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21 contributions to AI Automation First Client
Your Complete 30-Day Roadmap to Landing Your First $1,000+ Client
Welcome founding member! You're literally one of the first people here, and that's exactly where you want to be. The Promise: Follow this exact roadmap for 30 days. Land your first automation client. Or I'll personally help you until you do. WEEK 1: Build Your Authority (Even Starting from Zero) Day 1-2: The Foundation Setup Download these templates: Github Awesome Templates Day 3-4: Your Tech Stack Here's exactly what I use (most are free): - Automation: n8n, Zapier, or Make (pick ONE) - PDF Processing: Any tool you want (my suggestion: PDF Vector - go-to for reliability - free tier handles 100 pages) - Communication: Loom for demos, Calendly for bookings - Contracts: HelloSign or PandaDoc free tier Day 5-7: Your First "Proof" Create ONE simple automation that shows value: - Invoice extractor (Gmail → Spreadsheet) - Document organizer (Dropbox → Organized folders) - Research compiler (Web → Summary report) Assignment: Post your automation in comments. Get feedback from everyone. WEEK 2: Book Your First 5 Discovery Calls The 3-Message Method That Actually Works: Message 1: The Observation "Hey [Name], noticed you mentioned struggling with [specific problem]. Mind if I share something that might help?" Message 2: The Value "I built a simple automation that handles exactly this. Takes about 10 minutes to set up. Want me to show you how it works?" Message 3: The Close "I can jump on a quick call Tuesday or Thursday to walk through it. Which works better?" Where to Send These: - Your existing LinkedIn connections - Facebook groups you're already in - Local business owners you know - Previous colleagues or clients Goal: 5 calls booked by end of week 2 WEEK 3: Demo and Close Your First Deal The Problem Calculator Framework: Step 1: "How many hours per week does your team spend on [manual task]?" Step 2: "What's the average hourly rate?" Step 3: "So that's costing you $[amount] per month..."
0 likes • 19d
1) Proper Roadmap before starting any work ,Building + learning together, Parallel outreach is also imp. 2) now a days all the skool communities, linkedin, youtube and social media is filled with these type of contents , in some places we have seen contents are automatically generated by Agent ,many more examples are available around us 3) Learning outreach strategy with Learning tool is also most imp. 4) Quick queestion ----now a days a lot of free n8n templates are available in the market on different niche ,how we can understand which niche or workflow is best for POC ? 5) everyone is posting this post --Week 2 — Book 5 Discovery Calls (Days 8–14)----but no one tells, how ,what strategy we should follow,whch group is best in social media, how we can find out the unique ideas from this? how to do practice ,how to make loom videos etc,
📦 First-client demo: PO review tracker
If you want a first-client demo that feels practical in 2026, do not start with a giant autonomous agent. Start with one boring document handoff that already annoys a business. Purchase orders are a good example. A small business might receive POs by email, then someone has to: - open the attachment - pull vendor and order details - check totals and dates - update a tracker - notify the person who needs to review it That is not a sexy AI use case, but it is easy for a prospect to understand. THE DEMO IDEA: Use this purchase order workflow as the demo asset. The workflow is simple: - Gmail watches for incoming purchase order emails - the message is fetched - PDF Vector extracts structured PO fields from the document - a code step formats the extracted data - Google Sheets becomes the PO tracker - Slack notifies procurement for review The important selling point is not "AI reads documents." The selling point is: "Your team stops copying purchase order details by hand. They get a clean tracker row and a review notification instead." For a first client, I would pitch this to: - small manufacturers - wholesale suppliers - construction vendors - local distributors - operations teams that still manage POs from email Keep the first version small. Do not promise full procurement automation. Do not promise perfect approval logic. Do not connect their ERP on day one unless they ask for it. Sell the first step: "I can turn incoming purchase orders into a clean review tracker, so your team only checks exceptions instead of retyping every field." That is easier to demo, easier to price, and easier to deliver. Use the workflow JSON as a starting point, then browse the full workflow library if you want more document workflow examples. ACTION FOR TODAY: Find 10 businesses where purchase orders are likely handled by email.
📦 First-client demo: PO review tracker
0 likes • 24d
please share the email template,PO template and all docs which you used to test this workflow? is PDF vector API free or paid or limited free, please give details on it? do we have any video how to setup pdf vector in self hosting n8n via docker? Also provides more insights how to setup our github to keep all files and template ?
My first build!!!🤩
Hello, guys, I am proud to showcase my first build that I made all by myself. I wanted to test my skills if I could build a workflow that checks an email upon arrival decides wether it has a picture in the attachments. If it does so than it updates a database with the picture description. What do you think? Would you suggest any improvements that I could make? Leave your impressions down in the comments🙌 PS: Huge thanks goes to @Matthias Schweiker for helping me with this idea for a build.💪
My first build!!!🤩
0 likes • 24d
@Peter Berta which app you used to build tis video loom or someother?
1 like • 24d
@Matthias Schweiker waaw ,Awesome explanation ,would you like to guide what other ways to do that instead of gmail ,which node we can use on self hosting version via docler. if you have any workflow please share . iwant to to explore that
Your first AI-run department should be small enough to trust 💻
What I actually want from AI agents is not a chatbot sitting beside the business. I want them helping with the work that keeps getting dropped between tools. In a real business, that means an AI team needs: - tasks - schedules - memory - connected tools - budgets or limits - approval gates - exception handling - human review So if I am running Revenue Ops, agents can help with lead research, qualification, follow-ups, CRM updates, stale lead checks, and opportunity flags. If I am handling Finance Ops, agents can check invoices, match records, prepare reconciliation notes, separate clean items from exceptions, and prepare approvals. If I am managing Vendor Ops, agents can collect documents, send reminders, track missing steps, watch renewals, and keep onboarding from going cold. If I am shipping Engineering work, agents can break down tasks, prepare implementation steps, run checks, summarize changes, and prepare work for review. The human is still there. They approve risky messages, review finance exceptions, check vendor mismatches, and review engineering changes. But they are reviewing judgment calls instead of chasing every small step manually. For teams trying to map their first AI-run department, Evermore is one example of this operating model: software, setup, and operating support around managed AI teams. Here is the Website of Evermore. If you had to choose one department to run this way first, which one would you pick?
2 likes • 25d
if you working in finance ,health or any high sensitive task automation ,HTTL(human in the loop) is very important gatekeeper criteria to pass the final judgement ,not for each and every task
0 likes • 24d
@Duy Bui Thanks for explaining me ,how i can connect with you for guidance?
🕧 Half-time & outreach review for you
I'm 15 days of 30 in the game, did a recap for myself (week review & planning new week) and I read many posts & questions here regarding contacting clients, prospects, whatever reaching out to people. So, I want to tell you what I did, how it worked so far and if you have any questions how to translate it to your situation, let's talk 😊 What I did: Started 18 conversations with friends & family (details follow) Responded with pain points: 4 friends/sister with each 2+ cases, 1 friend with 1 big task plan Responded, need to clarify: 2 friends Responded with "no": 1 family (she's not working, will change work, will ask her again), 1 friend (too busy), 1 family, 1 friends Pending: 3 Other ones I need to check/involved in previous responses Whom I have contacted: Friend (NGO) -> gave pain points Friend (project manager in big company) -> gave pain points Friend (volunteer, leading translation Team) -> gave pain points Family (Children home, network marketing) -> gave pain points Friend (Head of School) -> gave pain points Friend (leading startup) -> open to discuss/call Friend (started a NGO, english teacher) -> clarify Friend (office of NGO) -> clarify Family (Accounting car sale) -> pending Friend (real estate owner) -> pending x2 Colleague (Expat coach) -> pending Family, receptionist at dentist (paused, will change work) -> ask later again Friend (CRM manager) -> no Family (Kindergarden) -> no Friends (social worker & doctor) -> no (ask again) Plan to monetize: None. Why? >> I'll take my sister as pilot user and let her talk to her peers and charge them. Will leverage this workflow for further family & friends in network marketing, self-employed, etc. hopefully before year-end tax time is coming and everybody gets... happy 😊 >> Support my friends in NGOs for free. I rather be able to support their mission than to charge them anything. Just my opinion. >> Big companies, complicated setups, etc.? I don't think about this yet. I rather get pain points, build something and not sell it (yet) than miss the opportunity.
1 like • 24d
@Matthias Schweiker Thanks for sharing you awesome journey around AI automation. i have gone through the post -you mentioned that you Started 18 conversations with friends & family .Quick question ---how did you start to talk about their pain point ,sometimes we know the people but they will not be intersted to talk about these things .in that case what is your suggestion how to start?
1 like • 24d
@Matthias Schweiker how's your outreach going on,did you get any prospect?
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Minal Gupta
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6points to level up
@minal-gupta-4063
Dream Big, Automate the Rest with AI

Active 3d ago
Joined May 14, 2026