Master Automation Catalog
ENTERPRISE-WIDE & CROSS-DEPARTMENTAL AUTOMATIONS
These are the backbone processes that integrate multiple departments through n8n workflows and AI decision-making.
|
Automation Name |
Detailed Description |
Tools & AI Used |
Benefits / KPIs |
|
Unified Process Orchestration Hub |
Centralized automation platform connecting Sales, HR, Finance, Marketing, and Operations in a single, monitored n8n dashboard. All workflows trigger through APIs, webhooks, or event listeners, ensuring smooth departmental collaboration. |
n8n + GoHighLevel + API Integrations |
� +50% process efficiency� Cross-department visibility� Reduced manual transfer delays |
|
Smart Task Assignment Engine |
AI Agent automatically assigns incoming tasks (e.g., new leads, support tickets, document approvals) to the most relevant staff based on workload, seniority, and context. |
Jasper.ai + n8n + GSuite |
� 90% faster internal routing� Balanced workloads |
|
Approval Workflow Automation |
Automates multi-level approval chains (marketing budgets, leave requests, expense claims) with digital signature collection. |
n8n + Google Sheets + DocuSign |
� Cycle time reduced from 2 days to 2 hours |
|
Automated Reporting Framework |
Aggregates data from all internal systems, generates formatted weekly/monthly performance reports, and emails them to managers. |
n8n + Power BI + Gmail API |
� 100% reporting consistency� Time saved: 10h/week |
|
Compliance Checklist Tracker |
AI verifies that all internal processes meet KVKK/GDPR compliance standards and flags missing documents. |
n8n + Jasper.ai |
� Legal risk mitigation� 100% audit traceability |
SALES & CRM AUTOMATIONS
These workflows optimize the entire customer acquisition funnel — from lead capture to invoicing — powered by GoHighLevel CRM and AI Agents.
|
Automation Name |
Detailed Description |
Tools & AI Used |
Benefits / KPIs |
|
Lead Capture & Qualification |
Captures leads from all channels (web forms, chatbots, ads) and automatically enriches contact data with company info, size, and region using AI. |
n8n + GHL + OpenAI + Google Sheets |
� +30% qualified lead rate� Clean CRM data |
|
AI-Based Lead Scoring Model |
Predictive AI ranks leads (hot/warm/cold) based on email behavior, website visits, and purchase history. |
Jasper.ai + GoHighLevel + n8n |
� Sales prioritization accuracy >85% |
|
Automated Follow-up Sequences |
Sends personalized, multi-step follow-ups (email/SMS) triggered by client activity (opened email, clicked ad, downloaded file). |
n8n + GoHighLevel + Gmail API |
� Conversion rate +25�40% |
|
Quote-to-Cash Workflow |
Automatically generates quote templates, tracks approval, converts to invoice, and syncs with accounting. |
n8n + Google Docs + QuickBooks API |
� 70% faster billing cycle |
|
Deal Stagnation Alerts |
Detects dormant deals beyond X days and notifies reps to re-engage leads. |
n8n + Slack |
� Reduces pipeline drop-off by 20% |
|
Contract Renewal Reminder |
Auto-notifies customers and sales reps 30 days before contract expiry. |
n8n + GCal + Gmail |
� Improves retention rate by 15% |
MARKETING & COMMUNICATION AUTOMATIONS
Designed to fully automate omnichannel digital marketing campaigns powered by AI creative generation, campaign triggers, and real-time optimization.
|
Automation Name |
Detailed Description |
Tools & AI Used |
Benefits / KPIs |
|
AI Content Factory |
Auto-generates social media posts, captions, and visuals from a central content calendar. |
Jasper.ai + AdCreative.ai + n8n |
� 80% faster content creation |
|
Cross-Channel Post Scheduler |
Publishes posts simultaneously across LinkedIn, Instagram, and Facebook, adjusting tone for each. |
n8n + Meta API + GHL |
� Consistent online presence |
|
Email Campaign Trigger System |
Launches segmented campaigns when leads reach certain funnel stages. |
n8n + GoHighLevel |
� +20% email open rate |
|
SEO Intelligence Automation |
Tracks keyword ranks, site audits, backlinks, and competitors weekly. |
SEMrush + n8n |
� 100% automated SEO reporting |
|
Ad Budget Reallocation Bot |
AI reallocates ad spend based on campaign ROI in real-time. |
Jasper.ai + Google Ads API |
� +25% efficiency per � spent |
|
Lead Magnet Delivery System |
Automatically sends gated content & thank-you email when forms are submitted. |
n8n + GHL |
� 100% lead nurturing automation |
FINANCE, ACCOUNTING & BILLING AUTOMATIONS
Integrating finance workflows eliminates errors, improves accuracy, and ensures real-time financial transparency.
|
Automation Name |
Detailed Description |
Tools & AI Used |
Benefits / KPIs |
|
Invoice Extraction & Validation |
Reads emailed invoices, extracts data, and uploads to accounting system. |
n8n + OCR API + QuickBooks |
� 90% less manual data entry |
|
Expense Tracking & Categorization |
Auto-sorts expenses by department, type, and project. |
n8n + GSheet |
� 100% real-time visibility |
|
Recurring Payment Scheduler |
Automates monthly retainer or subscription billing. |
n8n + Stripe / QuickBooks |
� No missed client payments |
|
Overdue Payment Reminder |
Sends escalation emails when invoices exceed due date. |
n8n + Gmail + CRM |
� −35% DSO (Days Sales Outstanding) |
|
Budget vs. Actual Dashboard |
Compares financial plans with actual expenditures and alerts anomalies. |
n8n + Power BI |
� Financial discipline & predictive control |
HUMAN RESOURCES AUTOMATIONS
Automating HR processes saves time, enhances accuracy, and ensures compliance.
|
Automation Name |
Detailed Description |
Tools & AI Used |
Benefits / KPIs |
|
AI Candidate Screening Bot |
Uses NLP to scan CVs, extract key skills, and rank candidates. |
Jasper.ai + Google Sheets + n8n |
� Hiring time cut by 50% |
|
Interview Coordination System |
Syncs calendars and sends automated invites with video links. |
n8n + Google Calendar + Gmail |
� Eliminates scheduling conflicts |
|
Onboarding Flow Automation |
Auto-creates accounts, sends welcome kit, and assigns tasks for new hires. |
n8n + GDrive + Slack |
� 100% standardized onboarding |
|
Leave & Attendance Tracker |
Records requests, updates timesheets, and notifies payroll. |
n8n + GSheet + HRIS |
� 0 manual updates |
|
Payroll & Payslip Distribution |
Generates payslips automatically and sends securely. |
n8n + QuickBooks + Gmail |
� Error-free payroll cycle |
|
Employee Exit Workflow |
Automates account deactivation and return of company assets. |
n8n + GSuite + HRIS |
� Ensures compliance and data security |
IT, SYSTEMS & SECURITY AUTOMATIONS
Critical technical automations to enhance uptime, compliance, and operational resilience.
|
Automation Name |
Detailed Description |
Tools & AI Used |
Benefits / KPIs |
|
System Health & Uptime Monitor |
Regularly pings APIs and cloud endpoints; alerts if downtime detected. |
n8n + Cron + Email |
� 99.9% uptime guarantee |
|
Incident Response Workflow |
Creates incident tickets, assigns engineers, and logs status automatically. |
n8n + Slack + Jira |
� 5x faster resolution |
|
Access Control Automation |
Grants/removes user access when HR updates status. |
n8n + GSuite API |
� Prevents unauthorized access |
|
Backup Automation |
Schedules encrypted backups to cloud storage. |
n8n + AWS S3 + GDrive |
� 100% backup reliability |
|
Patch Compliance Alert System |
Checks for outdated versions, sends IT alerts. |
n8n + API Scanner |
� 95% compliance rate |
CUSTOMER SERVICE & SUPPORT AUTOMATIONS
AI-powered service flows improve customer satisfaction and ensure SLA compliance.
|
Automation Name |
Detailed Description |
Tools & AI Used |
Benefits / KPIs |
|
AI Ticket Routing System |
AI categorizes tickets and routes them to right department. |
Jasper.ai + n8n + Helpdesk API |
� 90% triage accuracy |
|
Chatbot Integration for FAQs |
Handles common customer queries 24/7. |
Jasper.ai + GoHighLevel |
� −60% human workload |
|
Escalation & SLA Alerts |
Notifies managers if tickets exceed SLA limits. |
n8n + Slack |
� SLA compliance ≥98% |
|
Customer Feedback Loop |
Automatically collects and analyzes NPS/CSAT feedback. |
n8n + Typeform + GSheet |
� +20% satisfaction insights |
|
Proactive Customer Retention Bot |
Detects negative sentiment in messages and triggers intervention. |
Jasper.ai + CRM |
� +15% retention rate |
PROCUREMENT & SUPPLY-CHAIN AUTOMATIONS
AI and n8n workflows streamline ordering, supplier management, and cost control.
|
Automation Name |
Detailed Description |
Tools & AI Used |
Benefits / KPIs |
|
Purchase Request Workflow |
Digital approval of purchase requisitions by hierarchy. |
n8n + Forms + Email |
� No paper-based approval |
|
Supplier Onboarding Verification |
Auto-validates vendor credentials and tax IDs. |
n8n + Gov API |
� 80% faster onboarding |
|
PO-Invoice Matching |
Reconciles supplier invoices with purchase orders. |
n8n + ERP API |
� Error rate reduced to 0% |
|
Inventory Forecasting Bot |
Predicts stock levels based on sales data. |
Jasper.ai + GSheet |
� Prevents overstock/shortages |
|
Automated Reorder Alerts |
Notifies when stock threshold is hit. |
n8n + Slack |
� 100% availability assurance |
EXECUTIVE MANAGEMENT & STRATEGIC AUTOMATIONS
For C-suite performance visibility, forecasting, and intelligent decision support.
|
Automation Name |
Detailed Description |
Tools & AI Used |
Benefits / KPIs |
|
KPI Data Warehouse Sync |
Consolidates data from CRM, Finance, and HR. |
n8n + Power BI |
� 360� company view |
|
AI-Assisted Forecasting Model |
Predicts revenue, churn, or sales growth using AI regression. |
Jasper.ai + GSheet |
� �5% forecast accuracy |
|
Board Report Automation |
Auto-generates monthly presentation decks. |
n8n + Google Slides |
� 90% faster reporting |
|
Executive Alert System |
Sends threshold alerts (sales drop, expense spike). |
n8n + Gmail |
� Instant awareness |
|
ESG Performance Tracker |
Calculates CO₂ savings from digitalization. |
n8n + Analytics |
� Sustainability compliance |
AI-AGENT BASED AUTOMATIONS
Unique to YTS-Agents — autonomous AI agents executing specialized business tasks.
|
Automation Name |
Detailed Description |
Tools & AI Used |
Benefits / KPIs |
|
AI Sales Assistant Agent |
Conversational AI answers customer queries, qualifies leads, and updates CRM in real time. |
Jasper.ai + GHL + n8n |
� 24/7 lead handling |
|
AI HR Assistant |
Answers employee HR queries and assists with onboarding paperwork. |
OpenAI + GSheet |
� Cuts HR tickets by 50% |
|
AI Support Agent |
Automatically handles first-line technical support requests. |
OpenAI + Helpdesk |
� Reduces support cost by 40% |
|
AI Marketing Optimizer |
Analyzes ad performance and suggests keyword or copy updates. |
Jasper.ai + AdCreative.ai |
� 25% ad performance gain |
|
AI Report Generator |
Generates narrative performance reports from raw data. |
Jasper.ai + BI |
� Instant business summaries |
COMPLIANCE, RISK & LEGAL AUTOMATIONS
Ensures the organization remains compliant with internal and external regulations.
|
Automation Name |
Detailed Description |
Tools & AI Used |
Benefits / KPIs |
|
Data Retention & Deletion Flow |
Automatically identifies and deletes old personal data per GDPR/KVKK. |
n8n + GDrive |
� Legal compliance assured |
|
Contract Lifecycle Tracker |
Manages contract renewals and alerts stakeholders. |
n8n + DocuSign + GSheet |
� 100% renewal visibility |
|
Incident Logging Workflow |
Centralized register for data or system incidents. |
n8n + Slack |
� Faster compliance reporting |
|
Internal Audit Checklist Automation |
Schedules audits and logs compliance proofs. |
n8n + GSheet |
� Zero audit gaps |
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