CLCynthia Lewis
Cynthia Lewis — Portfolio

I design intelligent automation that pays for itself.

AI Automation Consultant — Business Process Optimization & Intelligent Workflow Systems

I help startups and SMBs eliminate manual workflows, reduce operational costs, and scale efficiently by designing AI automation systems aligned with measurable business outcomes.

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Who I Am

A consultant who thinks in business outcomes first.

I specialize in designing scalable automation systems across revenue operations, finance, and customer support. My approach combines business process analysis, ROI estimation, AI integration, and long-term system reliability.

I lead engagements end to end — from discovery and workflow audit through architecture, build, integration, and monitoring — so leadership gets a system they can actually trust.

Every system I design aligns with measurable business outcomes and long-term operational clarity, not novelty for its own sake.

Services

Automation organized around business function — not tools.

Engagements scoped to the outcomes that matter: cycle time, cost, accuracy, and visibility.

01

Revenue Operations Automation

  • AI lead qualification
  • CRM automation
  • Sales dashboards
  • Intelligent routing systems

Typical engagement: 4–8 weeks, project-based or optimization support.

02

Finance & Admin Automation

  • Invoice processing
  • Contract workflows
  • Document processing
  • Payment reconciliation

Available as a one-time build or ongoing support retainer.

03

Customer Support Automation

  • AI knowledge assistants
  • Ticket classification
  • 24/7 monitoring systems
  • Escalation routing

Typical engagement: Chatbot, AI Workflow, or ongoing support setup

Business Problems I Solve

If any of this sounds familiar, you're in the right place.

Excessive time on repetitive tasks

Hours your team should spend on growth lost to manual work.

Slow lead response times

Inbound interest going cold before anyone follows up.

Inconsistent CRM data

Conflicting records across tools eroding trust in your numbers.

No visibility into KPIs

Metrics buried in spreadsheets instead of in front of leadership.

Disconnected systems

Tools that don't talk — forcing humans to be the integration.

Document overload

PDFs, forms, and intake reviewed by hand, line by line.

Inconsistent follow-up

Customers and prospects slipping through the cracks.

Reporting that drains the week

Hours rebuilding the same dashboards every Monday.

Tech Stack

A pragmatic toolkit chosen for reliability and fit.

Grouped logically. I list what I actually understand and use in production.

Category

Workflow Automation

  • n8n
  • Zapier
  • Make

Category

AI & LLM Integration

  • OpenAI
  • OpenRouter
  • Tavily

Category

Document Processing

  • PDF.co
  • Google Docs
  • Google Sheets

Category

CRM & Data

  • Airtable
  • Google Drive
  • Supabase

Category

APIs & Integrations

  • REST APIs
  • Webhooks
  • OAuth
  • Slack

Category

Monitoring

  • 24/7 monitoring
  • Logging
  • Failure handling

My Approach

A four-step process built for executive confidence.

  1. 1Phase 1

    Discovery & Workflow Audit

    Map the As-Is process, identify bottlenecks, define KPIs, and estimate ROI and payback period.

  2. 2Phase 2

    Automation Strategy Design

    Design the To-Be system, define integration architecture, and address security considerations.

  3. 3Phase 3

    Build & Integration

    Workflow implementation, AI integration, and monitoring set up for clean handover.

  4. 4Phase 4

    Testing & Optimization

    Edge case validation, performance testing, and continuous optimization against real data.

Measurable Results

Measurable outcomes leaders can trust.

A snapshot across recent engagements. Detailed metrics live inside each project below.

300+

Hours automated monthly

75%

Reduction in manual processing

3–5 mo

Average payback period

100%

ERROR ALERT COVERAGE

Security & Compliance

Built so leadership can trust the workflow at 2 a.m.

Secure API authentication

Every system connection uses verified, encrypted credentials — no shared passwords or hardcoded keys.

Role-based access

Users only see and touch the data they need for their job. Nothing more.

Data validation

Incoming data is checked at the door, so bad inputs are caught before they become downstream problems.

24/7 monitoring

Automated alerts notify me of failures immediately — often before anyone in the business notices.

Selected Projects

Engagements delivered as durable operational systems.

SaaSSales AccelerationCost Reduction

AI-Powered Lead Qualification & Scoring System

Business problem
Sales reps were spending hours triaging unqualified inbound leads, while high-intent prospects waited days for a first response.
As-is process
Form submissions landed in a shared inbox. A rep manually researched each lead, judged fit, and copied data into the CRM — with inconsistent criteria and no scoring history.
Solution designed
Designed an AI-powered pipeline that captures inbound leads, enriches them with public data, scores fit and intent against a defined ICP, routes hot leads to the right rep instantly, and writes a structured qualification record back to the CRM.

Workflow

  1. Capture LeadWebhooks
  2. Orchestraten8n
  3. Enrich DataTavily
  4. Score FitOpenAI
  5. Log RecordSupabase
  6. Notify RepSlack

Tools used

  • n8n
  • OpenAI
  • Tavily
  • Webhooks
  • Supabase
  • Slack

Results & impact

  • Lead response time reduced from days to under 5 minutes
  • 60% reduction in time spent on manual qualification
  • Estimated payback period: 3 months
#SaaS#Revenue Operations#Cost Reduction#AI Integration
Finance OperationsProcess Optimization

Automated Invoice Processing & Reconciliation

Business problem
Finance team manually parsed vendor invoices from email, entered line items into accounting software, and chased mismatches against POs.
As-is process
PDFs reviewed individually, transcribed by hand, errors caught downstream during month-end close — adding 2–3 days of rework each cycle.
Solution designed
Built a document workflow that intakes invoices via Fillout, extracts structured line items with AI, validates against PO data, posts matched invoices automatically, and routes exceptions to a human review queue with full context.

Workflow

  1. Intake FormFillout
  2. Orchestraten8n
  3. Parse and Extract PDFPDF.co
  4. Match POAirtable
  5. Route ExceptionSlack

Tools used

  • Fillout
  • n8n
  • PDF.co
  • Airtable
  • Slack

Results & impact

  • Processing throughput increased 4x
  • Manual invoice handling reduced by 80%
  • Month-end close shortened by ~2 days
#Finance Automation#Document AI#Process Optimization#Cost Reduction
Customer SupportSaaS

AI Knowledge Assistant for Customer Support

Business problem
Support agents repeatedly answered the same questions and spent significant time searching internal docs while customers waited.
As-is process
Tickets routed manually. Agents searched scattered knowledge sources for each response, leading to long handle times and inconsistent answers.
Solution designed
Designed an AI knowledge assistant that classifies inbound tickets, drafts a recommended reply grounded in approved knowledge sources, and surfaces it inside the agent's existing tool — with escalation rules for sensitive cases.

Workflow

  1. Receive TicketWebhooks
  2. Orchestraten8n
  3. Classify & DraftOpenAI
  4. Ground in KBPinecone
  5. Deliver ReplyREST APIs

Tools used

  • n8n
  • OpenAI
  • Pinecone
  • REST APIs
  • Webhooks

Results & impact

  • Average first-response time reduced by 65%
  • Repetitive ticket volume handled by assistant: ~40%
  • Agent capacity freed for high-value issues
#Customer Support#AI Integration#Process Optimization#SaaS

Contact

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