AI Workflow Automation Consulting — n8n, Zapier & Agentic AI
Since 2016, we’ve helped organizations save time, reduce costs, and scale operations through workflow automation and business process automation — now extended with Agentic AI that makes decisions and acts autonomously. Built on platforms like n8n and Zapier and backed by deep software engineering roots, we deliver from automation strategy and system architecture to seamless execution.
Our work spans:
- Intelligent agents that eliminate repetitive tasks and reduce errors
- Custom integrations, API development & database architecture when needed
- Production-grade engineering focused on performance, scalability, and security
The result: smarter workflows that free your team to focus on growth.
n8n and Zapier Automation
We tailor our platform recommendation to the solution that best fits your workflows, existing systems, scale, and long-term goals. n8n and Zapier each have their own strengths — and we have deep expertise with both platforms.
n8n Consulting
For organizations focused on Agentic AI and Agents who want greater flexibility, self-hosted control, and deeper technical customization — we design and build sophisticated n8n workflows tailored to your operations.
Zapier Consulting
For organizations looking to leverage AI, integrate systems, eliminate manual work, and build production-ready automations — we bring deep expertise and official Zapier Solution Partner credentials.
How We Engage
Most engagements follow a two-phase process. Phase 1 — the Assessment — and Phase 2 — the Build & Implementation. Our two-phased approach is modeled after the way an architect designs a building before a contractor breaks ground — so you get an accurate timeline and budget before any development begins, with no surprise change orders along the way.
What We Design & Build With AI
The following is a sample of AI automation capabilities drawn from our actual client engagements.
RAG-Powered AI Assistants & Knowledge Bases Custom AI assistants trained on your content, documentation, or internal knowledge — built on vector search and retrieval-augmented generation using Supabase and OpenAI.
CRM & Pipeline Automation Automated lead intake, routing, follow-up sequencing, and reporting across Salesforce, HubSpot, Pipedrive, Streak, and other CRMs — with AI enrichment and scoring built in.
Data Collection & Web Scraping Automated pipelines that extract data from websites, competitor listings, job boards, or public sources using Firecrawl — and feed it directly into your CRM, database, or downstream workflows.
Case Studies in Workflow Automation
The following case studies highlight how Step 7 builds AI-powered workflow automations that integrate systems, reduce manual work, and increase efficiency.
- AI Assistant for the Step 7 Website
See how we built an AI Assistant using n8n for this website — leveraging the content as a knowledge base to deliver instant, accurate answers through RAG and hybrid search.
→ n8n AI Assistant for Website using RAG and Hybrid Search - AI Workflow Automation for a Busy Medical Practice
How a busy medical practice dramatically cut audio transcription time with AI-driven workflow automation.
→ AI Workflow Automation for a Medical Practice with Gemini AI, Zapier - AI Workflow Automation for Revenue-Generation Email Campaigns
How a scalable AI integrated Zapier architecture automated revenue-generation email campaigns from Housecall Pro.
→ AI Workflow Automation with OpenAI, Zapier, Google Sheets
Why Choose Step 7 Consulting
We don’t just implement — as AI workflow automation consultants, we design and engineer solutions that deliver measurable business impact. Let’s build a solution that accelerates your operations, drives efficiency, and adapts as your business grows.”
