2-minute screen recording · No faces · No sales pitch
See an actual workflow build
What an engagement letter automation looks like, built in n8n, screen-recorded from start to finish. AI voice-over. No founder faces.
Workflow walkthrough video
Loom embed coming soon · check back end of June 2026
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Before and after
The same engagement letter workflow, anonymized from a 12-person firm we worked with.
Before
~2 hours / client
Office manager pulls template, fills in 11 fields by hand, sends to partner for review, partner edits, sends to client, partner signs after counter-edits.
- 8 manual steps
- 3 handoffs
- Same 11 fields typed every time
After
~5 minutes / client
AI drafts the engagement letter from the client intake form, queues for partner review (drafts, not decisions), partner approves with one click, sent.
- 2 manual steps (intake + approve)
- 1 handoff (intake to partner)
- 11 fields auto-populated from intake
The math
At 47 engagement letters per year (their actual volume), this one workflow gave the office manager back ~90 hours per year. She used it to take on the firm's social media which the partner had been doing badly at 11pm for two years.
What you'll see in the video
- 01The n8n canvas, the visual workflow editor we build in
- 02The 4 nodes that handle the engagement letter draft (intake trigger, AI draft, formatting, partner approval queue)
- 03What the AI prompt actually looks like (yes, you can copy it)
- 04How the partner approves with one click without leaving Gmail
- 05What happens when the AI gets it wrong (we built a send-back-for-re-draft loop)
Want this for your firm?
The first step is a free 20-minute Discovery Call. We figure out if an Audit is a fit for your firm. If it's not, we tell you and point you somewhere better.