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Owned by Duy

AI Automation First Client

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From zero to first $1k/month with AI automation in 30 days. Get the exact formula + templates that landed 100+ their first client.

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132 contributions to AI Automation Society
Contracts Now Validate Themselves Before Sales Sees Them (3-Day Review β†’ 2 Hours) πŸ”₯
Sales pipeline template from community works perfectly. Lead tracking, communication automation, deal progression - all flawless. Contract stage though? Bottleneck city. Sales closes deal β†’ Sends contract to legal β†’ Legal finds issues β†’ Back to sales β†’ Fixed β†’ Resubmitted β†’ 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 β†’ Send to legal (clean contracts only) Issues found β†’ Back to sales with specific fixes needed Catches errors before legal ever sees them. WHAT HAPPENED: Legal review time: 2-3 days β†’ 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 β†’ 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.
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2 likes β€’ 14h
@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) πŸ”₯
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 β†’ Extract experience, skills, education β†’ Score against job requirements β†’ Rank candidates β†’ 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 β†’ Resumes arrive β†’ Automatically parsed β†’ Scored against criteria β†’ Top 15 candidates flagged β†’ HR reviews only qualified matches β†’ 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) πŸ”₯
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 β†’ Clean structured text β†’ 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.
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1 like β€’ 3d
@Vidula Joshi πŸ”₯
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1 like β€’ 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) πŸ”₯
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 β†’ 1.3 hours Customer satisfaction: Up 18% First-touch resolution: 60% β†’ 87% Support team: Handles more tickets without growing headcount Biggest win: Team morale improved. No more feeling helpless sending generic responses. WHAT IT PROCESSES:
My "Automated" Onboarding Was Missing 40% of Application Data (Until This Fix) πŸ”₯
Built employee onboarding workflow using community template. Application submission β†’ Team notifications β†’ Task creation β†’ Calendar invites. Worked perfectly for text fields. Name, email, phone, start date - all captured beautifully. Then HR noticed pattern: "Why doesn't the workflow capture their certifications? Previous experience details? Uploaded reference letters?" Oh. Because they're all in uploaded PDF documents. Workflow sees "document attached" and moves on. Missing 40% of application information. Creating incomplete employee profiles. THE PROBLEM: Applicants upload: Resume (2 pages), certification documents, reference letters, portfolio samples. Workflow captures: Form field text only. HR still manually opening PDFs. Reading resumes. Copying experience details. Checking certifications. Reviewing references. The automation wasn't automating the hard part. THE FIX: Extended template with document intelligence. When application includes PDF uploads β†’ Extract relevant data β†’ Populate complete profile β†’ Route with full context. NOW THE COMPLETE FLOW: Application submitted β†’ Form data captured β†’ Documents parsed automatically β†’ Experience extracted from resume β†’ Certifications validated from scans β†’ References pulled from letters β†’ Complete profile created β†’ HR gets full information. WHAT GETS EXTRACTED: From resumes: Work history, education, skills, years experience From certifications: License numbers, expiration dates, issuing bodies From references: Contact info, relationship, recommendation summary From portfolios: Project descriptions, technologies used All structured. All searchable. All actionable. THE TRANSFORMATION: Before: HR manually processes 12 applications weekly (45 min each) = 9 hours After: Automated extraction, HR reviews results (8 min each) = 1.6 hours Time saved: 7.4 hours weekly Quality improvement: No missed certifications or experience details. Complete profiles from day one. UNEXPECTED WIN: Reference checking automated. System extracts reference contact info, sends verification emails automatically, tracks responses.
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Duy Bui
7
5,758points to level up
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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

Active 14h ago
Joined Aug 2, 2025
Ho Chi Minh City
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