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Jan 30 •
$20k/month in document automation - here are all my templates
📂 All my workflow templates are now in one place These are the exact automations I use to earn ~$20k/month from document processing clients. Finally organized everything into one repo: 👉 https://github.com/khanhduyvt0101/workflows Templates for n8n, Make, and Zapier. All free. No signup. Just grab what you need. Will keep adding more as I build them.
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Sep '25 •
Your Complete 30-Day Roadmap to Landing Your First $1,000+ Client
Welcome founding member! You're literally one of the first people here, and that's exactly where you want to be. The Promise: Follow this exact roadmap for 30 days. Land your first automation client. Or I'll personally help you until you do. WEEK 1: Build Your Authority (Even Starting from Zero) Day 1-2: The Foundation Setup Download these templates: Github Awesome Templates Day 3-4: Your Tech Stack Here's exactly what I use (most are free): - Automation: n8n, Zapier, or Make (pick ONE) - PDF Processing: Any tool you want (my suggestion: PDF Vector - go-to for reliability - free tier handles 100 pages) - Communication: Loom for demos, Calendly for bookings - Contracts: HelloSign or PandaDoc free tier Day 5-7: Your First "Proof" Create ONE simple automation that shows value: - Invoice extractor (Gmail → Spreadsheet) - Document organizer (Dropbox → Organized folders) - Research compiler (Web → Summary report) Assignment: Post your automation in comments. Get feedback from everyone. WEEK 2: Book Your First 5 Discovery Calls The 3-Message Method That Actually Works: Message 1: The Observation "Hey [Name], noticed you mentioned struggling with [specific problem]. Mind if I share something that might help?" Message 2: The Value "I built a simple automation that handles exactly this. Takes about 10 minutes to set up. Want me to show you how it works?" Message 3: The Close "I can jump on a quick call Tuesday or Thursday to walk through it. Which works better?" Where to Send These: - Your existing LinkedIn connections - Facebook groups you're already in - Local business owners you know - Previous colleagues or clients Goal: 5 calls booked by end of week 2 WEEK 3: Demo and Close Your First Deal The Problem Calculator Framework: Step 1: "How many hours per week does your team spend on [manual task]?" Step 2: "What's the average hourly rate?" Step 3: "So that's costing you $[amount] per month..."
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4h •
Don’t Sell “AI Resume Screening” — Sell This Instead 🔥
I would not pitch HR teams with: “I built an AI resume screening system.” That sounds risky. It makes people think: - AI rejecting candidates - hiring bias - legal problems - impersonal recruitment A better pitch is: “I help your team find the resumes worth reading first.” That feels much safer. Most HR teams do not have a hiring problem. They have a first-pass problem. One role can easily bring: - 100+ resumes - different PDF formats - missing contact details - unrelated candidates - good candidates buried in the middle The painful part is not choosing who to hire. The painful part is opening every file and scanning for the same details again and again. A simple workflow can help: Resume comes in n8n catches the file PDF Vector extracts key details Skills, experience, education, location, certifications The data goes into a review sheet The recruiter reviews the shortlist manually No automatic rejection. No “AI decides who gets hired.” Just a cleaner first pass. That positioning matters. Bad offer: “I can automate your hiring.” Better offer: “I can turn your resume pile into a structured review sheet so your team can review faster.” If you want to find HR clients, look for posts about: - “too many applicants” - “screening resumes” - “hiring is overwhelming” - “recruiter burnout” - “manual candidate review” Then message like this: “Saw your post about handling a high number of applicants. I’ve been testing a small workflow that turns resumes into a structured review sheet, without letting AI make the final hiring decision. Is first-pass screening a bottleneck for your team?” That is a much better conversation starter than selling an “AI hiring bot.” For sensitive industries, the winning angle is not replacement. It is better review. What process could you make faster without removing human judgment?
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1d •
My Friend Was About to Accept a $14,000 Quote. Buried on Page 3 Was a $2,200 Hidden Fee. 🫢
Friend remodeling her kitchen. Three contractor quotes. Looked at the bottom line numbers. Ready to sign. "Wait. Did you read the whole thing?" THE QUOTE COMPARISON NIGHTMARE Contractors format quotes differently. Some itemize everything. Some bundle. Some have fees buried in fine print. Quote A: $42,000 total Quote B: $38,000 total Quote C: $44,000 total Obvious choice, right? Quote B wins. Except Quote B had a $2,200 "materials handling fee" on page 3. And a $1,800 "site preparation" charge that Quotes A and C included in their base price. Quote B wasn't actually cheaper. It was more expensive AND harder to compare. THE COMPARISON HELPER I BUILT Upload all quotes. Workflow extracts every line item, fee, charge, timeline, warranty term. Creates side-by-side comparison. Not just totals. Every component broken out. Flags hidden fees. Highlights what's included versus what's extra. Shows warranty differences. Timeline comparison too. Quote A: 6 weeks. Quote B: "estimated 8-10 weeks." Quote C: 5 weeks with penalties for delays. THE INFORMED DECISION Before: Compare bottom lines, miss hidden fees, surprise charges during project. After: True apples-to-apples comparison, hidden costs visible, better negotiation position. Friend went back to Quote B contractor. "I see you have a $2,200 handling fee that the others include in their base." Fee disappeared. Saved her $2,200 from one conversation. Used the same workflow when we got HVAC quotes last summer. Found one quote that didn't include permit costs. Would have been a $400 surprise. The extraction needs clear PDFs. Handwritten quotes don't work well. But most contractors send typed estimates now. This is the workflow i would like to share in group What hidden fees have you found buried in quotes?
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1d •
Medical Billing Found $89K in Denied Claims - 6-Month Case Study 🔥
Medical billing company processing claims for 8 clinics. Built denial tracking and auto-appeal system. 6 months later: $89,400 recovered from claims that would have been written off. THE SYSTEM: Claim submitted → Track response → If denied, classify denial reason → Match to appeal template → Auto-generate appeal with supporting documentation → Resubmit → Track again THE PATTERN DISCOVERY: 78% of denials fell into 6 categories: - Missing authorization (22%) - Coding errors (19%) - Timely filing (14%) - Duplicate claim (11%) - Patient eligibility (8%) - Medical necessity (4%) Built auto-responses for each. Human only reviewed edge cases. THE RESULTS: Claims recovered: $89,400 Appeal success rate: 71% (was 23% when manual) Time to appeal: 4 hours (was 3 days) Staff time saved: 40 hours/week THE CLIENT ACQUISITION LESSON: Measure EVERYTHING in the first 90 days. These numbers became my case study for every medical billing prospect after. THE PITCH: "Most billing companies write off denied claims because appeals take too long. I automated the appeal process for one company - they recovered $89K in 6 months from claims they would have abandoned." Every billing company has denied claims. Every one leaves money on the table. THE NUMBERS: This one client generates $2,400/month ongoing. They referred 3 similar companies. Total from this niche: $8,400/month. 📚 All templates in here What denied or rejected items is your target client writing off?
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