Automated workflows for SMBs, agencies, and service businesses using Make.com + CRM + AI.
All examples are fully sanitized, schema-agnostic, and production-oriented.
Two real automation suites (end-to-end):
AI-powered pipeline β enrich + generate first message + sync to outreach tools.
Key Skills:
- Lead enrichment (Perplexity/Claude)
- Campaign routing & dedupe control
- Data normalization & fallback logic
- Outreach personalization with dynamic fields
π /outbound-automation-suite/
Capture β qualify β route to CRM β AI-assisted outreach.
Key Skills:
- Webhooks & multi-source intake
- Fit scoring & signal extraction
- Deal automation in CRM
- Email β LinkedIn messaging fallback
π /inbound-lead-engine/
A stateful automation that sends weekly reminder emails to clinic doctors about open cases.
It fetches data from HubSpot, stores and deduplicates it in Make Data Store, and syncs with Mailchimp to trigger campaigns β ensuring no duplicate sends.
Under the hood, it handles batch processing, API throttling, and state resets each week.
π /clinic-weekly-reminders-pack/
- Make.com (workflow orchestration)
- Airtable / Pipedrive (CRM data)
- Claude / Perplexity/ OpenAI (AI enrichment & messaging)
- Lemlist / Expandi (outreach flows)
- No client names, API keys, or sensitive data
- Field names use placeholders for portability
- All URLs & IDs are sanitized
π License: CC BY-NC 4.0 β Portfolio/demo only
Commercial use requires permission.
- Multi-channel outbound for agencies
- Automated response to inbound interest
- CRM hygiene + enriched qualification
- Personalized outreach at scale
If you'd like help adapting these workflows to your environment β
connect with me on LinkedIn π