⚙️ YTS-AGENTS – FULL DELIVERABLES CATALOG
AI-Agents Driven Business Workflow Automation – From Audit to Execution
🧭 PHASE 1 – DISCOVERY & STRATEGY
1. Business Process Audit
Definition: Deep dive into every department’s workflows (sales, marketing, finance, HR, support, operations).
Scope: Interviews, process mapping, bottleneck analysis, data-flow inventory.
Tools: Miro (BPMN maps), n8n tracing, Google Sheets.
Deliverable: 20-30 page audit report + visual process maps.
KPIs: ≥ 10 inefficiencies identified per department.
Client Value: A clear, quantified baseline of what to automate and where ROI lies.
2. Automation Readiness Assessment
Rates each process for automation potential (0–5 scale on volume, standardization, data structure, ROI).
Deliverable: Excel matrix + heatmap dashboard.
KPI: Readiness score > 3 for targeted workflows.
3. ROI Forecast & Business Case
AI simulation calculating labor savings, error reduction, cycle-time improvement, and cost avoidance.
Format: Power BI dashboard + executive PDF.
KPI: Target ROI 150–250 % within 12 months
4. Data & Systems Architecture Blueprint
Defines data ownership, API connectivity, and integration architecture for n8n orchestration.
Output: Layered architecture diagram (BPMN + DFD + ERD).
KPI: Zero redundant manual interfaces.
5. Compliance Assessment & Risk Register
GDPR/KVKK gap analysis + security control plan.
Deliverable: Risk matrix with impact × likelihood score + mitigation timeline.
🧩 PHASE 2 – DESIGN & PLANNING
1. Automation Blueprint Document
A master document detailing workflow logic, AI-Agent roles, trigger sources, data exchanges, and expected outputs.
Format: Word /PDF + flow charts. ≈ 20–40 pages.
2. Integration Map & API Schema
Full API specs for n8n connections (Google, HubSpot, QuickBooks, GHL, etc.).
Deliverable: Postman collection + API dictionary (JSON / CSV).
3. Project Plan / WBS (Annex A)
Granular task schedule with dependencies and resources.
Format: MS Project / Excel Gantt + milestone timeline.
4. KPI Framework (Annex C)
Defines measurement criteria for each automation (efficiency, accuracy, response time, cost reduction).
Deliverable: Excel + Power BI dashboard.
🏗️ PHASE 3 – BUILD & IMPLEMENTATION
(Each department below includes multiple n8n workflows + AI Agents)
💼 A. Sales & CRM Automation
| Deliverable | Description | Tools | KPIs | Value |
| Lead Capture & Enrichment Flow | Collects leads from forms, ads, chatbots; adds company metadata via AI. | n8n + GHL + OpenAI | +25 % lead quality | Fully automated lead intake |
| Lead Scoring Model | Predictive model ranking conversion probability. | Jasper AI + CRM | ≥ 85 % scoring accuracy | Focus on hot prospects |
| Follow-Up Sequence Automation | Personalized multi-step email/SMS follow-ups. | GHL + n8n | +30 % response rate | No leads forgotten |
| Quote-to-Invoice Pipeline | Auto-generates proposal, sends for e-signature, creates invoice. | n8n + DocuSign + QuickBooks | −70 % admin time | Faster revenue recognition |
| Deal Stagnation Alert | Slack notifies rep when deal idle > X days. | n8n + Slack API | −20 % lost deals | Active pipeline management |
📣 B. Marketing Automation
| Deliverable | Description | Tools | KPIs | Value |
| AI Content Generator Templates | Pre-built Jasper frameworks for ads, posts, blogs with brand tone. | Jasper AI | 80 % faster content | Consistent brand voice |
| Creative Automation | Auto-generates visuals per ad variant with AdCreative AI. | AdCreative + n8n | +40 % creative output | Data-driven design |
| Cross-Platform Scheduler | Publishes posts & UTM-tracked links on socials. | n8n + Meta / LinkedIn API | 100 % posting consistency | Always-on visibility |
| Email Nurture Campaigns | Segmented autoresponders based on behavior. | GHL + n8n | +20 % open rate | Lifecycle marketing |
| SEO Performance Automation | Fetches weekly keyword and backlink reports. | SEMrush + n8n | 10 h manual work saved | Continuous SEO insights |
🧾 C. Finance & Accounting
| Deliverable | Description | Tools | KPIs | Value |
| Invoice OCR Processing | Reads invoice attachments, extracts fields, pushes to QuickBooks. | n8n + OCR API | −90 % manual entry | Faster closing |
| Expense Approval Workflow | Digital multi-level expense approval with notifications. | n8n + GSheet + Gmail | 0 pending claims | Transparent control |
| Payment Reminder Flow | Automated reminders before/after due dates. | n8n + Gmail | −35 % DSO | Improved cash flow |
| Revenue Dashboard | Real-time sales & invoice analytics. | Power BI + n8n | 100 % data accuracy | Financial visibility |
👥 D. Human Resources Automation
| Deliverable | Description | Tools | KPIs | Value |
| AI CV Parser & Scorer | Extracts skills and matches to JD keywords. | Jasper AI + n8n | −50 % screening time | Objective hiring |
| Interview Scheduling Bot | Automates calendar invites and video links. | n8n + Google Calendar | 100 % auto coordination | No manual booking |
| Onboarding Suite | Creates accounts, emails, welcome kits, tasks. | n8n + Slack + Drive | 100 % standardization | First-day readiness |
| Payroll Sync Flow | Transfers HR data to accounting. | n8n + QuickBooks | 0 errors | Compliance accuracy |
🧰 E. IT & Operations
| Deliverable | Description | Tools | KPIs | Value |
| System Health Monitor | Ping/API checks + alert escalation. | n8n + Cron + Slack | ≥ 99.9 % uptime | Proactive support |
| Incident Response Automation | Ticket creation, assignment, status update. | n8n + Jira | −80 % resolution time | Rapid containment |
| Access Provisioning Flow | Auto-grant or revoke system access per HR status. | n8n + GSuite API | 0 unauthorized accounts | Security compliance |
| Backup Automation | Encrypted backups to cloud with logs. | n8n + AWS S3 | 100 % backup success | Business continuity |
🎧 F. Customer Service & Support
| Deliverable | Description | Tools | KPIs | Value |
| Ticket Routing AI | Classifies and assigns support cases by topic and priority. | Jasper AI + n8n | 90 % auto accuracy | Faster resolutions |
| Chatbot Agent | 24/7 Tier-1 support & FAQ automation. | OpenAI + GHL Chat | −60 % manual load | Always-on help |
| SLA Monitor | Tracks response & resolution times, alerts breaches. | n8n + Slack | ≥ 98 % SLA compliance | Improved CSAT |
| Feedback Survey Automation | Sends CSAT/NPS and analyzes sentiment. | Typeform + n8n + GSheet | +25 % feedback rate | Customer insight |
📦 G. Procurement & Supply Chain
| Deliverable | Description | Tools | KPIs | Value |
| Purchase Approval Workflow | Digital authorization flow with signatures. | n8n + Forms | 100 % traceability | Faster approvals |
| Vendor Verification Bot | Auto-checks tax & compliance IDs. | API + n8n | −80 % onboarding time | Verified suppliers |
| PO-Invoice Match System | Compares PO and invoice data for accuracy. | n8n + ERP API | 0 errors | Audit-ready records |
| Inventory Forecast Model | Predicts restock dates via AI. | Jasper AI + GSheet | 0 stock-outs | Supply stability |
📊 H. Executive & Analytics
| Deliverable | Description | Tools | KPIs | Value |
| Unified KPI Dashboard | Aggregates metrics from CRM, finance, HR. | Power BI + n8n | 360° visibility | Instant insight |
| AI Forecast Engine | Predicts revenue, churn, and demand trends. | Jasper AI + Sheets | ± 5 % accuracy | Data-driven strategy |
| Automated Board Reports | Generates monthly PDF/PPT summaries. | n8n + Slides API | −90 % prep time | Executive efficiency |
| KPI Alert System | Sends threshold alerts via email or Slack. | n8n + Mail API | Instant awareness | Proactive management |
🤖 I. AI-Agents Suite
| Deliverable | Description | Tools | KPIs | Value |
| Sales AI Agent | Conversational assistant for leads and CRM updates. | OpenAI + GHL API | 24/7 availability | Human-like sales support |
| Support AI Agent | Handles Tier-1 tickets autonomously. | OpenAI + Helpdesk | −60 % human load | Scalable support |
| HR AI Agent | Answers employee queries, launches workflows. | Jasper AI + Sheets | +50 % HR productivity | Employee satisfaction |
| Marketing Optimizer Agent | Analyzes ads and suggests copy/budget improvements. | Jasper AI + Ads API | +25 % ROI | Continuous optimization |
| Analytics Agent | Natural-language BI query assistant. | OpenAI + Power BI | Instant answers | Smart decisioning |
🔐 J. Compliance & Legal
| Deliverable | Description | Tools | KPIs | Value |
| Data Retention Automation | Auto-purges expired personal data. | n8n + Drive API | Full GDPR/KVKK compliance | Risk elimination |
| Contract Lifecycle Tracker | Alerts before expiration and renewal. | n8n + DocuSign API | 0 missed renewals | Legal continuity |
| Audit Evidence Archive | Stores all logs with timestamp & hash. | Drive + n8n | 100 % traceability | Audit readiness |
| Incident Response Flow | Records and notifies data incidents. | Slack + n8n | < 1 h containment | Fast reaction |
🚀 PHASE 4 – DEPLOYMENT & VALIDATION
User Acceptance Testing (UAT)
- Test checklist mapped to KPIs (Annex B).
- Client sign-off per workflow.
- Bug log + fix tracker.
Knowledge Transfer & Training
- Recorded sessions + user manuals (EN/FR/TR).
- Deliverables: PDF guides + video library.
Go-Live Plan & Rollback Procedure
- Deployment runbook with checkpoints.
- Monitoring for 48 hours post-launch.
🛠️ PHASE 5 – SUPPORT & OPTIMIZATION
| Deliverable | Description | KPI |
| Maintenance SLA Plan | Defines response / resolution times per severity. | 100 % uptime guarantee |
| Performance Optimization Cycles | Quarterly review of bottlenecks and AI model accuracy. | ≥ 10 % annual efficiency gain |
| Change Request Log (Annex D) | Chronological record of client requests and approvals. | Transparent governance |
| Continuous Improvement Dashboard | Tracks new automation opportunities and ROI trend. | +15 % automation coverage yearly |
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