What We Build

Automation that
closes deals

Three integrated systems that turn inbound interest into signed contracts and collected payments — without the manual grind.

01

Voice AI Agents

Vapi Twilio OpenAI/Anthropic

Your phone rings at 2 AM. A qualified lead is on the line, ready to move forward. With Meridian's AI voice agents, that call gets answered — every single time. Our agents handle inbound calls 24/7, qualifying leads in real-time, booking appointments, and managing intake calls with a natural conversational flow that callers can't distinguish from a human receptionist.

These aren't robotic IVR menus. Our voice agents follow intelligent scripts, adapt to caller intent, ask the right qualifying questions, and integrate directly with your CRM. Every interaction is logged, scored, and routed. No missed calls, no hold times, no human bottleneck slowing down your pipeline.

For outbound campaigns, the same technology scales to hundreds of calls per day — following up on leads, confirming appointments, and re-engaging cold prospects with personalized conversations that drive action.

Inbound Call Handling

24/7 coverage for every incoming call with intelligent routing and qualification.

Outbound Campaigns

Scale follow-ups and re-engagement calls to hundreds of contacts per day.

Lead Qualification

Smart qualifying questions score and segment leads before they reach your team.

Appointment Booking

Direct calendar integration books meetings in real-time during the call.

Intake Calls

Structured intake conversations capture all required information accurately.

CRM Integration

Every call, lead score, and outcome syncs directly to your CRM in real-time.

What You Get

  • Custom-trained voice agent tuned to your brand voice and terminology
  • Call flow design with branching logic and escalation paths
  • CRM integration with real-time data sync
  • Analytics dashboard tracking call volume, qualification rates, and conversions
  • Ongoing optimization based on call performance data
Use Case

A real estate agency receives 200+ inquiry calls monthly. Our voice AI qualifies each caller, books showings for qualified leads, and routes urgent requests to agents — automatically.

Healthcare Real Estate Professional Services
02

Workflow Automation

n8n Supabase Stripe Webhooks

Your team spends hours every week on tasks that should take zero time: copying data between tools, sending follow-up emails, updating spreadsheets, generating reports. Meridian builds end-to-end workflow automation using n8n that connects your CRM, email, billing, and communication tools into intelligent systems that run your operations on autopilot.

We don't just connect A to B. We design multi-step workflows with conditional logic, error handling, and retry mechanisms that account for the real-world complexity of your operations. When a new lead comes in, the right sequence fires. When an invoice goes unpaid, the right follow-up triggers. When data changes in one system, every connected system stays in sync.

For clients who handle sensitive data or need HIPAA compliance, we build self-hosted n8n instances on your infrastructure — giving you full control over data flow with zero third-party exposure.

End-to-End Process Automation

Full workflows from trigger to completion with conditional logic and error handling.

Multi-Tool Integration

Connect dozens of platforms into unified, reliable data pipelines.

Data Sync & Enrichment

Keep every system up to date with bi-directional sync and data enrichment.

CRM Workflows & Lead Routing

Intelligent lead routing based on score, geography, availability, and deal size.

Notification Systems

Slack, email, and SMS alerts triggered by the events that matter most.

Automated Reporting

Scheduled reports generated and delivered without lifting a finger.

What You Get

  • Custom n8n workflows designed for your specific business processes
  • Tool integrations connecting your entire software stack
  • Monitoring and alerting for workflow health and error detection
  • Full documentation of every workflow, trigger, and data path
  • Self-hosted option for HIPAA compliance and data sovereignty
Use Case

A healthcare practice automates their entire patient intake: form submission triggers verification, appointment scheduling, reminder sequences, and follow-up surveys — zero manual steps.

Healthcare Operations SaaS
03

Contract & Payment Automation

PandaDoc Stripe n8n

From handshake to cash in the bank. The gap between "yes" and a signed, paid contract is where deals die. Every hour of delay, every back-and-forth email, every manual step in your closing process is friction that costs you revenue. Meridian eliminates that friction entirely.

We automate contract generation from your templates, e-signature collection, payment processing for both one-time and recurring charges, and invoice management. When a deal is ready to close, the system generates a custom contract from your templates, sends it for e-signature, collects payment upon signing, and updates your records — all in a single automated flow.

The result: every deal closes faster with less back-and-forth, your team spends zero time on document prep and payment chasing, and your revenue dashboard updates in real-time.

Auto-Generated Contracts

Dynamic templates populate with deal data — names, terms, pricing — automatically.

E-Signature Workflows

One-click signing with automated reminders until the document is complete.

Payment Collection

One-time charges and recurring subscriptions processed upon signature.

Invoice Automation

Invoices generated, sent, and tracked with automatic payment reminders.

Revenue Tracking

Real-time visibility into pipeline value, collected revenue, and outstanding invoices.

Dashboard Integration

Every contract, payment, and metric flows into a unified client dashboard.

What You Get

  • PandaDoc templates customized to your contracts and proposals
  • E-signature flows with automated reminders and expiration handling
  • Stripe payment integration for one-time and recurring billing
  • Revenue dashboard with real-time tracking and forecasting
Use Case

A consulting firm closes 40+ contracts per month. We automated their entire flow: proposal generation, e-signature, and payment collection happen in under 3 minutes from trigger to completion.

Consulting Agencies Professional Services

Let's build your automation stack.

Tell us where your team loses time. We'll show you what's possible.

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