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Owned by Eila

Untech AI

59 members • Free

Learn, experiment & grow with AI. We are a no-jargon community for non-tech founders, agency owners & professionals.

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4 contributions to Untech AI
Banking Professional Exploring AI With You All
👋 Hey everyone, I am Pankaj Vashist! I am based in Gurugram, India and currently work full-time in the banking industry (15+ years of experience). I have recently started my AI journey because I want to leverage AI to build real systems and solve practical problems. 🎯 Why I joined Uniteck AI ✨ I have known Eila through DD’s Digital Mentor program and really appreciate her clarity and teaching style ✨ I want clarity of thinking, not tool-hopping ✨ I learn best in a structured environment ✨ I’m here to learn how to build AI projects that make a real business impact 🚀 My goals over the next 90 days ⚡ Complete the full 10-week Agentic AI program and apply each concept with a real build ⚡ Strengthen fundamentals in prompt engineering, problem decomposition, and multi-agent orchestration ⚡ Build 5–7 functional AI workflows end-to-end using real world use cases ⚡ Stay consistent, participate actively, and connect with other builders in the community ⚡ Connect with like-minded people and learn from the community Excited to be here and looking forward to learning, sharing ideas, and growing together! 🙌
1 like • 5d
Thank you Pankaj! We are going to do amazing things together 🚀
Week 2 Assignment – AI Lead Qualification Agent (Personal Finance Use Case)
🔥 Overview For Week-2, I rebuilt the AI lead qualification workflow for personal finance education & coaching niche. This automation: - Takes form submissions from leads - Scores lead quality based on their financial readiness - Assigns a qualification tier - Automatically sends different emails depending on score - Logs the complete lead + score + next steps into Google Sheets All built in n8n without any coding. 🧠 AI Agent – System Prompt 1. ROLE You are Pankaj’s inbound lead qualification agent for his personal finance education & coaching business. 2. TASK You will receive one JSON object with these keys: - lead_name - lead_email - monthly_income - monthly_expenditure - financial_goal - help_required - current_investments - lead_source Your job is to: - Score the lead from 0–100 (lead_score). - Decide a tier: - A_1to1 (score ≥ 80) - B_Webinar (score 50–79) - C_NoEmail (score < 50) - Say if they are qualified (true/false). - Write a short summary, reason, and recommended_next_step. - For qualified leads (score ≥ 50) write email_subject and email_body. - For non-qualified leads (score < 50), email_subject and email_body must be empty strings "". 3. CONTEXT Pankaj helps salaried individuals in India build long-term wealth using mutual funds and simple planning. Good leads usually: - Have regular income. - Have positive surplus: monthly_income > monthly_expenditure. - Have clear or semi-clear goals (retire early, pay debts, child education, wealth building). - Are asking for guidance, planning, or education. Weaker leads: - Very low or negative surplus. - Only want “quick money” tips. - Say they cannot pay for anything soon. - Spam or random requests. 4. SCORING GUIDE First, estimate monthly surplus = income - expenditure (roughly from the text numbers). Use this as a guide: - Surplus > 30,000 → strong readiness (+40 points). - Surplus 10,000–30,000 → medium readiness (+25 points). - Surplus < 10,000 → low readiness (+10 points).
Week 2 Assignment – AI Lead Qualification Agent (Personal Finance Use Case)
1 like • 5d
Hey Pankaj, loved how deeply you went in scoring criteria, that is a very well defined field. As we spoke, it worked properly for you and I am extremely happy that you went a step ahead with the build and the customisation. Just one suggestion, the email is HTML but the lines are getting cut-off in between. Look into this issue. You will have to som addition in the email body in the gmail node to render the email properly. Apart from that, a great start man!!! Next step - Consize your prompt with chatgpt without loosing the context, try with shorter version of prompts to see how the results are coming.
Digital marketing strategist
My self Gande Sai Kumar . I run digital marketing agency named as Planet Web Technologies where we serve hospitals and doctors.we provide digital startegies exclusively for them which includes performance marketing which can be lead generation , awareness campaigns etc .To accomplish them we use meta ads, google ads and adapt to new technologies as of now we created few workflows for content creation and scheduling in social media platforms in their respective platforms . Joined this course to know in a structured platform .in this my team and I used to watch and implement it
1 like • 17d
Hi @Gande Sai kumar Welcome to the community :)
Must Read if you want to Leverage AI
Welcome to Untech AI, a community for non-tech minds who want to understand, not chase, AI. AI isn’t about the latest tool; it’s about the way you think. Tools change every week, but clarity, systems, and problem-solving never go out of style. You don’t need to code to use AI, you need curiosity and intention. AI alone can’t fix broken systems or weak offers. It can only amplify what already exists. If your direction is clear, AI becomes your greatest ally, helping you think smarter, work faster, and create more with less. Here at Untech AI, we focus on the foundations - how to think, design, and build with AI, without getting lost in jargon or hype. Welcome to the movement where non-tech minds become AI-ready.
1 like • 20d
@Pankaj Vashist You and me both! Welcome to the group :)
0 likes • 20d
Thank you so much Manpreet, we are going to learn so much together. 🚀
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Eila Qureshi
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3points to level up
@eila-qureshi-3453
Welcome to AI for non-techs community. Here, we simplify complex AI concepts that you can leverage without a technical background.

Active 3d ago
Joined Nov 5, 2025