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2 contributions to AI Automation First Client
I almost lost a $1207.75 deal because of a silly mistake.
A few days ago I applied to a job on Upwork. I sent over a Loom video of my profile, what I've done and just some proof that I can deliver. They came back a few hours later and booked a meeting. Before the call I received an 18-page PDF on what they wanted. That document scared me to the point where I was second-guessing my skills. But then on the call itself, they revealed that they're looking for an AI agent to reply to customers. Lol. A lot easier than I thought. So here's where things go wrong. I do not diagnose the problem at all. I assume that the problem they present is the problem to solve. So when I agree to the job and that I can deliver the agent, we're basing the entire project on: "what they think the problem is." So I sent over an offer for $1207.75. They try to negotiate it down to $800. I revert back that this covers the entire project. And they counter with adding in more things and accept the deal. A few minutes later I receive the contract. At this point I've locked down the contract and I believe I can complete the job. I have a week to deliver an MVP and I have enough cash to hire help if I can't deliver. But then I receive an invitation to their customer service platform. I start looking around and setting up everything. This is when I start to realize that they're using zero internal automations. And when I start going through their emails I realize that 97% of all tickets use templated replies. The last 3%? Refund/cancellation issues or standard customer service questions. Those 3% are the perfect place to use AI because of the nuances. But the 97%? A simple set of rules and automation handles that. They don't need AI, they need automations that runs based on rules. That will clear all cases within a day. And that's without using AI. Looking at this, I could have figured this out if I had asked them about their setup in the call. I would have offered a simpler solution instead of a complex one without even thinking about it. The lesson is: ask more questions, dig for the problem.
I almost lost a $1207.75 deal because of a silly mistake.
0 likes β€’ 6d
Can you share your Upwork profile link? Thanks!
Automating timecard PDF β†’ structured data (OCR + PDFVector + n8n)
Hi everyone πŸ‘‹I’m building a SaaS where users currently upload an Excel file that is manually created from daily worker timecard PDFs. I’ve attached: - A sample timecard PDF (hard to read, scanned, inconsistent field names) - The final Excel output I need Goal Allow users to upload the PDF directly and automatically extract, per worker: - Date, Name - Time In - Lunch In / Out - Dinner In / Out - Wrap Time - Position - Department Challenges - Poor OCR quality - Field names vary across PDFs - Semi-structured tables - High accuracy required (payroll data) Plan - Use n8n for orchestration - Use PDFVector for PDF parsing / structured extraction - Add post-processing to normalize fields Questions 1. Is PDFVector reliable for row-level timecard extraction, or better as a helper only? 2. Best OCR + extraction approach for scanned timecards? 3. How would you design this pipeline for reliability at scale? Appreciate any guidance or real-world experience πŸ™
1 like β€’ 9d
@Duy Bui
2 likes β€’ 7d
@Duy Bui The TImecards are coming in pdf formats only. All are scanned pdfs. I am struggling to figure out this issue. One thing, there is no need for 100% accuracy. 60-70% is okay. The client wants to make the work little easier for user just. It will generate an excel sheet where user will be able to do corrections and also add new rows too. This system should be accurate as much as possible.
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Shoaib Malik
2
14points to level up
@shoaib-malik-5561
I build AI-powered web apps that automate work, analyze data, and scale businesses.

Active 43m ago
Joined Jan 26, 2026