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Jan 30 •
$20k/month in document automation - here are all my templates
📂 All my workflow templates are now in one place These are the exact automations I use to earn ~$20k/month from document processing clients. Finally organized everything into one repo: 👉 https://github.com/khanhduyvt0101/workflows Templates for n8n, Make, and Zapier. All free. No signup. Just grab what you need. Will keep adding more as I build them.
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Sep '25 •
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..."
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8h •
Real Estate Agents Don't Want More Software 🔥
A lot of real estate agents already have too many tools. CRM. Calendar. Email. Forms. Transaction software. Lead tools. So if you pitch: "I can build an automation system for your real estate business," they may hear: "Another thing I have to manage." A better angle is: "I help make sure paperwork turns into the right next action." That is what agents care about. Because deals are full of small details: missing signatures inspection dates offer deadlines client follow-ups property details disclosure forms closing tasks The opportunity is not "AI for real estate." The opportunity is fewer things slipping through the cracks. A simple demo could use one property packet. Not a full CRM build. Just a clean transaction summary: property address client name key dates missing documents next action original file link That is enough to make the value visible. For outreach, do not ask: "Do you want automation?" Ask: "When a new deal starts, which part of the paperwork still has to be checked manually?" That question will get you better answers. Some agents will say deadline tracking. Some will say collecting documents. Some will say updating clients. Each answer gives you a different demo. This is why niche matters. The more you understand the workflow, the less you need to talk about tools. If you mention n8n or PDF Vector, mention them after the agent already understands the outcome. Pain first. Stack second. What "next action" could you pull from a real estate document to make an agent's life easier?
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2d •
Don’t Sell “AI Resume Screening” — Sell This Instead 🔥
I would not pitch HR teams with: “I built an AI resume screening system.” That sounds risky. It makes people think: - AI rejecting candidates - hiring bias - legal problems - impersonal recruitment A better pitch is: “I help your team find the resumes worth reading first.” That feels much safer. Most HR teams do not have a hiring problem. They have a first-pass problem. One role can easily bring: - 100+ resumes - different PDF formats - missing contact details - unrelated candidates - good candidates buried in the middle The painful part is not choosing who to hire. The painful part is opening every file and scanning for the same details again and again. A simple workflow can help: Resume comes in n8n catches the file PDF Vector extracts key details Skills, experience, education, location, certifications The data goes into a review sheet The recruiter reviews the shortlist manually No automatic rejection. No “AI decides who gets hired.” Just a cleaner first pass. That positioning matters. Bad offer: “I can automate your hiring.” Better offer: “I can turn your resume pile into a structured review sheet so your team can review faster.” If you want to find HR clients, look for posts about: - “too many applicants” - “screening resumes” - “hiring is overwhelming” - “recruiter burnout” - “manual candidate review” Then message like this: “Saw your post about handling a high number of applicants. I’ve been testing a small workflow that turns resumes into a structured review sheet, without letting AI make the final hiring decision. Is first-pass screening a bottleneck for your team?” That is a much better conversation starter than selling an “AI hiring bot.” For sensitive industries, the winning angle is not replacement. It is better review. What process could you make faster without removing human judgment?
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2d •
Ask This Before Building a Contract Automation Demo 🔥
Before you pitch contract automation, ask one question: “Do you know which contracts renew in the next 90 days?” If the answer is “let me check,” you may have found a real problem. Most companies do not have a contract problem because nobody has contracts. They have a contract problem because the important details are buried. Renewal date. Notice period. Price increase. Owner. Vendor name. Cancellation window. Those details sit inside PDFs, email threads, and shared folders until someone needs them urgently. So do not pitch this as: “I can automate contract management.” That sounds too big. Pitch the first useful slice: “I help teams build a simple renewal tracker from their existing contracts.” That is easier to understand. A good demo only needs 3 sample contracts. Show the before: Three agreements sitting in a folder. Show the after: One table with renewal dates, notice windows, vendor names, owners, and reminder status. No legal advice. No clause interpretation. Just the information the team already needs but does not want to search for manually. The best prospects are usually in operations, procurement, finance, office management, or legal ops. A simple conversation starter: “Quick question — do you track vendor renewal dates manually, or is there already a system for that?” If they say spreadsheet, ask who updates it. If they say calendar, ask how dates get added. If they say “we check when needed,” that is where the pain lives. Contract automation becomes attractive when it prevents expensive surprises. Do not sell the tool. Sell the missed-deadline problem. What deadline-heavy document would be painful for a company to forget?
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