Automation Case Studies

automation case studies from real business workflows.

Explore automation case studies from CodelyHub projects covering internal automation, a working recruitment SaaS product, and a production client WhatsApp system. Each case study explains the business problem, what was built, and what was actually verified.

Discuss Your Workflow View Live Portfolio

Real Projects

automation case studies from three real systems built and tested.

These projects show how CodelyHub connects AI, APIs, databases, automation logic, and customer-facing workflows without inventing client results or performance claims.

Internal Case Study

AI-powered B2B lead generation & outreach system

Built for CodelyHub AI to connect business discovery, website research, email verification, lead scoring, personalized outreach, follow-up, and monitoring into one controlled automation system.

Project type Internal CodelyHub automation project built and tested with real outreach runs.

What gets automated Business discovery, website analysis, email verification, lead scoring, personalized outreach, one follow-up, bounce handling, and reporting.

Core stack

n8n OpenAI Geoapify Google Sheets Gmail

Actual n8n outreach automation workflow used in the CodelyHub AI lead generation system

Challenge

Outreach required too many separate manual steps

Finding businesses, checking websites, verifying contact details, qualifying leads, writing outreach, and tracking follow-ups all required repeated manual work.

Verified Result

Six workflows now coordinate the outreach lifecycle

In one real test, 34 raw businesses produced 3 qualified leads and 3 initial outreach emails. A later bounce was automatically detected by the monitoring workflow.

Discover Find businesses by target market

Analyze Research websites with AI

Verify Score and safety-check leads

Outreach Send, follow up, and monitor

n8n Automation AI Personalization Lead Verification Outreach Safety

View Internal Case Study

CodelyHub Product Case Study

ShortlistLens AI CV screening platform

Built as a working recruitment SaaS product to connect role setup, candidate CV uploads, background screening, evidence-based results, credits, and completion notifications.

Project typeInternal CodelyHub SaaS product with a real production screening workflow.

What gets automatedHiring-project setup, CV queueing, background screening, saved results, credit handling, dashboard status, and completion notifications.

Core stack

Supabasen8nOpenAIWebhooksEmail

ShortlistLens product interface showing candidate ranking and screening workflow

Challenge

First-pass CV review is slow and difficult to standardize

Hiring teams need a clearer way to compare many candidate CVs against one role without relying on a black-box score or manually opening every file first.

Verified Result

An end-to-end production screening flow completed successfully

A production test moved from website job creation through Supabase, n8n, OpenAI screening, database completion, dashboard results, and customer/owner emails.

CreateSet up the hiring role

UploadQueue candidate CVs

ScreenProcess in the background

ReviewSee results and export

Recruitment AutomationBackground ProcessingAI ScreeningSaaS Workflow

View Product Case Study

Production Client Case Study

WhatsApp AI product & order automation system

Built for a confidential e-commerce retailer to automate product conversations, selective AI recommendations, order creation, customer confirmations, and owner notifications through WhatsApp.

Client Confidential e-commerce retailer. Real production project; identity withheld publicly.

What gets automated Product menus, product questions, AI recommendations, session context, order collection, Google Sheets records, confirmations, and owner alerts.

Core stack

n8nWhatsApp Cloud APIOpenAIGoogle SheetsGmail

Anonymized WhatsApp product and order automation workflow reference

Challenge

Product conversations and order handoffs required repeated manual work

Customers needed product information, recommendations, and order support through WhatsApp, while the business still had to move order details into records and notifications manually.

Verified Result

A complete WhatsApp-to-order flow was validated

Testing confirmed product menus, selective AI recommendations, order creation, Google Sheets storage, WhatsApp confirmation, customer email, and business-owner notification.

Message Customer starts on WhatsApp

Route Logic or AI handles request

Order Details and total are created

Notify Records and confirmations update

WhatsApp Automation Hybrid AI Routing Order Automation Production Integration

View Production Case Study

How We Build

Every workflow follows a clear consulting process.

CodelyHub AI Team works as Digital Growth & Automation Consultants. We understand the business process first, then design the automation system around the goal.

Workflow Discovery

We understand the current manual process, repeated tasks, tools, team roles, and business goal.

Automation Mapping

We define triggers, actions, conditions, integrations, fallback paths, notifications, and data storage.

System Build

We connect tools such as websites, n8n, CRMs, email, SMS, WhatsApp, Google Sheets, APIs, and AI chatbots.

Testing and Handover

We test the workflow, reduce errors, explain how it works, and prepare the system for daily use.

Business Types

Automation workflows for many service businesses.

The same automation logic can support different industries that need better lead handling, CRM updates, communication, reporting, and repeated task automation.

Agencies

Lead intake, client onboarding, task handover, reporting, and CRM workflows.

Real Estate

Property inquiries, email, SMS, or WhatsApp alerts, CRM lead tracking, and follow-up reminders.

Consultants

Appointment requests, lead qualification, email follow-ups, and client records.

Education

Student inquiries, admission lead tracking, reminders, and automated responses.

Create Your Workflow Story

Your repeated business task can become the next automation workflow.

Share your current process with CodelyHub AI Team. We will help you identify what can be automated first, which tools should connect, and how the workflow can create practical business value.

Discuss My Workflow View Live Portfolio

Best starting point

Start with one repeated business task: lead capture, CRM update, WhatsApp follow-up, reporting, or website automation integration.