Workflow Intelligence Kit

AI Workflow AutomationAI AgentsHubSpotQuickBooksOpenAI APIAnthropic APIGeminiRAGn8n

Monday June 1, 2026

Client: Smart Code Shop

  • Built a reusable foundation for deploying client-specific AI assistants across real estate, insurance, accounting, and sales operations use cases.
  • Implemented paid AI workflows supporting lead qualification, customer intake, proposal generation, research, CRM cleanup, deal intelligence, QuickBooks workflows, document analysis, and internal knowledge management.
  • Designed the system around human-in-the-loop review, scoped integrations, reusable workspace patterns, and practical business outcomes rather than demo-only chatbot behavior.
    • View GitHub Repo

    Project overview

    Workflow Intelligence Kit is the reusable foundation behind client-specific AI assistants for service-business operations. It started as a generic agent base and is being shaped into a practical implementation kit for CRM cleanup, deal intelligence, QuickBooks-supported intake, research, proposal support, document analysis, and knowledge workflows.

    What it supports

  • HubSpot-connected sales workflows for CRM cleanup, account context, and deal intelligence.
  • CPA workflows connected to QuickBooks and client intake patterns.
  • Paid real-estate and insurance client workflows for lead qualification, research, intake, and operational support.
  • Internal wiki/search assistants, RAG patterns, and human-in-the-loop review checkpoints.

    • Why it matters

    The work shows applied AI solutioning in the place businesses actually feel pain: repetitive intake, messy CRM data, scattered knowledge, slow research, proposal prep, and unclear handoffs. The value is not a generic chatbot. It is a repeatable way to turn business workflows into guided AI-assisted operations with sensible guardrails.