--- title: "Case Studies Real automations I built for clients" description: "10 documented automation projects by Achiya (50+ completed automation projects, 5.0★) — WhatsApp bots, CRM integrations and automated management systems." canonical: "https://achiya-automation.com/en/case-studies/" last-updated: "2026-09-15" language: "he" source: "https://achiya-automation.com" --- # Case Studies Real automations I built for clients > 10 documented automation projects by Achiya (50+ completed automation projects, 5.0★) — WhatsApp bots, CRM integrations and automated management systems. מקור: https://achiya-automation.com/en/case-studies/ --- - [Home](https://achiya-automation.com/en/) - Case Studies Each project includes: **The problem** → **What I built** → **The result** Manufacturing n8nOpenAIWhatsApp ## End-to-End Automation for an Aluminum Company 4 flows built and deployed with 10 connected services — from closed deal to site survey, with logging and exception handling Manual surveyor scheduling · commissions in Excel · no call oversight Documented workflow · connected systems · AI call summaries 4 connected flows 10/10 services connected Logged exceptions [Read the full case study + screenshots](https://achiya-automation.com/en/case-studies/aluminum-supply-chain/) Healthcare WhatsAppn8nGoogle Calendar ## WhatsApp Bot for a Clinic Runs an appointment-booking flow outside regular business hours too Manual replies · inquiries outside business hours · attendance needed a measured baseline Scenario-based replies · Google Calendar sync · attendance reminders that can be measured After hours capability designed Measured response time Measured attendance [Read more about this solution](https://achiya-automation.com/en/blog/whatsapp-bot-clinics/) Logistics n8nOpenAIWhatsApp ## Courier Receipts Bot — Straight from WhatsApp A courier posts a photo to the group — the flow extracts data and prepares a receipt in Rivhit Office staff typed every document into the books manually Photo → OCR → AI agent issues the receipt and posts it back OCR document extraction API receipt in Rivhit After hours capability designed [Read the full case study + screenshots](https://achiya-automation.com/en/case-studies/courier-receipts-bot/) Field Service n8nOpenAIGoogle Drive ## From WhatsApp Voice Note to a Professional PDF Report A field technician reports by voice — a formatted report lands in Drive Reports written manually at night · inconsistent formats · scattered photos AI transcribes, writes the report, builds a PDF and files it by task Measured voice to report Defined report structure Auto filing in Drive [Read the full case study + screenshots](https://achiya-automation.com/en/case-studies/field-reports-pdf/) Insurance n8nClaudeWhatsApp ## From Policy Emails to a Summarized WhatsApp Quote AI reads incoming policies and prepares a summary draft for the rep to review Agents decoded PDF policies and drafted summaries by hand Structured extraction · reviewable WhatsApp draft · tracking-sheet entry AI document extraction Draft rep review Sheet logging [Read the full case study + screenshots](https://achiya-automation.com/en/case-studies/insurance-policy-extraction/) Insurance n8nOpenAIChatwoot ## AI Sales Agent for an Insurance Agency — with Follow-up Runs a 5-step WhatsApp script and records the follow-up status Busy reps · silent clients slipped away · follow-up depended on memory AI runs the script with conversation memory; a second flow nudges non-responders 5 script steps 15 min follow-up cycle Logged follow-up status [Read the full case study + screenshots](https://achiya-automation.com/en/case-studies/insurance-ai-agent/) Commerce n8nOpenAIWhatsApp ## WhatsApp Bot — Answers & Order Taking Answers from the business's own doc, recognizes returning customers, takes orders Same questions all day · orders on sticky notes · no customer recognition Answers from an editable Google Doc · auto CRM · smart human handoff After hours capability designed Auto returning customers Smart human handoff [Read the full case study + screenshots](https://achiya-automation.com/en/case-studies/whatsapp-orders-bot/) B2B MakeOpenAIGmail ## Quote Automation — Aircraft Parts From RFQ email to an automated price quote Manual RFQ parsing · part lookups across systems · scattered supplier replies AI parses part numbers, scans the supplier base and prepares drafts for review Draft supplier outreach AI RFQ parsing Logged reply tracking [Read the full case study + screenshots](https://achiya-automation.com/en/case-studies/aircraft-parts-quote/) Commerce Telegramn8nOpenAI ## AliExpress Affiliate Bot on Telegram A group member asks for a product — the bot replies with affiliate-linked picks Hours of manual product hunting, link building and translation AI search query → scrape → selected products with affiliate links AI search & drafting On request flow trigger Affiliate link creation [Read the full case study + screenshots](https://achiya-automation.com/en/case-studies/aliexpress-telegram-affiliate/) B2B MakeMondayAffinity ## Monday ↔ Affinity Two-Way Sync Two systems, one truth — no double entry Two teams, two CRMs, two versions of reality Bidirectional sync with business logic for conflicts ↔ two-way sync Rules conflict handling Log updates [Read the full case study + screenshots](https://achiya-automation.com/en/case-studies/monday-affinity-sync/) ## How It Works 1 ### Identify the Problem Which manual processes are eating up your time? 2 ### Plan the Solution We design a custom automation tailored to your needs 3 ### Build the Automation Using Make, n8n, APIs, and custom integrations 4 ### Test & Launch We test everything, train your team, and go live 5 ### Support & Optimize Support and monitoring as defined in the proposal ## Have a process that needs automating? **All projects above are real** — I built them for my clients. Even if you don't see your exact case here — **every project is custom-built**. Tell me what's happening in your business and I'll explain how we can solve it. **The introductory call maps scope and fit before a proposal.** [Message on WhatsApp (opens in a new tab)](https://wa.me/972505377060?text=Hi%20Achiya%2C%20I%20saw%20the%20case%20studies%20and%20I%27d%20like%20to%20discuss%20automation) [050-537-7060](tel:+972505377060) Available on business days (Sun-Thu) between 09:00-18:00 IST **Why talk to me?** ✓ I work with Make, n8n, Zapier ✓ I build bots for WhatsApp & Telegram ✓ I connect systems (API, integrations) Want to hear from the clients themselves? [Read the testimonials](https://achiya-automation.com/en/testimonials/) [Pricing](https://achiya-automation.com/en/pricing/) · [How It Works](https://achiya-automation.com/en/how-it-works/) · [Contact](https://achiya-automation.com/en/contact/) --- סיכום האתר לסוכנים: https://achiya-automation.com/llms.txt · כל העמודים: https://achiya-automation.com/sitemap-index.xml · API: https://achiya-automation.com/openapi.json