Uses Google Voice and Google Cloud Platform to build a historical report of all inbound and outbound phone calls per user. Data analysis is performed over a user-specified time period to determine call data used to measure salesperson performance.
Tech: Python, Google Cloud Platform, Google Voice, OpenPyXL
Automatically constructs a call report using Google Cloud Platform from all Google Voice calling data. Pulls quoting and sales metrics from Zoho CRM and combines the key aspects of both calling data and quoting/sales data into a KPI report for each salesperson.
Tech: Python, Google Cloud Platform, Pandas, OpenPyXL, Zoho CRM
Reads PDF invoice data using PDF extraction strategies to identify the account and recipient from a customer database and emails the respective accounts payable contact with a copy of the invoice.
Tech: Python, PyPDF2
Updates inventory stock levels in Zoho CRM via API for each vendor using Python and CSV files sent over from each vendor. Matches inventory for each product by mapping the distributor part number against a database of vendor part numbers to prevent duplicate data uploads.
Tech: Python, Pandas, NumPy, OpenPyXL
Adds new products to the Zoho CRM Product Module Database in a user-friendly manner that preserves proper part number and metadata naming conventions. Standardizes all incoming product data to ensure metadata is clean.
Tech: Python, Zoho CRM
Predicts future cash flows from accounts receivable and payable data.
Tech: Python, SQL, WordPress
Building a tool to integrate into Zoho CRM that automatically fulfills an order when purchase orders are received.
Tech: Python, OpenAI, Zoho CRM
Builds a Quality Management System that automatically handles customer RMA requests using AI. Reads incoming customer emails with complaints or product defects and automatically categorizes defects and documents failures. Full RMA process is automated for the customer using AI. Python charting tools are used to identify and visualize historical failure trends and modes, flagging vendors and products with high complaint rates.
Tech: Python, OpenAI, Flask, OpenPyXL, Matplotlib
Predicts future stock levels using historical data and machine learning.
Tech: Python, Pandas, Scikit-learn
Automatically contacts customers regarding recall notices in the automotive industry, including handling scheduling and inventory control.
Tech: Python, Pandas, Scikit-learn
Leverages the Ollama LLaMA 3.2 local vision AI model to extract relevant financial document data and summarize it in JSON format.
Tech: Python, pdf2image, Ollama LLaMA 3.2 Vision
Leverages Ollama 3.2 to summarize lengthy documents. Useful as a note taking tool when talking to clients to extrapolate key pieces of information discussed. This information can be connected to an automated quoting tool to automatically build a full quote based off a customer conversation.
Tech: Python, Ollama LLama 3.2
Extracts and validates key fields from vendor invoices using AI.
Tech: Python, OpenAI, PyPDF2
Uses AI to intelligently select products from a company's product catalog and build a quote with formulaic pricing in CRM software.
Tech: Python, OpenAI, Pandas, Zoho CRM
Web application that uses AI and PDF text extraction strategies to extract real-time order data from vendor bills. Consolidates all active order data into a centralized database and provides real-time delivery status via carrier API integration.
Tech: Python, Django, OpenAI, Zoho CRM, OpenPyXL, SQLite3, Pydantic, Instructor, PyPDF2
Downloads all vendor bills using the Gmail API and sorts out credits from bills. Uses AI to identify key metadata from each bill to upload into Zoho Books Accounting Software via API.
Tech: Python, OpenAI, Pydantic, Instructor, PyPDF2, Zoho Books