Case Studies

CosmeticRx

CosmeticRx’s influencer campaigns scaled rapidly, but their email workload didn’t. Hundreds of creators emailed daily with interest, questions, and rate requests.

White City Logistics

White City Logistics struggled to keep up with daily recruiting and safety calls. HR repeated the same driver qualification questions over and over.

DHCS

DHCS relied on manual spreadsheets and PDF scrolling to process Medicaid remittances — often 500+ pages long.

Empower Psychotherapy

Empower Psychotherapy needed to recruit licensed mental-health providers across Arizona and California.

Automated Content Research

Brandon spent nearly 2 hours every day researching content ideas for Instagram and LinkedIn.

Automated Permit

Construction and real-estate teams depend on fresh permit data to win bids — but accessing it consistently was nearly impossible.

IsraelMovers

IsraelMovers.co.il managed hundreds of daily moving leads using Excel + SMS.

Derya

Derya’s education business ran across 9+ platforms — none of which communicated with each other.

AI Director Matching

The team spent hours manually shortlisting directors for every new brief.

Automated Donor Gift Fulfillment

The nonprofit team manually fulfilled every donor book gift — copying addresses, selecting products, and placing print-on-demand orders one by one.

AI Trip Planner

Users wanted fast, accurate trip plans — not hours of manual searching or inconsistent recommendations.

Smart Marketer & QuestRock

Smart Marketer and QuestRock were losing leads because their data pipelines weren’t connected.

Case Studies

CosmeticRx

Automated influencer onboarding and communications to handle 10x campaign volume without increasing headcount

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White City Logistics

Replaced repetitive recruiting and safety calls with automated qualification and AI-driven workflows, reducing HR workload & response time

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DHCS

Eliminated manual Medicaid remittance processing by automating PDF and spreadsheet workflows, cutting processing time across high-volume reports

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Empower Psychotherapy

Replaced repetitive recruiting and safety calls with automated qualification and AI-driven workflows, reducing HR workload & response time

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Automated Content Research

Brandon spent nearly 2 hours every day researching content ideas for Instagram and LinkedIn.

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Automated Permit

Construction and real-estate teams depend on fresh permit data to win bids — but accessing it consistently was nearly impossible.

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IsraelMovers

IsraelMovers.co.il managed hundreds of daily moving leads using Excel + SMS.

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Derya

Derya’s education business ran across 9+ platforms — none of which communicated with each other.

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AI Director Matching

Users wanted fast, accurate trip plans — not hours of manual searching or inconsistent recommendations.

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Automated Donor Gift Fulfillment

The nonprofit team manually fulfilled every donor book gift — copying addresses, selecting products, and placing print-on-demand orders one by one.

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AI Trip Planner

The team spent hours manually shortlisting directors for every new brief.

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Smart Marketer & QuestRock

Smart Marketer and QuestRock were losing leads because their data pipelines weren’t connected.

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CosmeticRx — AI-Powered Influencer Automation

The Challenge

CosmeticRx’s influencer campaigns scaled rapidly, but their email workload didn’t.
Hundreds of creators emailed daily with interest, questions, and rate requests.
Manual replies, sorting, and onboarding created delays, inconsistent communication, and lost opportunities.
The team couldn’t keep up — and growth stalled.

Our Solution

1

Automated influencer intake & classification

Incoming emails were instantly categorized (Interested / Fee Request / Q&A / Declined) and logged in Airtable.

2

Sent brand-consistent replies automatically

Influencers received fast, personalized responses inside the same Gmail thread — without human involvement.

3

Streamlined onboarding with prefilled forms

Interested creators received prefilled Fillout forms to submit payment details, affiliate codes, and onboarding info.

4

Created full visibility for the team

Airtable tracked every step: first reply → onboarding form → code received → campaign status.

White City Logistics — AI Voice Recruiting & Safety Automation

The Challenge

White City Logistics struggled to keep up with daily recruiting and safety calls.
HR repeated the same driver qualification questions over and over.
Safety teams spent hours each week checking on maintenance issues — often missing details or follow-ups.
When inquiry volume spiked, calls were inconsistent, notes were incomplete, and the entire workflow broke under pressure.

Our Solution

1

Implemented AI voice agents for recruiting & safety

Created two natural voice agents (Roxy & Ray) to handle driver qualification and weekly safety checks automatically.

2

Automated outbound calling with dynamic question flows

Each call pulled updated questions from Google Sheets and logged structured answers back into Sheets.

3

Added intelligent follow-ups and escalation routing

Integrated SMS, email, and critical-issue escalation through Make.com and Twilio.

4

Synced all call outcomes to HR & Safety systems

Every interaction now updates in real time, creating full visibility across teams.

DHCS — Automated Medicaid Remittance & Invoice Processing

The Challenge

DHCS relied on manual spreadsheets and PDF scrolling to process Medicaid remittances — often 500+ pages long.
As providers grew from 20 to 150+, the team faced:

  • Hours of manual parsing every billing cycle
  • Frequent Medicaid ID mismatches
  • Inconsistent invoices for DHCS staff vs. staffing agencies
  • No centralized visibility across finance or operations
  • Denials buried deep inside PDFs with no structured tracking

The process became slow, error-prone, and unscalable.

Our Solution

1

Automated Medicaid remittance parsing

Extracted Medicaid IDs, CPT codes, units, EOBs, paid/denied values, and mapped them directly into structured data.

2

Matched data to provider roster automatically

Clean mapping for DHCS staff, staffing agencies, emails, and team leads — eliminating ID mismatches.

3

Converted units into accurate billable hours

Applied the 4 units = 1 hour logic consistently across all providers.

4

Generated invoices instantly in DocsAutomator

Created individualized invoices for 150+ providers from a single PDF.

5

Extracted denials into a clean follow-up repor

Centralized denial visibility for faster recovery and accountability.

Empower Psychotherapy — Automated Recruiting Pipeline

The Challenge

Empower Psychotherapy needed to recruit licensed mental-health providers across Arizona and California.
Manual sourcing on LinkedIn and Indeed was slow, repetitive, and often restricted by platform limitations.
Finding verified emails, screening credentials, and sending outreach took hours — and consistency dropped when volume increased.
Recruiting couldn’t scale beyond a few candidates per day.

Our Solution

1

Automated LinkedIn search & data extraction

Used PhantomBuster to run scheduled searches and export targeted provider profiles directly into Google Sheets.

2

Enriched profiles with verified contact details

Integrated RocketReach to automatically add accurate emails and professional data.

3

AI-powered candidate screening

Used ChatGPT-4o to filter providers by license type, eligibility, and location (AZ & CA).

4

Launched personalized outreach workflows

Qualified candidates received tailored emails with Calendly links, while Zapier handled follow-ups for non-responders.

Automated Content Research & Competitor Analysis

The Challenge

Brandon spent nearly 2 hours every day researching content ideas for Instagram and LinkedIn.
He manually searched for:

  • Trending keywords
  • Viral topics
  • High-performing competitor posts
  • Hashtags worth using

The process was slow, repetitive, and inconsistent — and it kept him from actually creating content.

Our Solution

1

Built an automated content-research workflow

Used n8n + Apify API to scrape competitor posts and identify top performers daily.

2

Extracted high-impact keywords & hashtags

Filtered winning topics, keywords, and growth-driven hashtags automatically.

3

Delivered all insights into a structured Google Sheet

Brandon now receives fresh content ideas every day without lifting a finger.

4

Eliminated manual research entirely

The system acts as his personal content researcher — running 24/7.

Automated Permit Scraper for Construction Leads

The Challenge

Construction and real-estate teams depend on fresh permit data to win bids — but accessing it consistently was nearly impossible.

They faced:

  • Government websites blocking scrapers after 2–3 attempts
  • Hours of manual downloading, cleaning, and uploading data
  • Lead lists updated monthly, not weekly — causing slow outreach
  • No scalable way to track hundreds of permits across multiple regions
  • High risk of duplicates, missing fields, and inconsistent formatting

Generating reliable weekly permit leads would normally require a full-time team.

Our Solution

1

Automated weekly scraping of building permit reports

Pulled fresh reports from Construction Monitor every Monday at 8 AM.

2

Filtered only high-value permit types

Extracted Demolition, New Construction, Remodel, and Re-Roof permits.

3

AI-powered data cleanup

Used GPT-5 to validate layouts, normalize fields, and fill missing data

4

Centralized structured database in Google Sheets

Organized all cleaned permits into fixed tracking columns for QA and audits.

5

Synced leads directly into GoHighLevel

Auto-created contacts, applied tags, and routed them into the correct pipelines.

IsraelMovers — Automated Lead Flow & Vendor Engagement

The Challenge

IsraelMovers.co.il managed hundreds of daily moving leads using Excel + SMS.
This created:
Delayed vendor responses and missed messages
Manual routing that couldn’t keep up with volume
Quota expirations that caused lost revenue
Low vendor engagement
No centralized visibility into lead status
The process wasn’t scalable — and revenue depended on perfect timing.

Our Solution

1

Built a WhatsApp-first lead delivery system

Twilio WhatsApp replaced SMS for instant, trackable, high-engagement messaging (95%+ open rates).

2

Automated smart lead routing & quota protection

Each new lead was assigned to vendors automatically; delivery paused when quotas were reached.

3

Added renewal reminders to protect revenue

Vendors received automated alerts at 10 / 5 / 1 remaining leads to renew before downtime.

4

Boosted engagement with weekly driver photo prompts

Created a natural incentive loop — more photos = bonus credits + real social-proof content.

5

Synced everything inside Monday.com

Every lead, reminder, renewal, and media upload was logged for full visibility across the team.

Derya — Unified Automation & Business Visibility System

The Challenge

Derya’s education business ran across 9+ platforms — none of which communicated with each other.

Every week involved:

  • 5–6 hours of manual reporting
  • Fragmented data from GA4, Kajabi, Stripe, and more
  • Social tracking done one profile at a time
  • Broken Discord → Monday workflows
  • No unified view of the student journey
  • No real visibility from lead → purchase → student activity

The business was growing, but operations couldn’t keep up.

Our Solution

1

Connected all platforms into a single automated ecosystem

Synced GA4, Kajabi, Stripe, Calendly, Typeform, and ActiveCampaign through Zapier with cleaned, deduped data.

2

Automated social analytics across major platforms

Used Apify to capture posts, views, follower trends, and engagement from Instagram, TikTok, YouTube, LinkedIn & X.

3

Built a centralized Google Sheets data hub

Every metric linked via email, giving complete visibility across the student lifecycle.

4

Rebuilt Discord + Monday workflows with smart logic

No missed student messages, no manual reopening, and clean reactivation triggers

AI Director Matching — Automated Creative Shortlisting

The Challenge

The team spent hours manually shortlisting directors for every new brief.

Each search required checking:

  • Tone & category
  • Budget & brand fit
  • Location
  • Past work & style

Results varied depending on who did the research, and as briefs increased, the workflow broke. Speed, consistency, and scalability became impossible.

Our Solution

1

Built an AI engine that reads and interprets every brief

Automatically parses tone, category, brand, budget, and location.

2

Filters 500+ directors using strict logic

AI shortlists the top 3–7 perfect fits instantly.

3

Writes the results directly into Monday.com

Shortlists arrive before the team finishes reading the brief.

4

Enriched every director profile automatically

Scraping via Apify pulls website + Instagram data, generates tags/bios, and fixes incomplete profiles for a clean, usable database.

Automated Donor Gift Fulfillment — From Donation to Delivery in Minutes

The Challenge

The nonprofit team manually fulfilled every donor book gift — copying addresses, selecting products, and placing print-on-demand orders one by one.

This caused:

  • Slow, time-consuming fulfillment
  • Frequent errors in addresses or book selections
  • Inconsistent donor experience
  • No ability to scale during campaigns
  • Significant daily admin workload

The process couldn’t keep up with growth.

Our Solution

1

Automated donation-to-order creation

Each Donorbox donation triggers instant book or bundle identification.

2

Auto-created print & ship orders

Orders are generated in Bookvault automatically, with Lulu as the backup provider.

3

Guaranteed clean data mapping

Addresses, variants, and donor details are validated before fulfillment.

4

Zero manual involvement needed

The system runs completely hands-off — no admin, no delays, no errors.

AI Trip Planner — Instant, Personalized Itineraries

The Challenge

Users wanted fast, accurate trip plans — not hours of manual searching or inconsistent recommendations.

The business needed:

  • Real hotel pricing and availability
  • Accurate, personalized itineraries
  • A single automated workflow
  • Clean data for the frontend
  • A scalable system that could handle thousands of trip requests

Manual research wasn’t an option.

Our Solution

1

Built a unified Make.com engine for all trip inputs

A single backend flow powers every itinerary request.

2

AI-generated itineraries using OpenAI

Creates detailed, personalized day-by-day plans in seconds.

3

Live hotel pricing from Booking.com API

Real availability + real prices = instant trust and higher engagement

4

Smart budget tiers for user clarity

Comfort • Balanced • Explore — automatically matched to preferences.

5

Unified JSON output for the frontend

Ensures fast rendering and predictable structure.

Smart Marketer & QuestRock — Automated Lead Cleanup & CRM Routing

The Challenge

Smart Marketer and QuestRock were losing leads because their data pipelines weren’t connected.

They struggled with:

  • Disconnected tracking systems
  • Inconsistent email and phone formatting
  • Manual routing that couldn’t handle traffic volume
  • Leads landing in the wrong CRM fields
  • Unverified data clogging sales workflows
  • Poor attribution that hurt reporting and ROI

High spend on paid traffic — but unreliable lead delivery.

Our Solution

1

Built automated pixel → CRM pipelines

Make.com, Zapier, and Google Apps Script worked together to send clean, structured leads into Shape CRM and GoHighLevel.

2

Cleaned and normalized every email & phone

Layered logic fixed formatting, duplicates, and mismatched entries.

3

Verified/unverified lead routing

Mapped precisely into the right CRM flows, tags, and follow-up sequences.

4

Created reusable templates for future clients

Reduced setup time dramatically and ensured consistent quality across accounts.