AI Voice Agent – Automated Cold-Calling & Callback:
Built an AI-driven outbound voice automation using Retell AI and Make.com, integrated with Zoho CRM and Cal.com, to streamline lead outreach for an energy savings company.
The system autonomously dials prospects, qualifies interest, books appointments, handles callbacks, and syncs results to CRM.
AI workflow: Scheduler batches leads from Sheets/CRM, triggers 3-5 Retell AI calls, logs results to CRM. Handles callbacks with context, and auto-sends info via webhook + Make.com (60–120s) using Gmail/SendGrid, logging all events.
Closing the books shouldn't take days of detective work.
The problem: Every month, finance teams spend days explaining why the numbers moved. They dig through invoices, POs and ledger lines to justify each variance against budget, then chase approvals and write board commentary. It's slow, manual and hard to audit.
The solution: Closeroom is an AI agent for month-end close. You ask in plain words, and it explains every variance, cites the source document behind each number, ties the totals out to the trial balance, and flags anything that doesn't add up for a human decision.
The impact: The work moves from investigation to review. Teams close faster, reviewers sign off with evidence in hand, and every number can be traced for audit.
Hi! Sharing my new project: a CRM dashboard for dental clinics 🦷
A day timeline for every chair, patient records with tooth charts, and a voice AI assistant for the front desk.
I’d really appreciate your support and feedback ❤️
Full project