CA Firm Automation Suite. Built by a CA Student Who Gets It
I’m 20. I’m studying CA. And I got tired of watching accounting firms waste hours on work that automation handles in seconds.
So I built it myself.
No agency behind me. No team. Just deep knowledge of how CA firms actually operate, and n8n running free on Railway.
What’s live right now (Stage 1):
Client submits one form → master sheet updated → Drive folder created → welcome email sent → owner notified. Fully automatic.
This isn’t a generic automation package. This is built around the exact pain points of CA and CPA firms _ the 11 PM deadline panic, the client who never sends documents, the invoice that needs 6 follow-ups.
If your firm needs this — I’m available. Let’s talk.
Building from inside the domain is a real edge. Form to sheet to Drive to email is exactly the boring work firms will pay to stop doing. What is Stage 2?
Stage 2 is the one that keeps CA firms up at night.
FBR & SECP deadline tracker, every filing date for every client, automated alerts to both the firm and the client, escalating reminders as the deadline gets closer.
No more “we missed the filing because nobody checked the...
Most lead generation tools collect leads.
Mine scores them, analyzes them, and logs them automatically.
I built an AI Lead Intelligence Engine using n8n that triggers the moment a form is submitted. It normalizes the data, runs it through an AI scoring model, detects industry and buying intent using Gemini, assigns a HOT/WARM/COLD tier, and saves everything to a live CRM sheet.
Built for businesses that are tired of chasing cold leads manually.
This is Stage 1. Stage 2 adds automated personalized outreach. Stage 3 adds an AI voice call within 60 seconds.
If you run a business and lose leads because follow-up is slow, this system fixes that.
Love this Lead Intelligence flow! I also build lead scoring with n8n + OpenAI + Google Sheets. Clean execution — how do you handle duplicate leads? Let's connect!
End-to-End Enterprise Automation & System Integration Ecosystem
Overview:
Engineered a comprehensive, end-to-end automation infrastructure in n8n that unifies lead management, appointment scheduling, multi-channel messaging, and robust error handling into a single cohesive ecosystem.
Key Technical Capabilities:
Full-Lifecycle Lead & Booking Automation: Connects customer acquisition channels directly to calendar scheduling and CRM databases without manual intervention.
Multi-Channel Communication Engine: Automated dispatch of confirmation emails, internal team alerts, and priority status updates across integrated communication tools.
Advanced Error Resilience Architecture: Integrated centralized fault-detection workflows that automatically capture, format, and log system exceptions to prevent operational downtime.
Synchronized Data Infrastructure: Real-time multi-directional data sync with Google Sheets, custom APIs, and webhooks for complete operational visibility.
Scalable & Modular Design: Built with dynamic branching logic to easily adapt and expand as business throughput grows.
Tech Stack & Tools:
n8n, Google Calendar API, Gmail API, Google Sheets API, Custom Webhooks, JSON Parsing, REST APIs.
The centralized fault detection workflow is critical because silent API failures often cause more headaches than obvious crashes. Logging exceptions in a structured format makes troubleshooting significantly faster when a specific integration step breaks.
🚀 Just Built a Sales & Marketing AI System — 3 Agents in 1!
I noticed something while working with B2B sales teams:
❌ Leads come in, but follow-ups get delayed
❌ Marketing team spends hours creating content
❌ Sales team wastes 15+ hours/week on manual tasks
❌ Hot leads go cold because no one follows up fast enough
I built a Sales & Marketing AI System that solves all of this:
🤖 AGENT 1: Lead Qualification
✅ Scores leads as HOT/WARM/COLD automatically
✅ Logs everything to Google Sheets/CRM