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14 contributions to AI Automation First Client
Day 7 of 30
Goal (make up for yesterday): - Find and reach out to another 10 prospects. - Create a new, simple automation. Blocker: Nothing at the moment Need: Nothing at the moment
1 like β€’ 5h
another day in the jungle
0 likes β€’ 4h
@Marcus Williamsley jep just be sure to work with the right animals
Built My First Template Library (Now Earning While I Sleep)
Stopped building from scratch 6 months ago. Started using templates. Now earning $3,400/month on autopilot. THE TEMPLATE BREAKTHROUGH: Realized I was rebuilding the same workflows. Dental forms processing: Built 7 times Invoice extraction: Built 12 times Contract parsing: Built 9 times Application processing: Built 6 times Same automation, different field mapping. THE LIBRARY I CREATED: HEALTHCARE TEMPLATES: - Patient intake forms (used 15 times) - Insurance verification (used 8 times) - Medical records transfer (used 6 times) - Billing automation (used 11 times) BUSINESS TEMPLATES: - Invoice processing (used 23 times) - Contract data extraction (used 14 times) - Purchase order automation (used 9 times) - Expense report parsing (used 7 times) Each template = 15 minutes to deploy Each deployment = $1,500-2,500 revenue THE TEMPLATE ECONOMICS: Development time per template: 8-12 hours Uses per template: 6-23 times Revenue per use: $1,500-2,500 Total template ROI: 1,200-2,800% MY TOP PERFORMING TEMPLATE: "Invoice to QuickBooks Automation" Built once: 8 hours Deployed: 23 times Average price: $1,800 Total revenue: $41,400 Time invested after initial build: 6 hours ROI: 6,900% THE TEMPLATE COMPONENTS: Base automation workflow Field mapping variables Error handling protocols Client notification systems Integration options THE TOOLS POWERING MY TEMPLATES: PDF Vector: Document parsing engine Make.com: Workflow automation Google Sheets: Data transformation Various APIs: System integrations Example template flow: Document upload β†’ PDF Vector parsing β†’ Data validation β†’ System integration β†’ Client notification THE DEPLOYMENT PROCESS: Client consultation (30 minutes) Template selection (5 minutes) Field mapping (10 minutes) Testing (5 minutes) Go-live (immediate) Total time: 50 minutes THE SCALING EFFECT: Month 1: Built 3 templates, deployed 3 times Month 2: Built 2 templates, deployed 8 times Month 3: Built 1 template, deployed 12 times
1 like β€’ 15h
That’s the best
How do you approach information privacy when using AI to scan/search documents?
Hi all - I've been going through multiple rabbit holes for most of the day searching, reading through and reviewing AI platforms and APIs. The Issue: I'm looking to see how to prevent/eliminate data privacy issues when using AI/AI APIs to scan and/or search documents from folders and/or email to determine a specific action. Though there are platforms that offer zero data retention agreements, they're typically only reserved for "higher end" or "enterprise" plans where a company negotiates it into their plan/contract. How are any of you preventing/approaching/handling PII (aka personally identifying information) from AI platforms storing this type of information for processing in highly regulated industries?
0 likes β€’ 1d
@Marcus Williamsley I really never think about this . But it will be a huge problem , IN EU it is already as you all know . we are we going with this ?
Day 6 of 30
Goal: - Find and reach out to another 10 prospects. - Create a new, simple automation. Blocker: Nothing at the moment Need: Nothing at the moment
1 like β€’ 1d
@Marcus Williamsley keep on learning and building
The $200 Tool That Replaced a $50,000 Enterprise Solution
Client called panicking yesterday. Their "enterprise-grade" document processing vendor wanted $50,000 for an upgrade. Same client I helped 8 months ago with a $200/month solution. THE BACKSTORY: Mid-size logistics company Processing 500 shipping documents daily Originally quoted $50k by enterprise vendor I built it for $2,100 setup + $200/month THE ENTERPRISE VENDOR'S PITCH: "AI-powered intelligent document recognition" "Machine learning optimization" "Enterprise-grade security protocols" "99.9% uptime SLA" "24/7 white-glove support" Price: $50,000 setup + $3,500/month MY SOLUTION: Email folder watches for documents PDF Vector extracts shipping data Updates their TMS system automatically Google Drive backup Price: $2,100 setup + $200/month THE PERFORMANCE COMPARISON: Enterprise solution: - 6-week implementation - 94% accuracy (they admitted) - 2.3 second processing time - Required 3 staff training sessions My solution: - 2-day implementation - 97% accuracy (PDF Vector rocks) - 1.8 second processing time - Zero training needed THE REAL DIFFERENCE: Enterprise vendors wrap simple APIs in complexity. They sell "features" not solutions. They create dependency through confusion. They charge for their overhead, not your value. WHAT MY $200/MONTH ACTUALLY INCLUDES: PDF Vector unlimited processing Make.com premium automation Google Workspace integration My monitoring and updates Direct support via Slack THE CLIENT'S REALIZATION: "We're processing 15,000 documents monthly" "Your solution handles everything perfectly" "We've saved $427,000 vs the enterprise quote" "Why would anyone pay 25x more?" THE LESSON FOR YOU: Enterprise pricing doesn't mean enterprise value. Simple solutions often outperform complex ones. Your $2,000 automation can replace their $50,000 system. Small businesses trust results over branding. THE TOOLS MAKING THIS POSSIBLE: PDF Vector: $25/month unlimited (incredible value) Make.com: $29/month for complex workflows
1 like β€’ 2d
@Duy Bui amazing as always
1-10 of 14
Frank van Bokhorst
2
5points to level up
@frank-van-bokhorst-8391
Food & AI - VR Entrepreneur.

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Joined Sep 16, 2025