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
Back to feedPost
Just delivered a finance automation for a dental clinic in Texas.
Their leads were growing fast and manual tracking was becoming impossible.
Now they just send a WhatsApp message, voice or text, and everything logs automatically.
"I spent $10 on coffee" → logged.
"I earned $1,000 developing a website" → logged.
Income source, amount, category, all recorded instantly into their spreadsheet.
No manual entry. No missed transactions. Just message and move on.
This is what automation looks like for a real client with a real problem 💪.
Comment FINANCE BOT for a free demo. 👇
aiautomationfinanceautomationmakeautomationAI Agent DevelopmentAI AutomationBusiness Workflow AutomationGoogle SheetsMakeTelegram bots
The interesting part is that growth itself can create new problems. More leads and customers are great, but the systems behind the business have to grow too 📈
For this build, simplicity was a priority. The user shouldn’t need to understand the automation, they should just send a message and let the system handle the rest ⚙️
Voice input is probably my favourite part of this system🎙️. Recording a transaction can be as simple as saying what happened.
I’ve been working more with Make recently, and I’m enjoying seeing how differently the same business problem can be approached across automation platforms 👀
Curious: what’s one process that became unexpectedly difficult to manage as your business or workload grew?
Looks good
Thanks 😊
FINANCE BOT
Voice-to-logged-transaction is the detail that sells this, most bookkeeping automations still expect people to type things out. Does it handle ambiguous voice notes well, like when someone mumbles the amount?
Yep. If the voice note isn't clear enough, the AI automatically flags it and asks a quick follow-up like, "Did you mean $15 or $50?" before logging anything. I'd rather confirm than record incorrect financial data.
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
Related posts
What if every new lead could be handled before you even open your inbox? ⚡
This AI-powered workflow turns a new email inquiry into a structured, ready-to-handle lead — automatically.
A new inquiry arrives → AI extracts the important details → Airtable/CRM is updated → the response goes through optional human approval → a personalized email is sent → Notion is updated → the team gets notified in Slack → performance data is collected for reporting.
The goal isn't to remove people from the process. It's to remove the repetitive work around them.
This type of workflow can be customized for B2B companies, SaaS businesses, agencies, real estate, e-commerce, recruitment, consulting, customer support, healthcare, finance, education, and other service businesses.
Already know what you want to automate? → Send me your current workflow and I’ll map out how we can automate it.
Still doing repetitive work manually? → Tell me the task that consumes your team’s time, and I’ll help identify what can be automated.
#AIAutomation #AIWorkflow #AIWorkflows #AIAgents #Automation #WorkflowAutomation #BusinessAutomation #ProcessAutomation #n8n #n8nAutomation #ArtificialIntelligence #GenerativeAI #B2B #B2BAutomation #SaaS #SaaSAutomation #SalesAutomation #LeadGeneration #LeadAutomation #LeadManagement #EmailAutomation #CRMAutomation #CustomerSupport #CustomerServiceAutomation #MarketingAutomation #AgencyAutomation #RealEstateAutomation #EcommerceAutomation #RecruitmentAutomation #HRautomation #FinTech #HealthcareAutomation #EdTech #BusinessGrowth #BusinessEfficiency #DigitalTransformation #NoCode #LowCode #OpenAI #AIAgent #CRM #Airtable #Notion #Slack #Productivity #FutureOfWork
I'd use the human approval step to capture corrections, not just a yes/no decision. If a reviewer changes the extracted lead details, does the workflow update Airtable and the reporting record before sending the email?
Where do you think AI agents can make the biggest impact in a real business? 🤖
I'm exploring AI agents and automation through projects with n8n, Python, RAG and APIs.
I'm curious to hear from other builders and founders:
What would you automate first if you could remove one repetitive task from your business?
Lead management? Customer support? Internal operations? Something else?
Would love to hear your ideas 👇
#AIAgents #AIAutomation #n8n #AI #Automation
I saw how linking n8n to a CRM can pull new leads straight into a queue, wiping out the copy paste step.
I built an AI voice ordering workflow to help a restaurant capture customer orders and pass them to the kitchen with less manual work.
Using Vapi, I configured a voice assistant with the restaurant’s menu and prices to collect customer details and orders. After each call, a webhook triggers an n8n workflow, where OpenAI extracts the order into structured data. The workflow then notifies the kitchen and logs the order in Google Sheets.
I handled the voice assistant setup, webhook integration, AI prompts, and workflow implementation. The solution reduced manual order entry and made order information easier for the kitchen to access.
Tools: Vapi, n8n, OpenAI, Google Sheets, and webhooks.
Having the assistant feed orders straight into the kitchen cuts the manual handoff. The call transcript in Sheets also gives a clear audit trail.