Case Studies
Real builds, real results, real screenshots
n8n Client Onboarding System
Problem
Agency was manually onboarding each client with scattered emails, documents, and payment collection taking 3-5 days per client.
Build
Built n8n workflow that triggers on new client signup, sends welcome sequence, collects documents via automated forms, processes payment, and notifies team. Integrated with Airtable for tracking.
Outcome
Onboarding time reduced from 3-5 days to 4 hours. Zero manual follow-up required. Client satisfaction increased due to faster, more professional process.
Telegram Voice Bot + AI Agent
Problem
Local service business missing 60% of after-hours calls. Customers frustrated by voicemail, going to competitors instead.
Build
Deployed Telegram bot with voice message transcription, OpenAI agent trained on business FAQs, automated booking link generation, and escalation to owner for complex queries.
Outcome
After-hours inquiries now handled instantly. 40% of voice messages converted to bookings without human intervention. Owner only handles complex cases.
Pinecone RAG (Hormozi Agent)
Problem
Coaching business receiving same questions repeatedly. Team spending 10+ hours/week answering basic inquiries instead of serving clients.
Build
Built RAG system using Pinecone vector database, trained on Hormozi's content and business methodology. Deployed as chatbot on website and in client portal.
Outcome
Support ticket volume reduced by 70%. Team time freed up for high-value client work. Clients get instant, accurate answers 24/7.
Email Deliverability Rescue
Problem
SaaS company's transactional emails landing in spam. 50% deliverability rate causing customer confusion and support overload.
Build
Audited email infrastructure, properly configured SPF/DKIM/DMARC records, set up dedicated sending domain, implemented warming schedule, and built monitoring system.
Outcome
Deliverability improved to 98%. Customer complaints dropped to near zero. Automated monitoring alerts team to any future issues.
Healthcare Patient Intake Automation
Problem
Medical practice spending 3+ hours daily on manual patient intake forms, insurance verification, and appointment scheduling. Staff overwhelmed with phone calls and paperwork.
Build
Created automated patient intake system with digital forms, insurance verification API integration, automated appointment reminders via SMS and email, and electronic health record (EHR) sync.
Outcome
Intake processing time reduced from 15 minutes to 2 minutes per patient. Staff freed up to focus on patient care. No-show rate decreased by 35% with automated reminders.
Construction Bid Management System
Problem
General contractor missing bid deadlines, losing track of subcontractor quotes, and struggling with manual proposal generation taking 6-8 hours per bid.
Build
Built n8n workflow for bid request distribution, automated quote collection from subcontractors, proposal generation with dynamic pricing, and deadline tracking with escalation alerts.
Outcome
Bid preparation time cut from 8 hours to 45 minutes. Zero missed deadlines. Win rate increased by 23% due to faster, more professional proposals.
Medical Records Data Migration
Problem
Healthcare clinic transitioning to new EHR system. 15,000+ patient records needed migration. Manual process estimated at 6 months of staff time.
Build
Designed automated data extraction from legacy system, field mapping and validation workflows, duplicate detection, and automated upload to new EHR with error tracking and reconciliation.
Outcome
Migration completed in 3 weeks instead of 6 months. 99.7% data accuracy. Clinic remained operational throughout transition with zero patient care disruption.
Multi-Site Service Coordination
Problem
HVAC company with 12 technicians struggling to coordinate service calls across multiple job sites. Dispatch calls taking 30+ minutes, frequent double-bookings.
Build
Implemented automated dispatch system with real-time technician location tracking, intelligent job routing, automated customer notifications, and digital service ticket management.
Outcome
Dispatch time reduced to under 5 minutes. Double-bookings eliminated completely. Completed 18% more service calls per day. Customer satisfaction scores increased from 3.2 to 4.7 stars.
Accounting Client Document Collection
Problem
Accounting firm chasing clients for tax documents via endless email threads. Average 12 follow-ups per client, document collection taking 3-4 weeks.
Build
Created automated document request system with custom client portals, automated reminder sequences, document validation checks, and CRM integration for tracking completion status.
Outcome
Document collection time reduced from 3-4 weeks to 5 days average. Follow-up emails automated. Client compliance rate increased from 62% to 94%. Staff saved 25+ hours per week during tax season.
Supabase RAG Knowledge Base + Secure Storage
Problem
Enterprise client needed secure, scalable knowledge base for customer support with strict data privacy requirements. Couldn't rely on third-party AI platforms for sensitive business data.
Build
Architected RAG system using Supabase for vector storage, implemented row-level security, built custom embedding pipeline with OpenAI, and deployed self-hosted infrastructure with end-to-end encryption.
Outcome
100% data sovereignty maintained. Support agents access instant, accurate answers from 10,000+ documents. Zero data leakage to third parties. Query response time under 2 seconds.