Our Portfolio
Advanced Payments Dashboard - Multiple Input Sources (Jira, UpWork, Sheets)
Developed a dashboard that allows users to manage payments from Jira, UpWork, and Google Sheets, flag suspicious activity, and visualize spend by job or across all jobs.
Lead Scoring & Routing System
Comprehensive lead management system with Clay integration, automated scoring, intelligent routing, Slack notifications, and weekly performance reporting.
Company Brain RAG + Task Automation
Developed an AI-powered company knowledge base with vector search, plus automated task creation from Teams/Outlook/DMS to Microsoft Planner with intelligent response evaluation.
AI Chatbot & Inventory Search System
Built an intelligent chatbot with real-time inventory search capabilities, integrating website data streams into a searchable database with automated query generation.
Loan Processing Automation
End-to-end loan data extraction from emails with human-in-the-loop approval workflows, automated document organization, and loan creation in core systems.
QuickBooks Payroll Automation
Automated payroll processing and invoice management with QuickBooks integration, including intelligent failure handling and retry mechanisms.
Custom Workflow Integration
Tailored automation solution integrating multiple business systems to streamline operations and reduce manual data entry.
PDF Document Processing Pipeline
Automated extraction and processing of PDF documents from Google Drive, transforming them into structured data for practice management systems.
Healthcare Operations Automation Suite
Comprehensive 40+ workflow automation system for healthcare operations, including client onboarding/offboarding, authorization management, staff notifications, HubSpot-ClickUp integration, and automated compliance tracking.
and MANY more!
500+ workflows delivered across dozens of clients