Selected Builds & Projects.
Real systems built across different platforms — demonstrating what proper implementation looks like in practice.
Full CRM Pipeline Build
Complete CRM configured from scratch — pipeline architecture, contact stages, custom fields, and automated follow-up across email and SMS.
- ✦5-stage pipeline aligned to a real sales workflow
- ✦Automated SMS follow-up within 5 minutes of new lead
- ✦Internal task notifications for team handoffs
Automated Booking & Appointment System
End-to-end booking flow from lead intake to confirmed appointment — automated reminders and no-show follow-up sequences included.
- ✦Calendar linked directly to funnel opt-in flow
- ✦24h and 1h automated reminder sequences
- ✦No-show re-engagement automation triggered post-missed appointment
AI Chat Agent — Lead Qualification
AI chat agent trained to qualify leads, answer common questions, and book appointments — without any human intervention required.
- ✦Responds 24/7 with no delay outside business hours
- ✦Qualification logic filters low-intent leads before handoff
- ✦Integrated with CRM to log conversations and trigger automations
Asana CRM Lifecycle Automations
A structured automation system designed to manage the entire client lifecycle inside Asana — from lead follow-up and onboarding to project execution and post-project recommendations.
- ✦Client tasks automatically trigger actions as they move through stages — ensuring no step is missed
- ✦Leads who don't respond receive scheduled follow-ups with escalation rules
- ✦Completed projects trigger tailored recommendation emails based on services delivered
Lead Qualification & Prioritization Automation
An automated system that scores incoming leads based on defined criteria, routes high-value opportunities to sales immediately, and keeps lower-priority leads organized for future engagement.
- ✦Leads scored using criteria like company size, lead source, and website presence to determine priority level
- ✦High-priority leads automatically trigger sales alerts for faster follow-up on valuable prospects
- ✦All lead data, scores, and outcomes logged centrally for clear pipeline visibility
AI Content Repurposing & Conditional Publishing
An AI-powered workflow that transforms raw content into multiple formats, then applies conditional logic to control what gets published — streamlining production while keeping review safeguards in place.
- ✦Raw content automatically processed into blog drafts and social media assets, reducing manual rewriting
- ✦Conditional logic evaluates content before publishing — only approved or qualified content moves forward
- ✦Outputs tracked through a structured workflow for clear production status and consistent output
Batch Data Transfer Automation
A batch-processing workflow that moves structured records between systems automatically — eliminating manual copy-paste work and ensuring consistent, accurate data transfer in a single run.
- ✦Multiple records moved from source to destination in a structured batch, removing repetitive manual handling
- ✦Formatting and field structure preserved during transfer, reducing human error and incomplete entries
- ✦Recurring data movement tasks automated for more reliable and efficient back-office operations
Automated Financial Report Export & Task Attachment
A Make.com scenario that retrieves transaction data from Xero via API, processes line items using iterator logic, formats the dataset into a structured CSV, and automatically attaches the report to the completed Asana task — with state reset after each run.
- ✦Eliminated manual report exports — CSV generated automatically on task completion
- ✦Consistent CSV formatting via text aggregation, reducing reporting errors
- ✦Full pipeline: API retrieval → iteration → formatting → attachment upload → state reset
AI Email Attachment Processing & File Management
A Make.com automation that extracts Gmail attachments, submits them to Google Gemini AI for content analysis, generates descriptive filenames, stores renamed files in Drive, logs metadata in Sheets, and sends a summary notification after completion.
- ✦Standardized document naming via AI content analysis — eliminated manual file sorting
- ✦Files automatically routed to structured Google Drive folders with consistent naming
- ✦Full audit trail: processing metadata logged in Sheets with automated completion notification