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11 contributions to AI Automation Society
Lead Magnets
Hey guys, I was wondering what lead magnets do you use for your automations to attract people who would then convert. I was thinking a free demo would be the only possible solution because I honestly don't know what else I can offer for free. Would be interested in knowing what works for you guys!
0 likes • 5h
@Alex Rowan I am trying to make a free tool for the client to use. What about you
0 likes • 5h
@M R I provide accounting automation, specifically bank statement parsing into clean spreadsheets, but I think the only one that would work in our case is a free demo or building a page where they can insert a statement, and it turns it into a formatted CSV for them almost instantly. The issue with this approach is the safety concern, how can they trust uploading a client statement onto a random site.
Bank Statement Processing Automation
Hey everyone, hope you're all doing well! Me and my friend just finished our PDF > Excel parsing custom automation solution that we will be providing to accountants and bookkeepers. I was wondering if you guys could take a look and provide some opinions on how it is and what we could potentially work on. We will be targeting small to medium businesses who haven't integrated any internal automations. Also if you anyone has experience with landing clients within professionally related services I am all ears. I would love to hear what you guys think of this and if niching down to only accountants and bookkeepers is the right approach. After we finalize it, we are thinking of sending personalized LinkedIn messages through Sales Navigator and starting our content creation journey to land leads. We built it out on Make and our tech stack includes Claude's API and Azures Document Intelligence (for parsing). I've attached the video below, if you have some time to view it and leave an opinion. Thanks everyone and looking forward to your opinions! https://www.loom.com/share/7d657c86aa0d46ea85b0d773f3599d9f
Bank Statement Processing Automation
0 likes • Jan 15
@Hicham Char I see, thanks for your insight Hicham!
Referral System
I was wondering if you guys have connected with one another and tried setting up a referral system. For example; I do automation specific for accountants, if one of you refer me an accountant you could get a percentage of sales or a referral fee. I don't handle any other automation but if some of you specifically run automations for restaurant I could refer you them to you etc...
Most Successful Outreach Method for Automation
Hey guys hope everyone is doing well. I recently started my automation journey and I have gotten my first client through a warm lead and a referral. Now I am looking at methods to get more clients and was wondering what has worked for you guys. I heard Social Media inbound leads are good but I am not really great at editing or making content or viral post recipes. I have tried cold calling a bit and there is some interest but not enough for people to book. I am open to any method you guys have used or still use that works for you and constantly gets you good leads or at least gets a client to book an intro call. I made a poll below so hoping to hear some answers from you guys!
Poll
6 members have voted
2 likes • Jan 8
@Mathieu Modesto I am trying to target Accountants, so I assumed I should connect with them on a more professional platform like LinkedIn, or do you think cold emailing is still better
Accounting Workflow Automator
Hey guys! Wanted to see if anyone has worked on an accounting workflow that has worked and is highly accurate. I have seen some workflows that are sometimes inaccurate and since accountants require almost complete accuracy when working with client information, what workflows have some of you provided that has close to no errors and requires only some human analysis/correction.
1 like • Oct '25
@Hammad Khan I see thank you, the thing is the client has a specific format that he inputs into CaseWare so I have to see if the automation can input it with the format the client wants
2 likes • Oct '25
@Daniel Flowers what would be an example of this?
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Araz Zargarian
4
50points to level up
@araz-zargarian-5662
Looking to connect with new people and grow my Digital Agency

Active 5h ago
Joined Sep 15, 2025
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