Haris Sheikh's Work | ContraWork by Haris SheikhHaris Sheikh
AI Automation Builder | Streamlining Business Workflows.
AI Client Onboarding Automation — From Closed Deal to Kickoff
The system eliminates repetitive manual onboarding tasks such as sending welcome emails, collecting client information, tracking onboarding progress, sending reminders, organizing client data, creating project records, and notifying the team.
AI is used to analyze onboarding responses, extract important information, and generate a structured client brief for the team.
Core Workflow
Deal Won → Welcome Email → Onboarding Form → Contract & Payment → AI Data Processing → Client Brief → Project Creation → Team Notification → Kickoff Scheduling
Key Features
Automated client welcome emails
Onboarding form collection
Client information processing
AI-generated client briefs
Contract/payment status tracking
Automated reminders
Conditional workflow logic
Project creation
CRM updates
Team notifications
Kickoff meeting scheduling
Automated confirmation emails
Use Cases
This system can work for almost any service business.
🤖 AI Agencies
Automatically onboard clients after they purchase an automation service.
🎨 Creative Agencies
Collect brand assets, project requirements, references and deadlines.
📈 Marketing Agencies
Collect business information, target audience, advertising goals and account access requirements.
💻 SaaS Companies
Automate customer onboarding and implementation.
💼 Consultants
Collect client information and automatically schedule kickoff calls.
🏢 Professional Services
Automate document collection, forms, scheduling and internal handoff. AI Customer Support Agent — 24/7 Intelligent Support Automation
Built a 24/7 AI customer support system that allows businesses to automate repetitive customer conversations while maintaining a reliable human escalation path.
The agent uses a business-specific knowledge base to understand customer questions, retrieve relevant information, generate contextual responses, and trigger automated actions when a request requires further assistance.
Core Workflow
Customer Question → AI Intent Detection → Knowledge Retrieval → AI Response → Resolution / Escalation → Ticket or CRM Update
Key Capabilities
24/7 customer support
Knowledge-base powered responses
FAQ automation
Product/service information
Troubleshooting assistance
Customer intent detection
Human handoff
Support ticket creation
Team notifications
CRM/customer record updates
Automated email follow-up
Use Cases
E-commerce — product questions, orders, returns and support.
SaaS — product support, troubleshooting and account questions.
Agencies — client questions and service information.
Healthcare — general service and appointment information.
Home Services — service questions, pricing inquiries and scheduling.
Professional Services — FAQs, onboarding questions and client support.
Outcome
Built an AI support system capable of resolving repetitive customer requests automatically while escalating complex or sensitive conversations to a human when necessary. AI Lead Recovery & Follow-Up System
AI Lead Recovery & Follow-Up System
The system automatically captures new leads, analyzes their information, qualifies them, generates personalized responses, and initiates follow-up sequences based on the lead's behavior.
Instead of relying on a sales team to manually remember every follow-up, the workflow handles repetitive lead communication automatically while keeping the business informed throughout the process.
Core Workflow
Lead Captured → AI Qualification → Instant Response → Follow-Up Sequence → Lead Engagement → Appointment Booking → CRM Update
What It Does
🎯 Lead Capture
Automatically receives new leads from forms, websites, campaigns, or other connected sources.
🧠 AI Lead Qualification
Analyzes the lead's information and determines factors such as:
Intent
Service/product interest
Urgency
Potential value
Qualification status
⚡ Instant Response
Instead of allowing a new lead to sit unanswered, the system can immediately generate and send a personalized response.
🔄 Automated Follow-Up
If the lead doesn't respond, the system automatically starts a follow-up sequence.
For example:
Day 0 → Initial response
Day 2 → Follow-up
Day 5 → Follow-up
Day 10 → Final follow-up
The sequence can be customized according to the business.
📅 Appointment Booking
When a lead shows buying intent, the workflow can direct them toward appointment scheduling and connect with a calendar.
🛑 Follow-Up Stop Logic
One important part of the system:
If the lead replies, books an appointment, or is marked as converted, the automated follow-up sequence stops.
This prevents the business from accidentally sending unnecessary messages.
📊 Lead Tracking
Lead information and status can be stored and updated automatically.
Example:
New → Contacted → Qualified → Interested → Booked → Converted
Use Cases
🏠 Home Services
HVAC, plumbing, roofing, electrical, cleaning, landscaping, and other service businesses can automatically follow up with new inquiries.
🏢 Agencies
Automatically qualify prospects and follow up with potential clients after they submit an inquiry.
🏘️ Real Estate
Follow up with property inquiries and identify high-intent prospects.
🦷 Clinics
Respond to appointment inquiries and follow up with potential patients.
💻 SaaS
Qualify demo requests and automatically follow up with prospects who haven't booked a call.
🛍️ E-commerce
Recover potential customers who submit inquiries or require assistance before purchasing. AI-Powered Email Automation
Instead of manually reading and responding to every email, the workflow uses AI to analyze incoming messages and automate the repetitive parts of email management.
What it does
Monitors incoming emails automatically
Reads and analyzes email content
Identifies the intent of each message
Extracts relevant information
Generates personalized AI responses
Creates email drafts for human review
Routes emails based on their intent
Stores important information
Triggers additional workflows when required
Use Cases
📩 Customer Support
Automatically analyzes incoming customer questions and prepares relevant responses.
🎯 Lead Management
Identifies potential sales leads from incoming emails and extracts important information for follow-up.
🤝 Sales Follow-Up
Analyzes conversations and prepares personalized follow-up responses.
📅 Appointment Requests
Detects appointment-related emails and can trigger scheduling workflows.
📨 Email Triage
Automatically categorizes incoming emails so important messages can be prioritized.
⚡ Automated Responses
Generates context-aware replies while keeping a human in control before anything is sent.
Tools
n8n
Gmail
OpenAI
Outcome
Built an automated AI email processing system that reduces repetitive manual email work by analyzing incoming messages, identifying their intent, and preparing relevant responses automatically.