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Step 7 Consulting

Step 7 Consulting

  • What We Do
    • Overview
    • Platforms & Development
    • Agentic AI & Automation
    • Systems & Modernization
    • Architecture & Integration
  • Why Choose Us
  • Who We Are
  • Our Work
  • Schedule a Consultation
Schedule a Consultation

AI Workflow Automation

AI Workflow Automation Consulting — n8n & 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. We started as an official Zapier Solution Partner, and while some of our early work reflects that, our focus today is n8n — giving clients the flexibility, self-hosted control, and deeper technical customization that complex, production-grade automation requires.

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 Consulting

We design and build sophisticated n8n workflows for organizations that need flexibility, self-hosted control, and deep technical customization — from simple system-to-system automations to complex, multi-step agentic AI workflows.

n8n Automation Specialists

See Our n8n Work in Action

Explore how we structure n8n engagements, common use cases we build for clients, and example workflows — from lead automation to production-grade agentic systems.

Explore n8n Consulting →


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.

→ Our Process


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.

→ AI Automation Capabilities


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 Busy Medical Practice
  • 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 for Revenue-Generation Email Campaigns

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.”

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Start with a Technology Assessment

Before committing to a technology initiative, it helps to have a clear picture of where you're starting from and where you're headed.

We provide a roadmap — so technology costs and direction are aligned with business goals.

Most engagements begin here.

Technology Assessment →
Ready to streamline how your systems connect and run?

Let's explore how the right plan can support your team.

Schedule a Consultation

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800-695-5107
info@step7consulting.com
Seattle, Washington

Since 2016, Step 7 Consulting has partnered with operational and technology leaders at growing & mid-market organizations to architect and build banking, payments, and workflow automation systems that scale. Based in the Seattle metro, we work from strategy through execution — delivering production-ready results that support long-term growth.

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