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14d • Business & Strategy 🧠
My Exact Tech Stack for Document Automation (Total Cost: $36/month)
Stop drowning in tool options. Here's exactly what I use for every client:
THE CORE STACK:
**Automation Platform: n8n**
- Why: Self-hosted option = one-time cost
- Beginner option: Zapier (free tier)
- Why: Handles everything - OCR, tables, handwriting
- Free tier: 100 pages/month
- Paid: $16/month unlimited
- Alternative: Docparser ($30+ but limited)
**Storage: Google Drive**
- Everyone has it
- Clients understand it
- Free for most use cases
**Communication: Loom**
- Free for 25 videos
- Perfect for demos
- Clients love video explanations
**Contracts: PandaDoc**
- Free tier works fine
- Looks professional
- E-signatures included
TOTAL: $36/month (or free if you're smart)
WHAT THIS STACK DELIVERS:
Week 1 Client (Dentist):
- Patient forms → Practice management
- 30 forms/day automated
- Their savings: $2,400/month
- My fee: $1,500 + $150/month
Week 3 Client (Contractor):
- Permits/invoices → QuickBooks
- 50 documents/day automated
- Their savings: $4,000/month
- My fee: $2,200 + $250/month
Week 6 Client (School):
- Enrollment forms → Database
- 100 applications/week automated
- Their savings: $3,600/month
- My fee: $1,900 + $200/month
THE BEGINNER TRAP TO AVOID:
Don't buy every tool mentioned in YouTube videos.
I wasted $400/month on:
- Premium AI tools (not needed)
- Enterprise platforms (overkill)
- Multiple PDF tools (redundant)
- Fancy databases (unnecessary)
Start minimal. Upgrade when clients pay for it.
PRO TIP:
Week 1: Use all free tiers
Week 2: First client pays for tools
Week 3: Profit
THE SETUP CHECKLIST:
□ Sign up for automation tool (start free)
□ Get PDF Vector free tier
□ Connect Google Drive
□ Install Loom
□ Create PandaDoc account
Time to setup: 37 minutes
Time to first billable project: Same day
What's stopping you from setting this up right now?
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My Exact Tech Stack for Document Automation (Total Cost: $36/month)
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