Make Projects
1. Instant Lead Management and Qualification System
Problem
Manual lead qualification and routing delay response times, risk inconsistent lead scoring, and create administrative overhead in logging potential clients into the CRM and task management tools.
Solution
Automatically evaluates incoming leads using AI (Gemini AI), parses the structured evaluation (JSON), creates or updates the contact record in the CRM (HubSpot CRM), and routes them based on qualification status—creating a project in Asana for high-priority leads, or sending targeted follow-up emails via Gmail for nurture and unqualified leads.
2. Client Onboarding System
Problem
Manual client onboarding requires repetitive setup tasks, leading to delayed project kickoffs, inconsistent communication channels, and fragmented documentation.
Solution
Streamlines client onboarding by setting up standard variables, automatically creating a dedicated onboarding folder (Google Drive), provisioning a dedicated client channel (Slack), generating a project briefing document (Google Docs), and logging client details directly into the tracking database (Google Sheets).
3. Lead Generation + Cold Outreach
Problem
Manual lead sourcing and personalized cold email creation are highly time-consuming, inconsistent, and difficult to scale without significant administrative effort.
Solution
Automatically fetches scraped lead dataset items (Apify), uses AI (OpenAI) to generate tailored cold outreach text based on each prospect's profile, and automatically logs the enriched prospect details and customized messaging directly into a tracker (Google Sheets).
4. Bookkeeping Manager
Problem
Manual receipt and invoice tracking for bookkeeping is time-consuming, prone to duplicate entries, and requires tedious data extraction from incoming emails and file attachments.
Solution
Automatically monitors incoming email attachments (Gmail), converts PDF documents to readable text (PDF.co), uses AI (OpenAI) to parse transaction details, checks for duplicates against existing records (Google Sheets), logs verified financial data, backs up receipt files (Google Drive), and sends automated status updates via email.
