My Works
Real-world automation systems and CRM setups that drive business growth and efficiency.
Sales Core Pipeline Automation
The pipeline had a fundamental problem: at the volume Metal Pro Buildings operates, manual stage management meant reps missed transitions, ownership periods expired without action, and recycled leads would re-enter without proper cleanup. The system built here automates every stage entry, enforces ownership timers, handles rep-to-rep ownership requests, recycles stale leads, guards against data integrity drift, and pushes internal Discord alerts — all without manual intervention. 10 automation groups, 20+ workflows, fully stage-triggered.
GHL automations that fire the moment an opportunity moves into each pipeline stage — triggering the right sequences, setting timers, and routing contacts without manual touch.
New Lead
Attempting To Contact
Discovery
Pending Quote
Decision
Lost
Won
n8n workflows that track how long each rep owns a lead, expire ownership after a defined period, reset timers on activity, and log touchpoints — enforcing accountability without a manager babysitting the pipeline.
Ownership Period Logger
Ownership Period Expired
Ownership & Cooldown Reset
Cooldown Period Tracker
Touchpoint Reset
The hand-off mechanic: a rep can formally claim a lead currently in Discovery stage. These n8n + GHL workflows validate the request, approve the transfer, update GHL records, and notify the new owner — structured so the process leaves a clean audit trail.
Request Ownership — n8n
Request Ownership — TRIGGER (GHL)
Request Ownership — Action (GHL)
GHL automations that redistribute stale or expired leads to the next available rep and track follower assignment — preventing leads from sitting idle when ownership expires.
Recycle Lead Assignment
Assign Follower (RB) — MAIN WF
n8n guard workflows that prevent bad data from propagating: block accidental Lost-stage reversals, detect duplicate open opportunities, and watch for custom field changes that signal deal drift — catching problems before they corrupt pipeline reporting.
Revert From Lost To Previous
Existing Deal Checker
Opportunity Fields Changed
n8n workflows that push real-time internal alerts to Discord: escalation flags, re-assignment notifications, ownership request updates, and a hard stop for leads aged past 12 months that should not be recycled.
Internal Notification — Pipeline
Lead Flagged — Escalation
Request Ownership — Notifier
Do Not Recycle — 12 Months
GHL CSV Cleaner
GHL exports raw CSVs with unformatted or broken phone numbers. Re-importing these files is often critical during disaster recovery, bulk contact migrations, or opportunity rebuilds. However, the malformed numbers trigger import failures and silent data loss. To avoid manually fixing thousands of rows, a custom Node.js sanitization script was built to process GHL exports and normalize every phone number field to a clean, importable format. The result: zero-error re-imports on every run. These 10 screenshots walk through the full tool workflow in sequence.
Other Automation Systems
AI-Powered Loan Automation with GHL & n8n in Facebook Messenger
An intelligent AI-powered loan application system built on GoHighLevel and n8n that automates the entire loan inquiry and qualification process through Facebook Messenger. Prospects interact with an AI chatbot that collects information, qualifies leads, and routes them through a smart CRM pipeline — all without manual intervention.
Key Automation Processes
AI Chatbot in FB Messenger
An n8n-powered AI chatbot engages prospects directly on Facebook Messenger, collects loan inquiry details, and answers questions in real time — 24/7.
Lead Qualification & Pipeline
Qualified leads are automatically added to the GHL pipeline with proper tagging, stage assignment, and follow-up sequences triggered instantly.
Automated Follow-Up
Prospects receive automated email and SMS confirmations with next steps, while agents get instant notifications of new qualified leads.
Data Logging & Reporting
All loan inquiries and interactions are logged to Google Sheets in real time, providing clear visibility into lead sources and conversion metrics.
AI-Powered Messenger Lead Qualification & CRM Automation
An end-to-end, AI-driven lead management architecture designed to automate customer acquisition, qualification, and internal team handoffs. Built for high-volume Facebook ad campaigns, the workflow seamlessly bridges front-end social media interactions with back-end operational tracking — leveraging conversational AI to instantly engage inquiries, filter unqualified prospects, synchronize data across GoHighLevel and Google Sheets, and dispatch actionable notifications to executives via Discord.
Core Architecture & Workflow
Intelligent Lead Capture
Automation initiates via webhook the moment a prospect replies to a targeted Facebook post ad, passing the inquiry to an intelligent AI Agent built within n8n — replacing static auto-responders entirely.
Conversational Qualification & Tool Calling
The AI Agent acts as a front-line sales rep, engaging leads in natural conversation with dynamic tool calling — routing online-only prospects, categorizing intent with status tools, and pre-qualifying before handoff.
Dynamic Reactivation & Follow-Up
A time-based follow-up system fires webhooks to re-engage silent leads. Smart sequence reset restarts the timer on reply, while tool execution is suspended during reactivation to focus on conversational recovery.
Seamless CRM & Data Sync
Qualified leads are automatically created or updated in GoHighLevel CRM with pipeline stage assignments ("Assigned" / "For Follow Up") while simultaneously logging to Google Sheets for independent tracking.
Executive Handoff & Team Routing
The moment a prospect is qualified and assigned, n8n fires an internal Discord notification with exact details needed for timely follow-up — closing the gap between automation and human sales.
Event-Driven Reminders
A scheduled trigger executes one day before events, querying GHL opportunities and Google Sheets, then pushing a comprehensive summary reminder to Discord for admin and executive preparation.
Technical Website's Automations For New Members
The Technical Ministry of Word of Hope Church features integrated automation workflows designed to streamline communication, data management, and follow-up processes for the team. These workflows ensure that every interaction is automatically processed and properly routed.
Key Automation Processes
Contact Form Submission
When a new contact submits a form, the system automatically sends a confirmation email with a calendar booking form and logs all submitted information into Google Sheets.
Meeting Bookings
If a contact books a meeting through the calendar form, both the contact and assigned user receive automated confirmation emails. A reminder email is sent one day before the scheduled meeting.
Survey Responses
When a user completes a survey form, the system sends automated emails with survey responses. If/else action logic is used to analyze choices and determine the next automated step.
VEM Technologies' Automation Workflows For AI and Forms
The VEM Technologies website is equipped with intelligent automation workflows designed to enhance lead management and customer communication. These workflows ensure seamless coordination between form submissions, appointments, and follow-ups — minimizing manual work while improving client engagement.
Key Automation Processes
Contact Form Submission
When a contact submits a form, their information is automatically added to the Opportunities pipeline in GHL, recorded in Google Sheets with their concern, and triggers an automated thank-you email.
Appointment Booking
Contacts who book through the calendar are moved to the Appointment Booked stage. The system sends confirmation emails to both the contact and assigned user, plus reminder emails one day before the appointment.
Lead Nurturing
Contacts who haven't booked or responded are automatically added to a nurture workflow, receiving promotional emails every 7 days to maintain engagement and encourage future contact.
AI Chatbot Workflow
A custom-built AI chatbot powered by n8n and hosted on Render serves as a virtual front desk — answering questions about services, guiding visitors, and assisting with business information in real time.
Let's Build Your Next Automation System
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