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Illustrative example

A 10-person engineering consultancy

A client portal that replaces the email thread

Clients submit requests, upload documents and follow progress in one place, and the team works from a single queue.

Client requests

  • New request: site inspectionPortal
  • Building permit, 3 documentsClient upload
  • Report ready for client reviewTeam
  • Report approvedClient
Typical stack
Next.js, PostgreSQL, n8n, Gmail/Outlook, Slack/Teams

The situation

Projects are run over email.

Clients send documents as attachments, ask for status updates, and approve reports by replying to a thread. Files end up in several inboxes and on a shared drive with no clear latest version. New clients and new employees are set up by hand, from a checklist that lives in someone’s head.

What we would build

  1. 01

    A web portal where clients log in to submit requests, upload documents and see the status of each project

  2. 02

    A single work queue for the team, with an owner and a deadline on every request

  3. 03

    Approval steps for reports, recorded with who approved and when

  4. 04

    Onboarding workflows that create the client workspace, folders and accounts from one form

  5. 05

    Notifications by email and chat, so nobody has to check the portal to know something changed

What changes

  • Clients check the status themselves instead of writing to ask
  • Documents live with the project, in one current version
  • The team sees who is working on what, and what is waiting for the client
  • A new client or colleague is set up the same way every time

Use cases in this example

OperationsBusiness automationCustom software

New colleagues ready on day one

Accounts, equipment, documents and first-week tasks set in motion from one form.

Open use case

More examples

Illustrative exampleA 12-person furniture wholesalerFrom enquiry to a drafted quote, without retypingEnquiries from the website and email land in the CRM, and a quote draft with current prices waits for the salesperson.Business automationCRM implementationOpen example Illustrative exampleAn accounting office with 8 bookkeepersSupplier invoices read, checked and queued for approvalInvoices that arrive as PDFs are read automatically, checked against the client’s records and handed to a bookkeeper to confirm.AI integrationsBusiness automationOpen example Illustrative exampleAn online store with a small warehouse teamWebshop orders that reach the warehouse on their ownA paid order becomes a picking task, stock is updated in both systems, and the customer gets tracking without anyone copying data.Business automationERP and business systemsOpen example

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