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Owned by Duy

AI Automation First Client

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179 contributions to AI Automation Society
Tax Document Workflow Enhancement = 3 Paying Clients πŸ”₯
Community shared basic tax filing workflow. Good structure. Missing intelligent extraction. Added document extraction capability. Landed 3 accountant clients immediately. THE OPPORTUNITY: Original template: Email monitoring, folder creation, manual document review. Accountant still reads each document. Still categorizes manually. Still types into spreadsheet. Half-automated. Not compelling enough to sell. Added extraction node. Now FULLY automated. Accountants impressed. Accountants pay. THE ENHANCEMENT: One extraction node between email and filing. Reads tax document automatically. Identifies form type. Extracts taxpayer info, income amounts, deduction amounts. Structured data flows to categorization and spreadsheet. Complete automation achieved. No manual document reading. THE ACCOUNTANT REACTION: Before enhancement: "Interesting but I still need review every document." After enhancement: "Wait, it reads W-2s and 1099s automatically? Extracts the amounts? Yes, I need this." Enhancement changed free template into paid service worth monthly retainer. WHY THIS MATTERS FOR TAX SEASON REVENUE: Partial automation = hard to sell to busy accountants. "Still doing manual work." Full automation = easy sell during tax crisis. "Literally handles everything. Just review organized results." One enhancement node turned community template into profitable service offering. THE CLIENT RESULTS: Accountant 1: 40 individual clients. Processing 200+ documents monthly. Pays monthly retainer January-April. Already renewed for next year. Accountant 2: Small business focus. 30 clients. Each sends multiple quarterly documents. Year-round monthly retainer. Continuous revenue. Accountant 3: Referred by Accountant 1. 25 clients. Signed up immediately after seeing demo. Monthly revenue started same week. Same enhanced template. Three paying clients. Tax season making money. THE TEMPLATE PHILOSOPHY: Community templates provide workflow orchestration. Document intelligence extensions provide extraction capability. Combination creates sellable professional service.
Tax Document Workflow Enhancement = 3 Paying Clients πŸ”₯
Patient Intake Template - Landed Healthcare Consulting Contract πŸ”₯
Community shared basic form collection workflow. Good structure. Missing intelligent data extraction. Added extraction capability. Landed healthcare IT consultant with 6 clinic clients. THE OPPORTUNITY: Original template: Email monitoring, manual review, basic logging. Someone still reads forms. Still types data. Still validates completeness manually. Half-automated. Not compelling to healthcare consultants. Added intelligent extraction and validation. Now FULLY automated. Consultant impressed. All 6 clinics signed up. THE ENHANCEMENT: Two critical nodes: Extraction reads intake form automatically (patient demographics, insurance, contacts, medical info). Validation checks completeness and routes to appropriate response. Complete patient onboarding automation achieved. THE CONSULTANT REACTION: Before: "Interesting but clinics still need manual data entry." After: "It reads intake forms AND validates completeness automatically? All my clinics need this." Enhancement turned free template into professional healthcare service worth monthly retainer. WHY THIS MATTERS FOR CONSULTING REVENUE: Partial automation = no consulting engagement. "Just a form collector." Full automation = consulting contract. "Professional patient onboarding system I can sell." Two enhancement nodes created consulting opportunity serving 6 clinics monthly. THE CLIENT RESULTS: Healthcare consultant serves 6 small clinics (20-50 new patients monthly each). Each clinic manually processing 20-50 intake forms monthly. Before enhancement: Each clinic spending 8-15 hours monthly on intake data entry. After enhancement: Consultant deploys automation to all 6 clinics. Combined saves 48-90 hours monthly across client base. Consultant bills monthly for automation service. Monthly recurring revenue from one enhanced template serving multiple end clients. THE TEMPLATE ADVANTAGE: Deploy once to consultant. They deploy to their 6 clinics. You maintain one instance. They manage client relationships. Revenue flows monthly.
Patient Intake Template - Landed Healthcare Consulting Contract πŸ”₯
We Onboarded 47 Employees Last Year - 23 Had Missing Tasks on Day One πŸ”₯
HR coordination nightmare. New hires starting without critical systems access. First impressions suffering. Built n8n automation creating department-specific checklists automatically. THE BREAKING POINT: Operations hired 5 employees in one month. Each needs different setup. Engineer needs GitHub and AWS. Sales rep needs CRM and territory. Marketing coordinator needs design tools and social media access. HR tracking in spreadsheet. Updates manual. IT doesn't check spreadsheet daily. Facilities working from different list. Manager sending emails to coordinate. Tasks falling through gaps. Engineer arrives. No AWS credentials. Can't access repositories. First week wasted waiting for access. Sales rep starts. CRM access missing. Can't contact customers. Marketing hire begins. Design tools not provisioned. Can't create content. 23 out of 47 new hires experienced missing tasks. Equipment delays. Access issues. Desk problems. Poor onboarding experience. THE n8n WORKFLOW: 8-node automation monitoring Google Drive folder for onboarding documents. New hire paperwork uploaded. System processes automatically. Document extraction pulls employee data automatically from uploaded documents. Name, email, position, department, manager, start date, benefits status, accommodations, emergency contacts. Checklist generator builds role-based task lists. Base tasks for everyone. Department-specific tasks added - Engineering gets technical access, Sales gets CRM and training, Marketing gets creative tools. Timeline calculator sets due dates from start date. Background check 10 days before, equipment 7 days before, desk 3 days before. Urgency engine marks overdue, urgent (2 days), soon (5 days). Readiness score calculated automatically. Google Sheets logs all employees. Manager email shows summary. Slack alerts for urgent items or team announcements. DEPLOYMENT METRICS: 47 new hires. 12 months. Task completion: 23 incomplete β†’ 0 incomplete First-day readiness: 51% β†’ 100% Manager coordination time: 4 hours per hire β†’ 15 minutes
We Onboarded 47 Employees Last Year - 23 Had Missing Tasks on Day One πŸ”₯
VIP Customers Were Waiting 2 Days While New Customers Got Same Treatment πŸ”₯
Customer segmentation problem. Treating $500K lifetime customer same as first-time $1K buyer. Built n8n order processor with tier-based priority. THE REALIZATION: Operations processed 380 orders monthly. First-in-first-out queue. VIP places rush order Tuesday morning. Sits behind 40 standard orders. Ships Thursday. Customer frustrated. Manual process: Download PDF. Type customer name and address. Check inventory system. Run credit check manually. Select shipping carrier. 35 minutes per order. No customer tier awareness. No priority system. No automation. Revenue at risk. Top 20 customers represent $8M annual revenue. Processing them identically to new accounts creates service failures. THE AUTOMATION: 10-node workflow with intelligent segmentation: Gmail Trigger β†’ Extract Order β†’ Customer Segmentation β†’ Duplicate Detection β†’ Multi-Warehouse Inventory β†’ Credit Check β†’ Fraud Detection β†’ Priority Scoring β†’ Carrier Selection β†’ Auto-Fulfill or Manual Review CUSTOMER SEGMENTATION: ```javascript const customerDatabase = { 'Acme Corp': { tier: 'platinum', lifetime: 500000, orderCount: 150, discount: 15, freeShipping: true } }; const customer = customerDatabase[customerName]; const isVIP = tier === 'platinum' || tier === 'gold'; ``` PRIORITY SCORING (100 points): ```javascript let priorityScore = 0; // VIP status if (tier === 'platinum') priorityScore += 50; // Rush delivery if (daysUntilDelivery <= 3) priorityScore += 40; // Order value if (total > 25000) priorityScore += 30; // In stock if (allInStock) priorityScore += 10; // Determine processing timeline const processingDays = priorityScore >= 70 ? 0 : // Same-day priorityScore >= 40 ? 1 : // Next-day 2; // Standard ``` 7-FACTOR FRAUD: High value (>$50K), volume (>20 items), new customer large order, pricing mismatch, address change, price variance (>100%), credit utilization (>80%). MULTI-WAREHOUSE: ```javascript const primaryWarehouse = ['CA','OR','WA'].includes(state) ? 'US-WEST' :
VIP Customers Were Waiting 2 Days While New Customers Got Same Treatment πŸ”₯
n8n Contract Analyzer That Prevented $284K Unbudgeted Auto-Renewal Commitments πŸ”₯
Contract review. 47 monthly. Manual analysis consuming 376 hours. Built n8n workflow. THE LEGAL CHALLENGE: Every contract manual. Legal reading documents. Extracting terms. Checking compliance. Identifying renewal clauses. Calculating deadlines. Setting reminders. Tracking obligations. Reviewing termination rights. Checking liability. Verifying IP ownership. Inspecting data privacy. Subjective scoring. Flagging missing clauses inconsistently. Risk varies. Approval routing based on memory. 8 hours per contract. 47 monthly. 376 hours. Audit - 18 auto-renewal deadlines missed ($284K). 23 contracts missing critical clauses. 31 obligations missed ($52K). 67% accuracy. THE n8n AUTOMATION: 8-node workflow: Google Drive Trigger β†’ Download β†’ Extract Data β†’ Red Flag Detection β†’ Compliance Scoring β†’ Smart Alert Engine β†’ Database Log β†’ Risk Router β†’ [Critical] OR [Standard] EXTRACTION: Parties, type, dates, value, currency, payment terms, schedule, renewal clause, auto-renewal, renewal notice, termination notice, penalties, liability cap, indemnification, IP ownership, data privacy, governing law, arbitration, force majeure, SLA, audit rights, insurance, obligations RED FLAG DETECTION: ```javascript const redFlags = []; // Unlimited liability if (!contract.liabilityCap || contract.liabilityCap.includes('unlimited')) { redFlags.push({ severity: 'critical', flag: 'Unlimited liability' }); } // Auto-renewal trap if (contract.autoRenewal && renewalNoticeDays < 30) { redFlags.push({ severity: 'critical', flag: 'Auto-renewal insufficient notice' }); } // Missing termination if (!contract.terminationNotice) { redFlags.push({ severity: 'high', flag: 'No termination rights' }); } const criticalScore = redFlags.filter(f => f.severity === 'critical').length * 20; ``` COMPLIANCE SCORING: ```javascript const checks = { hasLiabilityCap: !!contract.liabilityCap, hasGoverningLaw: !!contract.governingLaw, hasTerminationClause: !!contract.terminationNotice,
n8n Contract Analyzer That Prevented $284K Unbudgeted Auto-Renewal Commitments πŸ”₯
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Duy Bui
7
5,046points to level up
@duy-bui-6828
Built automation systems doing 20K+/mo. Now helping automation builders get first clients FREE at https://bit.ly/skool-first-client

Active 10h ago
Joined Aug 2, 2025
Ho Chi Minh City
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