Role-Aware Client Hub for Managing AI Automation ProjectsRole-Aware Client Hub for Managing AI Automation Projects
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AutoPilot Client Hub is a role-aware operations platform built for Creative Hauz, an AI automation agency. It replaces scattered spreadsheets, chats and docs with a single workspace where the internal team manages every automation project, and clients sign in to follow progress and request new automations
The problem: Agencies delivering automations (cart recovery, appointment reminders, lead nurture, review requests) juggle many clients at once. Status lives in people's heads, client updates are manual, and scoping new work takes hours.
What I built: Team dashboard — live KPIs (active, in progress, new requests, completed), priority projects and items needing attention.
Projects workspace — searchable, filterable project list with create/edit flows, impact metrics and a notes timeline with a "visible to client" toggle.
Client portal — clients see only their own projects, updates and requests, and can submit new automation requests.
AI Automation Strategist — turns a client's goal and description into a client-ready plan: workflow steps, message sequence, expected impact and next steps. Plans are saved to a searchable Briefs library with one-click copy.
Secure by design — email/password auth, role-based routing (team vs client) and database-level row security so clients can never see another client's data.
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The network for creativity
Join 1.25M professional creatives like you
Connect with clients, get discovered, and run your business 100% commission-free
Creatives on Contra have earned over $150M and we are just getting started