Automation Portfolio

Real-world automation solutions that streamline operations, save time, and drive business growth across sales, finance, and custom integrations.

500+ Automations Built
100+ Clients Served
40%+ Cost Reduction

Sales Automations

Streamline your sales pipeline with intelligent lead tracking, call management, multi-system synchronization, and complete onboarding systems.

Lead Tracking & Management

Automated lead capture, scoring, and routing system that tracks prospects across multiple touchpoints and automatically assigns them to the right sales rep.

  • Automatic lead capture from forms, ads, and website
  • Real-time lead scoring based on engagement
  • Smart assignment to sales team members
  • Instant notifications for hot leads
GoHighLevel HubSpot Typeform Facebook Ads Airtable

Call Tracking & Follow-up

Comprehensive call tracking system that logs all conversations, sends automatic follow-ups, and schedules callbacks based on conversation outcomes.

  • Automatic call logging to CRM
  • Post-call follow-up email sequences
  • Callback reminders and scheduling
  • Call recording and transcription integration
Close.io Calendly GoHighLevel Airtable

2-Way CRM Synchronization

Bidirectional data sync between multiple CRM systems ensuring all customer data stays consistent across platforms in real-time.

  • Real-time bidirectional data sync
  • Conflict resolution and data validation
  • Custom field mapping between systems
  • Automatic duplicate prevention
HubSpot Close.io GoHighLevel Airtable Make

Smart Reminder System

Multi-channel reminder system that sends timely notifications via email, SMS, and chat to ensure no opportunity is missed.

  • Automated meeting reminders (email, SMS, chat)
  • Follow-up reminders for sales reps
  • Customer re-engagement campaigns
  • Task deadline notifications
Calendly ManyChat GoHighLevel Typeform

Client Onboarding/Offboarding Systems

Complete automated onboarding and offboarding workflows that ensure seamless client transitions, account setup, access management, and data archiving.

  • Automated account creation across all platforms
  • Welcome sequences and training material delivery
  • Access provisioning to Slack, Discord, Airtable, Skool
  • Offboarding workflows with data backup and access revocation
GoHighLevel Close Whop Skool Airtable Discord Slack

Facebook Insights Tracking

Automated Facebook advertising performance tracking system that monitors campaigns, extracts insights, and generates comprehensive reports.

  • Automatic daily metrics extraction from Facebook Ads
  • Campaign performance tracking and analysis
  • ROI calculation and reporting
  • Alert notifications for underperforming campaigns
Facebook Ads API Airtable Make Google Sheets

Finance Automations

Automate payment processing, financial reporting, and reconciliation to maintain accurate books and reduce manual accounting work.

Payment Tracking & Reconciliation

Automated payment tracking system that monitors transactions, updates accounting records, and generates financial reports in real-time.

  • Real-time payment capture and logging
  • Automatic invoice generation and sending
  • Payment reconciliation with bank statements
  • Monthly financial report generation
Stripe QuickBooks Airtable Make

Refund & Dispute Management

Streamlined refund processing and dispute handling system that automatically updates records, notifies relevant parties, and tracks resolution.

  • Automatic refund processing workflow
  • Dispute notification and tracking
  • Customer communication automation
  • Financial reconciliation after refunds
Stripe Whop QuickBooks GoHighLevel

Subscription Billing Automation

End-to-end subscription management with automated billing, payment collection, failed payment recovery, and customer notifications.

  • Automated recurring billing
  • Failed payment recovery sequences
  • Subscription upgrade/downgrade handling
  • Revenue recognition and reporting
Stripe Whop QuickBooks Airtable

Custom Integrations

Specialized integrations for unique business tools and platforms that require custom API connections and data transformation.

SPS Commerce EDI Integration

Custom integration with SPS Commerce for automated EDI document processing, order management, and inventory synchronization for retail suppliers.

  • Automated EDI document processing (850, 855, 856, 810)
  • Real-time inventory sync with retailers
  • Purchase order automation
  • ASN and invoice generation
SPS Commerce REST API Airtable Make

Tapfiliate Affiliate Tracking

Complete affiliate management system integrating Tapfiliate with CRM and payment platforms for seamless commission tracking and payouts.

  • Automatic affiliate registration and onboarding
  • Real-time conversion and commission tracking
  • Automated commission calculations
  • Performance reporting and payouts
Tapfiliate Stripe Airtable Make

ClickUp Project Automation

Advanced ClickUp automation connecting project management with CRM, time tracking, and client communication systems for seamless workflow.

  • Automatic task creation from client requests
  • Time tracking and billing integration
  • Status updates to clients via email/chat
  • Project milestone tracking and reporting
ClickUp GoHighLevel Airtable Make

WhatsApp Business Integration

Custom WhatsApp Business API integration for automated customer communication, order updates, and support ticket management.

  • Automated order confirmations and updates
  • Customer support ticket creation from chats
  • Bulk messaging campaigns
  • Chat history sync with CRM
WhatsApp API GoHighLevel Airtable Make

Trackdrive Integration

Custom integration with Trackdrive for advanced marketing attribution tracking, connecting campaign data with CRM and analytics platforms.

  • Real-time conversion tracking and attribution
  • Multi-touch attribution modeling
  • Campaign ROI calculation
  • Integration with CRM and analytics tools
Trackdrive API Integration Airtable Make

Ringba Call Tracking Integration

Advanced call tracking integration with Ringba for comprehensive inbound call analytics, routing, and attribution across marketing channels.

  • Dynamic number insertion and call tracking
  • Call routing and IVR integration
  • Call recording and transcription sync
  • Marketing attribution for phone conversions
Ringba GoHighLevel Airtable Make

AI-Powered Solutions

Cutting-edge AI applications and custom tools built with modern AI platforms to solve complex business challenges.

Custom AI Applications in Lovable

Rapid development of custom web applications using Lovable's AI-powered platform for client-specific business needs and workflows.

  • Custom CRM dashboards and portals
  • Client onboarding applications
  • Data visualization and reporting tools
  • Internal workflow management systems
Lovable React API Integration TypeScript

AI-Enhanced Search with GenSpark

Implementation of intelligent search and data retrieval systems using GenSpark for knowledge management and customer support.

  • AI-powered knowledge base search
  • Intelligent document retrieval
  • Automated content summarization
  • Context-aware recommendations
GenSpark AI/ML API Integration Custom Code

AI Chatbot Integration

Intelligent chatbot systems integrated with business data for automated customer support, lead qualification, and appointment booking.

  • 24/7 automated customer support
  • Lead qualification and routing
  • Appointment scheduling integration
  • Multi-language support
ManyChat AI/ML GoHighLevel Make

Custom AI Workflow Automation

Advanced automation workflows leveraging AI for data processing, content generation, and intelligent decision-making.

  • AI-powered data extraction and classification
  • Automated content generation and optimization
  • Intelligent workflow routing
  • Predictive analytics integration
Make Python JavaScript AI APIs

Automation Health Monitoring System

Comprehensive monitoring platform that continuously checks automation health, detects issues in real-time, and provides executive dashboards for oversight.

  • 24/7 automated health checks for all live automations
  • Real-time Slack/Discord notifications when issues detected
  • Automatic bug tracking and ticket creation
  • Executive dashboard showing client & automation health metrics
  • Performance analytics and uptime reporting
Make Airtable Slack Discord ClickUp Python

Ready to Automate Your Business?

Let's discuss how I can build custom automation solutions for your unique needs.