I built an end to end lead management system for a fictional property company.
The goal wasn't just to automate form submissions.
It was to design a workflow that handles duplicate inquiries, routes requests to the right team, and keeps records clean.
Here's the case study 🧵
Tech Stack
• Notion • Zapier • Google Docs • Google Drive • Gmail
One status update now replaces a repetitive manual process while keeping customer communication and internal records in sync.
Client: We spend too much time manually creating service reports, exporting PDFs, emailing clients, and updating records after every plumbing job.
Me: Say no more 🤝
Here's an automation I built to eliminate that entire workflow. 👇
The workflow:
✅ Trigger from Notion when a job status changes to Processing
✅ Generate a branded service report in Google Docs
✅ Export it as a PDF
✅ Email the report to the client
✅ Update the Notion database automatically
Companies are paying $1,000 to $5,000+ for AI agents.
They don't need another chatbot. They need AI agents that qualify leads, answer calls, book appointments, automate workflows, update CRMs, and generate revenue.
Here are 6 AI agents businesses are actively paying for 🧵👇
Well... this might explain the last two weeks.
My posts went from hundreds of impressions to almost none, and my mutuals can't see my replies.
A shadowban checker flagged what appears to be a ghost ban.
If you've recovered from this before, what actually helped?
This project reminded me building automations isn't just about connecting apps.
It's about thinking through how a business actually operates.
If you were building this workflow for a client, what would you improve?
I built an end to end lead management system for a fictional property company.
The goal wasn't just to automate form submissions.
It was to design a workflow that handles duplicate inquiries, routes requests to the right team, and keeps records clean.
Here's the case study 🧵
Captures inquiries from the website
Detects duplicate submissions
Updates existing guest records
Creates new records for first time guests
Routes inquiries to Sales or Property Management
Sends acknowledgement emails
Notifies the right Slack channel automatically