Case Studies
Connected systems for complex operations
Explore how business processes, data, and automation come together as reliable operational systems.
Footwear retail / Inventory and marketing operations
Inventory, Sales, and Ad Spend in One View
The challenge
Connect brand-level stock with store sales, refunds, and advertising spend.
What we built
Group Odoo stock by brand and collect Shopify order totals, separate refund amounts, and store-group advertising spend in Google Sheets.
Implementation Highlights
- Brand-level stock value and quantity
- Separate store sales and refund fields
- Store-group spend and chart inputs
- Make
- Odoo
- Shopify
- Meta Ads
- Google Ads
- Google Sheets
Self-storage / Lead response and facility reporting
Automated Lead Follow-Up and Facility Reporting for a Self-Storage Operator
The challenge
Coordinate inquiry follow-up and bring facility activity beside advertising spend.
What we built
Log Facebook leads before separate WhatsApp and email sends, while a second workflow consolidates Storman measures and advertising spend.
Implementation Highlights
- Contact-gated WhatsApp and email
- Independent lead sending flags
- Facility detail and reporting summaries
- Make
- Facebook Lead Ads
- Outlook
- Storman
- Meta Ads
- Google Ads
- Google Sheets
Mobile surveillance equipment / Quotation operations
Automated Quotation and Signed Document Reconciliation for an Equipment Supplier
The challenge
Keep itemized quote pricing and signed changes connected to the sales record.
What we built
Populate PandaDoc pricing from SKU-matched Monday.com subitems, return signed PDFs, and reconcile changed quantities for review.
Implementation Highlights
- Required-data checks before creation
- SKU-matched pricing sections
- Signed PDF and purchase-order return
- Quantity reconciliation and amendment flag
- Make
- Monday.com
- PandaDoc
Commercial fitness / Sales operations
AI-qualified lead generation
The challenge
Turn local business listings into relevant prospects with usable company context.
What we built
Separate collection, enrichment, and qualification scenarios connect prospect research with HubSpot company and contact processing.
Implementation Highlights
- Batched company enrichment
- Structured AI qualification
- Company and contact CRM actions
- Make
- Apify
- Google Sheets
- Apollo
- Claude
- HubSpot