These seven examples came from one embedded engagement with a fintech. I sat inside the sales and marketing team, found where work leaked, and built the fix in their own stack: a self-hosted CRM and 43 n8n workflows. Each example is one problem the team had, and what now runs instead.
Below them are my own builds: the same way of working, with the code public.
In practice: one embedded engagement with a fintech
One fintech (name withheld) · 7 problems fixed · 43 automations · 700 live runs · only 3 failed (0.4%)
A3. An AI that reads the history and drafts the reply: Before a rep replies, the AI reads the CRM, email, LinkedIn chat and call notes, then drafts the reply. A person still checks and sends. Saves 30+ min per contact (self-reported).
A2. Every conversation on one record: Meetings, bookings and two-way LinkedIn on every contact, so a fintech’s sales team sees the whole story in one place.
A4. Website leads straight to sales: Five website forms, including a Google Ads page, now create the CRM lead and alert sales by email, automatically.
A6. A daily list of reasons to call: A daily, AI-scored news radar plus a harvester for 8 public regulator registers, so a fintech’s sales team always has a reason to reach out.