1 / Our system uses Zapier to link Shopify order information with Airtable and Slack which sends immediate alerts when it detects suspicious patterns including multiple refunds and unusual buying speed and suspicious delivery locations. The system enables our operations team to detect problems such as fraud and delivery mistakes before they create major issues. 2 / The solution employs Zapier together with Airtable and Shopify API and Slack and Excel for rule development. The system operates without needing any engineering support. 3 / The daily order volume made it difficult to track refund-related losses because these exceptions remained hidden from view. The system we implemented resulted in a 30% decrease of refund-related losses during two quarters according to our internal assessment. The system revealed weaknesses in our methods for detecting problematic customers who place multiple orders. 4 / The complete setup required 12 hours to establish Airtable schema and Zapier logic paths and perform filter testing. The team performed multiple weeks of testing to resolve false positive occurrences. 5 / Hans Graubard serves as co-founder and COO at Happy V which operates under happyv.com. The ops team worked under my direction to execute this project. I am available to answer additional questions about this project if you need further clarification.
At my company, Hey Rachael, we built a no-code automation that completely transformed our client onboarding process! What used to be an inconsistent, manual setup with delayed responses, is now a seamless, automated experience. As soon as a client signs a proposal (no matter what day or time), the system instantly delivers personalized welcome emails, intake forms, and immediate scheduling options, while also internally generating their ClickUp project onboarding + Google drive folders automatically. Tools Used: Dubsado (CRM) - Zapier - ClickUp + Google Before automating, onboarding a new client took roughly 45 minutes of manual work per project: duplicating templates, sending forms, and double-checking details. The new automation completes the process in under 2 minutes, and eliminates setup errors and delays entirely! Beyond the time savings, it's also improved our client experience dramatically. I work with clients around the world, so being able to move the project forward no matter the day or time is super helpful in solidifying a great client experience! The immediate, organized handoff has increased our referral and testimonial rate, and clients consistently mention how supported they feel from day one. We've found that starting the relationship with this level of responsiveness sets the tone for amazing long-term partnerships! I also set these things up for my clients as well, creating the same amazing white glove client experience inside their businesses too.
Industry Leader in Insurance and AI Technologies at PricewaterhouseCoopers (PwC)
Answered 3 months ago
#1 I created a no-code claims intake and triage system for a mid-sized insurance client to make case routing and reporting more efficient. The workflow checks claim data, sorts it by severity, and starts the next steps for review automatically. #2 Make.com for automation, ChatGPT to summarize data, Google Sheets to store records, and Slack to send real-time notifications. #3 Before automation, the client's team spent over 20 hours each week sorting claims and checking for duplicates by hand. The new system cut processing time by 65%, made claim routing more accurate, and shortened reporting from two days to just two hours. #4 The whole setup, including prompt tuning and testing the workflow, took about 12 hours. #5 As the AI & Insurance Modernization Lead, I designed and built the workflow. I'm happy to join a short Q&A to share the results and what I learned.
I run an MSP in Santa Fe and Stroudsburg, and we built a client onboarding automation that cut our setup time from 3 weeks down to 4 days while eliminating about 90% of configuration errors. **The system:** When a new client signs, Make.com triggers a workflow that creates their folder structure in our documentation system, generates standard security policies customized with their company name and industry compliance requirements (HIPAA for medical, PCI for retail, etc.), provisions monitoring agents using our RMM API, and schedules their first three check-ins automatically. We feed client intake form data through a simple ChatGPT prompt that rewrites our template policies with their specific details. **Real impact:** We onboard about 2-3 clients monthly, so this recovered roughly 35 hours per month my team spent on repetitive documentation and setup tasks. More importantly, we went from missing compliance items about 15% of the time to essentially zero--which matters a lot when you're dealing with medical practices that could face HIPAA violations. Build time was around 12 hours spread over two weeks of testing. The surprise benefit was that clients noticed. They'd mention during kickoff calls that they received their customized security documentation the same day they signed, and it made us look significantly more organized than previous IT providers they'd worked with. For a 20+ year company, finally automating this stuff felt overdue but the ROI showed up immediately.
1 / Our system generates individualized follow-up messages which ask guests to review their spa experience while providing a discount for their future visit. The system sends a thank-you email to guests who rate their experience 4 or 5 stars but sends an immediate notification to our manager when guests rate their experience 3 stars or lower. 2 / The system operates through Zapier which links Google Sheets to Gmail and our booking system. OpenAI's GPT tool enabled us to create basic email tone variations through guest name and review language analysis. 3 / The review volume has increased by three times since we implemented this system. Our system detects 90% of dissatisfied customers before they publish their reviews which enables us to resolve their issues. A guest who received a phone call and free session service changed their 2-star review to a 5-star rating. The system reduces our team's weekly work by 6 to 8 hours which they used to perform manual review responses. 4 / The development process required three days to complete the system testing. The main challenge involved finding the right balance between email delivery timing and content tone. 5 / I am Damien Zouaoui who co-founded Oakwell Beer Spa in Denver. I am available to answer any quick questions you might have. The complete details about our concept appear on our website at https://oakwell.com. I can provide you with an automation screenshot if you need it.
I led the development of a no-code workflow that captures incoming leads, enriches them with location and utility data, and sends personalized plan recommendations within minutes. The automation also sends the information directly into our CRM and starts a tailored follow-up sequence for each user. The workflow was built using Zapier, HubSpot, Airtable, Clearbit, and a ChatGPT-powered messaging layer. Before this system, new leads would wait hours before receiving a response. Now they receive information almost immediately, and our team no longer needs to manually input data or draft emails. This automation frees up roughly 15 hours of work each week. It has also led to a noticeable increase in conversions and overall lead quality. It took about three days to build, test, and deploy the full system.
1 / Our team developed an automation system which connects Shopify order entries to Airtable production scheduling and distributes stitching work according to stock levels and delivery areas while providing customer updates about their item progression from fabric preparation to final packaging. 2 / The system operates through Airtable and Zapier and Shopify and Gmail platforms. The system generates order summaries through ChatGPT which produces content in our company voice for customer update purposes. 3 / The previous order tracking process required four to five manual steps to monitor production timelines. The system reduced production tracking steps by 80% which resulted in significant decreases in customer follow-up emails because customers remained informed throughout the process. The system reduced my weekly work by 10 hours while building customer confidence in our handmade production timeline. 4 / The system development required three days to complete after I created the logic design on paper which enabled the rest of the system to function properly. 5 / I serve as both founder and creative director at Mermaid Way. The system development process became emotional because I wanted automation to enhance our brand's human touch instead of diminishing it. I am available for additional questions if you need help with anything.
1 / The team developed an automated system which handled real-time QA feedback throughout the extended deployment of their customized enterprise CRM solution. The team used Airtable forms to receive bug reports and enhancement requests which activated a ticket management system that sent alerts to Slack and Jira channels. 2 / Airtable, Zapier, Slack, Jira, Google Drive 3 / The automation process reduced our ticket processing time from 24 hours to less than 2 hours. The automated system for receiving and directing feedback reduced the post-launch support backlog by 35% according to the client. 4 / The entire process required six hours to complete. The majority of time went into creating Airtable to Jira field connections and Zapier conditional rule setup. 5 / I took charge of the system deployment. The same ticketing structure was applied to different client systems because they did not have a unified ticketing system. twincore.dev operates as the company. I will provide additional information if you need it.