AI Workflow Automation through Vibe Coding and Agentic AI for a US Distributor

Customer Overview

Our client is a US-based distributor, partnering with a leading global manufacturer of fluid system components. They provide a wide range of high-quality products, including fittings, valves, regulators, gauges, hoses, and tubing, to meet the needs of various industries. The client observed that most of their processes across sales, accounting, and other departments were manual, resource-intensive, and time-consuming. With the intention of reducing turnaround time, minimizing manual efforts, and increasing productivity, they aimed to automate recurring and lengthy processes.

Project Overview

The goal was to automate as many processes as possible after determining the viability and value of automating them. They partnered with TenUp and jointly identified two key processes that could generate measurable value if automated — the lead generation process for their sales department and the customer payment reconciliation process for their accounting department. It was decided to automate these two processes first and use the experience to automate many more processes. The criteria were to build automated workflows quickly using a small tech team, without compromising on accuracy, reliability, or scalability.

Challenges

The client’s sales and accounting operations relied heavily on manual processes, resulting in delayed decisions, missed opportunities, and limited scalability as data volumes and business complexity grew.

• The sales team analyzed customer data, such as purchase orders, quotations, and enquiries that didn’t convert to purchase orders, along with call discussions recorded in the CRM, to identify new leads or cross-sell opportunities.
• The accounting team reconciled customer payments against bank statements and related purchase orders. For discrepancies, they contacted customers to recover shortfalls or issue refunds.
• The timeliness of data was critical for lead generation because any delay in identifying an opportunity often resulted in a lost sale.
• The manual nature of processes made them difficult to scale with company growth, as they became increasingly resource-intensive and error-prone, slowing down business cycles.

Solution

TenUp automated lead generation and payment reconciliation workflows using n8n, integrating internal and external systems with AI-assisted logic and vibe coding to drive efficiency and accuracy.

• TenUp selected the low-code automation platform n8n to build end-to-end workflows, chosen for its flexibility in integrating with multiple systems and supporting agentic AI-powered workflow execution.
• Designed a modular automation framework so that once a use case proved valuable — by improving efficiency, reducing manual effort, or enhancing accuracy — new workflows could be developed and deployed rapidly without extensive engineering involvement.
• Stored CRM call transcripts in PostgreSQL and built a product intelligence database detailing machinery parts, related components, competitor replacements, and assembly-level relationships.
• Integrated these databases, along with internal and external systems such as Salesforce, SAP, CRM, and banking applications, through a centralized automation layer implemented using n8n.
• For lead generation, designed a workflow that analyzes purchase orders, quotations, enquiries, and CRM call transcripts using product intelligence data to extract insights and understand the items or systems customers might be interested in.
• Built logic to identify dependencies — for example, if a customer purchased a specific part, the system could recommend related or complementary items. It also used conversation and purchase data to generate precise cross-sell and upsell opportunities automatically.
• For the payment reconciliation process, designed a workflow that matches payment receipts, invoices, and bank statements with related purchase orders, automatically flagging discrepancies for manual review.
• Incorporated logic to handle sales returns, part payments, miscalculated discounts, and overpayments, ensuring each mismatch was accurately classified for quick resolution.
• Leveraged vibe coding, connected through MCP servers in n8n and the Cursor tool, to automate workflow creation and testing, enabling AI-assisted logic generation, regression testing, and debugging, which significantly reduced developer effort.
• Maintained high standards of code reliability and QA, addressing the known limitations of Vibe Coding to ensure the stability of all deployed workflows in production.
• Optimized the data ingestion pipeline to minimize latency and maintain timeliness in lead generation, ensuring opportunities were surfaced and acted upon while still relevant.

Benefits

TenUp’s workflow automation solution provided the following benefits:

• Reduced manual workload across sales and accounting through end-to-end process automation.
• Improved lead conversion rates by ensuring timely identification of new and cross-sell opportunities.
• Accelerated payment reconciliation, enabling faster discrepancy resolution and improved cash flow visibility.
• Enabled rapid development of new automation workflows using a modular framework, scaling efficiency across departments.

Technology

• N8n
• Cursor
• PostgreSQL
• Claude 4.5

Industry

• Manufacturing