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3 contributions to AI Automation First Client
How do you get started with templates?
I was wondering how you would take a template and learn how to use it and customize it to any client. I want to be confident pitching my specific solution to any client I reach out to. Any guidance would be much appreciated!
Are businesses actually using google sheets for invoice processing??
I was going through an invoice automation template built around Google Drive + Google Sheets and it got me thinking. Do most businesses actually manage invoice processing through Sheets or are they already using platforms like Xero, QuickBooks, SAP, etc. that handle this natively? I’m trying to understand whether automations built around Sheets are realistic or if integrations with accounting systems are usually the real play. Also is this a great automation for beginners to learn and start selling? Would appreciate any insight!
Are businesses actually using google sheets for invoice processing??
I Had No Portfolio. Here's How I Built One in a Weekend. πŸ”₯
"Can you show me examples of your work?" Used to panic at this question. Now I have an answer. THE PROBLEM: No clients = No portfolio. No portfolio = No clients. Classic chicken and egg. THE SOLUTION: Built demo workflows using fake but realistic data. Total time: One weekend. Cost: $0. THE THREE DEMOS I BUILT: DEMO 1: Invoice Processing - Downloaded sample invoices from Google Images - Built workflow: Email trigger β†’ Extract data β†’ Output to spreadsheet - Recorded 60-second Loom showing it work DEMO 2: Form Processing - Used generic patient intake form template - Built workflow: PDF upload β†’ Extract fields β†’ Create database entry - Recorded 60-second Loom showing it work DEMO 3: Contract Extraction - Found sample contract from legal template site - Built workflow: Document β†’ Key terms extracted β†’ Summary generated - Recorded 60-second Loom showing it work THE PRESENTATION: When prospect asks for examples: "Here are 3 common automations I build. Let me show you the one closest to your situation." Play the Loom video. Let them see it work. Then offer to demo with THEIR actual document. THE PSYCHOLOGY: They do not need your past work. They need proof you CAN do the work. Working demos prove capability. THE CONFIDENCE BUILDER: After building 3 demos, I KNEW I could deliver. That confidence came through on calls. Prospects trust people who trust themselves. WHAT YOU NEED: - 3 sample documents (easily found online) - Free n8n or Make account - Free Loom account - 4-6 hours total time πŸ“š More templates in Github Which demo workflow will you build this weekend?
1 like β€’ Mar 6
So are these good automations to start with? Wouldn't something more marketable like leads, booking, reminders automations, etc. work better?
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Mohammed Wael
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14points to level up
@mhd-wael-1905
Building automations for SMBs

Active 23h ago
Joined Feb 28, 2026
Dubai