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21 contributions to AI Automation Society
Major AI Project Management platform for a large Architecture Firm.
I've not posted on here for a while. I've been quite busy with a few builds for clients and I cannot believe how it turned out for me personally. I'm super proud of it. Here is one of the builds (I will post the others in the next few days): This is a full-stack AI-powered operational command center for EPA Architects, a multi national South African architecture firm. This is not a simple project management tool, but a purpose-built, AI-native platform that consolidates every business function of the practice into a single intelligent system. Here is a breakdown of what was built, how it works, and what makes it genuinely AI-powered rather than just AI-branded. THE TECH STACK The platform is built on a modern, production-grade stack: React 19 with Tailwind CSS 4 and shadcn/ui on the frontend, Express 4 with tRPC 11 on the backend, MySQL (TiDB) with Drizzle ORM for the database, and an AI Super Agent as the embedded AI brain. Authentication is handled via OAuth with JWT session management. File storage runs on S3. The entire system is deployed. tRPC provides end-to-end type safety between the frontend and backend — no REST endpoints, no Axios wrappers, no shared contract files. Every procedure is typed from database row to React component. Superjson handles serialization so Date objects and complex types flow through the API without transformation. FUNCTIONAL MODULES The platform covers 10 distinct operational areas: Project Management, Time Tracking and Timesheets, Three-Level Visibility Dashboard, Resource Planning and Staff Utilization, Profitability Analytics, Document Management, and .... THE AI CAPABILITIES - OPERATES AS THE BRAIN This is where the platform moves beyond conventional project management software. The AI Agent is not a chatbot bolted onto the side of the application. It is embedded throughout as the intelligence layer, operating in two modes: background intelligence and interactive assistance. Call it an AIOS on the platform. It handles Background Intelligence. It processes live project data server-side to generate: project health scores based on multi-variable analysis of budget burn, timeline, and resource allocation; profitability forecasts that project current burn rates forward to completion; utilization insights that identify underutilized staff and over-allocated teams; and portfolio health distributions that give the directors a practice-wide view of which projects are on track, at risk, or in trouble.
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Looking for and High Volume Outbound Phone Call Solution
I’m designing an outbound call system for a medical insurance client targeting high-volume lead outreach (5,000+ calls/day). The goal is to sell/upsell policies, qualify leads, and automate onboarding without breaking the bank. I’m exploring budget-friendly alternatives—potentially GoHighLevel (GHL). Core Requirements Here’s what the solution MUST handle. 1. High-Volume Outbound Calls. 2. Lead Qualification & Segmentation. 3. Automated Follow-Ups. 4. Onboarding. Ideal Features - AI Voice Agents: Do initial outbound calls, book appointments. - Omnichannel Support: Blend calls with email nurturing (e.g., "We’ll email your quote!"). - Analytics Dashboard: Track call conversions, agent performance, and ROI per campaign 10. Your Input Needed! - Experience with GHL’s call volume limits? Does it choke at 5k+ calls/day? - Alternative tools that nailed scalability/compliance for you? - Hacks to reduce costs: e.g., Twilio API + custom GPT bots? - Pitfalls: Any compliance/tech disasters I should avoid? - What will the costs be for high volume calls? Comment or get in touch with me (DMs Welcome).
0 likes • Jun '25
@Williams Hinton thanks for that. I’ll connect with you.
0 likes • Jun '25
@Williams Hinton I sent you a DM
I Landed My First AI Client Without Cold Calling
I landed my first client in a way that sidestepped the usual grind of cold calling and emailing, and it’s working in my case. As in my previous posts, I documented that I delivered my first job for my first client last week. Cold calling? Honestly, I haven’t tried it yet; it feels daunting. I did send out cold emails, but got zero responses. (I might not have done it correctly). Instead, I took a different route: I posted an add, targeting a collaboration with IT and internet service providers who also do web design. Many of these businesses lack an AI or automation strategy, so I pitched myself as a partner to fill that gap. The result? Two companies are now working with me, and it’s paying off. One partner referred me to the medical insurance company, where I delivered my first project last week. It was a custom AI customer service agent for their website and sales portals. It handles inquiries, books meetings, and syncs leads with their CRM. They've asked me for a proposal to build a Virtual PA and an Inbound Voice AI for them, streamlining their director’s workflow and customer support. The other partner is actively marketing my AI solutions under their brand. When they land jobs, I handle the implementation. It was cool to see their ads promoting my services. This is to do with Automations, AI chatbots, voice agents, or task automation that integrate with their clients’ systems. It’s a win-win: they expand their offerings, and I focus on what I do best. So I hope that this will pay off. This approach has taught me that strategic partnerships can open doors faster than cold outreach. By aligning with businesses that complement my skills. I guess it's because I’m creating value and building trust. It’s early days, but the pipeline looks promising! What about you? I see many people on here push cold calling and sending emails. Does it work well? Have you tried unconventional ways to land clients? Or are you exploring partnerships in the AI space?
0 likes • Jun '25
@Emmanouil Papadakis Yeah - but I find it really difficult and I don'y think I have the correct approach.
0 likes • Jun '25
@Gus Bouari On FB groups
When to start finding clients ?
Hi , I am just starting on my Ai automation agency journey and i am still learning stuff , so I thought when should I , yk say to myself , " Now I can start working " AND , one more question what is all of yours take on providing services through Fiverr and Upwork . BTW I am only 15 , so is there a way to still freelance on these platforms with the age barrier. ThankYou
4 likes • Jun '25
I've partnered with business like IT specialists, digital marketers, and web developers - all of whom have existing clients, but no AI and automation products. They are then able to offer their clients AI as well and benefit from it. I pitched my offerings to these businesses to partner with them. It got me my first client.
I waxed my first client last week and delivered!!!
Hey AI Automation Skool community! I’m quite new in the AI Agency space and landed my first client a few weeks ago. Without bragging, I’m quite proud of myself for the result and the product I delivered. I just wrapped up the project for a medical insurance company, and wanted to share how I nailed their customer service needs with a custom AI agent. They needed a solution to handle inquiries, book meetings, qualify leads, and integrate with their CRM and spreadsheets—all while navigating a complex legislative environment. So I built a tailored AI agent that answers questions on all their insurance products and information. It gives advice on which products suit them, based on their lifestyle profile. The Agent is based on their website and sales portals. It schedules calls, sends confirmation emails, and logs qualified leads into their CRM and a Google Sheet. It also does the claims and helps the customers through the claims process. The tricky part was ensuring compliance with the country’s regulations, so I carefully configured the agent to handle sensitive data securely, aligning with their strict requirements. I delivered a detailed proposal, executed the build in just a week, and over-delivered by adding lead qualification workflows that boosted their sales pipeline efficiency. So I’m pleased to say that the client is thrilled with the results, reporting faster response times and happier customers. They are now asking me to hook this onto their WhatsApp as well. The next step is to build them a voice AI call agent. I’m very excited to do this for them as I’m having the meeting tomorrow to get the brief from them. I’ll let you guys know how it went. I want to thank this community as I’m on here every day to get tips and help. This project showed me the power of combining this community with a solid plan and the right tools to solve real client pain points. If anyone’s tackling similar challenges in insurance or wants to brainstorm AI solutions, I’d love to connect and share insights, and I’d love to help where I can.
1 like • Jun '25
@Glynn Channer It was for a National medical insurance company.
0 likes • Jun '25
@Johnson Joseph Lindy.ai has built in integrations for automations, so you don't go through 3rd party platforms like Make or N8N. So it brings cost down and it makes the process much less complicated. AgentX also had built in automations and integrations, and it was not neccesary to go the N8N or make route at all. It was enough for the particular client for this project.
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Morne Esterhuizen
4
81points to level up
@morne-esterhuizen-9251
Building an AAA. I come from a strong corporate background with HR and specialising in business performance management systems.

Active 47d ago
Joined Jun 6, 2025
Durban, South Africa
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