---
title: "How I turned an aluminum company into a connected, documented process"
description: "Case study: 4 flows and 10 connected services — from closing the deal to measurement, with logs and an exception path. Includes flow screenshots with identifying details removed, and before/after."
canonical: "https://achiya-automation.com/en/case-studies/aluminum-supply-chain/"
last-updated: "2026-10-09"
language: "he"
source: "https://achiya-automation.com"
---

# How I turned an aluminum company into a connected, documented process

> Case study: 4 flows and 10 connected services — from closing the deal to measurement, with logs and an exception path. Includes flow screenshots with identifying details removed, and before/after.

מקור: https://achiya-automation.com/en/case-studies/aluminum-supply-chain/

---

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- End-to-end automation for an aluminum company

n8n · GPT · AirtableDocumented projectBased on a project I built

Case study by [Achiya Cohen](https://achiya-automation.com/en/about/), founder of Achiya Automation

The project built and deployed four n8n automations connecting the phone, website, WhatsApp and Airtable. From a customer request through closing the deal and producing the invoice, the steps were designed as a documented flow with a path for exceptions.

This project, and the evaluation method used to test the system before it went live, were featured in MarketingSherpa. [Read the coverage (opens in a new tab)](https://marketingsherpa.com/article/how-to/human-value-proposition)
[How it's built](#flows)[See the results](#results)

4

Flows built and deployed in the project

10

Services connected by the flows

Logged

Calls captured by the flow

Before & After

## Every deal — hours of coordination From a closed deal to a documented process
Before
- The secretary calls the surveyor by hand after every deal
- Customer details were copied manually from Excel into invoices
- End-of-month commission calculations required manual work
- There was no practical way to review every agent call manually

After
- Deal closed → invoice + surveyor notification according to the flow
- The systems sync updates and log exceptions
- AI transcribes and summarizes calls captured by the flow
- A management dashboard was included in the project

4 flows I built

## Here's how it works inside

Each of these flows was built in the project and is shown here without identifying details.
FLOW · 01

### Deal closed → invoice → customer

The moment a deal is marked "closed" in the CRM, n8n pulls the customer's details, generates a tax invoice, saves it to Drive and sends it to the customer on WhatsApp with a thank-you message — in Hebrew, in the company's tone. The agent just clicks "close deal" and moves on to the next one.
CRM triggerInvoice APIWhatsAppDrive

**→2**📋→**3**🗂️→**4**🤖→**5**📲

**FLOW · 02

### Status change → surveyor alert

When a status changes in Airtable, the flow checks whether it is relevant to the surveyor, who the assigned surveyor is and what language to use. The WhatsApp alert includes the address, time and a confirmation link.
Airtable webhookBranching logicWhatsApp

→2**📅→**3**✅→**4**⭐

**FLOW · 03

### Status change → customer update

Same trigger, a different message. The customer gets a personal note, in natural Hebrew — not a canned template — explaining where their order stands. There's de-duplication and smart throttling so they don't get spammed.
Airtable webhookHebrew copy AIDedupeWhatsApp

→2**💬→**3**📅→**4**✅

**FLOW · 04

### Phone call → transcription → CRM

A call captured by the flow is transcribed and classified (new customer / technical question / spam), contact details are extracted and the CRM is updated. An exception remains visible for review instead of being silently discarded.
Telephony webhookAI transcriptionAuto-classifyAirtable

→2**🎧→**3**📝→**4**🗂️

Results

## The numbers you feel every day
4

Connected flows

Closed deal, surveyor alert, customer update and call transcription

Logged

From a closed deal to the surveyor

The status, alert and confirmation are retained in the flow

Logged

Calls in the process

Transcription, summary and CRM update are part of the flow

Checked

System synchronization

Duplicates and exceptions are measured in the logs

## Want to measure how long your manual process takes?

An introductory call to map the process, constraints and whether there is a suitable project scope.
[Let's talk on WhatsApp](https://wa.me/972505377060?text=Hi%20Achiya%2C%20I%20came%20from%20the%20website)[Leave your details](https://achiya-automation.com/en/#contact)

Want a system like this? Check out our [WhatsApp bot service](https://achiya-automation.com/en/services/whatsapp-bot/) or our [pricing & plans](https://achiya-automation.com/en/pricing/).

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