01LEAD OPERATIONS
AI Lead Operations Agent
Validates incoming leads, classifies them, routes HOT / WARM / LOW outcomes and triggers the appropriate operational action.
INTAKE→VALIDATE→CLASSIFY→ROUTE→ACTION
BUSINESS PROCESS AUTOMATION
Your people should run the business.
Your systems should move the work.
I redesign the handoffs between your CRM, documents, data and teams — then automate the workflow across APIs, business rules and the systems your team already uses.
Process diagnosisFIND THE BOTTLENECK
Workflow architectureMAP LOGIC + HANDOFFS
ImplementationBUILD + VALIDATE
CRMAPIsWebhooksDocumentsSQLBusiness RulesDataReporting
THE DIFFERENCEI come from the operations side of the problem.
4+ years in loan operations taught me what automation screenshots cannot: where work actually gets stuck, where controls matter, and where a “simple” handoff becomes expensive.
01 / THE DIFFERENCE
A workflow is not a chain of apps.
It is business logic.
Most automation starts with a tool. Mine starts with the process: what triggers it, what decision happens next, where information gets stuck, and what should happen without a person pushing it.
The goal is not more automation.
It is less operational friction.
It is less operational friction.
If your team is copying data, chasing documents, checking spreadsheets, re-entering information or manually following up, the hidden cost is not just minutes. It is capacity, response time and consistency.
I map the handoffs, decisions and exceptions first. Then I decide what should be automated — and what should stay human.
BEFORE I CHOOSE A TOOL, I FIND THE BOTTLENECK.
02 / SELECTED SYSTEMS
Built around the work.
Not the software.
Workflow builds across lead operations, recruitment, financial operations, CRM/document handoffs and analysis. These are demonstrations of how I approach real operational problems across n8n and Zapier.
02RECRUITMENT OPERATIONS
Smart CV Screening
Reads job requirements and CV PDFs, extracts structured candidate data, scores against requirements and creates a ranked shortlist.
JOB→CVs→EXTRACT→SCORE→RANK
03FINANCIAL OPERATIONS
Mortgage Operations
Connects intake, qualification, missing-information follow-up, document preparation, loan tracking and scheduled follow-ups.
INTAKE→QUALIFY→DOCUMENT→TRACK→FOLLOW UP
04DOCUMENT OPERATIONS
CRM → Document → Record
HubSpot data can trigger DocuSign documents, store completed files in Google Drive and update the CRM after signing.
CRM→DOCUSIGN→DRIVE→CRM
Watch the HubSpot → DocuSign workflow ↗
05INTAKE → CRM → DOCUMENTS
Form → CRM → Signature
Turns a new Google Form response into a HubSpot contact and deal, then sends the required DocuSign document from a template.
FORM→CONTACT→DEAL→SIGN
LIVE BUILD / 06
AI Mortgage Analyzer
Live product for loan officers and mortgage brokers: borrower-file analysis, DTI/LTV calculations, risk flags and a pre-qualification summary.
Open live analyzer ↗PRODUCT BUILD / 07
ProGain
Workflow-driven nutrition planning product that generates personalized plans, grocery lists, roadmaps and email-delivered PDFs.
Open product ↗03 / TECHNICAL CAPABILITY
Enough technical depth
to own the workflow.
The stack changes with the problem. What stays constant is the ability to connect systems, enforce business logic, move data safely and make the workflow observable.
I do not sell tool stacks.
I build the layer between the tools.
I build the layer between the tools.
From low-code orchestration to custom logic, APIs and data work, I can work at the level the process requires — without forcing every problem into the same platform.
ORCHESTRATIONn8nworkflow logic · agents · routing
ORCHESTRATIONMake · Zapierintegrations · triggers · actions
CRMHubSpotrecords · pipelines · lifecycle
DOCUMENTSDocuSigntemplates · signing · status
DATASQLqueries · joins · validation
CODEPythonlogic · processing · APIs
CONNECTIVITYREST APIsauthentication · payloads · endpoints
EVENTSWebhooksreal-time triggers · callbacks
ANALYTICSPower BIreporting · dashboards · decisions
WORKSPACEAirtable · Sheetsoperational data · trackers
AILLMs · Ollamaclassification · extraction · reasoning
WEBHTML · CSS · JSinterfaces · demos · products
04 / HOW I WORK
Process first.
Tools second.
A workflow is only valuable when the business can understand it, trust it and recover when something goes wrong.
01
Understand
Map inputs, decisions, handoffs, exceptions and the actual work being done.
02
Diagnose
Find repetitive work, duplicated effort and the point where information or responsibility gets stuck.
03
Build
Connect systems, rules, APIs, documents and notifications so the next step happens automatically.
04
Validate
Test normal paths, edge cases and failure conditions before the workflow is trusted.
05 / WHO BUILDS IT
Operations experience.
Automation mindset.
I combine 4+ years of loan-operations experience at IPDC Finance Limited with hands-on automation across CRM, documents, spreadsheets, APIs, databases and business rules.
That background shapes how I build: understand the process first, translate it into logic, then automate and validate it. The objective is a workflow the business can actually operate — not a collection of disconnected automations.
IPDC Finance LimitedSenior Executive — Loan Operations
BUPMBA & BBA — Accounting Information Systems
Core capabilityProcess mapping · workflow architecture · automation · data · APIs
ONE CLEAR NEXT STEP
Bring me the process that is slowing your team down.
In 20 minutes, we can look at one workflow, identify the bottleneck and decide whether automation actually makes sense.
Book a 20-min workflow review ↗
No sales deck. No generic automation package. Start with one process and the problem inside it.
biplob@biplobautomation.com