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AI Automation Systems
September 1, 2025 • [in-progress]
Workflow automation for a Canadian consulting firm. CRM pipelines, intake automation, AI-assisted document drafting.
Tags: automation, ai, crm, client-work, zapier, google-workspace
Workflow automation for a Canadian consulting firm. CRM pipeline configuration, intake automation, AI-assisted document drafting with human review gates, task and reminder systems tied to deadlines.
Stack: Pipedrive, Google Workspace, Zapier/Make, DocuSign API, Google Apps Script