Services

AI automation

AI agents and no-code & low-code workflows for lead follow-up, scheduling, onboarding and support.

Services

Less busywork. More possibility.

Built around your business.

AI agents & lead qualification

WhatsApp support bots that answer customers from your knowledge base with RAG and hand unanswered questions to HubSpot tickets, plus WhatsApp lead qualification with AI scoring, knowledge-based Facebook chatbots, and VAPI voice scheduling. Follow-up routing and Slack alerts keep your team informed.

n8n · Gemini · Supabase · WhatsApp · HubSpot · VAPI

Business workflow automation

Connected workflows for client onboarding, Xero contacts and invoices, Notion tasks, Gmail attachment sorting, and transaction exports. AI-assisted CV evaluation and resume tailoring streamline hiring tasks.

n8n · Make · Airtable · Xero · Notion · Gmail

CRM, sales & customer follow-up

GoHighLevel lead capture, email and SMS follow-ups, appointment reminders, no-show recovery, missed-call texts, contract checks, and review requests. Apollo enrichment and Asana stage-based workflows keep sales records moving.

GoHighLevel · Zapier · Apollo · Asana · Email · SMS

Selected works

Automation in action.

Real workflows. Connected systems.

15 projects

GoHighLevel
  1. Form submitted
  2. Pipeline opportunity
  3. Tag applied
  4. Email and SMS sent
  5. Reply detected
  6. Hot lead flagged

New Lead and Contact Responded to Follow-up Sequence Automations

Problem: Service leads go cold when nobody replies quickly, and leads who already answered keep getting the same generic follow-ups.

What I built: A GoHighLevel sales funnel captures service requests, creates or updates pipeline opportunities, tags leads, and alerts the team. Service-based routing triggers email and SMS follow-ups, while replies move leads forward, flag hot leads, and stop the earlier follow-up workflow.

View project details Watch on Loom
GoHighLevel · CRM · Email · SMS
GoHighLevel
  1. Booking confirmed
  2. Reminder 24h
  3. Reminder 1h
  4. Reminder 5min
  5. No-show follow-up

Appointment Confirmation + Reminder and Cancellation/No Show Follow-up Automation

Problem: Booked calls get forgotten, and cancellations or no-shows rarely get a follow-up, leaving empty slots and lost leads.

What I built: A GoHighLevel automation confirms new bookings, sends reminders ahead of the appointment, and follows up automatically when a contact cancels or misses the slot, so the calendar stays full and no lead is left unanswered.

View project details Watch on Loom
GoHighLevel · CRM · Email · SMS
GoHighLevel
  1. Lead marked Won
  2. Client Pipeline
  3. Project completed
  4. Wait 7 days
  5. Review SMS
  6. “Done” stops texts

Moved to Won and Create New Client + Project Completed and Ask for Review Automations

Problem: Moving won deals into the client pipeline is manual, and finished clients are rarely asked for a review at the right time.

What I built: Marking a lead as Won triggers Moved to Won and Create New Client, moving it from the Lead Pipeline into the Client Pipeline as a new client. When the job is done, Project Completed and Ask for Review sends three review SMS texts, and a reply of “done” stops them.

View project details Watch on Loom
GoHighLevel · CRM · SMS
GoHighLevel
  1. Missed call
  2. Wait 1 min
  3. Text back
  4. Contract sent
  5. Wait 3 days
  6. Signing checked

Missed Call Text Back + Contract Signing Status Check Automations

Problem: Missed calls turn into lost enquiries, and sent contracts sit unsigned with nobody chasing them.

What I built: A missed call gets an automatic text back after a minute, so no enquiry is lost. Three days after a contract is sent, a text reminds the contact if it is still unsigned and confirms once it is signed.

View project details
GoHighLevel · CRM · SMS
n8n
  1. WhatsApp question
  2. KB vector search
  3. Gemini drafts answer
  4. HubSpot ticket + Slack
  5. Agent answer sent
  6. KB re-indexed

WhatsApp Support Bot

Problem: Support teams answer the same WhatsApp questions over and over, and harder questions need a person without losing the conversation.

What I built: A WhatsApp bot answers customer questions from a Notion knowledge base using Supabase vector search and Gemini. Questions it can't answer become HubSpot tickets with a Slack alert; when an agent closes the ticket, the answer is sent back on WhatsApp and can be saved to the knowledge base, which re-indexes itself automatically.

View project details
n8n · WhatsApp · RAG · Gemini · Supabase · HubSpot · Notion · Slack
n8n
  1. CV received
  2. Gemini scores CV
  3. Candidate routed
  4. Questionnaire sent
  5. Screening booked
  6. Airtable updated

AI HR applicant evaluation

Problem: Reading and scoring every CV by hand is slow and inconsistent, so strong candidates wait days for a screening call.

What I built: An end-to-end hiring workflow that extracts and scores CVs with Gemini, routes candidates, generates questionnaires, books screenings, and updates Airtable.

View project details
n8n · Gemini · Airtable
n8n
  1. WhatsApp message
  2. Answers collected
  3. AI scores lead
  4. HubSpot updated
  5. Follow-up routed
  6. Errors alert Slack

WhatsApp AI Lead Qualifier

Problem: Sales time goes into chasing every WhatsApp enquiry, including leads that were never a good fit.

What I built: A WhatsApp bot collects five qualification answers, scores leads with AI, and updates HubSpot contacts and deals. Lead scores route follow-ups to Notion, Slack, or a nurture list, while a companion workflow alerts Slack when errors occur.

View project details
n8n · WhatsApp · AI · HubSpot · Notion · Slack
n8n
  1. Slack message
  2. Search validated
  3. Listings scraped
  4. Resume tailored
  5. Drive file updated

Slack-triggered job scraper & resume optimizer

Problem: Finding relevant job posts and tailoring a resume for each one takes hours of copying and editing.

What I built: A Slack message launches job search validation, listing scraping, and AI resume tailoring. Google Drive files are copied and updated with job-specific content.

View project details
n8n · Slack · Gemini · Google Drive
n8n
  1. Message received
  2. Docs knowledge retrieved
  3. Gemini with memory
  4. Reply sent

Knowledge-based Facebook chatbot

Problem: Page messages go unanswered outside business hours, and generic bots can't answer questions about the business itself.

What I built: An AI agent retrieves business knowledge from Google Docs, maintains conversation memory with Gemini, and delivers contextual responses through webhooks.

View project details
n8n · Gemini · Google Docs · Facebook
n8n
  1. Voice request
  2. Slots checked
  3. Timezone converted
  4. Booked or updated
  5. Logged in Airtable

VAPI voice scheduler

Problem: Booking, changing and cancelling appointments by phone ties up staff and leads to double bookings and time-zone mistakes.

What I built: A voice AI workflow finds available slots, books, updates, and cancels appointments with timezone conversion, calendar checks, error handling, and Airtable logging.

View project details
n8n · VAPI · Calendar · Airtable
Make
  1. Unread email
  2. Attachment retrieved
  3. Renamed
  4. Uploaded to Drive
  5. Logged in Sheets
  6. Sender confirmed

Gmail attachment sorter

Problem: Attachments pile up in the inbox and have to be downloaded, renamed and filed into Drive by hand.

What I built: A Make scenario that watches Gmail for unread messages, retrieves attachments, renames files with a generated response, uploads them to Google Drive, logs results in Sheets, and confirms back to the sender.

View project details
Make · Gmail · Google Drive · Sheets
Make
  1. Airtable record
  2. Xero contact checked
  3. Contact and invoice
  4. Notion item created
  5. Gmail and Airtable

Won Deal → Client Onboarding

Problem: Every new client needs the same setup in Airtable, Xero, Notion and Gmail, and doing it by hand causes delays and missed steps.

What I built: A Make scenario watches Airtable records and checks Xero for an existing contact. The new-contact path creates a contact and invoice, adds a Notion item, sends Gmail emails, and updates Airtable to keep onboarding records connected.

View project details
Make · Airtable · Xero · Notion · Gmail
Make
  1. Asana task done
  2. Xero transactions
  3. Routed and aggregated
  4. Saved to Asana
  5. Saved to Sheets

Xero-to-Asana transaction export

Problem: Pulling bank transactions from Xero for a given date and sharing them with the team is a repetitive manual export.

What I built: A Make scenario that triggers when an Asana task completes, pulls bank transactions from Xero for a chosen date, routes and aggregates the data, and saves everything to Asana and Google Sheets.

View project details
Make · Xero · Asana · Google Sheets
Zapier
  1. Lead webhook
  2. Domain resolved
  3. Company details
  4. Priority split
  5. Sheets, Slack, email

Automated Apollo leads enrichment

Problem: New leads arrive with little company information, so the team can't tell which ones to call first.

What I built: A webhook catches each lead, resolves the company domain, and pulls company details — then splits high- and low-priority leads into Sheets, Slack alerts, draft notifications, and client emails.

View project details
Zapier · Apollo · Slack · Gmail
Zapier
  1. Task updated
  2. Stage routed
  3. Onboarding folders
  4. Follow-ups and quotes
  5. AI approval message
  6. Paid and closed

Asana CRM lead engagement

Problem: Each stage of a lead in Asana needs different emails, folders and follow-ups, and doing it by hand means some slip through.

What I built: A 25-step CRM flow that reacts when a task updates and routes leads by stage — onboarding folders, follow-up nudges, quote emails, AI-drafted approval messages, and paid-and-closed wrap-ups.

View project details
Zapier · Asana · AI by Zapier · Gmail · Drive

Contact

Have a website or workflow in mind?

I’m open to freelance projects, full-time roles, and technical partnerships.

borlagdatanfloryan@gmail.comSend a message