.
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- Role
- Automation engineering · The Logic Design (internal)
- Timeline
- Ongoing
- Year
- 2025
Overview
What we set out to build.
A set of automations that take repetitive client-facing work off the support team. Replies, summaries, and risk flags happen on their own so people can focus on the conversations that need them.
Challenge
The problem in the room.
Support staff were spending hours on routine email replies and manually checking on client health. Important signals about unhappy clients were easy to miss.
Approach
- 01
Automated first-line replies to client emails.
- 02
Generated a daily summary for each client from their activity.
- 03
Flagged at-risk clients so the team could step in early.
- 04
Kept humans in the loop for anything that needs a personal touch.
Outcomes
What changed.
Auto-replied
Client emails
Daily
Summaries
Hours saved weekly
Support time
Replies without the queue
Routine client emails get answered automatically, so response times stop depending on who happens to be online.
Spot trouble early
Daily per-client summaries and at-risk flags give the team a heads-up before a quiet problem turns into a lost client.
Stack
- n8n
- Make.com
- OpenAI API
- Email APIs
- Webhooks
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