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Owned by Duy

AI Automation First Client

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133 contributions to AI Automation Society
My Compliance System Couldn't Read Its Own Audit Documents (Embarrassing Fix Inside) 🔥
Built compliance tracking workflow using community template. Deadline notifications, task assignments, status reporting - perfect automation. But compliance documents? Someone still manually reading 40-page audit reports. Extracting findings. Copying requirements. Creating remediation tasks. 8-10 hours per audit. While using an automation template. THE GAP: Template tracks compliance tasks brilliantly. Sends alerts. Routes assignments. Monitors completion. Dashboard shows everything. But creating those tasks from audit findings? Still manual document reading. Someone highlighting. Typing. Categorizing. Creating tasks one by one. THE REALITY: Regulatory audit arrives: 40 pages, 23 findings, 47 specific requirements, 12 different deadlines, 5 severity levels. Someone reads entire audit. Highlights findings. Types into tracking system. Categorizes by severity. Assigns owners. Sets deadlines. Creates monitoring tasks. Takes full day. Then the template takes over and automates everything beautifully. Missing: Reading the audit document itself. THE EXTENSION: Added audit document intelligence. Audit PDF uploaded → Extract findings automatically → Identify requirements → Extract deadlines → Categorize by severity → Create tracking tasks → Assign based on rules → System ready. Complete audit processing: 15 minutes (was 8 hours). WHAT IT EXTRACTS: Finding descriptions and severity levels. Specific compliance requirements. Deadline dates and terms. Responsible parties mentioned. Remediation steps suggested. Reference standards cited. Evidence requirements specified. THE TRANSFORMATION: Before: Receive audit → Manual processing 8 hours → Tasks ready next day → Team starts remediation After: Receive audit → Upload PDF → Review extraction → Tasks ready in 15 minutes same day → Team starts immediately Team starts remediation immediately instead of waiting for task creation. Critical findings get attention same day, not next day. THE NUMBERS: Audits processed quarterly: 4
0 likes • 1m
@Hicham Char I use PDF Vector for extraction with LLM mode - handles different auditor formats automatically. Instead of template-based extraction, I use semantic schema describing what each field means ("finding severity" = critical/high/medium/low assessment) rather than looking for specific labels. Works across regulatory, ISO, security audits without customization.😊
Contracts Now Validate Themselves Before Sales Sees Them (3-Day Review → 2 Hours) 🔥
Sales pipeline template from community works perfectly. Lead tracking, communication automation, deal progression - all flawless. Contract stage though? Bottleneck city. Sales closes deal → Sends contract to legal → Legal finds issues → Back to sales → Fixed → Resubmitted → 4-5 days wasted. Not because legal was slow. Because half the contracts had basic policy violations that sales should've caught. THE PROBLEM PATTERN: Payment terms wrong. Liability limits off. SLAs that operations can't deliver. Discount levels exceeding authority. Terms legal always rejects. Sales sent anyway. Legal sent back. Sales fixed. Resubmitted. Another 2 days. Average: 4-5 days at contract stage. Killing deal velocity. Worse: Some deals lost during delay. Competitors moving faster. I ADDED CONTRACT PRE-VALIDATION: Before legal sees contracts, workflow checks against company policy automatically. Payment terms match policy? Check. Liability within acceptable range? Check. SLAs achievable? Check. Discount level authorized? Check. Standard terms present? Check. ALL compliant → Send to legal (clean contracts only) Issues found → Back to sales with specific fixes needed Catches errors before legal ever sees them. WHAT HAPPENED: Legal review time: 2-3 days → 1 day Why? They're only seeing contracts that are actually ready. No basic policy violations. No missing required clauses. Sales catches mistakes BEFORE bothering legal. Average contract stage: 4-5 days → 1-2 days Deal velocity improved immediately. Competitors can't match our speed now. THE MATH: 3 days saved per deal 12 deals monthly 36 days of cycle time eliminated Closed 2 deals that would've been lost to delay LEGAL TEAM FEEDBACK: "Contracts arriving are actually reviewable now. Not spending time on basic policy compliance. Can focus on real legal review." Sales team feedback: "Getting instant policy checks helps us write better contracts from the start. Learning what's acceptable." VALIDATION CHECKS: Payment terms against approved ranges. Discount levels within authority limits. Liability caps match policy. Required clauses present. Renewal terms standard. SLA commitments operations can deliver. Pricing structure follows guidelines.
2 likes • 19h
@Hicham Char I use PDF Vector for the extraction part, then Claude validates against policy rules in the prompt ("payment terms must be NET 30-45, liability cap under $1M, standard renewal clause present"). Returns pass/fail with specific violations. n8n routes it - compliant goes to legal, violations back to sales with what needs fixing.😊
My Recruitment Agent Finally Learned to Read Resumes (92% Accuracy, Zero Manual Screening) 🔥
Recruitment workflow template is fantastic. Job posting automation, candidate communication, interview scheduling - all smooth. Resume screening though? Still manual. HR reviewing 100+ resumes per job posting. The template couldn't help with that part. Until I extended it with intelligent resume processing. THE SCREENING PROBLEM: 100 resumes for open position. HR needs to find: 5+ years experience, specific skills, education requirements, salary expectations alignment. Manual screening: 8-12 hours per job posting. Recruitment template automated everything EXCEPT the actual resume evaluation. The bottleneck everyone dreads. Worse: After resume 40, HR fatigue sets in. Qualified candidates at position 67 might get skipped. Great talent missed because humans get tired. THE EXTENSION: Added resume parsing and scoring to workflow. Resume uploaded → Extract experience, skills, education → Score against job requirements → Rank candidates → Present top matches to HR. Removes human fatigue factor. Every resume gets same quality analysis. SCORING CRITERIA: Years experience (weighted 30%) Required skills present (weighted 40%) Education match (weighted 15%) Location/salary alignment (weighted 15%) Automatic scoring on 0-100 scale. Configurable weights per job type. NOW THE WORKFLOW: Job posted → Resumes arrive → Automatically parsed → Scored against criteria → Top 15 candidates flagged → HR reviews only qualified matches → Interviews scheduled. THE NUMBERS: Before: 100 resumes, manual screening, 8-12 hours After: 100 resumes, automated scoring, HR reviews top 15, 2-3 hours Time saved: 6-9 hours per posting Better outcomes too. Scoring catches qualifications HR might miss when fatigued after resume 47. Hidden benefit: Bias reduction. Consistent evaluation criteria applied to every candidate. WHAT GETS EXTRACTED: Work history with dates and companies. Skills mentioned anywhere in resume. Education degrees and institutions. Certifications and licenses. Contact information. Salary expectations when mentioned. Key projects and achievements.
My RAG Chatbot Had 400 Documents But Gave Garbage Answers (The Document Quality Fix) 🔥
Built perfect RAG system for client knowledge base. Indexed 400 documents. Beautiful vector search. Lightning-fast retrieval. One problem: Completely useless answers. "What's our refund policy?" Agent: "I found 3 documents mentioning refunds." That's not an answer. That's a search result. Client needed actual answers from policy documents, not document lists. THE IRONY: RAG system using community template. Embedding, Qdrant vector store, retrieval logic - all brilliant. But feeding it garbage document text. Scanned PDFs with broken parsing. Tables rendered as random characters. Multi-column layouts reading wrong direction. Vector store full of corrupted text. Agent retrieving nonsense. Confidently wrong. DISCOVERY MOMENT: Checked what the RAG actually stored. Policy document saying "NET 30 PAYMENT TERMS" got indexed as "N E T 3 0 P A Y M E N T T E R M S" with random line breaks. Agent couldn't match queries because stored text was destroyed during basic PDF extraction. Perfect RAG. Broken input. THE FIX: Added document preprocessing before RAG ingestion. Parse documents properly FIRST → Clean structured text → THEN feed to vector store. Now extracts: Tables stay tables. Multi-column reads correctly. Headers separate from body text. Scans get OCR'd properly. TRANSFORMATION: Same question: "What's our refund policy?" Before: "I found 3 documents mentioning refunds" After: "Full refund within 30 days if unused. After 30 days, store credit only. Shipping not refundable. See Section 4.2 of Customer Policy." Same RAG template. Just clean document input. THE NUMBERS: 400 documents reprocessed with proper parsing Query accuracy: 94% correct answers now Response includes: Specific policy details with section citations Client feedback: Finally usable Setup time: 45 minutes to add preprocessing Documents processed: Handles PDFs, Word, scanned images Monthly savings: 8 hours answering policy questions manually THE PATTERN: RAG quality depends entirely on document quality going into vector store.
1 like • 3d
@Vidula Joshi 🔥
1 like • 3d
@Vidula Joshi PDF, Word docs (DOCX), and images (JPG, PNG). Also handles scanned documents with OCR. Pretty much any document type clients throw at me.
Support Agents Couldn't Read Attachments (Now They Process 180 Tickets 85% Faster) 🔥
Customer support template from this community is brilliant. Ticket classification, response generation, team routing - all perfect. Until customers attach screenshots. "App crashes on login" + error log PDF Agent reads text, gives generic troubleshooting. Support rep manually opens log later, finds specific error, updates with actual solution. First response useless. Customer waits hours for real help. Agent couldn't see attachments - flying blind on 40% of tickets. THE PATTERN: Tickets with attachments required two-touch resolution. First response generic. Then manual log review. Then actual solution. Customer frustrated by delay. Support team frustrated spending time on what should've been immediate resolutions. I FIXED IT LAST MONTH: Added attachment processing to support template. Now when customers include error logs or screenshots, agent reads them BEFORE responding. THE EXTENSION (3 NEW NODES): Node 1: Check for attachments Node 2: Extract text/data from attachments Node 3: Include in agent context Takes attachment content and makes it available to agent as structured text. Agent sees: ticket description PLUS attachment contents. Complete context for first response. TRANSFORMATION EXAMPLE: Same ticket: "App crashes on login" + error log Agent now extracts from log: "Authentication token expired at timestamp XYZ. Session ID: abc123. Last successful auth: 2 days ago." First response: "I see your authentication token expired. This happens when you haven't logged in for 48+ hours. Here's how to refresh it: [specific steps]. Your session will restore immediately." Customer gets accurate solution with context. No back-and-forth. No waiting. THE IMPACT: 120 tickets monthly include attachments Resolution time: 4.2 hours → 1.3 hours Customer satisfaction: Up 18% First-touch resolution: 60% → 87% Support team: Handles more tickets without growing headcount Biggest win: Team morale improved. No more feeling helpless sending generic responses. WHAT IT PROCESSES:
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Duy Bui
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@duy-bui-6828
Built automation systems doing 20K+/mo. Now helping automation builders get first clients FREE at https://bit.ly/skool-first-client

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Joined Aug 2, 2025
Ho Chi Minh City
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