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Automation Portfolio

AI-powered systems built for agencies, coaches, e-commerce, and service businesses. Each one eliminates manual work with intelligent, connected flows.

🏗️
Admin & Operations
8 systems
⚙️
80% Time Saved

Agency Operations Engine

One form triggers the entire client lifecycle: proposal generated, contract tracked, onboarding launched, project created, invoicing set up. Built for agencies running multiple clients simultaneously.

Make.comClickUpAirtablePandaDocStripe
Meeting notesOrchestrationFull pipeline
Admin before billable work4h → <15 min
📋
1-Click trigger

1-Click Proposal Generator

Pulls lead data from your CRM, generates a branded proposal, tracks opens and digital signatures. On sign, onboarding and project kick-off fire automatically with no manual handoff needed.

Make.comPandaDocHubSpotGPT-4Gmail
Lead dataAI draftsSigned → Kickoff
Proposal to signed contractMinutes, not days
🚀
Zero coordination

Client Onboard & Activate

Deal closes → everything fires: contract sent, welcome email delivered, project workspace created, team notified, first invoice generated. No one needs to remember a thing.

Make.comClickUpSlackDocuSignStripe
Deal closedActivation flowLive in <5 min
Onboarding coordination time−90%
💳
Any billing model

Smart Invoicing System

Set the billing structure once (monthly, milestone, or one-off) and the system handles the rest. Monitors triggers, creates invoices, drafts the client email, and sends reminders automatically.

Make.comStripe / XeroAirtableGmail
Milestone / dateAuto invoiceSend + reminder
Payment chasingFully automated
📊
Human in the loop

Autonomous Report Builder

Meeting notes arrive via a trigger, AI organises and structures them into a polished report, stores it in a database for one-click approval, then formats and publishes directly to your document tool.

Make.comGPT-4AirtableGoogle Docs
Raw notesAI structuresApprove → Doc
Notes to published reportInstant after approval
🔍
0% Human Error

Document Data Extraction

Vision-AI pipeline reads PDFs, scanned forms, and invoices, extracts structured data, and pushes it directly into your target system. Zero manual input, zero re-entry errors, zero backlogs.

GPT-4 VisionMake.comAirtableGoogle Drive
PDF / scanned docVision extractSystem updated
Manual data entry100% eliminated
📡
Any store URL

CRO Audit Automation

Runs full conversion rate audits from any store URL: performance metrics, storefront UX, product pages, and checkout flows. AI analyses each section and delivers a scored, actionable report.

Make.comGPT-4ApifyGoogle DocsPageSpeed API
Store URLFull auditCRO report
From URL to actionable auditFully automated
🎭
Avatar AI

AI-Generated Video Onboarding

Auto-generates a personalised welcome video featuring the CEO or any team member as a digital avatar. Each video is tailored to the new client, triggered automatically on sign-up or deal close to make onboarding feel human at scale.

HeyGenMake.comGPT-4AirtableGmail
New client eventAvatar videoWelcome sent
Human onboarding feel at scaleFully automated
📬
Outreach & Lead Generation
3 systems
🔗
3x Response Rate

LinkedIn Outreach Engine

Fully automated multi-touch campaign: profile views, connection requests, personalised messages, email sequences, and AI-managed follow-ups over 30 days. Stops on negative signal, alerts you on positive.

ApolloInstantlyMake.comGPT-4Apify
Lead list12+ touchpointsHot lead alert
Reply rate lift<2% → 6%+
✉️
Hyper-personalised

Smart Cold Outreach

Scrapes each prospect's LinkedIn activity and recent company news, then writes and sends a personalised email tailored to their exact context, fully automated, every lead logged in CRM.

ApifyGPT-4InstantlyHubSpotMake.com
LinkedIn + newsContextual AISend + CRM log
Prospect research time3h/day → Automated
🧠
Deep context

Lead Enrichment Intelligence

Scrapes each lead's website, LinkedIn, and social profiles to extract business context, qualification signals, and personalised pitch angles. Outputs enriched profiles ready for campaigns or manual review.

ApifyMake.comGPT-4Google SheetsAirtable
Lead URLScrape + enrichPitch angle
Research per leadManual hours → seconds
✏️
Social Media
4 systems
🐙
10x Content Output

Social Media Octopus

End-to-end pipeline that pulls ideas from a database, generates platform-ready variations, creates on-brand images and carousels, and queues everything through a one-click approval flow before posting.

Make.comGPT-4PlacidBufferAirtable
Idea bankAI generatesApprove → Schedule
Weekly content hours15h → <1h review
🤖
Autonomous

Social Media Agent

An AI agent that monitors your content pipeline and autonomously decides what to create, repurpose, or schedule next. Tracks performance, spots gaps, and keeps the queue full without manual intervention.

GPT-4Make.comAirtableBuffer / Later
Content pipelineAgent decidesCreated + queued
Content decisions automatedAlways-on agent
💡
Always researching

Content Idea Generator

Continuously scrapes YouTube channels, Reddit, social comments, and news to surface relevant ideas, score them for engagement potential, deduplicate, and store in a production-ready idea bank.

ApifyMake.comGPT-4AirtableYouTube
YouTube / RedditAI scoresIdea bank
Content ideas on demandPipeline always full
🎬
Concept → Publish

Short-Form Video Machine

Generates Reels, Shorts, and TikToks end-to-end: AI picks topics, writes captions and voiceover scripts, generates scenes, adds audio, renders the video, and posts. Human approval optional.

GPT-4ElevenLabsCreatomateMake.comInstagram API
Topic ideaAI producesRendered + posted
Videos produced per week10x current output
AI Agents
4 systems
📬
Inbox Zero

Inbox Zero Agent

AI lives in your inbox, reads and categorises every email, drafts replies in your tone, stars and forwards what matters, archives junk, and moves threads to the right folder. You approve, you don't process.

GPT-4GmailMake.com
Incoming emailAI reads + actsDraft / tag / route
Time in inbox per dayHours → minutes
🗣️
−12h weekly admin

VA Agent

Message or voice-note your agent and it handles the rest: books meetings, creates tasks in your project tool, captures notes, manages calendar, drafts follow-ups. A context-aware assistant connected directly to your tools.

GPT-4Make.comClickUpGoogle CalendarTelegram
Voice / textIntent routingDone ✓
Repetitive admin eliminated12+ hours/week
💬
−90% Response Time

Customer Support Agent

Trained on your docs and full ticket history. Resolves 80% of inquiries instantly, routes complex cases to the right human with full context attached, and operates 24/7 without supervision.

GPT-4Make.comIntercomZendeskNotion
User ticketIntent matchResolved or routed
Average response time18 hours → Instant
🕵️
Always-on

Autonomous Content Agent

An autonomous AI agent that monitors your content pipeline, spots gaps, decides what to create or repurpose next, and keeps the publishing queue full with no manual management needed.

GPT-4Make.comAirtableBuffer
Content pipelineAgent monitorsQueue filled
Content decisions handledFully autonomous