Automation · n8n, WhatsApp, CRM and AI

Automate the busywork and reply in a minute, not a day

We connect your forms, WhatsApp, CRM, invoicing and spreadsheets with n8n workflows that run on their own around the clock. Your team stops copying and pasting and gets back to closing deals and serving customers.

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Desk with a monitor, keyboard and tablet showing a dashboard of automated tasks
At a glanceMM·2026
Typical timeline
2–6 weeks
Team
Automation specialist and integrations developer
Tech
Self-hosted n8n, WhatsApp Business API, AI
You get
Documented workflows and an execution dashboard
Support
90 days included
Office in Torreón, Mexico · serving the US, Canada, Mexico and LatAm
What is workflow automation with n8n, and what can I automate in my business?

n8n is an open-source automation platform that connects your apps (forms, WhatsApp, CRM, invoicing, Google Sheets, AI models) so they carry out tasks with no human in the loop. In a typical business you automate lead follow-up, appointment reminders, invoices, weekly reports and backups. At Mercado Monkey we install it on our own servers: your data doesn't pass through third-party platforms and you don't pay per run.

A prospect who fills out a Facebook form at 10:40 p.m. and hears back at noon the next day has already gotten quotes from two other businesses. In the campaigns we've measured with clients, replying within five minutes made booking an appointment 3.7 times more likely than replying hours later. You don't fix that gap by hiring more people: you fix it with a workflow that runs on its own, day and night, and never forgets anyone.

Here's one example of what we set up: a prospect fills out your Meta Lead Ads form and within a minute gets a WhatsApp message with your name and a booking link; their details land in your CRM tagged with the source campaign, the assigned rep gets an alert and, if they book, the system sends reminders 24 hours and 2 hours before the appointment. If they don't reply, there's a follow-up on day two and day five. Everything is logged, so you know which ad brought in each sale and what it cost.

Beyond lead follow-up, we automate invoices that are issued and sent as soon as a payment is confirmed (including CFDI, Mexico's e-invoice), weekly sales and ad reports that land in your inbox Monday at 8:00 a.m., backups of WhatsApp and CRM conversations, and AI assistants on a private knowledge base that answer customers or your team using your own documents. Everything runs on self-hosted n8n on our servers, with your data under your control. We meet in person in Torreón, Mexico, and work remotely across Mexico, the US, Canada and Latin America.

01Who it's for

Sound familiar?

  • You get leads from ads and reply too late

    Your Meta or Google campaigns bring in prospects, but follow-up depends on someone checking the inbox or the spreadsheet in time.

  • Your team copies data between systems

    From the form to Excel, from Excel to the CRM, from the CRM to invoicing. Every copy is wasted time and an error waiting to happen.

  • You book appointments and get no-shows

    Clinics, practices, salons, auto shops and schools that lose calendar hours because nobody reminded the customer.

  • You want AI without exposing your information

    You'd like an assistant that answers from your manuals, catalogs or policies, but you don't want to upload internal documents to public tools.

02What's included

What we deliver

Custom n8n workflows

Every process designed, tested and documented, with error handling and retries if an external service fails.

WhatsApp Business API

Welcome messages, Meta-approved templates, reminders and alerts from your official number, with backed-up history.

Connected CRM

Leads that flow into GoHighLevel, HubSpot or a custom CRM on their own, with source campaign, stage and assigned rep.

Automatic invoicing

When a payment is confirmed, the invoice is issued through your authorized provider (CFDI in Mexico) and sent by email and WhatsApp as PDF and XML.

Private AI assistant

Answers from your documents (catalogs, policies, processes) using OpenAI, Claude or other models, without training public models on your data.

Reports and alerts

A weekly summary of sales, leads and ad spend by email or WhatsApp, plus alerts when a number moves out of range.

03Process

How we build it

  1. 01

    Process map

    We list your team's repetitive tasks, how long they take and which ones to automate first for the biggest impact.

    Week 1
  2. 02

    Workflow design

    We sketch each workflow step by step: trigger, conditions, the systems it touches and what happens if something fails.

    Weeks 1–2
  3. 03

    Connection and testing

    We connect your accounts, get your WhatsApp templates approved and test with real data in a controlled environment.

    Weeks 2–4
  4. 04

    Go-live

    We switch the workflows on, watch the first runs and fine-tune messages and timing with your team.

    Weeks 4–5
  5. 05

    Monitoring and improvement

    We review failed runs, response times and conversions, and propose the next process to automate.

    90 days
04Comparison

Which option fits you?

ZapierMakeWith Mercado Monkey (n8n)
Where your data livesZapier's cloudMake's cloudOur server or yours, under your control
Pricing modelPer task runPer operationNo per-run fees: server and maintenance only
Complex workflowsLimited, and costs climb fastGood, with a learning curveBranches, loops, code and AI with no step limit
AI on your own documentsBasicIntermediateAssistants on your private knowledge base
Open sourceNoNoYes
Who maintains itYouYouOur team, with monitoring and backups
05Tech stack

What we work with

We pick tools for your case, not for hype: things you can maintain and scale.
Self-hosted n8nWhatsApp Business APIMeta Lead AdsGoHighLevelHubSpotGoogle SheetsOpenAI / Claude / OpenRouterSupabaseCFDI 4.0 e-invoicingDockerFormspree
06Real projects

Similar projects

Aerial view of a residential subdivision
Real estate · Querétaro, Querétaro

Grupo Cimarra Desarrollos

Grupo Cimarra sells homes in two subdivisions in Querétaro and received hundreds of leads a month from Meta and real estate portals that took hours to get a response. With n8n we connected every source to WhatsApp, the CRM and the sales agents' calendars.

47 sfirst contact (was 6 h 20 min)
Read the case study
Doctor's office desk with a keyboard and a stethoscope
Healthcare · Torreón, Coahuila

Cardiología Integral Nazas

Cardiología Integral Nazas had a one-page website that didn't show up on Google and a front desk swamped with calls asking the same questions. We built a seven-page site that answers those questions, shows whether the clinic is open and sends appointment requests to WhatsApp with every detail included.

+62%new appointments from the web
Read the case study
Wood framing of a house under construction against a blue sky
Construction & remodeling · Houston, Texas

Garza Builders & Remodeling

Garza Builders & Remodeling is a Mexican-owned contractor in Houston that lived on referrals and shared-lead platforms. We built a bilingual website, cleaned up its Google profile and launched Local Services Ads and Google Ads in Spanish and English.

2.6×qualified leads per month
Read the case study
07Related

Microapps and tools

MonkeyChatShared WhatsApp inbox for teams with an AI assistantMonkeyCitasOnline booking with WhatsApp remindersMonkeyFacturaAutomatic CFDI 4.0 e-invoicing from your salesMonkeyReseñasRequest and reply to Google reviewsUTM builderFreeROI & ROAS calculatorFree
08Where we work

Workflow automation near you

Based in La Laguna, Mexico? See WhatsApp, CRM and AI automation in Torreón.

HoustonTorontoTorreónMonterreyMexico CityGómez PalacioLerdoBogotáAll cities →
09FAQ

What people ask us

How much does n8n workflow automation cost?
Cost depends on the number of workflows, how many systems they connect, whether they use the WhatsApp Business API or AI, and message volume. Unlike Zapier or Make, self-hosted n8n doesn't charge per run, so your monthly cost doesn't grow with your sales. After a 30-minute call where we review your processes, we send a proposal with scope and a fixed price.
What is n8n, and why use it instead of Zapier?
n8n is an open-source automation tool you can install on your own server. We use it because it handles complex workflows with conditions, code and AI, doesn't charge per run and keeps your customers' data on infrastructure you control. Zapier is convenient for simple tasks, but it gets expensive fast once you automate entire sales and operations processes.
Where does my data live with Mercado Monkey's automations?
Our n8n instances run on our own servers with Docker, restricted access and encrypted off-site backups. Your account credentials are stored encrypted, and information only travels to the services you connect, such as WhatsApp or your CRM. If your policy requires it, we install n8n on a server in your company's name, in the region you choose, including the US or Canada.
Can I automatically reply to Facebook leads on WhatsApp?
Yes. We connect Meta Lead Ads to n8n and the WhatsApp Business API: as soon as someone fills out your form they get a message from a Meta-approved template, their details go into the CRM and the rep gets an alert. Response time drops from hours to under a minute, even on weekends and overnight, and every conversation stays linked to the campaign that generated it.
What is an AI assistant on a private knowledge base?
It's an assistant that answers questions using only your documents: catalogs, service lists, policies and process manuals. The text is stored in your own database and the AI model looks it up for each answer without using it for training. It works for serving customers on WhatsApp or helping your team find internal information in seconds.
Can invoicing be automated, including Mexican CFDI invoices?
Yes. When a payment is confirmed in Stripe, Mercado Pago, your point of sale or your system, the workflow pulls the customer's billing details, issues the invoice (a CFDI 4.0 e-invoice through your authorized provider in Mexico) and sends it as PDF and XML by email or WhatsApp. If billing details are missing, it asks the customer to complete them before issuing, to avoid cancellations.
What happens if an automation fails?
Every workflow has error handling: if an external service doesn't respond, it retries; if it keeps failing, we get an alert and the run is logged so it can be reprocessed without losing data. During the 90 days of support we monitor runs, and afterward you can keep that monitoring with a monthly plan.
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