AI Workflow Automation
Automate the Work That Slows You Down
Most teams waste hours on manual updates, reports, and repetitive communication.
The AI Workflow Automation service from Convex.Systems turns those tasks into fully automated workflows that run reliably — so your team can focus on higher-value work instead of maintenance.
We use Zapier, Make, n8n, and custom API integrations to connect the tools you already use.
What You Can Automate
Core automations include:
CRM Management
Auto-create contacts, update deal stages, log activity.
Reporting
Automatically compile weekly or monthly reports from multiple data sources.
Document Generation
Produce contracts, quotes, or summaries using AI-assisted templates.
Notifications & Updates
Alert teams of key actions across email, Slack, or Teams.
Data Entry
Eliminate double entry between apps and spreadsheets.
How It Works
Each automation is built with logic, validation, and safeguards to ensure reliability — not one-off shortcuts.
01
Define Objectives
Identify critical tasks to automate or optimize.
02
Map Workflows
Visualize how data moves through people, processes, and platforms.
03
Select Technology Stack
Choose tools such as OpenAI, n8n, AgentKit, or custom APIs depending on scope and security needs.
04
Build Integration Plan
Design trigger points, authentication layers, and error-handling rules.
05
Approve and Deploy
Deliver a clear, deployable system map for your internal team or Convex Systems to implement.
Example Use Case
Use Case:
A manufacturing firm needed to connect its order system, CRM, and production tracking.
Convex Systems built an AI System Design that included:
Data mapping between sales and operations.
Predictive reporting via OpenAI API.
n8n-based automation for order updates.
Result:
Reduced manual updates by 85%.
Improved production accuracy.
Provided a blueprint used across multiple branches.
Why Structured Design Matters
Unplanned automation leads to technical debt and instability.
System design ensures every connection is intentional and traceable — protecting performance, security, and ROI.
Our approach ensures:
Logical data routing.
Documented decision paths.
Compatibility with future AI models.
Measurable Outcomes
| Metric | Typical Improvement |
|---|---|
| Design Time | ↓ 60% vs unstructured builds |
| Integration Success Rate | ↑ 95% reliability |
| System Scalability | ↑ 80% capacity expansion |
| Deployment Rework | ↓ 90% reduction |
Deliverables You Receive
Integration Blueprint (PDF):
Full visual diagram of data and automation flows.
Scope Sheet:
Detailed technical documentation of each connection.
Deployment Plan:
Timeline and sequence of implementation.
Request Your Integration Plan
You can’t build reliable automation without an architectural foundation.
Convex Systems designs systems that connect every piece of your business into one efficient, secure network.
Fill out the form below and we’ll review your current setup. You’ll receive a detailed proposal within 1–2 business days.
We respond within 24 hours. No automated replies — a real person reviews your request.