B2B SaaS Automation Platform

Context

A mid-size marketing agency was drowning in manual processes. Campaign setup, reporting, and client communication consumed over 20 hours per week of skilled team members' time — time that should have been spent on strategy and optimization.

Constraints

• Privacy: All client data had to remain secure and compartmentalized
• Timeline: The team needed relief within 6 weeks
• Integration: Had to work with 5+ existing platforms (ad networks, CRM, analytics)
• Reliability: Zero tolerance for data errors in client-facing reports

System Design

The platform was designed as a modular automation system with three core layers:

1. Data Ingestion Layer — API connectors pulling data from ad platforms, CRM, and analytics tools into a unified PostgreSQL database
2. Automation Engine — n8n workflows handling campaign setup, status monitoring, and automated reporting
3. Interface Layer — Next.js dashboard for team oversight, manual overrides, and client-facing reports

Automation & AI Logic

• Automated campaign creation workflows triggered by standardized intake forms
• Intelligent alerting system that flagged underperforming campaigns based on historical benchmarks
• Templated reporting engine that generated client-ready decks from live data
• Exception handling with human-in-the-loop for edge cases

What I'd Improve Next

• Add predictive budget allocation using historical performance models
• Build a self-service client portal for real-time reporting access
• Implement more granular permission controls for multi-team access