How I turned an aluminum company into a machine that runs itself
4 live automations in n8n that connect the phone, the website, WhatsApp and Airtable. From the moment a customer sends a request until the deal closes and the invoice pops up — the whole journey happens on its own, in the background.
Every deal — hours of coordination 12 minutes from closing to surveyor
- The secretary calls the surveyor by hand after every deal
- Copying customer details from Excel into an invoice — an hour per deal
- End-of-month commission calculations = two full days of manual work
- No way to listen to 100 agent calls a week
- Deal closed → invoice + surveyor automatically within 12 min
- The systems are in sync — no double entry
- AI transcribes and summarizes every call — automatic agent scoring
- A live management dashboard — everything in one place
Here's how it works inside
Each of these flows is live in the client's system right now.
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.
Status change → surveyor alert
Every time a status changes in Airtable, the flow decides on its own whether it's relevant to the surveyor, who the right surveyor is, and what language to use. The alert is sent over WhatsApp with the address details, the time and a confirmation link — within seconds, not minutes.
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.
Phone call → transcription → CRM
The smartest flow of all. Every incoming call gets a full transcription, automatic classification (new customer / technical question / spam), contact-detail extraction, and automatic entry into the CRM. The agent essentially doesn't have to write anything down.
The numbers you feel every day
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