Case Studies Real automations I built for clients

Each project includes: The problem → What I built → The result

End-to-End Automation for an Aluminum Company automation case study

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
One WhatsApp Number for the Whole Clinic Team automation case study

Healthcare

WhatsAppChatwoot

One WhatsApp Number for the Whole Clinic Team

Several agents answer from the same WhatsApp number, each from their own computer

One number · one phone · a fee for every extra linked device

One inbox (Chatwoot) · every agent on their own computer · no linked-device fees

One number for the whole team
Every agent from their own computer
No fee for extra linked devices
Read more about this solution
Courier Receipts Bot — Straight from WhatsApp automation case study

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
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From WhatsApp Voice Note to a Professional PDF Report automation case study

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
From Policy Emails to a Summarized WhatsApp Quote automation case study

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
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AI Sales Agent for an Insurance Agency — with Follow-up automation case study

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
WhatsApp Bot — Answers & Order Taking automation case study

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
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Quote Automation — B2B Trading automation case study

B2B

MakeOpenAIGmail

Quote Automation — B2B Trading

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
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AliExpress Affiliate Bot on Telegram automation case study

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
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Monday ↔ Affinity Two-Way Sync automation case study

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

How It Works

  1. 1

    Identify the Problem

    Which manual processes are eating up your time?

  2. 2

    Plan the Solution

    We design a custom automation tailored to your needs

  3. 3

    Build the Automation

    Using Make, n8n, APIs, and custom integrations

  4. 4

    Test & Launch

    We test everything, train your team, and go live

  5. 5

    Support & Optimize

    Support and monitoring as defined in the proposal

Have a process that needs automating?

Every project above is based on a system I built — shown without client names or client data.

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.

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

Let's talk?