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AI Receptionist Workflow for Calls, Booking, and Follow-Up
I built an AI receptionist workflow designed to help businesses handle inbound calls, appointment requests, and follow-up steps with less manual work.
Problem
Front-desk teams can miss calls, forget updates, or spend too much time repeating the same booking and cancellation steps.
Solution
I designed a workflow that supports call handling logic, booking actions, cancellation handling, and record updates after the interaction.
What it does
Handles basic inbound call logic
Supports appointment scheduling and cancellation paths
Collects caller details for follow-up
Updates records after the call
Helps reduce missed booking opportunities
Tools used
n8n, AI agent workflows, voice AI logic, appointment scheduling, CRM update workflows.
Outcome
The workflow helps reduce repetitive front-desk tasks, improves booking consistency, and gives the team a cleaner follow-up process.
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Proud to share my submission for the #configMakeathon 🦋
Design has one job — make people feel something before they think something.
For the #ConfigMakeathon, I built a complete digital campaign experience for Butterfly Conservation's "Britain's Favourite Butterfly" — taking a public vote and transforming it into something people actually want to be part of.
The challenge wasn't technical. It was human. How do you make someone genuinely care about a species they've never noticed? How do you turn conservation data into something personal? How do you design an experience that moves people from passive viewers to active participants?
The answer was architecture — three distinct experiences working as one:
🗳️ Results Explorer — A fully filterable species discovery system built around personality vibes, wing colours, and rarity. Not a leaderboard. A world worth exploring.
🧬 Personality Quiz — A matching experience that gives every user a butterfly identity rooted in real behavioural traits. Flashy. Feisty. Adventurous. Rare. When someone sees themselves in a species, the relationship changes entirely.
🌿 Conservation Narrative — A story-first approach to ecological data that earns its urgency rather than demanding it. The stakes land harder when you already have a favourite.
This is the kind of work I find most meaningful — where design isn't decoration, it's the strategy itself.
🔗 Prototype:Prototype
Built with Figma · Figma Make · MCP
#ConfigMakeathon #Figma #UXDesign #ProductDesign #DesignForGood #ButterflyConservation @Figma @Contra @Contra HQ
Pretty Good!
Social Media Lead to CRM Automation
Core Requirement
This Zapier workflow was designed to automate lead capture, follow-ups, and CRM management for businesses generating leads through social media campaigns.
Automation Sequence
The process begins when a prospect submits information through Facebook Lead Ads. Lead details are automatically added to Pipedrive, where a contact and sales deal are created. A welcome email is sent to the lead, while the sales team receives a Slack notification for quick follow-up. The workflow also records lead data in Google Sheets for tracking and reporting. After a three-day delay, a nurture email is delivered to re-engage the prospect. If the lead interacts with the email, the deal stage is automatically updated in Pipedrive to reflect increased interest.
Integration Obstacles
Key challenges included synchronizing lead information across platforms, tracking engagement activity, and maintaining accurate sales records.
Measurable Benefits
The final workflow reduces manual data entry, improves response times, and helps sales teams manage and convert leads more efficiently through automated communication and tracking.
Closing the loop from social click to CRM entry automatically is where most lead funnels break down. Good to see Make and N8N in the stack alongside Zapier. What does the handoff look like when a lead qualifies?
Smart OCR Automation with n8n AI Workflow
A powerful n8n automation project built to compare and automate multiple document extraction methods in one clean workflow system. This setup includes four organized processing paths: No OCR, Gemini Vision, Mistral OCR, and LlamaCloud, making it easy to test, extract, and send PDF content into Google Docs with different levels of AI intelligence.
Each workflow starts from Google Drive file search and download, then moves through loops, extraction, base64 conversion, API calls, parsing, wait steps, and final document updates. The structure is clean, modular, and easy to understand, showing how an advanced n8n workflow can handle document automation from simple PDF extraction to AI-powered OCR processing.
This project is ideal for businesses that manage invoices, reports, contracts, forms, scanned PDFs, or client documents. By combining workflow automation, Google Drive, Google Docs, Gemini Vision, Mistral OCR, and LlamaCloud, the system reduces manual copy-paste work and creates a faster, more accurate document handling process.
A smart example of ai automation designed for agencies, admin teams, finance workflows, and operations that need scalable document processing. Built with a practical automation mindset, this workflow turns repetitive file tasks into a smooth, reliable, and intelligent pipeline.
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