Sales-ops automation schematic

Alongside carrying a sales quota, I built and ran a lead-triggered automation stack for my own sales operation at a data-education institute: new leads triggered a Gmail watcher, routed through n8n into HubSpot for contact creation and task assignment, backed by an AI email responder and AI-personalised outreach campaigns. A side rail fed call transcripts into automatic CRM record fill and coaching dashboards.

Schematic

flowchart LR
    A[Gmail watcher] --> B[n8n router]
    B --> C[HubSpot: contact create/update]
    B --> D[HubSpot: task]
    C --> E[AI email responder]
    D --> E
    E --> F[AI-personalised campaign]

    subgraph rail[Side rail]
      direction LR
      G[Call transcripts] --> H[CRM auto-fill]
      I[Coaching dashboards]
    end
  

Built and run in my sales role at a data-education institute (2023–2025). The systems are no longer accessible to me — this schematic is from memory, and the work is referee-verifiable, not demonstrable. Everything else on this site is clickable evidence; this page is the one exception, labeled as such.