From 20 hours of manual work to zero.
A growing climate finance company with a lean operations team. Strong deal flow, ambitious pipeline, but their ops infrastructure hadn't kept pace. Every new deal created more manual work.
- 15-20 hrs/wk
- eliminated
- < 1 min
- to generate a deal presentation
- 100%
- compliance coverage
- $0.02
- cost per presentation
Every new deal created more manual work.
- Deal presentations created manually for every prospect
- Email activity captured inconsistently, ~60% at best
- Compliance screening done ad-hoc, no standard process
- Call insights trapped in recordings, never actioned
Before, and after.
| Metric | Before | After |
|---|---|---|
| Manual hours per week | ~15-20 hrs | 0 |
| Presentation creation time | 15-30 min | < 1 min |
| Email activity capture rate | ~60% | 100% |
| Compliance screening coverage | Ad-hoc | 100% |
| Cost per automated action | ~$25-50 (analyst time) | < $0.05 |
Four automations, one client.
- 01
AI-Powered Deal Presentation Generator
Problem
Creating a deal presentation took 15-30 minutes per deal. Slides were inconsistent, often outdated, and entirely dependent on one analyst.
Solution
n8n workflow triggered by HubSpot deal stage change. Pulls deal data from CRM, generates formatted slides via GPT-4o and Google Slides API, uploads to Drive, and posts to Slack.
< 1 min generation time. $0.02 per presentation.
- 02
Zero-Friction Email Activity Tracker
Problem
Only ~60% of email activity was making it into HubSpot. Reps weren't logging calls. Deal history was incomplete.
Solution
Automated Gmail to HubSpot sync via n8n. Every email sent or received is parsed and associated with the correct contact and deal automatically.
100% capture rate. Zero manual logging.
- 03
Automated Compliance Screening
Problem
Compliance checks were ad-hoc and inconsistent. New deals might go unscreened for days.
Solution
n8n workflow triggered on new HubSpot deal. Runs adverse media search via Serper API, summarizes findings with GPT-4o, and delivers a structured report to Slack.
100% of deals screened. Flags in < 2 minutes.
- 04
AI Seller Communication Extraction
Problem
Valuable insights from sales calls lived in recordings, inaccessible and unsearchable.
Solution
Ingests Fireflies and Sybill transcripts, extracts structured deal signals with GPT-4o, and writes back to HubSpot custom fields.
Currently in validation.
wired into the client's stack: hubspot / n8n / gpt-4o / google slides api / google drive api / apps script / serper api / slack / fireflies / sybill
See each workflow in detail
Every automation built for this client, what it does, how it works, and what changed.
AI-Powered Deal Presentation Generator
Every time a deal went live, someone had to manually copy-paste 15+ data fields into a slide template. We automated the whole thing, from CRM trigger to finished Google Slide, in under 60 seconds.
An AI model in the client's stack rewrites the raw seller description into polished buyer-facing copy. A master-file architecture means the presentation URL never changes across updates, and full version history is preserved in every file.
- Client
- A growing climate finance company
- Team
- A lean operations team
- Scope
- Four automations, wired into the client's CRM
- Status
- Delivered. Call insight extraction is currently in validation.