Case study

from 300 workflows to one: outreach revolution

from 300 workflows to one: outreach revolution

About project

Our client ran one of the most complex B2B outreach operations we’ve ever seen - more than 300 Zapier workflows powering dozens of campaigns, clients, and reply-processing pipelines.

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Challenge

when growth turns into chaos

Running outreach at scale becomes nearly impossible when every new client means duplicating workflows. The client’s system had turned into a maze of 300+ automations, all slightly different, all fragile, and all capable of silently failing without warning.

The key challenges we uncovered:

The multiplication madness. Every new campaign required cloning workflows resulting in hundreds of nearly identical Zaps. Updating logic meant editing 300 workflows manually.

The silent failure problem. Zapier failures often went unnoticed. Leads disappeared with no alerts, no logging, and no retries.

1.5-hour onboarding for every new client. Each new relationship required building new workflows, connecting integrations, and configuring dozens of steps.

The visibility black hole. Replies lived in isolated workflows. No central place to track patterns, statuses, or campaign performance.

This wasn’t an automation system - it was a ticking time bomb.

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Industry
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Client Team
Operations Manager
Research & Insights

understanding what breaks at scale

We mapped the entire ecosystem: lead flows, reply patterns, API dependencies, email behavior, Zapier reliability, and onboarding logic.

Key insights shaped the solution:

  • A workflow-per-client model is impossible to scale
  • Zapier does not offer the reliability or transparency required
  • Reply classification must be AI-driven
  • One operator must be able to manage 80+ active campaigns
  • The system must include retries, alerts, and audit trails
  • Onboarding must be near-instant
  • Outreach must feel human, not robotic

These findings led us to craft a single architecture around n8n, PostgreSQL, Microsoft Graph, and Retool - with smart AI layers powered by OpenAI ⚙️

Solutions
tech stack
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Implementation

one platform to manage it all

Managing large-scale B2B outreach operations presents unique challenges that simple workflow tools can't solve:

The multiplication madness. When your only solution to scaling is copying workflows, you end up with hundreds of nearly identical processes that need individual maintenance. Imagine having 300 slightly different recipes for the same dish – updating one ingredient means changing 300 recipes manually. One minor logic update could take days to implement across all workflows.

The silent failure problem. Zapier workflows fail quietly. A broken API connection, a rate limit hit, a service hiccup, and your leads... disappear. No alerts, no retries, no recovery. It's like having a mail carrier who drops letters when it's raining but never tells you about it 📧

The onboarding nightmare. Adding a new client required creating multiple new workflows, configuring dozens of settings, and hoping you didn't miss any crucial connections. The process took 1.5 hours of pure technical work – time that should have been spent on the actual outreach strategy.

The visibility black hole. With replies scattered across hundreds of workflows and stored in different places, getting a clear picture of what was happening across campaigns was nearly impossible. Operators were flying blind, unable to spot patterns or optimize performance ✨

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outcome

from chaos to operational excellence

Database-first approach 

Everything flows through PostgreSQL, creating a single source of truth with complete audit trails. You can see exactly what happened to every lead, when, and why – something that was impossible with the scattered Zapier setup.

Intelligent email processing pipeline 

Microsoft Graph pulls emails from Outlook, the AI classifier processes them, missing data gets filled automatically, and everything lands in the dashboard ready for human review. The entire pipeline is designed for reliability over speed.

Webhook-driven adaptations 

Status changes trigger targeted micro-workflows that adapt future messages based on recipient behavior. This creates personalized follow-up sequences that feel human-crafted rather than robotic.

300+ → 1, Zapier workflows consolidated into a single system
300+ → 1, Zapier workflows consolidated into a single system
€1000 → €100, monthly operational costs reduction
€1000 → €100, monthly operational costs reduction
1.5h → 7m, of new client onboarding time
1.5h → 7m, of new client onboarding time
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last words

built to scale beyond outreach - a future-proof automation core

This platform became the backbone of the client’s outreach operation - stable, scalable, and built for growth 🚀

  • predictive lead scoring planned for future releases

  • advanced personalization using AI insights

  • integration with LinkedIn and additional channels

  • campaign performance optimization features

  • extended analytics and reporting suite

It also connects seamlessly with our AI-Powered B2B Lead Generation Platform, forming a full-scale ecosystem for automated lead generation and intelligent reply management.

Sometimes the smartest solution isn’t to fix - it’s to rebuild. By merging 300 fragmented workflows into one intelligent system, we helped our client reclaim control, cut costs, and transform outreach into a streamlined digital experience ✨

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representative offices

  • SWITZERLAND, Zürich, 8004
    Baarerstrasse 139  6300 Zug

  • estonia, tallinn, 11317
    Kajaka 8, office 26

  • NORWAY, oslo, 0173
    Fougstads gate 2

development offices

  • ukraine, chernihiv, 14000
    Kyivs'ka St, 11, office 155

  • ukraine, kyiv, 04071
    nyzhniy val str, 15, office 131

  • ukraine, lviv, 79039
    shevchenko str, 120, office 17

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development offices

  • ukraine, chernihiv, 14000
    Kyivs'ka St, 11, office 155

  • ukraine, kyiv, 04071
    nyzhniy val str, 15, office 131

  • ukraine, lviv, 79039
    shevchenko str, 120, office 17

Representative offices

  • SWITZERLAND, Zürich, 8004
    Baarerstrasse 139  6300 Zug

  • estonia, tallinn, 11317
    Kajaka 8, office 26

  • NORWAY, oslo, 0173
    Fougstads gate 2

hello@cheitgroup.com
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Global innovations, Ukrainian reliability

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Alex Lozitsky