Custom Automation & Dashboard Solutions I've Built
Production systems for businesses that need a custom dashboard, an AI voice agent, or an end-to-end workflow built around their stack — not a template. Every project below is backed by real screenshots. Search by the tool you already use (n8n, Make, Zapier, VAPI, GoHighLevel, Airtable, Shopify, Stripe, Python, Tableau and 80+ more) or by the problem you're trying to solve.
Loan Processing Automation - Make.com, LendingWise & ClickUp
Built an end-to-end mortgage loan-processing automation for a financial lender. Using Make.com webhooks, routers and tools modules, I synced LendingWise (loan origination system) events - new loans, loan processing, terms sent and loan notes - straight into ClickUp tasks via the ClickUp API (List Tasks, Edit Task, Make an API Call). I also configured GoHighLevel (GHL) CRM dashboards, opportunity pipelines and workflow automations (email/SMS, after-call triggers, lead campaigns) to track 1,000+ opportunities worth $428K. JSON parsing and Microsoft 365 / Outlook modules completed the data flow.
AI Cold-Calling Voice Agent - Vapi, Make.com & GoHighLevel CRM
Designed an AI cold-calling and appointment-booking system for a health-insurance agency. A Vapi voice assistant (powered by OpenAI GPT-4o Mini) runs natural outbound calls, qualifies leads and books consultations. Make.com scenarios orchestrate the flow end to end: webhooks, routers, tools, JSON and HTTP modules check real-time calendar availability, create GoHighLevel (GHL) CRM contacts and tags via the LeadConnector API, log every call to Google Sheets, schedule meetings in Google Calendar and send confirmation emails through Gmail - fully automating prospecting, scheduling and CRM updates.
Zapier Webinar Funnel - SalesKick to Facebook Conversions API
Automated the webinar registration and purchase funnel for an AI education institute. I built multi-step Zapier Zaps that catch new SalesKick form submissions and registrations via Webhooks by Zapier, split leads through conditional Paths, and fire server-side conversion events to the Facebook (Meta) Conversions API - passing hashed email, phone and name plus event IDs for accurate ad attribution and lower cost-per-lead. The system keeps SalesKick, the landing pages and Meta Ads in perfect sync, improving lead-tracking reliability and ad-delivery optimization.
AI Sales Call Review - Zapier, Make.com, OpenAI & Slack
Built an AI-powered sales call auditing system. When a Zoom call ends, Fathom auto-generates the transcript and Zapier catches it, then POSTs the payload (transcript, rep name, call date) to a Make.com webhook. Make parses the JSON and runs a chain of OpenAI (GPT / o-series) prompts that score the timeline, line of questioning, pitch, prospect Q&A, objections and pricing discussion against a custom audit rubric. The formatted review is posted to a Slack channel (#sales-call-reviews) and tagged to the rep, with built-in retries and #automation-errors alerts on any failure.
Airbnb STR Operations Automation - Make.com, Zapier & SuiteOp
Automated end-to-end operations for an Airbnb / short-term-rental management agency across Make.com and Zapier. I built 50+ scenarios and Zaps connecting Calendly, Gravity Forms and AidaForm to Slack alerts, Google Sheets, Notion databases, Google Drive documents and Brevo email sequences. Flows handle booked calls, new reservations, guest onboarding and check-in/out, document completion, Fathom meeting notes, Facebook lead ads, GoHighLevel CRM updates, SuiteOp reservations and Xero invoicing - with routers, filters and error handling keeping every booking, payment and guest touchpoint in sync.
Airbnb Invoicing & Payment Automation - Zapier, Guesty & Stripe
Connected an Airbnb property-management agency's booking and billing tools with multi-step Zapier Zaps. New invoice bookings from Guesty are written to Google Sheets - creating spreadsheet rows, formatting line items, totals and discounts, and logging confirmations. Stripe 'New Charge' events (across multiple accounts) trigger instant Slack channel messages so the team sees every payment in real time. Formatter by Zapier handles number, currency and date cleanup, removing manual data entry and keeping bookings, invoices and payments synced across Guesty, Google Sheets, Stripe and Slack.
Airtable CRM & Lead Dashboard - Mortgage Funnel + Make.com
Designed an Airtable CRM and lead-management dashboard for a mortgage business. The base tracks every lead through a New, Contacted, Qualified, Converted / Not Qualified pipeline, capturing name, email, phone, state, loan type and mortgage balance. A custom Airtable Interface surfaces today's leads, totals, status bar charts, a mortgage-balance pie chart and live filters. A Make.com scenario feeds the system automatically - capturing Meta (Facebook) lead-ad submissions and syncing them straight into Airtable records, so new mortgage leads land in the CRM and dashboard with no manual entry.
Google Sheets to Airtable Sync via Apps Script (REST API)
Built a custom Google Apps Script integration that keeps a Google Sheet and Airtable base in perfect sync. On every lead added or updated, an installable trigger fires a script that reads the row, formats fields and dates with Utilities.formatDate, and pushes the record to Airtable through its REST API using UrlFetchApp with Bearer-token authentication. The script parses JSON responses, maps each column to the correct Airtable field and creates or updates records idempotently. The execution log shows dozens of completed runs - replacing manual copy-paste with real-time, code-driven data sync.
ClickUp to Brevo Automation via Make.com (Contact Sync)
Built Make.com scenarios that sync ClickUp project tasks with the Brevo marketing platform for a service business. When a task is created or updated in ClickUp's Workers and Clients folders, webhooks trigger the flow: tools and set-variable modules normalise the data, routers branch by record type, and Brevo modules create or update contacts, manage lists and fire the right email sequences. Iterators and filters keep multiple contacts and statuses in sync per task. The result is an automated bridge between project management and email marketing - no duplicate data entry, fully event-driven.
AI Voice Quoting Agent - Vapi + HubSpot + Zapier
Built an AI voice agent that qualifies inbound callers and captures quote details for a signage company. A Vapi assistant runs the conversation, collects service info (contact name, phone, address, logo, property type, site-survey needs) and uses a transfer_call_tool to hand off to a real person on request, in E.164 format. When the call ends, Webhooks by Zapier catch the VAPI tool-call data and create a HubSpot contact with every field mapped, while a second Zap uses Paths to send a formatted call-summary email through Gmail - turning each phone call into a structured CRM lead and quote.
Creator Ambassador Program Ops - Airtable, Make.com & Zapier
Architected the full back-office for Capital Club's creator-ambassador program. In Airtable I built 10+ linked bases (applications, onboarding, payouts, metrics), interface dashboards tracking 65 ambassadors and 101M+ views, public forms and scripted automations. Make.com and Zapier drive the lifecycle: applications to CRM to Klaviyo, contract signing, onboarding, FirstPromoter referral creation and Discord access. HTTP modules integrate the Radom crypto-payment API for ETH/USD ambassador payouts, while YouTube/Instagram metrics flow back in - a fully automated, end-to-end operations engine.
AI Email Enrichment & Auto-Reply - Zapier, Clay & ChatGPT
Built an AI-driven inbound email system for an agency. Multi-step Zapier Zaps catch inbound replies, find the sender's domain and route them through Paths and filters. The lead is pushed to Clay for enrichment (company, role, firmographics), and the flow waits for the enriched data via a sub-Zap. ChatGPT (OpenAI) then drafts a personalised, context-aware reply using the enriched fields, which is sent back automatically as an email response. Formatter steps clean the data end to end - turning raw inbound messages into enriched, AI-personalised replies with no manual research or writing.
Cold-Calling Agency Automation - Make.com, GHL & Google Sheets
Set up and managed Make.com automations for a cold-calling agency running multiple client organizations. Each caller (10+ sub-accounts) has its own scenarios for outbound calling, CRM updates and reporting. A core flow pulls prospects from Google Sheets, sets variables with Tools modules, fires HTTP/API requests to the dialer and writes call outcomes back to the sheet. Additional scenarios handle calendar booking, CRM call summaries, PST date/time formatting, GoHighLevel (GHL) updates, Facebook leads and a Webflow integration - giving the agency a multi-client cold-calling and CRM engine.
Shopify Ops & Client Portal - Airtable, Softr & Monday.com
Built a brand-experience and concierge-gifting operations system for a Shopify e-commerce brand (CollectIF). In Airtable I designed a multi-table base - Companies, Concierge Projects, Usage, Inventory, Allocations, Invoices and a Sync Log - linked to Shopify orders. On top of it I built a Softr client portal where homeowners and partners see their Brand Experience Program, projects and invoices (draft/sent/paid/overdue). Monday.com boards manage the custom-deck queue, storefront fulfilment and sales pipeline, while automations keep inventory, orders and billing in sync across every system.
Affiliate & Course Ops Platform - Airtable, Zapier & Make.com
Built the affiliate-ambassador and course operations platform for Ecom Society. In Airtable I created linked bases for customers and payments, course organisation and ES affiliates, plus a New Ambassadors base with interface dashboards and script-driven automations. Zapier and Make.com run the workflow: applications received, contract signing, and 'create ambassador / editor in Airtable' via webhooks, with conditional logic firing scripts only when applicants are approved and referred. Forms capture onboarding and brand submissions - a complete, automated creator-program engine.
EPOS, Salesforce & Todoist Zapier Integration (POS Sync)
Connected an EPOS (Eposly) point-of-sale system with the client's CRM and productivity stack using Zapier. I built Zaps that sync customers both ways - EPOS Customer Created and Updated events flow into the CRM, while new or updated Salesforce contacts are pushed back to EPOS, keeping records consistent across both systems. Store transactions are captured automatically. Additional Zaps turn Google Calendar events into Todoist tasks (create and update), so scheduling drives the team's to-do list. The result is a hands-off bridge between point-of-sale, Salesforce and task management.
Exact Online to Pipedrive Sync - Quotes, Orders & Deals
Built advanced Zapier integrations syncing Exact Online (ERP/accounting) with Pipedrive CRM for a B2B company. When a quotation ('offerte'), sales order or item is created or updated in Exact Online, multi-step Zaps find or create the matching Pipedrive person, organisation and deal, then loop through every line item to find or create products and attach them to the deal with correct quantities. Formatter and Filter steps clean data and gate on status, while Looping handles multi-line orders. The result is a real-time, two-way bridge keeping quotes, orders, products and deals in sync.
Excel to Wrike Project & Task Automation (Zapier)
Automated project and task creation in Wrike directly from Microsoft Excel using Zapier. Whenever a row is created or updated in Excel, a multi-step Zap with conditional Paths reads the data and builds the full Wrike structure - creating the project/folder, then generating tasks and subtasks (content, design, wireframes, layout, copy) with the right assignees, statuses and due dates. Branching logic handles different project types and only fires the steps each row needs. The result replaces manual project setup with one spreadsheet that spins up complete Wrike projects automatically.
Crypto Affiliate & Subscription Ops - Airtable, Make, Zapier
Built the back-office for Gem Hunters, a crypto trading community with paid memberships and an affiliate program. In Airtable I created subscription and affiliate bases, interface dashboards tracking 700+ sales and ETH revenue, plus script-driven automations for payments, refunds and reminders. Make.com and Zapier run onboarding: Discord 'new member' events sync to Airtable and GoHighLevel, quiz/contract approval via SignWell, Discord role and access assignment, and FirstPromoter affiliate creation. Google Forms and JotForm feed applications - a fully automated membership and referral engine.
Google Calendar Automation with Make.com (Event Sync)
Built a Make.com scenario that integrates Google Calendar into the client's automated workflow. The flow connects securely to Google Calendar via OAuth and uses the Search Events module to pull events from a chosen calendar within a defined start/end date range. Each matching event's details - title, time, attendees, status and meeting links - are parsed and passed downstream for syncing and follow-up actions. Configurable date filters and field mapping make the scenario reusable across calendars - a reliable, scheduled way to surface events and feed them into the automation stack.
Hiring & Recruitment Automation - GHL, Make.com, Zapier
Designed and built an end-to-end hiring and recruitment automation for an agency, implemented across GoHighLevel, Make.com and Zapier. JotForm applications feed the pipeline, where candidates are scored, tagged and moved through stages in the GHL CRM. Make.com and Zapier orchestrate the logic - sending automated emails/SMS, creating Todoist tasks for the hiring team, routing applicants by role and fit, and granting accepted hires Discord access and roles. Architected in Miro first, every application, interview and onboarding step now runs hands-free across all six tools.
Client Onboarding Automation - JotForm to Monday.com
Built a paperless client-onboarding system for a digital marketing agency, connecting JotForm to Monday.com. I designed a multi-page, multilingual JotForm onboarding form with a progress bar, document uploads, conditional logic and notifications that collects each new client's company details and access to their marketing tools - Google My Business, Google Tag Manager, Search Console and Microsoft Clarity. A JotForm-to-Monday integration turns every submission into a structured board item, mapping answers to the right columns, so client data lands in Monday.com ready for the team to action.
AI Real-Estate Leasing Automation - Make.com, GPT & OpenPhone
Built an AI-powered leasing assistant for a real-estate company using Make.com. Running on a schedule, the scenario watches Gmail for inbound tenant and prospect emails, then uses OpenAI (GPT-4o and Whisper) to read, classify and draft responses. A central router branches the flow by intent - logging every lead and unit to a Google Sheets leasing tracker, sending SMS via OpenPhone, posting alerts to Slack and replying through Gmail. Break/error handling keeps the scenario resilient. The result: leasing inquiries become organised, auto-answered leads with synced availability and follow-ups.
Road Safety Analytics Dashboard - Tableau (Collisions & KPIs)
Designed a multi-layer BI dashboard analysing UK road-collision data in Tableau, built for executive, operations and analyst audiences. The executive view tracks KPIs - total collisions, casualties, fatal & serious counts and fatal/serious rate - with monthly severity trends. Operations dashboards rank police-force areas, map geo hotspots, and break collisions down by time, weather, road surface and speed. Analytical pages add statistical models (T-Test, Chi-Square, ANOVA), scatter/regression, box plots, treemaps and heatmaps with filters - turning data into decision-ready insight.
Manufacturing Job & Machine Scheduling App (Airtable)
Built MachDash, a no-code manufacturing operations app in Airtable for a machine shop ('Anchor Pilot'). The base models machines (CNC, lathe, mill), operators and jobs, with linked records and status fields. On top I designed custom Airtable Interfaces: a timeline/Gantt view scheduling jobs by machine, a kanban board moving jobs through Paused, Queued, In Progress, a Create/Edit Operators screen, a job create/edit form and a live dashboard. Automations and forms keep job status, operator assignments and machine availability in sync - a single, real-time control center for the shop floor.
Sync GoHighLevel Files & Signed Docs to Dropbox (Make.com)
Built a Make.com automation that syncs GoHighLevel (GHL) file uploads and signed documents straight into Dropbox. A custom webhook fires whenever a contact uploads files or completes a signed document in GHL; the scenario downloads each file via HTTP, then creates or finds the right client folder in Dropbox. A Make data store tracks records to prevent reprocessing, and a dedicated 'Dropbox Duplicates' scenario searches folders, aggregates results and renames items to avoid duplicates. The result replaces manual file sorting with a reliable, auto-organized document pipeline.
Auto-Organize Gmail to Notion & Dropbox (Make.com + AI)
Built Make.com scenarios that automatically organize a busy inbox into Notion and Dropbox. On a schedule, the flow pulls new Gmail messages, then uses OpenAI (ChatGPT) to classify and summarize each email by topic and intent. A router branches the data: structured records - sender, subject, summary, category and date - are written to Notion databases, while attachments are iterated and saved into the right Dropbox folders. The result turns a chaotic Gmail inbox into a searchable Notion knowledge base with every document backed up and organized in Dropbox - no manual filing required.
GoHighLevel Loan Workflow Automation - Lending CRM
Built an end-to-end loan-processing automation inside GoHighLevel (white-labeled as ScoutFlow) for a private lending business. I designed CRM workflows covering the full deal lifecycle: lead-source attribution capture from form surveys, loan application intake, term-sheet draft generation by state (MA & NYS), and partner/attorney approval steps that trigger borrower emails and internal notifications. Additional workflows handle urgent leads, repeat-borrower opportunities, proof-of-funds templates, tags and post-closing tracking. GHL pipelines and triggers move every deal from lead to funded.
Big Data Streaming Pipeline - Spark, Kafka, Cassandra & Hadoop
Built a real-time big-data pipeline analysing traffic-sensor data (TII speed feeds). Using PySpark (Spark 3.5.4) Structured Streaming, I consumed JSON events from Apache Kafka, parsed and aggregated them with groupBy/count, and wrote results to Apache Cassandra via the DataStax connector - running four streaming queries (Q1-Q4) with foreachBatch and checkpointing. Cassandra ran in Docker, with keyspaces modelled in CQL. I also built batch Hadoop MapReduce jobs (Python mappers/reducers) for log analytics, plus a stack of Spark, Kafka, Cassandra, Hadoop, Docker, Java 17 and Python on Linux.
GoHighLevel SaaS Agency + Vapi AI Cold Caller (Real Estate)
Set up and ran a GoHighLevel SaaS agency (Spotlight GB) with white-labeled sub-accounts for real-estate clients. I configured GHL in SaaS mode - sub-account provisioning, snapshots, pipelines and workflows - including a 'welcome customer' enrollment sequence. Then I built a Vapi AI voice agent ('Riley') powered by OpenAI GPT-4o that runs outbound real-estate cold calls, qualifies prospects and books appointments; it handled 150+ calls at 100% connection. Vapi assistants and phone numbers were wired into the GHL CRM, so every AI call flows into the client's pipeline and follow-up automations.
Sales & Retail Analytics Dashboard - Tableau (Executive KPIs)
Designed an interactive sales and retail analytics dashboard in Tableau on a multi-region order dataset. The Executive Overview surfaces high-level KPIs - sales, profit, profit margin - with a profit map and trend lines. Deep-dive dashboards break performance down by region, state and category, profile high-value customers and segments, analyse the cost of returns by category and product, and reveal how discounting erodes product margin. Built with parameters, filters, calculated fields and actions, it turns raw sales data into a clear story of what drives - and what's costing - the business.
Real-Estate AI Voice Agent - Vapi, Make.com & GoHighLevel
Built an AI voice agent for a real-estate company (Robin Estate). A Vapi assistant ('Riley', powered by OpenAI GPT-4o) handles inbound and outbound property calls - answering enquiries, sharing property details, qualifying leads, booking and rescheduling consultations, and transferring to a real person on request. Custom Vapi tools (book consultation, check availability, get property data, end call) call Make.com scenarios that check live GoHighLevel calendar availability, create CRM appointments, log every call to a Google Sheets master sheet and send end-of-call reports.
GHL + n8n AI Interview Automation - Certification Program
Built an AI-driven applicant screening and CRM automation for Vadma, a practitioner certification program. In GoHighLevel I structured the full funnel - pre-qualified quiz leads flowing into opportunity pipelines by region (US, UK, Germany) and stage. Applicants run through an AI interview platform with automated resume screening and proctoring. n8n (self-hosted on Railway) catches completion webhooks - JSON payloads with interview ID, score and status - and pushes results back into GHL, moving each candidate to the right stage automatically.
n8n AI Voice Agent Automation - Vapi + Airtable + AI Agent
Built an n8n automation that powers and processes an AI voice agent for real-estate cold calling. A Vapi assistant runs the calls, then n8n takes over: an AI Agent node (OpenAI + MCP tools) analyses each call and extracts structured outcomes - interested in selling, wrong number, do-not-call, appointment booked, sentiment and follow-up notes. Switch nodes route by result, and Airtable 'create or update contact' nodes write every field back to the CRM, tagging leads and scheduling AI follow-ups. Hosted on n8n cloud, it turns raw calls into clean, qualified CRM records with zero manual logging.
n8n AI Video Analyzer Workflow - Recording Checker
Built an n8n 'AI Recording Checker' workflow that automatically analyses video recordings at scale. The flow ingests recordings, then uses custom JavaScript Code nodes to map file links and mimetypes, parse and restructure the JSON data, and prepare each video for analysis. AI nodes review the recordings against defined criteria, and Edit Fields nodes shape the output into clean, structured results. Built on n8n cloud with loops and error handling, it runs across large batches of videos - replacing manual review with an automated, AI pipeline that checks and reports on every recording.
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