DEVELOPER · AUTOMATION · OpenText Exstream
I Build. It Runs. You Grow.
Enterprise documents, web projects, and automation systems — all built to work while you sleep
Work Samples
What I've Built
Trial Ended — Most of these websites ran on a GHL trial. Forms and automations are currently inactive. They're here to showcase the live design and flow. To see how the automations work, visit the Automations tab.
Yuki IT Consultancy
A custom webhook captures incoming IT service inquiries and routes them through Zapier in real time. GPT-4o Mini scores each lead as Hot, Warm, or Cold — flagging urgent leads for immediate outreach while others enter automated HubSpot nurture sequences.
Zapier · Webhooks · HubSpot · GPT-4o MiniView Project →
Yuki QualiLead Funnel
When a prospect fills out a Systeme.io funnel form, an n8n webhook instantly passes the data to GPT-4o Mini for lead scoring. Hot leads trigger immediate client notifications while Warm leads enter a structured HubSpot follow-up sequence.
n8n · HubSpot · Systeme.io · GPT-4o MiniView Project →
Meridian Health Clinic
A real doctor patient booking page powered by GoHighLevel — featuring an AI-assisted automation workflow with appointment booking, email confirmation, and review requests.
GHL AutomationView Project →
Duubu Agency
A full business automation system featuring an AI-powered Typebot chatbot that qualifies leads, scores them via GPT-4o Mini, auto-creates GHL contacts with nurture sequences, and logs every record in Airtable.
Make.com · GHL · Typebot · AirtableView Project →
Lawyer Full Client Lifecycle
A complete 5-stage client automation system for a law firm — from first inquiry to signed contract, powered by GHL workflows and Make.com scenarios.
GHL · Make.com · Airtable · NotionView Project →
New Hire Onboarding
A full-stack onboarding system that automatically creates Notion pages, Airtable records, and sends welcome emails the moment a new hire is added in GHL.
GHL · Make.com · Notion · AirtableView Project →
Yuki Strategy Call Funnel
A complete GHL sales funnel for a coaching brand — optin page captures leads, behavioral email automation delivers a $100 discount coupon with trigger link tracking, and a purchase workflow onboards buyers instantly with pipeline and tag logic.
GHL · Sales Funnel · Email AutomationView Project →
AI Automations
Workflows I've Built
An AI agent that reads every incoming email, classifies it by urgency and intent, and drafts a reply — before you've even opened your inbox. Runs on n8n, connected directly to Gmail.
⚡ Possible Upgrades
1. Auto-escalate anything tagged Urgent straight to Slack or Telegram.
2. Weekly digest email summarizing every triaged conversation.
3. Sentiment scoring to flag frustrated clients before they churn.
Best For
A persistent AI agent that lives on its own server, not a chatbot you have to remember to open. Connected to real Gmail and Calendar, it checks in every morning on its own and delivers a clean briefing straight to Telegram.
⚡ Possible Upgrades
1. Connect a second channel (WhatsApp/Slack) for teams who don't use Telegram.
2. Add a nightly wrap-up briefing alongside the morning one.
3. Let the agent take real actions — reply to flagged emails, move a calendar slot — with owner approval built in.
Best For
A document AI agent that reads an uploaded discharge document, reasons against real VA eligibility criteria, and returns a clear likely-eligible or likely-not determination — with full reasoning, not just a verdict.
⚡ Possible Upgrades
1. Replace the AI's self-reported confidence score with a rule-based point system for more defensible results.
2. Add PII redaction before any document reaches the AI API.
3. OCR support for scanned or handwritten documents.
Best For
A stateless workflow that reads every incoming review, quietly skips the good ones, and drafts a specific, empathetic reply for the bad ones — ready for owner approval, never auto-posted.
⚡ Possible Upgrades
1. Connect a real Google Business Profile once the business has its own verified website.
2. Add a weekly digest of every review handled, good and bad.
3. Auto-flag repeat complaints from the same root cause for a manager to investigate.
Best For
One inbox for any internal question — HR policy, IT trouble, expense approval, or compliance — automatically routed to the right specialist. AI is deliberately excluded from the two branches where a wrong answer would actually cause harm.
⚡ Possible Upgrades
1. Add a Slack/Teams version of the same router for teams that live in chat.
2. Expand the HR policy reference into a real connected handbook instead of a static prompt.
3. Add a lightweight approval log so the owner can see routing accuracy over time.
Best For
A full lead nurture system triggered by an AI-powered chatbot embedded on the portfolio website. A visitor chats with Typebot, gets scored by GPT-4o Mini, auto-creates a GHL contact with a tag, logs to Airtable, and enters a 3-email nurture sequence. Zero manual work after setup.
⚡ Possible Upgrades
1. Add Warm lead sequence — 2 emails over 5 days with a lower commitment CTA.
2. Real-time Slack alert when a Hot lead comes in — includes name, service, and score.
3. 30-day re-engagement tag added automatically after the full nurture sequence ends.
Best For
A complete client management automation for a law firm — from first inquiry to active case file — across GHL, Make.com, Notion, and Airtable. 5 GHL workflows and 5 Make.com scenarios each own exactly one stage. No manual work except two human decision points: deciding to send the contract, and marking a case as converted.
⚡ Possible Upgrades
1. GPT-4o case urgency scoring on inquiry — Criminal and Personal Injury flagged for same-day outreach automatically.
2. Auto-generate a Notion case brief from intake form answers using GPT-4o, ready for the lawyer before the consultation.
3. Post-consultation SMS follow-up sequence if no contract is signed within 72 hours — re-engagement without manual effort.
Best For
A full stack automation that onboards a new employee across four tools automatically — triggered by a single GHL form submission. One form creates a Notion checklist, an Airtable record, and a Homebase scheduling invite simultaneously. Zero manual work after setup.
⚡ Possible Upgrades
1. Welcome SMS via GHL the moment the form is submitted — personal touch before day one.
2. Auto-assign department-specific Notion checklist templates based on the role field.
3. Slack notification to the hiring manager when a new hire submits — zero lag on their end.
Best For
A complete patient booking automation built entirely inside GHL — no external tools needed. From the moment a patient submits the form, the workflow tags them, sends a personalized confirmation, auto-books the appointment, fires a reminder the day before, and requests a Google review the day after. Fully hands-off once published.
⚡ Possible Upgrades
1. Add appointment status check — only send review request if status = Completed, skipping no-shows entirely.
2. SMS confirmation and reminder once a GHL phone number is activated — faster and higher open rates than email.
3. Re-booking sequence — if patient doesn't return within 30 days, send an automated follow-up nudge.
Best For
A custom webhook on the client's website captures incoming IT service inquiries and routes them through Zapier in real time. GPT-4o Mini evaluates each lead's urgency, budget signals, and service fit — assigning a Hot, Warm, or Cold score. Hot leads are flagged for immediate outreach, while Warm and Cold leads are automatically enrolled in targeted email nurture sequences, all logged and tracked inside HubSpot.
⚡ Possible Upgrades
1. Score-triggered re-routing — when a Cold lead re-engages, their score updates and a new Warm sequence fires automatically.
2. Auto-create a HubSpot deal for every Hot lead, pre-filled with estimated contract value based on inquiry type.
3. Weekly sales digest emailed to the team: lead volume, score breakdown, and open/click rates by sequence.
Best For
When a prospect fills out a form on the client's Systeme.io funnel, an n8n webhook instantly passes the submission to GPT-4o Mini for quality scoring. The AI evaluates intent signals, form responses, and lead fit — routing Hot leads to an immediate client notification while Warm leads enter a structured follow-up sequence. Every interaction is tracked in HubSpot, giving the client a live view of their pipeline at all times.
⚡ Possible Upgrades
1. Real-time Slack or SMS alerts when a Hot lead comes in — includes lead details and a one-click link to their HubSpot record.
2. A VA-facing HubSpot dashboard showing pipeline status, score distribution, and sequence conversion rates.
3. A/B sequence testing — two follow-up tracks run in parallel to find which converts Warm leads better.
Best For
When a candidate submits their application via Google Forms, GPT-4o Mini immediately evaluates their qualifications against the role's requirements — scoring fit across experience, skills, and availability. Qualified applicants receive an automated congratulations email and trigger an HR team notification. Unqualified applicants receive a warm, on-brand rejection that protects candidate experience. Edge cases are flagged for manual HR review, so no strong candidate slips through.
⚡ Possible Upgrades
1. Auto-send a Calendly scheduling link to top-tier candidates immediately after the congratulations email.
2. Instant Slack notification to the hiring manager when an A-tier applicant is detected, including a GPT-generated qualification summary.
3. A 30-day re-engagement drip for borderline candidates — held in a pool and contacted when a relevant new opening is posted.
Best For
A complete GHL sales funnel for a coaching brand — a 3-step funnel captures leads on the optin page, sends a $100 discount coupon via behavioral email branching with trigger link tracking, and automatically onboards buyers with pipeline and tag logic. Zero manual follow-up after setup.
⚡ Possible Upgrades
1. Cart abandon flow — tag YukiStrategyCall_CartAbandoned and trigger a 2-email rescue sequence with a final deadline.
2. SMS follow-up on day 3 for Unresponsive leads — reinforce the coupon offer via text.
3. Post-call survey automation — send a feedback form 24 hrs after the strategy call completes.
Best For
Case Studies
Deep Dives
OpenText Exstream Development
How I built and optimized reusable document templates for Fujifilm — reducing manual production time across forms, statements, bills, and letters using OpenText Exstream.
Document EngineeringRead Case Study →
AI-Powered Automation
Built a webhook-to-HubSpot automation that captures, scores, and triages IT leads using GPT-4o Mini — turning cold inquiries into nurtured sequences automatically.
Personal Project · AI AutomationRead Case Study →
Youtube Automation
Built a personal content workflow using ElevenLabs for AI voiceover and CapCut for editing — crafting and publishing consistent videos that reached 7M views in early 2025.
AI Content · ElevenLabs · CapCutRead Case Study →
About Me
The Person
Behind the Work
I'm Lance — Automation Specialist, Website Designer & Enterprise Document Developer. I won't tell you I'm the best out there — but I will tell you this: when my name is on a project, it delivers. I help busy people stop doing the same tasks twice. Whether you're a solo operator juggling too many tools or a small team that's outgrown manual processes, I build the systems that take things off your plate for good. No fluff, no overcomplicated setups — just reliable work that runs while you focus on what actually matters.
My core work spans OpenText Exstream enterprise document development, web projects, and AI-powered automation workflows using Zapier, n8n, and GPT-4o Mini. I also build YouTube and email marketing systems that run on autopilot — including AI-voiced content with ElevenLabs — so clients can grow their audience without lifting a finger.
Contact
Let's Connect
Whether you need automation built, workflows streamlined, or AI tools set up — my inbox is open.