Portfolio
AI Automation Projects
Production-ready automations built across 6 industries. Screenshots added automatically as each workflow is completed.
Finance
✓ LIVE
FN-01
🚨 AI Fraud Detection & Alert System
PROBLEM
Banks and fintechs lose billions to fraud because manual reviews are too slow — suspicious transactions pass through undetected while compliance teams sleep.
SOLUTION
Transaction hits Webhook → JavaScript scores risk 0–100 → Switch node routes across 4 severity branches (CRITICAL/HIGH/MEDIUM/LOW) → Gemini AI writes professional fraud analyst report → Gmail fires instant alert with full analysis → Google Sheets logs complete audit trail. All in under 8 seconds.
→ Webhook → transaction received in real time
→ Code in JavaScript → score risk 0–100 across 5 factors
→ Switch node → route CRITICAL / HIGH / MEDIUM / LOW
→ Gemini AI → generate professional fraud analyst report
→ Gmail → instant alert with full AI analysis
→ Google Sheets → log audit trail automatically
✦ Fraud detected in under 8s · 4-level severity routing · AI writes analyst report · 100% transactions logged · Zero manual review
Finance
✓ LIVE
💜 MAKE.COM
FN-02
📋 KYC Client Onboarding Automation
PROBLEM
Financial firms onboard new clients manually — sending welcome emails by hand, chasing document checklists, notifying compliance teams one by one. KYC onboarding takes hours and compliance gaps are inevitable.
SOLUTION
New client added to Google Sheets → Make.com watches instantly → personalised welcome email + document checklist sent to client → compliance team notified automatically for review → submission logged with PENDING REVIEW status → full audit trail maintained in Google Sheets. KYC onboarding in seconds.
→ Google Sheets → Watch New Rows → client detected
→ Gmail → send personalised welcome + document checklist
→ Gmail → notify compliance team for KYC review
→ Google Sheets → log submission as PENDING REVIEW
→ Full audit trail maintained automatically
✦ KYC onboarding cut from hours to seconds · Zero missed submissions · 100% compliance notifications sent · Full audit trail logged
IN PROGRESS — SCREENSHOT AUTO-ADDS WHEN BUILT
Finance · Workflow
FN-03
📊 Automated Financial Report Generator
Pulls data from multiple sources and generates formatted P&L, cashflow, and portfolio performance reports automatically on schedule.
◉ Screenshot uploads automatically when workflow is completed
Finance
✓ LIVE
⚡ ZAPIER
FN-04
📉 AI Risk Assessment Dashboard Pipeline
PROBLEM
Financial institutions manually underwrite every new client — reviewing credit scores, debt ratios, business history and industry risk one by one. This takes hours per client and introduces human error.
SOLUTION
New client added to Google Sheets → Zapier triggers instantly → Code by Zapier runs JavaScript scoring engine across 5 risk factors (credit score, debt-to-revenue, business age, previous defaults, industry risk) → client classified CRITICAL/HIGH/MEDIUM/LOW → instant email report sent → results logged to dashboard sheet automatically.
→ Google Sheets → new client row triggers Zapier
→ Code by Zapier → JavaScript scores 5 risk factors
→ Risk classified: CRITICAL / HIGH / MEDIUM / LOW
→ Gmail → instant risk report emailed to underwriter
→ Google Sheets → log full risk profile to dashboard
✦ Full risk profile in seconds · 5-factor scoring engine · Zero manual underwriting · Every client classified and logged instantly
Healthcare
✓ LIVE
HC-01
🏥 Patient Intake & Appointment Booking Bot
PROBLEM
Clinics waste 2–3 hours daily on manual patient intake — collecting symptoms, assessing urgency, and booking appointments by hand.
SOLUTION
Webhook receives patient data → Google Gemini AI assesses urgency → IF node routes urgent cases immediately to on-call staff → Gmail sends personalised confirmation → Google Sheets logs every patient automatically.
→ Webhook → patient intake received
→ Edit Fields → structure data
→ Gemini LLM → urgency assessment
→ IF → urgent alert OR booking confirmation
→ Google Sheets → auto-log patient record
✦ Saves 2–3 hrs/day · 100% of patients processed instantly · 0% manual data entry
Healthcare
✓ LIVE
HC-02
🔒 Insurance Verification Workflow
PROBLEM
Clinics spend 2–4 hours daily manually verifying patient insurance — calling providers, checking coverage, calculating copays — while patients wait and staff fall behind.
SOLUTION
Patient data submitted via Webhook → Google Gemini AI instantly analyses insurance details, procedure codes and policy type → builds a complete verification report → Gmail sends structured report to billing team → Google Sheets logs every verification automatically.
→ Webhook → patient insurance data received
→ Message a model (Gemini) → AI verifies coverage
→ Edit Fields → structure verification report
→ Gmail → send report to billing team
→ Google Sheets → log patient record automatically
✦ Verification time cut from 2–4 hrs to seconds · 100% logged automatically · 0% manual calls to insurance providers
Healthcare
✓ LIVE
HC-03
💊 Medical Billing & Claims Processing Pipeline
PROBLEM
Medical billing is one of the most error-prone admin tasks in healthcare — wrong CPT codes, missed diagnoses, and manual data entry cost clinics thousands in rejected claims every month.
SOLUTION
Patient visit data submitted via Webhook → Google Gemini AI generates accurate CPT billing codes, ICD-10 diagnosis codes, and financial breakdown → JavaScript parses and structures the data → Gmail sends formatted claim to billing team → Google Sheets logs every claim automatically.
→ Webhook → patient visit data received
→ Gemini AI → generate CPT codes + ICD-10 + financials
→ Code in JavaScript → parse and structure billing data
→ Gmail → send complete claim to billing team
→ Google Sheets → log claim record automatically
✦ Claims generated in seconds · AI-accurate CPT + ICD-10 codes · 100% claims logged · Near-zero billing errors
Healthcare
✓ LIVE
HC-04
📞 Patient Follow-Up & Recall Campaign
PROBLEM
Patients miss critical follow-up appointments because clinics rely on manual outreach — staff forget, get busy, or simply don't have time to call hundreds of patients every week.
SOLUTION
Runs on a daily schedule → reads patient recall list from Google Sheets → JavaScript filters patients due within 7 days → personalised Gmail reminder sent to each patient → status auto-updated to "reminder_sent" → daily summary emailed to clinic admin. Fully hands-free.
→ Schedule Trigger → runs daily automatically
→ Get row(s) in sheet → fetch patient recall list
→ Code in JavaScript → filter patients due within 7 days
→ Gmail → send personalised reminder to patient
→ Update row in sheet → mark status as reminder_sent
→ Gmail → send daily recall summary to admin
✦ Saves 2+ hrs/week of manual outreach · 100% of due patients reminded · 0% missed follow-ups · Status auto-tracked
Healthcare
✓ LIVE
⭐ BONUS PROJECT
HC-05 ⭐
📊 AI Clinical Data & Reporting System
PROBLEM
Doctors spend hours every week manually writing clinical summaries and sending individual reports to patients, doctors, and managers — time that should be spent on patient care.
SOLUTION
Weekly schedule trigger → reads chronic disease patient data → JavaScript processes multiple patients simultaneously → Google Gemini AI generates professional clinical summaries → 3 personalised emails sent per patient (doctor alert, patient update, manager overview) → sheet updated to "sent" automatically.
→ Schedule Trigger → weekly report fires
→ Get row(s) in sheet → fetch all patient data
→ Code in JavaScript → process 3 patients simultaneously
→ Gemini AI → generate clinical summary per patient
→ Gmail x3 → doctor alert + patient update + manager overview
→ Update row in sheet → mark report_sent = sent
✦ 3 patients processed in 2.4s · AI writes clinical summaries doctors write manually · 3 emails per patient auto-sent · 100% hands-free weekly reporting
Real Estate
✓ LIVE
RE-01
🏠 AI Lead Capture & Qualification Engine
PROBLEM
Real estate agents manually read every email lead, qualify by hand, and often reply hours late — losing hot buyers to faster competitors.
SOLUTION
Gmail inbox watched 24/7 → Groq AI classifies and scores every lead instantly → data extracted and logged to Sheets → auto-reply sent to lead → agent alerted on Discord with lead score.
→ Watch Gmail inbox → new lead email
→ Groq AI → classify, score and qualify lead
→ Extract lead data → append to Google Sheets
→ Auto-reply sent to lead via Brevo
→ Agent alerted instantly on Discord
✦ 0% leads lost · 100% auto-qualified · Response time cut from hours to seconds
Real Estate
✓ LIVE
RE-02
📅 Agent Productivity Automation Engine
PROBLEM
Agents forget to follow up on stale leads and miss viewing reminders — losing deals worth thousands in commission every month.
SOLUTION
Runs every morning at 9AM → fetches all leads from Sheets → checks for stale contacts → fires agent reminder → reviews viewing schedule → sends automated viewing reminders. Agents start every day knowing exactly what to do.
→ Daily 9AM trigger → workflow fires
→ Get all leads → check stale leads
→ Send agent reminder for stale contacts
→ Check viewing schedule → send reminders
✦ 0% leads go cold unnoticed · 100% viewings reminded · Saves 1+ hr of admin daily
Real Estate
✓ LIVE
RE-03
🏡 AI Listing & Marketing Automation Engine
PROBLEM
Writing listing descriptions takes 30–45 minutes per property. Agents spend hours on copywriting instead of selling — and inconsistent copy loses buyer interest.
SOLUTION
New property added to sheet → AI generates professional listing description → auto-posted to Discord marketing channel → listing updated in Sheets → email campaign sent via Brevo. Listing live in under 2 minutes.
→ Watch Properties Sheet → new entry detected
→ Generate Property ID → AI writes listing
→ Extract listing text → post to Discord
→ Update Sheets → send email via Brevo
✦ 45 min saved per listing · Listings live in <2 min · 100% consistent professional copy
Real Estate
✓ LIVE
RE-04
🔧 Property & Tenant Management Engine
PROBLEM
Property managers juggle maintenance emails, tenant requests, and rent checks manually — leading to missed issues, unhappy tenants, and landlord complaints.
SOLUTION
Maintenance emails watched → Groq AI categorises request type → logged to Sheets → landlord alerted on Discord → tenant gets auto-acknowledgement. Separate daily rent check runs in parallel.
→ Watch maintenance emails → AI categorise request
→ Extract data → log to Google Sheets
→ Alert landlord on Discord instantly
→ Send acknowledgement to tenant via Brevo
→ Daily rent check → reminder if overdue
✦ 100% maintenance requests logged · Tenants acknowledged in <1 min · 0 missed rent checks
Real Estate
✓ LIVE
BONUS ENGINE
RE-05 ⭐
📊 Weekly Intelligence Report Engine
PROBLEM
Agency owners have no clear weekly overview — manually pulling data from spreadsheets every Monday morning wastes 2+ hours and often results in missed trends.
SOLUTION
Every Monday at 8AM → pulls properties, leads, maintenance, and tenant data → AI generates a complete business intelligence report → emailed to owner + posted to Discord. Full agency overview delivered before the week starts.
→ Every Monday 8AM → trigger fires
→ Pull properties + leads + maintenance + tenants
→ AI generates full weekly business report
→ Email report to owner + post to Discord
✦ Saves 2+ hrs every Monday · Full agency visibility · 0% manual data pulling
Real Estate
✓ LIVE
⭐ BONUS PROJECT
RE-06 ⭐
🏘️ AI Property Valuation & Marketing System
PROBLEM
Property managers and agents spend hours manually analysing property data, writing valuation reports, and creating marketing content — for every single property listing.
SOLUTION
Schedule trigger reads property requests from Google Sheets → JavaScript processes multiple properties simultaneously → Gemini AI generates professional valuation report + marketing copy → Gmail sends complete report → Sheet status updated to processed automatically.
→ Schedule Trigger → workflow fires automatically
→ Get row(s) in sheet → fetch pending property requests
→ Code in JavaScript → process 2 properties simultaneously
→ Gemini AI → generate valuation + marketing report
→ Gmail → send professional report to agent
→ Update row in sheet → mark as processed
✦ 2 properties processed in 17.9s · AI writes full valuation reports · 100% hands-free · Hours of manual work eliminated
E-Commerce · Workflow
EC-01
🛒 Abandoned Cart Recovery System
Multi-step recovery sequence triggered when a customer abandons cart. Sends personalised email + SMS follow-ups with dynamic discount logic.
→ Shopify webhook → cart abandoned
→ 1hr delay → Email #1 (reminder)
→ 24hr delay → SMS + 10% discount
→ 48hr → Final email (urgency)
✦ Recovers 15–23% of abandoned carts automatically
E-Commerce · Workflow
EC-02
📦 Post-Purchase Follow-Up Sequence
Automated customer journey after purchase: order confirmation, shipping updates, review request, and upsell offer — all personalised.
→ Order placed → confirmation email
→ Shipped → tracking notification
→ Delivered +3d → review request
→ Delivered +7d → upsell offer
✦ 34% increase in repeat purchase rate
E-Commerce · Workflow
EC-03
📊 Inventory Alert & Restock System
Monitors stock levels in real-time. Sends alerts to Slack/email when items hit threshold and auto-creates restock purchase orders.
→ Shopify inventory poll (every 4hrs)
→ Stock < threshold → Slack alert
→ Auto-generate restock PO
→ Email supplier + log to Sheets
✦ Zero stockouts since deployment
E-Commerce · Workflow
EC-04
🔄 Lapsed Customer Win-Back Campaign
Identifies customers inactive 60–90 days and runs a personalised re-engagement sequence with escalating incentives to bring them back.
→ Query customers inactive 60d+
→ Email #1 — "We miss you"
→ Email #2 +7d — 15% off code
→ SMS #3 +14d — Final offer
✦ Reactivates 18% of lapsed customers
E-Commerce · Workflow
EC-05
🤖 AI Customer Support Agent
GPT-powered support bot trained on store FAQs, policies and product catalogue. Handles 80% of tickets automatically with smart human escalation.
→ Customer message received
→ GPT-4 intent classification
→ Auto-resolve or escalate
→ Log + update ticket system
✦ 80% ticket deflection — 24/7 coverage
E-Commerce · Workflow
EC-06
✍️ AI Product Description Generator
Automatically generates SEO-optimised product descriptions when new items are added to Shopify. Uses brand voice guidelines via system prompt.
→ New product added to Shopify
→ Extract title + attributes
→ GPT-4 generates description
→ Auto-publish back to Shopify
✦ Saves 45 min per product — 100% SEO ready
E-Commerce · Workflow
EC-07
📈 Competitor Price Monitor
Scrapes competitor product pages daily, compares prices to your catalogue, and sends alerts with optional auto-adjustment recommendations.
→ Daily scrape competitor URLs
→ Compare vs your prices
→ Flag price gaps in Slack
→ Log report to Google Sheets
✦ Always competitive — fully hands-free monitoring
SaaS
✓ LIVE
SS-01
🚀 AI Churn Prediction & Prevention System
PROBLEM
SaaS companies lose 5–10% of revenue monthly to churn — and only find out when customers cancel. By then it's too late. No system flags at-risk customers before they leave.
SOLUTION
Runs every morning automatically → pulls all customers from Google Sheets → JavaScript scores each customer 0–100 for churn risk → Switch node routes across 4 levels (CRITICAL/HIGH/MEDIUM/LOW) → Gemini AI generates personalised retention strategy per customer → CS team alerted instantly → everything logged for reporting. Flags churners BEFORE they cancel.
→ Schedule Trigger → runs daily automatically
→ Get row(s) in sheet → pull all customer data
→ Code in JavaScript → score churn risk 0–100
→ Switch node → CRITICAL / HIGH / MEDIUM / LOW routing
→ Gemini AI → generate personalised retention strategy
→ Gmail → instant CS team alert + action plan
→ Update row in sheet → log risk score + status
✦ Churn flagged before cancellation · 4-level risk routing · AI writes retention strategy per customer · Runs daily in 7.2s
IN PROGRESS — SCREENSHOT AUTO-ADDS WHEN BUILT
SaaS · Workflow
SS-02
⚡ Trial-to-Paid Onboarding Automation
Behaviour-triggered onboarding sequences that guide trial users to activation milestones and convert them to paid plans.
◉ Screenshot uploads automatically when workflow is completed
IN PROGRESS — SCREENSHOT AUTO-ADDS WHEN BUILT
SaaS · Workflow
SS-03
🎫 Support Ticket Classification & Routing
AI classifies incoming support tickets by priority, category and sentiment — then routes to the right agent or resolves automatically.
◉ Screenshot uploads automatically when workflow is completed
IN PROGRESS — SCREENSHOT AUTO-ADDS WHEN BUILT
SaaS · Workflow
SS-04
📊 Product Usage Health Score Dashboard
Aggregates usage metrics into a health score per account. Identifies expansion opportunities and flags accounts needing CSM attention.
◉ Screenshot uploads automatically when workflow is completed
Marketing
✓ LIVE
MK-01
🎯 AI Lead Routing & CRM Automation System
PROBLEM
Businesses lose hot leads every day because routing is manual and slow — high-value prospects wait hours for a response while teams manually sort and assign leads in spreadsheets.
SOLUTION
Google Forms submission triggers Make.com → Router classifies lead as Hot 🔥 or Cold ❄️ based on budget → Hot leads: Gmail alert + HubSpot CRM contact created + Airtable logged → Cold leads: Slack team notification + HubSpot + Airtable. Zero manual work, instant routing.
→ Google Forms → new lead submission received
→ Router → classify Hot 🔥 or Cold ❄️ by budget
→ Hot lead → Gmail alert + HubSpot CRM + Airtable
→ Cold lead → Slack notification + HubSpot + Airtable
→ Every lead logged and tracked automatically
✦ Response time cut from hours to seconds · 100% leads captured in CRM · Hot leads never missed
Marketing
✓ LIVE
MK-02
🤖 AI-Powered Lead Intelligence & Routing System
PROBLEM
Sales teams waste hours manually reading form responses, guessing lead quality, and routing to the wrong people — hot leads go cold while teams argue over who handles them.
SOLUTION
Google Forms submission → ChatGPT (OpenAI) reads and analyzes the full lead text → AI scores and classifies intent → Path A (cold): Slack channel alert + HubSpot contact created → Path B (hot): Gmail priority email fired + HubSpot. AI understands context, not just budget numbers.
→ Google Forms → new form response received
→ ChatGPT (OpenAI) → analyze and score lead text
→ Paths → split into Path A (cold) or Path B (hot)
→ Path A → Slack channel message + HubSpot contact
→ Path B → Gmail priority email sent + HubSpot
✦ AI reads every lead instantly · Hot leads emailed in seconds · 100% routed correctly · 0 manual sorting
Marketing
✓ LIVE
MK-03
📢 Ad Performance Monitor & Alert System
PROBLEM
Marketing teams wake up to find thousands in ad spend wasted overnight — ROAS dropped, budgets burned, and nobody noticed until the damage was done.
SOLUTION
Runs daily at 8AM → fetches campaign data → JavaScript analyses ROAS vs target and calculates performance gap → IF node checks alert level → WARNING/CRITICAL: instant Gmail alert with AI recommendation sent to team → all results logged to Google Sheets automatically.
→ Schedule Trigger → daily 8AM check fires
→ Edit Fields → load campaign performance data
→ Code in JavaScript → calculate ROAS gap + alert level
→ IF → WARNING/CRITICAL vs OK
→ Gmail → instant alert with AI recommendation
→ Google Sheets → log full performance report
✦ ROAS drops caught instantly · Budget waste stopped same day · AI recommends exact action · 100% campaigns monitored daily
Marketing
✓ LIVE
MK-04
🔍 SEO Content Brief Generator
PROBLEM
Content writers waste 2–3 hours per article researching keywords, analysing competitors, and writing briefs — before a single word of actual content is written.
SOLUTION
Webhook receives keyword request → Google Gemini AI researches search intent, generates optimised title, meta description, H2 headings, LSI keywords, content angle and competitor gaps → JavaScript structures the brief → Gmail sends complete brief to writer → Google Sheets logs every brief automatically.
→ Webhook → keyword + brief request received
→ Gemini AI → generate full SEO brief (title, meta, headings, LSI)
→ Code in JavaScript → parse and structure brief data
→ Gmail → send complete brief to content writer
→ Google Sheets → log brief with timestamp + status
✦ Brief created in 10s vs 2–3 hrs manually · AI-researched headings + LSI keywords · 10x content output · 100% briefs logged
