Automation Case Study
How We Automated a Lead Flow for a SaaS Company Using n8n
Lead-to-opportunity time: ↓ 63%
New SQLs/month: +148
Stack: n8n, Clearbit, HubSpot, SendGrid
A full walkthrough of the trigger, enrichment, routing, CRM push, and email sequence we built for
a mid-market SaaS firm. Includes screenshots, SLAs, and the exact guardrails that stopped bad
data at the door.
40 hrs/mo saved
+22% reply rate
0.4% bounce rate
Private AI Deployment
How We Deployed a Private AI Chatbot for a Healthcare Business
PHI-safe, zero data to OpenAI
2.8x faster responses
HIPAA-aligned audit trail
We stood up a private-cloud, RAG-powered assistant for a multi-location clinic—covering intake,
benefits checks, and FAQs without exposing any patient data. See the redaction rules, evals, and
uptime playbook.
318 tickets/mo handled
< 5s median reply
0 leaks reported
ROI Analysis
The Honest ROI of AI Automation: What Businesses Actually Get Back
Payback windows by industry
Benchmarks from 27 projects
What to automate first
A plain-English breakdown of where automation pays, where it doesn’t, and how to model the
upside. Includes ROI calculators, risk flags, and the implementation checklist we use with every
Zyphh client.
3.8 mo avg payback
$126k/yr labor saved
+19% NPS lift
Platform Comparison
n8n vs Make.com vs Zapier: Which Automation Platform Is Right for Your Business?
Use-case matrix
Pricing snapshots
Security & data residency
A frank, platform-agnostic comparison with recommendations by complexity, compliance needs, and total cost of ownership—plus when we deploy each at Zyphh.
12 scenarios mapped
$ vs time tradeoffs
Stack fit scorecards
Readiness
What Is an AI Readiness Assessment?
10–14 day assessment
3–5 quick wins
Guardrails included
What we evaluate (process, data, security) and the roadmap you get to start safely.
Roadmap in 2 weeks
Risk plan
Pilot-ready
Decision Guide
5 Signs You’re Ready to Invest in AI
Green lights
Red flags
ROI checklist
Contrarian timing guide so you invest when outcomes are provable—and wait when they’re not.
Payback <6 mo
1 owner
1 use case
Executive
AI Consulting for Non-Technical CEOs
Plain language
2-week pilot-ready
Guardrails first
How we translate AI into business outcomes, risks, and 60–90 day plans leaders can approve.
3–5 outcomes
60–90 day plan
0 jargon
Delivery
From Idea to Automation in 2 Weeks
2-week cadence
3 demos
Runbook + logging
The exact 2-week process we use to ship production automation with guardrails and metrics.
Day 5 demo
Day 9 UAT
Day 14 launch
Strategy
AI Agency vs In-House Team
Speed vs control
Cost snapshots
Hybrid plans
Honest comparison of outsourcing vs hiring—when to choose each and how to transition.
2–6x faster
$250k+ in-house
90-day handoff
Delivery
Why Most AI Projects Fail (and How to De-Risk Yours)
7 failure modes
Guardrails-first
60–90 day wins
The execution and governance playbook to ship AI safely: scope one workflow, add refusal rules, evals, and staged rollouts.
7 risks mapped
3 rollout stages
90-day ROI
Benchmark
GPT vs Gemini vs Claude: Customer Support Benchmark
Deflection
Speed
Safety
Head-to-head on 120 support intents with tools, retrieval, and policy: quality, latency, refusals, and cost.
120 intents
4 metrics scored
Tool calling
Governance
AI Governance for SMBs
30-day rollout
Approvals + logging
Vendor controls
Lightweight policies, refusal rules, approvals, and logging so you can ship AI faster without risk.
5 policy pillars
3 risk tiers
Shadow → supervised
Models
Claude 4.6 vs GPT-5.3 for Business Automation
Accuracy
Latency
Cost
Side-by-side results on tool use, reasoning, and operating cost across real automation flows.
Tool reliability
Policy safety
Cost per 1k runs
Agentic
AI Agents Are Replacing Entire Departments
Support/ops/reporting
2–6 mo payback
Guardrails-first
What’s real vs hype, and the rollout guardrails to benefit from agents without chaos.
3 functions hit
4 guardrails
5 pilot steps
Privacy
Local LLMs for Business: When to Go On-Prem
Data residency
Low latency
Hybrid routing
When local models beat cloud, the architecture we deploy, and guardrails to keep them safe.
3 go-local triggers
2 GPU baseline
4 safety controls
Agency Ops
Marketing Agency Automation: Reporting, Schedules, Client Comms
12 hrs/week saved
Dashboards on autopilot
Approvals + logging
Reporting, content scheduling, and client updates automated with guardrails—more output without burning the team.
n8n + Looker
Slack/Email delivery
Audit-ready
Ecommerce
AI Automation for E-Commerce: Ops, Support Bot, Cart Recovery
25 hrs/week saved
17% more recoveries
Guardrails on refunds
Order ops, policy-safe support bot, and abandoned cart outreach—all automated with approvals and logging.
Shopify + n8n
Zendesk/Intercom
Email/SMS cadences
SaaS Sales
AI Lead Qualification for SaaS
3x speed to lead
22% better MQL→SQL
Zero violations
AI scoring, routing, and outreach with approvals and audit trails so sales stays fast and compliant.
HubSpot/SFDC
Enrichment + n8n
Approval gates
Healthcare
AI Patient Appointment Booking & Triage
60% faster booking
-18% no-shows
Zero PHI leaks
Intake, triage, scheduling, and reminders automated with HIPAA-grade safeguards and human approvals.
EHR/EMR APIs
SMS/email reminders
Approvals + logging
Strategy
AI-First Business Design
Operating model
Data + workflows
Guardrails
Zyphh’s original framework to redesign your business so AI is core—strategy, data, workflows, and governance.
6 pillars
2–4 wk pilots
Guardrails-first
Stack
The Zyphh AI Automation Stack
Models + orchestration
Retrieval + guardrails
Evals + monitoring
Full transparency on the tools we use and why—plus alternates for compliance, cost, and latency.
7 layers
Quarterly bake-offs
Private-first
Buyer Guide
How to Choose an AI Agency
10 must-ask
Guardrails + ROI
Handoff
Bottom-funnel checklist to vet any AI agency. We answer all ten so you can benchmark us directly.
10 questions
60–90d ROI
Full handoff
Report
Business AI Adoption in 2025
Trends
Budgets
Guardrails
What we’re seeing across clients: adoption rates, top use cases, budgets, blockers, and governance patterns.
70% live
4–8% budget
3–5 workflows
Positioning
Who Zyphh Works With
Serious teams
Owners + budget
Guardrails required
Why we partner only with teams ready to own outcomes, data, and safety—protecting speed and results.
Owner named
Budget approved
Data accessible
Framework
Scope an AI Project in 48 Hours
Owner + metric
Data + guardrails
ROI model
Our proprietary scoping method: in 48 hours, lock owners, data, safety, and a launchable 60–90 day plan.
48-hour scope
Guardrails-first
ROI modeled
Consultation
What to Expect in a Zyphh Consultation
Agenda
Prep
Next steps
Zero-surprise breakdown of our free consultation: agenda, prep, outcomes, and how fast we move afterward.
30-min session
48h scope option
2–3 wk build
Content Ops
Automated Content Pipeline for B2B
Blogs + LinkedIn + newsletter
Approvals + brand guardrails
Analytics + reporting
Research, briefs, AI assists, SME approvals, and multi-channel scheduling for consistent, on-brand publishing.
6 hrs/week saved
3 channels covered
QA + fact checks
SEO
AI Content vs Human Content for SEO in 2025
E-E-A-T signals
Where AI wins
Where humans stay
Data-backed POV on ranking performance, with a blended workflow for research, drafts, SME review, and QA.
+32% faster drafts
Human approvals
Zero fact slips
SEO Results
How We Got 180% More Organic Traffic with AI SEO Content Strategy
Strategy + briefs
Internal links
Human QA
The stack and workflow behind a 180% organic lift: topic mapping, AI-assisted drafts, SME edits, and QA before publishing.
180% traffic lift
2.3x publish pace
0 penalties
Social Automation
How Our Automated Social Media Posting System Works
30 posts/week
Approvals + audit
UTMs + analytics
Topic calendars, AI-assisted drafts, design variants, approvals, scheduling, and reporting—built for consistency and safety.
6 hrs/week saved
100% approvals
Zero off-brand
CRO
AI Landing Page Optimization Results (3 Clients)
SaaS · Fintech · Healthcare
Copy + design tests
Analytics wired
Three mini-stories of AI-assisted experiments that improved conversion: messaging tweaks, layout variants, and QA.
+14–28% CVR
Week-by-week tests
Approved variants
Web Delivery
Website in 5 Days with AI-Assisted Development
Design + copy + build
Webflow/headless
QA + SEO basics
How we shipped a launch-ready startup site in 5 days: wireframes, copy drafts, build, QA, approvals, and analytics.
5-day delivery
90+ Lighthouse
Rollback plan
