Transform Your Business with AI-Driven Automation
Since 2016, we’ve helped mid-market and growth-oriented organizations save time, reduce costs, and optimize operations through workflow automation. Today, we’re taking automation further by integrating Agentic AI directly into workflows and building intelligent AI agents using platforms like Zapier, n8n, and Make — all while applying software engineering best practices that emphasize performance, scalability, and security.
The result is smarter, faster, and more efficient workflows that eliminate repetitive tasks, reduce errors, and enable autonomous intelligent agents to make decisions, initiate actions, and adapt dynamically. Whether you’re optimizing your sales process, automating customer onboarding, or streamlining operations, our AI-enhanced solutions deliver measurable, real-world impact — so your team can focus on strategic growth.
Start with an AI Automation Assessment
While AI-driven workflow automation can deliver significant efficiency and scale, the challenge for many organizations is knowing where to begin.
Step 7 offers an AI Automation Assessment as a focused starting point. The assessment identifies high-impact automation opportunities, provides visual workflow diagrams, and delivers a clear, prioritized roadmap—giving leaders clarity before committing to implementation.
Experts in Workflow Automation and AI Integration
With deep roots in software development and business process automation, we bring software engineering expertise and creative problem solving to every project. From automation strategy and system architecture to seamless execution, we help you maximize efficiency at every stage.
And while most workflows require little to no code, we’re fully equipped to handle custom integrations, API development, and database architecture whenever needed. Our team ensures every system we build is reliable, scalable, tailored to your business goals — and capable of proactively making intelligent decisions on your behalf.
Curious about how we work? View Our Process.
Zapier, n8n, and Make Automation
As Zapier consultants, and today an official Zapier Solution Partner, we’ve helped many businesses transform their manual workflows. Now, we’ve expanded our expertise to provide workflow automation with n8n and Make. Each platform offers its own strengths, so we apply a software engineering–led approach to recommend the solution that best fits your workflows, scale, and long-term goals.
Whether it’s connecting Salesforce, Shopify, HubSpot, Mailchimp, or any other SaaS platform, we build automations that unify your tools and data — giving you real-time visibility and control. And as new apps, AI tools, and agentic systems emerge, we continuously expand our expertise to help keep your business at the cutting edge of automation.
Zapier Case Studies
The following case studies highlight how Step 7 builds workflow automations that seamlessly integrate systems, reduce manual work, and increase efficiency. The automations we build are often for those instances where there’s a complex set of requirements. As a result, we’ve created dozens of complex multi-step zaps using the majority of Zapier’s action and trigger features, such as AI Agents, Code by Zapier, Paths, WebHooks, Formatter, Filters, Lookups, Email, Delays, and more.
- 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, MyCase - AI Workflow Automation for Housecall Pro 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, Housecall Pro, & Google Sheets - Workfow Automation for an Event Management Company
How a growing event management company completely transformed leads to invoicing with workflow automation
→ Workflow Automation with Zapier, QuickBooks, Google Sheets, Pipedrive, Trello, & DropBox
40+ SaaS Platforms We’ve Integrated — and Counting
From Salesforce and Mailchimp to PipeDrive and QuickBooks, we’ve built a wide range of complex workflow automations across dozens of leading SaaS platforms. Whether the workflow requires Zapier, Make, n8n, or a custom API integration, we specialize in connecting the tools your business depends on.
Visit our Automation Integrations page to browse the full directory of apps we’ve integrated. And if your platform isn’t listed — no worries. We can typically support new SaaS tools quickly and easily.
Zoom Out
Many AI workflow automation initiatives begin as part of broader systems modernization or integration efforts. We design and implement intelligent automations that connect platforms, data, and workflows into a unified operating environment — supporting efficiency, visibility, and scalable AI-driven operations.
→ Learn more about Agentic AI & Automation
Why Choose Step 7 Consulting
We don’t just implement — we design and engineer AI automations that deliver measurable business impact. With nearly a decade of experience in automating processes, integrating AI, and aligning technology with strategy, we create solutions that are engineering-driven, scalable, and results-focused.
Let’s build an AI workflow automation solution that accelerates your operations, drives efficiency, and adapts as your business grows.