You will get an AI-powered file processing & data management system (OCR) in Make/N8N
Project details
This end-to-end document management & file processing system is integrated with OCR and AI capabilities and takes care of saving and classifying incoming files, extracting critical data and logging it into your CRM as well as moving the files where they belong. The system integrates effortlessly with any existing CRM and completely streamlines data entry and file management workflows.
WHAT YOU GET:
• System configuration: set up of all the necessary platforms & tools (e.g. OCR, n8n, CRM) including prompts for AI components & more
• Results: your files organized & labeled, and your CRM filled with clean and structured data extracted from the files
• Tracking: file tracking and documentation in the CRM of your choice
• Reporting: instant notifications (via Email/Slack) once a file has been processed & saved to a new location
• Documentation: comprehensive and easy to understand textual and video documentation of the whole system
• Strategic call with me for further scaling of the system
No more lost documents or data entry errors - this system eliminates manual administrative work and improves your file & data management.
Let's give your business an upgrade.
WHAT YOU GET:
• System configuration: set up of all the necessary platforms & tools (e.g. OCR, n8n, CRM) including prompts for AI components & more
• Results: your files organized & labeled, and your CRM filled with clean and structured data extracted from the files
• Tracking: file tracking and documentation in the CRM of your choice
• Reporting: instant notifications (via Email/Slack) once a file has been processed & saved to a new location
• Documentation: comprehensive and easy to understand textual and video documentation of the whole system
• Strategic call with me for further scaling of the system
No more lost documents or data entry errors - this system eliminates manual administrative work and improves your file & data management.
Let's give your business an upgrade.
Data Entry Type
Copy Paste, Data Cleansing, Document Conversion, Error Detection, Word ProcessingData Entry Tool
CRM Software, Google Docs, Google Sheets, Microsoft Excel, Microsoft OfficeWhat's included $475
These options are included with the project scope.
$475
- Delivery Time 14 days
- Number of Revisions 2
- Number of Hours of Work 18
- Formatting & Clean Up
- Graph & Table Creation
About Oleg
AI Automation Dev | Make | N8N | Zapier | ChatGPT | HubSpot | API
Duesseldorf, Germany - 6:18 pm local time
I help businesses unlock new growth and scale faster with AI-powered automations.
→ 4+ years implementing automation solutions with Make, N8N, ChatGPT, CRMs & more
→ 170+ delivered automations and AI-powered systems
→ added over $7k in MRR for a media growth agency with a scrape-to-outreach automation
→ my automations save companies 118 hours/month on average
→ worked with over 40 companies and agencies in fields like finance, ecommerce, marketing, recruitment & more
———
Got a minute? Here’s the longer, sit-down version:
Pleasure to meet you! I'm Oleg👋. I build automated AI systems that make and/or save money using a variety of cutting-edge tools like GPT4, Midjourney, Make, Zapier & N8N.
I've built and implemented dozens of systems for companies of different sizes, across a number of industries, including marketing, real estate, coaching, travel and recruitment. Some of my favorites are:
- Automatic lead generation & outreach systems (to effectively source leads, qualify them, and reach out to them using email/messengers/social media with personalized, AI-generated icebreakers),
- Content marketing systems (to automatically create or repurpose blog posts, articles, websites, or YouTube videos and generate unique marketing visuals),
- Zero-Touch Sales Pipeline systems (to automatically schedule calls, create proposals with AI, send out personalized follow-ups and update CRMs).
I also have experience integrating AI & automation tools with practically every well-known CRM (Monday, HubSpot), project manager (ClickUp, Trello) and communication tool (Slack, Arsana) out there. I have also built dozens of custom API integrations to unlock extra functionality.
If you're looking for a dedicated specialist passionate about process automation with a technical skillset and a proven track record of implemented solutions to back it up, I'm your guy. I handle full project management from start to finish with clear and transparent communication. It is my goal to ensure your systems work exactly as you need them to while maintaining a hassle-free implementation process.
Excited to work with you ⚡
Steps for completing your project
After purchasing the project, send requirements so Oleg can start the project.
Delivery time starts when Oleg receives requirements from you.
Oleg works on your project following the steps below.
Revisions may occur after the delivery date.
Kickoff Call
First, we'll recap your requirements with a kickoff call. We'll discuss deliverables, timelines, availability and milestones.
Access & Platform Signup
You'll provide me access to and sign up for the platforms we'll be using, including 2FA and OAuth (if necessary).