AI Automations We Design & Build
Step 7 partners with organizations to design and build AI-powered automation solutions that eliminate manual work, connect systems, and scale operations. The following capabilities are drawn from actual client engagements. This list isn’t exhaustive. If you have a workflow, integration, or automation challenge that isn’t listed here, we can likely help.
AI Agents & Intelligent Automation
RAG-Powered AI Assistants & Knowledge Bases Custom AI assistants trained on your website, internal documentation, or knowledge base — built on vector search and retrieval-augmented generation using n8n, Supabase, and OpenAI. Accurate, updatable, and deployable on your website or internal tools. Our own website assistant is a live example.
Multi-Step AI Agent Workflows Orchestrated agents that research, decide, and act autonomously across multi-step processes — handling tasks that would otherwise require a person at each step. Built with proper memory, error handling, and business logic for production reliability.
AI Resume Scoring & Candidate Matching Workflows that evaluate inbound resumes against job descriptions using AI, rank candidates automatically, and push results to your ATS or CRM without human intervention.
Audio Transcription & Clinical Documentation AI pipelines that convert recordings into structured notes, summaries, or billable documentation — integrated with your practice management system, CRM, or internal tools.
Data Collection & Enrichment
Web Scraping & Data Collection Pipelines Automated pipelines that extract data from websites, competitor listings, job boards, or public directories using Firecrawl — and feed it directly into your CRM, database, or downstream workflows.
Lead Enrichment & Outbound Automation End-to-end outbound workflows connecting Apollo, ZeroBounce, and Instantly — including contact sourcing, email validation, sequencing, and CRM sync with deduplication.
Automated Research & Prospect Enrichment Agent-driven workflows that collect and enrich prospect data from web sources and APIs — feeding your CRM with scored, validated contacts automatically.
Document & Content Processing
AI Document Processing Pipelines Automated workflows that ingest PDFs, resumes, contracts, or forms and use AI to extract, classify, score, or route content — eliminating manual review at scale.
Document Parsing & Structured Data Extraction Automated extraction and structuring of data from PDFs, resumes, contracts, and forms — using AI to classify, score, or route documents without manual review.
Document Generation & Reformatting Automated pipelines that generate formatted documents from templates — populating fields from structured data sources and delivering output in PDF, DOCX, or other formats to your CRM or storage system.
CRM & Sales Automation
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.
Customer Onboarding Automation Multi-step onboarding workflows that trigger on contract execution or signup — provisioning accounts, sending communications, creating tasks, and updating records across systems without manual handoffs.
Outbound Sales & Marketing Workflows End-to-end outbound pipelines connecting Apollo, Instantly, and Mailchimp to your CRM — contact sourcing, email validation, sequencing, reply handling, and CRM sync in a single automated flow.
Financial & Payments
Financial Data Integration Automated connections to banking and financial data via Plaid and Dwolla — supporting ACH payments, transaction monitoring, and bank account verification workflows.
E-Commerce & Payment Workflows Automations connecting WooCommerce, QuickBooks, and fulfillment systems — syncing orders, triggering invoices, updating inventory, and notifying teams without manual intervention.
Reporting & Analytics
Reporting & Analytics Pipelines Scheduled data pulls, AI-generated summaries, and dashboards connecting Google Search Console, QuickBooks, and other operational sources — delivering regular visibility to leadership without manual compilation.
Internal Operations & Reporting Scheduled pipelines that pull data from operational tools, summarize with AI, and deliver results to Slack or email on a recurring cadence — keeping teams informed without manual effort.
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.
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.