Bridging 10+ Years of Finance Domain Expertise & MBA Rigor with Production AI & Autonomous Workflows
I design and deploy end-to-end autonomous workflows and AI systems that eliminate manual operations, accelerate revenue pipelines, and modernize financial operations:
- 🛠 Autonomous Workflow Engineering: Architecting production-grade automation pipelines across n8n (self-hosted Docker & cloud), Make, and Zapier, complete with custom MCP (Model Context Protocol) servers, webhook routing, and error-recovery queues.
- 🤖 Multi-Agent Systems & LLM Orchestration: Building multi-step agentic workflows with Claude, OpenAI, and Gemini utilizing structured tool calling, vector search, and RAG.
- 📊 Accounting & FinTech Automation: Leveraging a deep background in finance and accounting with an MBA to automate invoice extraction, 3-way matching, reconciliation, BIR tax workflows, and ERP/CRM bidirectional synchronization (QuickBooks, Xero, Stripe).
- 💻 Full-Stack AI Applications: Developing modern, scalable web applications using Next.js 15/16, React 19, TypeScript, Tailwind CSS, Supabase, and PostgreSQL.
| Workflow Automation |
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| AI & LLMs |
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| Languages & Frameworks |
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| Infrastructure & Data |
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| Integrations & APIs |
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Seven complete builds, each with the workflow JSON ready to import, a process map, and a full case study on ramonvallejera.com. Credentials and account IDs are removed; the README lists what to connect.
| Workflow | What it does | Stack |
|---|---|---|
| AI Appointment Setter | A voice agent books, moves or cancels appointments while the caller is still on the line | VAPI, Google Calendar, Airtable |
| HR Evaluation Assistant | Reads each CV against its job posting, shortlists, invites and books the interview | Groq, OpenAI, Airtable, Gmail |
| AI Invoice Processing & Approval | Checks every invoice against the PO and delivery record before Slack approval and QuickBooks | OpenAI, Slack, QuickBooks |
| AI Unpaid Invoice Reminders | Daily reminders by policy; AI reads replies and a dispute stops everything | QuickBooks, Pipedrive, Postgres |
| Lead Scoring & Follow-Up | Instant reply, rule-based score, rep assigned, manager alerted after 15 working minutes | OpenAI, Airtable, Slack |
| AI Prospecting with Apollo | Finds and scores decision-makers, researches each company and drafts a first email for approval | Apollo, OpenAI, Pipedrive |
| New Employee Onboarding | One form sets up a new hire and follows them up to day 30, with a policy assistant for HR | Airtable, Google Drive, Slack |
Five are built for fictional sample clients; the case study for each says which.
Interested in automating your business operations or building custom AI agent workflows?