KHALID MALEK / AI AUTOMATION & CRM
I build AI voice agents, WhatsApp and ManyChat follow-up, and connected CRM workflows for clinics, agencies, and service businesses. From first enquiry to booking and handoff, I help the tools work together.
Tell me what you need, which tools you use, and where the workflow gets stuck. I’ll reply personally.
AUTOMATION SERVICES
Work with me on a new automation, an API integration, or a workflow that needs troubleshooting.
Connect APIs, capture leads, sync CRM records, and connect AI voice agents to appointment workflows. I build and troubleshoot n8n workflows, including field mapping and duplicate checks.
Explore n8n automation ↗See the dental voice-agent project ↗Automate Gmail and Google Sheets processes, route work to the right person, and connect booking and messaging tools. Get help with Make.com scenario setup, data matching, and error troubleshooting.
Explore Make.com automation ↗See the email routing project ↗Build Instagram DM and WhatsApp conversation flows, qualify enquiries, and follow up on paused conversations. Connect ManyChat with Make.com, Calendly, and Zoho CRM as your workflow requires.
Explore ManyChat automation ↗See the hair-care follow-up project ↗PROJECT COLLECTION / 01
Explore the systems I’ve built and the problems I’ve helped solve. Choose the example closest to what your business needs.
FEATURED CASE STUDIES
A hair-care business needed follow-up that accounts for paused conversations and consultation bookings.
Configured recovery flows, tags, waiting periods, booking links, and appointment-reminder logic around AI conversation steps.
A voice assistant for a dental clinic, connecting patient conversations with appointment workflows.
Developed the Sarah voice-assistant prompt and connected Vapi, n8n, and Dentally. Built and troubleshot patient-detail handling and appointment actions.
A car-detailing business needed to distinguish potential customer voicemails from personal or unrelated calls before sending a follow-up text.
Worked on a GoHighLevel missed-call and voicemail workflow, with classification rules to identify detailing enquiries and limit text follow-up to relevant leads.
MORE DETAILED EXAMPLES
Make.com + Gmail routing case study ↗ManyChat + Zoho CRM case study ↗Vapi + n8n + Dentally case study ↗MESSAGING & EMAIL OPERATIONS
Simplified workflow illustration
EDUCATION SERVICES · NETHERLANDS
Incoming requests needed to reach the right person. Duplicate processing, inconsistent matches, and missed emails made the workflow harder to trust.
Refined Make scenarios with subject filters, email-based matching in Google Sheets, duplicate checks, and fallback routing. Troubleshot expired connections and requests that did not process as expected.
Matching uses an email address instead of a first name, with clearer rules for processing and routing requests.
Can I get help with my hair concern?
10:00Of course. What’s your main concern?
10:00Still need help? We can guide you to a consultation.
11:00HAIR CARE · WHATSAPP & INSTAGRAM
People paused during automated conversations, returned through ads, or booked a consultation. Follow-up needed to account for where each person was in the process.
Configured and tested recovery flows, tags, waiting periods, and booking-link placement. Used Make for appointment-reminder logic and refined how follow-up works around AI conversation steps.
Use conversation and booking state to decide the next action, with short reminders and a clear path to a consultation.
INDEPENDENT DEVELOPMENT
A browser voice agent exploring speech recognition, AI responses, and spoken replies, with a US Twilio calling integration tested during development.
Listen. Understand. Respond.
My work includes the voice pipeline, hosting, telephony integration, and the platform’s admin interface. The development work spans speech input, AI responses, voice output, and call handling.
A product-development example, separate from the client engagements above.
WEBSITES, OPERATIONS & CRM
Further examples across hospitality, customer records, websites, and internal tools. Some modules belong to the same client engagement.
A connected process for collecting prospect emails from LinkedIn, running email outreach, and managing leads in a CRM.
Built the workflow connecting lead capture, email tools, and CRM handling so prospect information could move through the outreach process.
A drafting workflow that turns collected Upwork job posts into proposals ready for a person to review and submit.
Connected scraped job details to proposal generation and document output. A person reviews the draft and copies it into Upwork for submission.
A hospitality team needed help drafting guest replies using reservation context, while keeping the manager in control.
Developed parts of a WhatsApp and Hostaway workflow, including reservation-access troubleshooting and a reply-review interface. Replies remain drafts for the manager to review and edit.
A hair-care business needed its CRM to capture details gradually as a customer shared their concern and moved toward a consultation.
Configured Zoho lead fields, sources, statuses, channels, and consultation details. Refined field mapping and Deluge logic for customer concerns as the ManyChat-to-CRM integration evolved.
An email assistant needed to handle message context correctly, including when to reply and when no response was needed.
Troubleshot AI email workflows and reviewed prompts, model settings, no-reply classification, attachments, and reply-address handling. Investigated filters and processing failures as part of workflow maintenance.
A cab service needed a website where customers could ask about journeys and reach the business through clear contact options.
Built and refined the booking website, contact paths, and lead notifications. Managed Google Ads targeting and reviewed clicks, enquiries, and website behaviour for cab bookings. Supported enquiry follow-up and simple billing setup.
An import/export business needed an appropriate visual identity and a website that worked well on mobile.
Developed and iterated the site’s design, branding, navigation, contact presentation, and mobile layout. The work covers the site’s presentation, contact paths, and structure around the business’s offering.
Preparing invoices from exported transactions involved repetitive copying, calculations, and document handling.
Built a Google Sheets and Apps Script utility for importing transaction data and preparing invoices. Iterated on totals, spreadsheet controls, and saving generated documents to Drive.
HAVE A SIMILAR PROCESS?
Choose a 30-minute call to explain the workflow and where it is getting stuck.
WORK DIRECTLY WITH ME
I build AI and automation workflows that connect the tools a business already uses—from voice agents and lead capture to CRM records and customer follow-up.
You work directly with me to understand the process, build the integration, and work through the details that make it useful day to day.
Book a 30-minute call ↗WORKFLOW WALKTHROUGH / 02
Explore a simplified example of the decisions behind a consultation flow. This is an illustrative demo using sample events.
CHOOSE A CUSTOMER EVENT
No live messages or CRM changes. The example explains workflow logic.
EVENT: CONVERSATION PAUSED
Has the customer replied since the wait began?
Only continue if no booking exists and follow-up is permitted.
Record the action so the same reminder is not sent twice.
A short follow-up, only when the checks pass.
WORKING TOGETHER / 03
Work directly with me on a new build, a specific integration, or automation support for your team or agency.
Review your current tools, the manual steps, and the exception cases. Agree on the scope before building.
Build the workflow with clear conditions, consistent records, and a way to handle errors or hand work to a person.
Check the normal path and the things that can go wrong. Explain how the workflow operates and what to monitor.
HAVE A WORKFLOW IN MIND?
Email me a short description of what you need and the tools you use. You can also book a 30-minute call, use the live chat, or connect on LinkedIn.
Email me: contact@khalidmalek.com