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65 contributions to AI Automation Society
Our HOA Treasurer Was About to Quit Until I Helped Her πŸ™
Neighbor runs our HOA. Volunteer position. Nobody else wants it. She was ready to quit. The problem: expense receipts from 8 different board members. Pool maintenance, landscaping, repairs, supplies. All submitted differently. Some email photos. Some drop off paper. Some text her. THE MONTHLY NIGHTMARE End of month arrives. She spends entire Saturday sorting receipts. Which ones are pool related? Which are landscaping? Did someone already submit this one? Manual spreadsheet entry for each receipt. Store name, amount, date, category, which budget line item. Takes 4-6 hours depending on how messy the month was. Then someone questions an expense at the meeting and she can't find the original receipt fast enough. She's 68. Volunteers her time. This wasn't fun anymore. THE HELPER I BUILT She texts or emails receipt photos to a dedicated address. Workflow processes automatically. Extracts store name, date, amount, individual items when visible. Auto-categorizes based on merchant. Home Depot goes to maintenance. Pool supply store goes to pool. Landscaping company goes to grounds. Everything logs to a shared spreadsheet with receipt image linked. Board members can see their own submissions. Over threshold amounts flag for her approval before logging. Monthly summary generates automatically. Total by category, comparison to budget, running annual totals. THE CHANGE Before: 4-6 hours monthly wrestling with receipts, dreading board meetings, considering quitting. After: 20 minutes reviewing flagged items, confident at meetings with instant search, actually enjoying the volunteer role again. She hugged me when I showed her it working. The categorization isn't perfect. Sometimes Amazon gets miscategorized because could be anything. But 85% accuracy on auto-categorize is better than 100% manual entry. Workflow here and all workflows i want to share
Our HOA Treasurer Was About to Quit Until I Helped Her πŸ™
99.4% Accuracy Still Lost Client $42,000 πŸ”₯
Built document extraction system. 99.4% accuracy on test data. Client lost $42,000 in first month. The 0.6% errors hit their highest-value transactions. WHAT WENT WRONG: System accuracy breakdown: - 99.9% accurate on standard invoices - 96% accurate on invoices $5,000-$10,000 - 91% accurate on invoices $10,000-$50,000 - 87% accurate on invoices over $50,000 The bigger the transaction, the worse the accuracy. And that's where the money was. THE $42,000 INCIDENT: Invoice: $420,000 construction vendor payment Extracted amount: $42,000 (missed a zero) Payment processed: $42,000 Vendor called: "Where's the other $378,000?" Bank reversal fees: $850 Staff time to fix: 12 hours Client trust damage: Severe WHY HIGH-VALUE INVOICES FAIL: - Custom contract formats - Handwritten notes and exceptions - Multi-page complex layouts - Non-standard payment terms - Executive approval signatures All the edge cases. All on the expensive invoices. THE FIX - THREE VALIDATION LAYERS: LAYER 1: Format Validation - Extracted amount matches currency format? - Dates within valid business ranges? - Line items actually sum to total? - All required fields present? LAYER 2: Business Rule Validation - Amount within vendor's 6-month history range? - Payment terms match vendor profile? - Missing PO number for amounts over $5,000? - Unusual discounts or adjustments flagged? LAYER 3: Confidence-Based Routing - High confidence (>95%) + Low value (<$5,000) = Auto-process - Medium confidence (85-95%) OR Medium value ($5-20K) = Review queue - Low confidence (<85%) OR High value (>$20K) = Always human approval RESULTS AFTER IMPLEMENTING LAYERS: - Zero high-value errors: 8 months and counting - Human review required: Only 8% of documents (was 100%) - Processing speed: Still 82% faster than full manual - Errors caught before processing: 23 incidents - Estimated damage prevented: $187,000 THE LESSON: Accuracy percentage means nothing without context. What matters: What happens when it fails? Does it fail safely?
3 likes β€’ 15d
The 7 out of 12 referral rate is wild. Do certain industries refer more? Like are accountants better at this than, say, construction companies?
vendor quote extraction - my pricing education moment πŸ™
quoted $700 thinking "quotes are simple documents" reality: vendor quotes wildly inconsistent formats. different layouts, structures, term locations. took 9 hours building extraction handling all variations. made $77/hour when i expected 2-3 hours easy work. THE LESSON: document type consistency doesn't mean format consistency. all vendor quotes but zero standard format. THE TURNAROUND: same workflow deployed to 5 clients at $2,000+ each. 45 minute deployments. first painful build: lost $1,300 template deployments: earned $10,000+ reusable templates turn pricing mistakes into profit. json attached what underpriced project taught you template value?
vendor quote extraction - my pricing education moment πŸ™
Patient intake validation prevents incomplete records
medical practice processing 180 forms monthly. built automation with completeness checking. THE VALIDATION: extraction pulls patient demographics, insurance, emergency contact, medications, allergies. validation checks required fields present before database entry. prevents incomplete patient records when required information missing. validation catches: missing patient name/DOB, missing insurance provider, missing emergency contact, incomplete medications/allergies documentation. CLIENT IMPACT: zero incomplete records in 4 months. automatic follow-up requests specific missing fields. patients arrive with complete information on file. simple validation. major patient care improvement. json attached what validation prevents incomplete healthcare records?
Patient intake validation prevents incomplete records
n8n Contract Analyzer That Prevented $284K Unbudgeted Auto-Renewal Commitments πŸ”₯
Contract review. 47 monthly. Manual analysis consuming 376 hours. Built n8n workflow. THE LEGAL CHALLENGE: Every contract manual. Legal reading documents. Extracting terms. Checking compliance. Identifying renewal clauses. Calculating deadlines. Setting reminders. Tracking obligations. Reviewing termination rights. Checking liability. Verifying IP ownership. Inspecting data privacy. Subjective scoring. Flagging missing clauses inconsistently. Risk varies. Approval routing based on memory. 8 hours per contract. 47 monthly. 376 hours. Audit - 18 auto-renewal deadlines missed ($284K). 23 contracts missing critical clauses. 31 obligations missed ($52K). 67% accuracy. THE n8n AUTOMATION: 8-node workflow: Google Drive Trigger β†’ Download β†’ Extract Data β†’ Red Flag Detection β†’ Compliance Scoring β†’ Smart Alert Engine β†’ Database Log β†’ Risk Router β†’ [Critical] OR [Standard] EXTRACTION: Parties, type, dates, value, currency, payment terms, schedule, renewal clause, auto-renewal, renewal notice, termination notice, penalties, liability cap, indemnification, IP ownership, data privacy, governing law, arbitration, force majeure, SLA, audit rights, insurance, obligations RED FLAG DETECTION: ```javascript const redFlags = []; // Unlimited liability if (!contract.liabilityCap || contract.liabilityCap.includes('unlimited')) { redFlags.push({ severity: 'critical', flag: 'Unlimited liability' }); } // Auto-renewal trap if (contract.autoRenewal && renewalNoticeDays < 30) { redFlags.push({ severity: 'critical', flag: 'Auto-renewal insufficient notice' }); } // Missing termination if (!contract.terminationNotice) { redFlags.push({ severity: 'high', flag: 'No termination rights' }); } const criticalScore = redFlags.filter(f => f.severity === 'critical').length * 20; ``` COMPLIANCE SCORING: ```javascript const checks = { hasLiabilityCap: !!contract.liabilityCap, hasGoverningLaw: !!contract.governingLaw, hasTerminationClause: !!contract.terminationNotice,
n8n Contract Analyzer That Prevented $284K Unbudgeted Auto-Renewal Commitments πŸ”₯
2 likes β€’ 30d
23 contracts missing critical clauses is the scary part unlimited liability, no termination rights, one-sided indemnification - those create way bigger problems than missed renewals good reminder to check what's actually IN contracts not just when they renewπŸ₯°
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@sarah-martinez-5730
Former legal admin β†’ mom β†’ n8n learner. Self-hosting to avoid Zapier costs. Building document automation workflows. Let's learn together! Phoenix, AZ

Active 3d ago
Joined Nov 15, 2025
Phoenix, AZ
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