Streamline Your Business

Enhance efficiency with tailored AI automation solutions for seamless workflow integration and improved operations.

Automation Solutions

Customized solutions enhancing business efficiency and reducing manual tasks.

Featured Systems

These systems save time and streamline daily operations.

Email Categorizing & Labeling System -->
Overview
This workflow watches your Gmail inbox in real time, automatically sorts each incoming message into meaningful buckets (e.g., Invoices, Cold Outreach, Q&A), applies the corresponding Gmail label, and—when an email is categorized as “Q&A”—uses AI to draft a polite, professional reply and places it in your Gmail drafts folder.
How It Works
1. Gmail Trigger
  - Runs every minute, pulling new messages from your Inbox.
2. AI‑Driven Classification
  - A LangChain Text Classifier node sends the email’s content and labels to a GPT‑4o‑mini model, categorizing it into one of seven predefined types (Transactional, Invoice & Receipts, Cold Outreach, Sponsorship/Affiliate, Q&A, Promotion, Unknown).
3. Label Assignment
  - Based on the classification, a Gmail node adds the matching label in Gmail so you can quickly scan your inbox by category.
4. Q&A Branch & Automated Reply
  - If the email is labeled “Q&A,” the workflow fetches the full message via the Gmail “get” node.
  - An AI Agent drafts a concise, professional reply—addressing the sender, quoting the subject and body, and signing off appropriately.
  - The draft is then created in your Gmail drafts folder, ready for your review and send.
Key Features
- Real‑Time Monitoring: Processes new emails every minute, ensuring near‑instant categorization.
- Custom Categories: Seven buckets cover common business scenarios; easy to expand or modify.
- Automated Labeling: Gmail labels mirror your AI classification, keeping your inbox organized.
- AI‑Generated Replies: For Q&A inquiries, you get a polished draft that saves you typing time.
- Flexible AI Model: Leverages GPT‑4o‑mini for fast, cost‑effective classification and GPT‑4.1 for richer reply drafting.
- Seamless Gmail Integration: All labels and drafts live directly in Gmail—no external interfaces.
Client Benefits
- Enhanced Productivity: Spend less time sorting and more time responding to high‑value messages.
- Consistent Organization: Never miss an invoice or prospecting email again—each lands in the correct folder.
- Faster Response Times: Q&A emails automatically receive a tailored reply draft within seconds.
- Scalability: Handles high email volumes without manual intervention.
- Improved Professionalism: Every reply follows a standardized, courteous format.

Gmail Auto Reply System -->
Overview
Continuously monitors your sales inbox via IMAP, uses AI to qualify incoming messages as genuine leads, and—only for those flagged as leads—automatically generates and sends a customized reply through Gmail. Non‑leads are ignored, ensuring you only engage with high‑value prospects.
How It Works
1. IMAP Trigger
  - The workflow’s first node (Email Trigger (IMAP)) polls your inbox and retrieves new messages.
2. AI Lead Detection
  - The “Is Lead?” node sends the plaintext of each email to GPT‑4o with a prompt asking for a JSON response { "lead": true/false }.
3. Lead Filtering
  - A Filter node passes only those messages where "lead": true through to the next stage.
4. Custom Reply Generation
  - The “Write Customized Reply” node feeds the original message plus tone and context examples into GPT‑4o, which returns a succinct, spartan reply tailored to that prospect.
5. Fetch Original Message in Gmail
  - To ensure threading and correct message‑ID, the “Get Message” Gmail node searches for the exact message by sender and subject.
6. Automated Reply
  - Finally, the “Reply to Message” Gmail node uses the AI‑generated text to send a reply directly in the same thread.
Key Features
- IMAP + Gmail Integration: Combines IMAP polling for broad provider support with Gmail’s API for reliable threading and delivery.
- Precision Lead Triage: AI‑driven qualification ensures you only waste time on genuine prospects.
- Contextual AI Responses: Custom reply generation uses real excerpts and tone‑guides so every message feels personal yet efficient.
- Automated Threading: The workflow fetches the exact Gmail message ID to maintain tidy conversation threads.
- Zero‑Touch Operation: Once configured, you no longer need to manually read, qualify, or draft initial replies to inbound leads.
Client Benefits
- Lightning‑Fast Engagement: Prospects receive a personalized acknowledgment within seconds of emailing.
- Higher Conversion Potential: Prompt, relevant responses improve first‑impression and booking rates.
- Reduced Manual Workload: Sales teams can focus on closing deals rather than sifting through noise.
- Consistent Brand Voice: All replies follow your spartan, no‑frills style without oversight.
- Scalable Lead Handling: Automatically scales with your inbound volume—even hundreds of leads per day.

Invoice Follow-Up System -->
Overview
An end‑to‑end workflow that monitors your Google Sheets invoice register, classifies each invoice as Overdue, Pending, or Paid, and automatically generates personalized email drafts—reminders for late payments, follow‑ups for recent services, or thank‑you notes for cleared invoices—ready for your review in Gmail.
How It Works
1. Weekly Trigger
  - Every Monday at 8 AM, the Google Sheets Trigger node scans the “Status” column of your invoice sheet.
2. Data Enrichment
  - A Code node converts Excel serial dates to ISO format, computes days overdue, and assembles all invoice details (invoice number, company name, contact info, amount, PO number, etc.).
3. Status Routing
  - A Switch node routes each record to one of three branches based on its Status value:
    - Overdue → AI Agent drafts a reminder/follow‑up/final‑notice email (tone adjusts at 7, 14, 21, 28, 35+ days overdue).
    - Pending → AI Agent drafts a “thank you for choosing us” note upon service completion.
    - Paid → AI Agent drafts a closing “thank you” email after payment receipt.
4. AI Draft Generation
  - Each branch uses an OpenAI‑powered Agent node with custom system messages to tailor content, length, and tone.
5. Gmail Integration
  - Drafts are created in your Gmail account (via Gmail Tool nodes), pre‑populated with subject, body, and proper “From” alias—ready for a final send.
Key Features
- Automated Monitoring: Weekly checks eliminate manual status reviews.
- Dynamic Personalization: Pulls in customer name, invoice number, dates, amounts, PO number, department, etc.
- Tone‑Driven Logic: Overdue reminders escalate gently or firmly depending on days late.
- Multi‑Stage Follow‑Up: From friendly reminders to final‑notice warnings without extra configuration.
- Seamless Gmail Drafts: Creates ready‑to‑send emails, saving copy‑and‑paste steps.
- Excel Date Handling: Accurate conversion of spreadsheet serial dates to ISO strings for clarity.
Client Benefits
- Time Savings: Eliminates repetitive, manual follow‑ups—freeing your team for strategic work.
- Faster Payments: Consistent, timely reminders reduce days sales outstanding.
- Professional Consistency: Every communication reflects your brand voice and follows best‑practice schedules.
- Error Reduction: Automated data handling removes manual‑entry mistakes.
- Scalability: Easily handles growing invoice volumes without added headcount.

Lead Generation System -->
Overview
A full‑funnel email intake workflow that continuously monitors your Gmail inbox, filters out internal or irrelevant messages, reconstructs complete conversation threads, identifies genuine sales enquiries, then automatically handles those enquiries by either proposing or booking calendar slots—or drafting informed replies—while routing edge cases to human review via Telegram.
How It Works
1. Real‑Time Email Fetch
  - A Schedule Trigger fires every second and the “New Emails” node pulls in all messages received in the last minute.
2. Pre‑Processing & Filtering
  - The “Fix ‘From’” Code node extracts only the sender’s email address.
  - A Filter node skips any messages originating from your own address.
3. Thread Reconstruction
  - “Get Full Thread” retrieves the entire message thread; “Reformat Thread” groups messages by thread, tags each as from “rep” (your team) or “customer,” and timestamps them in ISO format.
4. Sales Enquiry Identification
  - An LLM node (“Sales Email?”) classifies each thread as a genuine sales lead or “Not Sales.”
5. Customer Intent Classification
  - For sales leads, another LLM chain (“Calendar or Email”) determines whether the prospect is requesting to book a call (calendar email) or seeking information (information email).
6. Automated Scheduling
  - Calendar Emails → “Calendar Agent” uses the Google Calendar “get_events” and “Google Calendar” nodes to check availability, then either:
    - Proposes two open time slots via draft email, or
    - Books the requested slot and sends a confirmation email.
7. Automated Information Replies
  - Information Emails → “Email Agent” performs a RAG lookup against your Supabase vector‑store FAQs, drafts a detailed reply, and—if uncertain—marks the thread for human escalation.
8. Human‑In‑The‑Loop (HITL) Approval
  - Any AI‑generated draft (for bookings or information) is sent as a custom form to your Telegram channel. A dropdown lets the manager Approve, Reject, or Escalate.
  - Approved drafts get automatically sent; rejections loop back for revision; escalations notify reps to intervene manually.
Key Features
- Continuous Monitoring: Near‑instant ingestion of new emails.
- Robust Thread Handling: Aggregates entire conversation history for context.
- Dual‑Stage Classification: Distinguishes between non‑sales, sales‑bookings, and sales‑info.
- Automated Calendar Integration: Checks real‑time availability, creates events, and drafts confirmations.
- RAG‑Powered Replies: Uses your vector‑store of company FAQs for accurate, up‑to‑date answers.
- Telegram HITL Interface: Manager can approve or adjust AI outputs before sending.
- Escalation Logic: Smart fallback to human handling when AI confidence is low.
Client Benefits
- Faster Lead Response: Prospects get confirmations or proposals within seconds of emailing.
- Higher Conversion Rates: Timely scheduling and expert answers reduce friction in the sales funnel.
- Reduced Manual Workload: Sales reps spend less time triaging and more time selling.
- Consistent Brand Voice: All replies follow standardized templates and use vetted company FAQs.
- Audit Trail & Compliance: Full conversation logs, approval records, and calendar events are all timestamped and traceable.

Workflow Optimization

Tailored workflows that integrate seamlessly with existing systems.

Efficiency Boost

Immediate improvements in complex processes and task management.

Consultation Offered

Schedule to learn more about our automation solutions.

→

Proposal Generator System -->
Overview
When a prospect submits a “Discovery Call” Typeform, this automation automatically pulls in their responses, leverages OpenAI to craft a tailored proposal and milestone plan, parses the AI output, and then populates and generates a PandaDoc sales proposal—ready to send without any manual drafting.
How It Works
1. Form Trigger: Watches your Typeform “Discovery Call” webhook for new submissions.
2. Debounce Delay: Pauses briefly (2 sec) to ensure the form’s data is fully available.
3. Fetch Response: Retrieves the latest completed response bundle from Typeform.
4. Generate Proposal: Sends the raw business, problem, and solution fields to GPT‑4 (via OpenAI) to produce a JSON‑formatted proposal.
5. Parse JSON: Extracts the proposal details (titles, pitch language, tools list) from the AI’s JSON.
6. Generate Milestones: Uses GPT‑4 again to craft four milestone/timeline pairs based on the solution and timeline inputs.
7. Parse Milestones: Converts the milestone JSON back into structured variables.
8. Populate PandaDoc: Fills a PandaDoc template with all client details, problem pitch, solution pitch, milestones, timelines, and pricing tokens.
Key Features
- Real‑time Typeform integration: Instant trigger on new “Discovery Call” submissions.
- AI‑driven proposal drafting: Two GPT‑4 calls to generate both narrative proposal and structured milestones.
- Automated JSON parsing: Safe, reliable extraction of AI output into workflow variables.
- One‑click PandaDoc generation: Populates a pre‑built proposal template with tokens and pricing tables.
- Conditional send logic: Only triggers proposal generation when the “Send proposal” flag is set.
Client Benefits
- Zero manual drafting: Saves hours of copywriting by auto‑generating polished proposals.
- Faster response times: Prospects receive tailored proposals within seconds of form submission.
- Consistent quality: Ensures every proposal follows your brand’s spartan, enterprise‑grade tone.
- Structured project planning: Delivers clear milestones and timelines to set client expectations.
- Higher conversion: Rapid, professional follow‑up boosts credibility and closing rates.

Efficiency

Transforming business operations with tailored AI automation solutions.