Matthew Leone

Magic Matthew Leone

Exploring the art of automation and AI-powered creativity.

Discover The Magic

Full Interview

Full Interview

Amazing Song

Amazing Song

Speaker Introduction

Speaker Introduction

Interview Highlights

Interview Highlights

Automation Workflows

Cost of Goods Sold Calculation

1
Google Sheets
2
OpenAI API (Math Calculation)
3
Google Sheets (Update)
4
Email Client (Send Results)
5
Slack (Notify Team)
6
Formatter (Format Results)
7
Error Handling Node
8
Quality Control Node
9
Logging Node
10
Google Sheets (Backup Results)

Automates the calculation of cost adjustments due to new features in product lines using AI, enabling quicker decision-making. Reduces reliance on finance teams for basic calculations and accelerates response time.

Dynamic Reporting Generation

1
Google Sheets
2
OpenAI API (Natural Language Processing)
3
Google Sheets (Retrieve Data)
4
Reporting Tool (Generate Reports)
5
Email Client (Send Reports)
6
Slack (Notify Team)
7
Formatter (Format Reports)
8
Error Handling Node
9
Quality Control Node
10
Google Sheets (Save Reports)

Automatically generates customized reports based on user queries, significantly streamlining the reporting process. Eliminates manual report creation and increases efficiency for sales teams.

Genius Voice Assist Integration

1
User Voice Input
2
Voice Recognition Node
3
OpenAI API (Intent Recognition)
4
Database Query (Match with Appointments)
5
Response Generation
6
Email Client (Confirm Appointments)
7
Slack (Notify Team)
8
Formatter (Format Response)
9
Error Handling Node
10
Quality Control Node

Enables users to interact with the CRM using voice commands to access appointment details quickly and efficiently. Enhances user experience by providing immediate, hands-free access to information.

Inventory Matching via Natural Language

1
User Input
2
OpenAI API (Natural Language Processing)
3
Database Query (Vehicle Inventory)
4
Response Formatting
5
Email Client (Present Recommendations)
6
Slack (Notify Team)
7
Formatter (Format Recommendations)
8
Error Handling Node
9
Quality Control Node
10
Google Sheets (Log Queries)

Facilitates finding the best vehicle matches based on user-provided criteria through natural language queries, improving the sales process. Reduces search time for sales personnel and optimizes customer engagement by providing accurate vehicle matches.

Automated Customer Follow-ups

1
CRM Trigger (New Customer Entry)
2
OpenAI API (Draft Response)
3
Email Client (Send Follow-up)
4
Slack (Notify Sales Team)
5
Quality Control Node
6
Formatter (Format Email)
7
Error Handling Node
8
Google Sheets (Log Actions)
9
SMS Gateway (Text Follow-Up)
10
Notification Service (Webhooks for Alerts)

Automates the follow-up process with new customers, ensuring timely communication and engagement. Minimizes manual follow-up efforts, increasing the chances of converting leads into sales.

Lead Scoring and Assignment

1
CRM Trigger (New Lead Entry)
2
OpenAI API (Score Lead)
3
Database Update (Assign Salesperson)
4
Email Client (Notify Salesperson)
5
Slack (Notify relevant teams)
6
Formatter (Format Notifications)
7
Error Handling Node
8
Quality Control Node
9
Google Sheets (Log Scoring)
10
Notification Service (Webhooks for Updates)

Scores leads based on defined criteria and assigns them to the appropriate sales representative automatically. Improves lead management efficiency and ensures timely responses to potential customers.

AI-Driven Customer Profiling

1
CRM Data Pull
2
OpenAI API (Analyze Customer Behavior)
3
Database Update (Update Profiles)
4
Email Client (Report Insights)
5
Slack (Notify Marketing Team)
6
Formatter (Format Insights)
7
Error Handling Node
8
Quality Control Node
9
Google Sheets (Backup Profiles)
10
Notification Service (Webhooks for Alerts)

Analyzes customer data to update profiles and provide insights for targeted marketing strategies. Enhances marketing effectiveness by ensuring the right campaigns reach the right audience based on behavior analysis.

Real-time Sales Data Logging

1
Sales Platform Trigger
2
API Call (Collect Sales Data)
3
Database Update (Log Transactions)
4
Email Client (Notify Financial Team)
5
Slack (Team Updates)
6
Formatter (Format Sales Data)
7
Error Handling Node
8
Quality Control Node
9
Google Sheets (Daily Backup)
10
Notification Service (Webhooks for Alerts)

Logs sales data in real-time for accurate tracking and reporting purposes. Reduces errors in sales data collection and improves visibility into sales performance.

Marketing Campaign Optimization

1
Campaign Trigger
2
OpenAI API (Analyze Campaign Performance)
3
Database Query (Retrieve Engagement Data)
4
Adjustment Recommendations
5
Email Client (Send Recommendations)
6
Slack (Notify Marketing Team)
7
Formatter (Format Recommendations)
8
Error Handling Node
9
Quality Control Node
10
Google Sheets (Log Changes)

Automatically analyzes the performance of marketing campaigns and suggests optimizations based on customer engagement data. Increases the effectiveness of marketing activities by ensuring data-driven adjustments.

Customer Feedback Gathering

1
CRM Trigger (Post Purchase)
2
Email Client (Send Feedback Request)
3
Database Update (Log Responses)
4
OpenAI API (Analyze Feedback)
5
Slack (Notify Product Team)
6
Formatter (Format Feedback Summary)
7
Error Handling Node
8
Quality Control Node
9
Google Sheets (Store Feedback)
10
Notification Service (Webhooks for Updates)

Automates the gathering, analysis, and logging of customer feedback post-purchase to inform product improvements. Enhances customer satisfaction and product quality through timely feedback integration.