AI Automation Case Studies from Specialists

Case Studies in AI Automation from Software Engineering–Led Workflow Experts

At Step 7 Consulting, we thrive on complexity. Every engagement we take on — from AI automation to complex software architecture — is led by sound software engineering best practices, even when leveraging low-code platforms like Zapier, n8n, and Make. Across all our projects, we’re always leveraging our engineering expertise to ensure performance, scalability, and security.

Explore the case studies below to see the breadth of our work, from new SaaS product development to automations spanning multiple platforms. What sets us apart is our ability to leverage decades of deep software engineering experience and apply it to helping mid-market and growth-oriented organizations optimize operations, solve critical challenges, and position themselves for there next stage of growth.

AI Workflow Automation with OpenAI GPT for Fintech ACH Payment SaaS
For this fintech company we provided the architecture & led the web development to replace a manual process of creating ACH transactions - that took minutes - with a custom AI-driven automation that now takes seconds. Read the Case Study

Plaid & Dwolla Fintech Integration for ACH Payments Product
We helped bring this fintech startup to market by creating the entire architecture & leading the web development for their flagship ACH Payments product. Read the Case Study

Zapier Workflow Automation: Pipedrive Integration with Airtable
For this event management company we built the automation between their website, Pipedrive CRM, and Airtable to automate and manage customer onboarding and event planning. Coming Soon!

Real Estate Agent & Mortgage Officer Portal with SalesForce Integration
For this leading mortgage company we provided the architecture and built a custom portal for real estate agents and mortgage officers to collaborate then integrated it with SalesForce. Read the Case Study

Data Visualization & Reporting with Microsoft Power BI and SQL Server Data Warehouse
For this leading outdoor sports manufacturer, we built a SQL Server data warehouse with data in Microsoft Dynamics CRM to create a business intelligence solution in Microsoft Power BI. Read the Case Study

Project Leadership & Management for Digital Products Agency
For this digital products agency we provided leadership & project management for the engineering team responsible for delivering iOS and Androd products for Microsoft & Verizon. Read the Case Study

AI Workflow Automation for a Medical Practice
How a Busy Medical Practice Dramatically Cut Audio Transcription Time With AI-Drive Workflow Automation. Read the Case Study

Zapier Worklow Automation for an Event Management Company
How a Growing Event Management Company Completely Transformed Leads to Invoicing With Workflow Automation Read the Case Study

Zapier Workflow Automation: QuickBooks, Google Sheets, Housecall Pro
This carpet retailer manages a dozen territories and associated sales reps throughout Texas with each requiring commission payments at the end of each month. Read the Case Study

Zapier Workflow Automation: WooCommerce Integration with Salesforce
For this chemical manufacturer we built the automation between their B2B WooCommerce system and SalesForce to streamline their order fullfillment and CRM processess. Coming Soon!

Google Apps Script Workflow Automation: Monday.com, Streak CRM
For this talent agency we built a real-time integration between Streak and Monday.com using Google Apps Script, JavaScript, Webhooks, RESTful and GraphQL APIs. Read the Case Study

WooCommerce Integration with QuickBooks Enterprise Edition, Google Analytics, MailChimp
We created a new WooCommerce website for a leading sporting bags manufacturer and integrated it with QuickBooks accounting, Google Analytics, and MailChimp. Read the Case Study