A centralized workflow automation system built for a high-volume website development agency, connecting Gmail, ClickUp, Zapier, WhatsApp, and OpenAI to turn a chaotic inbox into a structured, intelligent operations dashboard

Workflow Automation System — UX Case Study

The agency was running dozens of client websites at once, and every one of them was talking back — WordPress maintenance alerts, hosting notifications, security scans, and client emails, all landing in the same place, all day long.

This system sits on top of that noise. It reads every incoming email, figures out what it actually means, and decides where it should go — archived, added to an existing task, routed to a department, or pushed out as an instant alert. Instead of an inbox, the team gets a working dashboard.

The Challenge

Hundreds of emails a day, and no reliable way to tell signal from noise

Inbox overload:
Critical alerts kept getting buried under low-priority updates

Manual sorting:
The team lost hours every week filtering and forwarding messages by hand

Missed urgency:
Security threats and downtime alerts sometimes sat unread for too long

No workflow bridge:
Emails never became tasks, so nothing was actually trackable

My Role

Led the system design and automation architecture:

  • Mapped how information actually moved through the agency day to day
  • Defined the classification model and the buckets every email gets sorted into
  • Designed the routing logic connecting Gmail, Zapier, OpenAI, ClickUp, and WhatsApp
  • Structured task creation rules — titles, summaries, priorities, tags, and owners
  • Shaped the daily summary output so the team reads decisions, not raw email

My Approach

AI-Powered Email Classification

Taught the system to read intent, not just keywords
- Every email is parsed for sender, subject, and body context
- OpenAI sorts it into buckets: ignorable, ongoing task, red alert, human action, urgent follow-up, or department task
- Classification happens in real time, before anyone opens the inbox

Smart Decision Routing

Turned every classification into an action
- Noise gets archived or labeled and never reaches the team
- Updates on live work drop in as comments on the existing ClickUp task
- Department tasks route straight to Dev, Design, QA, or Support

Real-Time Critical Alerts

Made sure the urgent stuff never waits in a queue
- Site down, malware, or server failure triggers an instant WhatsApp alert
- A high-priority ClickUp task is created in the same moment
- The email is summarized into clear next steps for whoever picks it up

Inbox to Dashboard Thinking

Replaced raw email with an operational view
- A structured daily summary covering alerts, tasks created, and pending actions
- Tasks auto-titled, summarized, prioritized, and tagged (security, hosting, client)
- Clear separation between noise and anything that actually needs a human

The Outcome

What used to be a noisy, reactive inbox now runs as a proactive workflow engine, giving the team: