Case Study

Birch Workflow Automation

Automated invoice processing, client onboarding, and reporting for a marketing agency. Built with n8n and custom Python scripts. Saves 40+ hours per week.

The challenge

A 30-person marketing agency was spending 60+ hours per week on manual tasks: copying data between tools, generating reports, sending invoices, onboarding new clients.

Our solution

We built a suite of n8n workflows with custom Python nodes for the tricky parts. Invoices are generated automatically from time tracking, reports are compiled weekly, and new clients get a fully automated onboarding sequence.

Results

• ✓ 40+ hours saved per week
• ✓ Invoice errors reduced by 95%
• ✓ Client onboarding time: 2 weeks → 2 days
• ✓ Team morale noticeably improved

Tech stack