© 2025 Juan Miguel Belarmino. All Rights Reserved.
{ "Quote" : "Automation doesn't steal our humanity, it multiplies it, turning hours of toil into moments of meaning"}
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Project #1 - Lead Capture to Targeted Slack Notifications
CONTENTS
Project #2 - Real-Time Lead Routing from Web Forms to Slack Channels
Workflow Steps
Trigger: Custom Webhook (Make.com Gateway) Receives real-time data from any web form, landing page, or third-party tool sending lead details.
Lead Data Capture & Storage
Extracts the following fields from the form submission:
First Name
Last Name
Company Name
Company Size
Email Address
Lead Source (e.g. "Web Form", "Other", etc.)
Adds a new row to the central Google Sheet for permanent record-keeping and CRM integration
Intelligent Slack Routing & Notification
Router with conditional logic based on the Lead Source field:
If Lead Source = "Web Form" → sends clean notification to dedicated #make-webform channel
If Lead Source = "Other" → sends notification to dedicated #make-other channel
Default path → sends notification to main project channel (#make-project-1)
Slack Delivery
Posts well-formatted, easy-to-read Slack messages containing all key lead details
Consistent layout used across all channels for fast team scanning
Key Benefits
Instant lead capture from any website, form builder, or custom source via webhook
Automatic backup of every submission into Google Sheets — no data loss
Zero manual work — new leads appear directly in the right Slack channel
Clear separation of lead types (Web Form vs Other) → better team ownership
Reduced noise in main Slack channels
Real-time, production-ready automation with retry handling
Perfect foundation for scaling lead generation (landing pages, ads, webinars, etc.)
Workflow Info
A modern web form to Slack + Google Sheets automation that captures lead information through a custom webhook (e.g. from a website form, landing page, or Typeform), instantly stores the data in Google Sheets, and intelligently routes formatted lead notifications to the correct Slack channels based on the selected lead source.
Project #3 - Automated Video Content Re-purposing to Facebook
Project #4 - Xero Bank Transactions Archiver
Project #5 - AI-Powered Email Attachment Organizer
Project #6 - Enhanced AI-Powered Email Attachment Organizer
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Workflow Steps
Google Sheets Monitoring
Trigger: Google Sheets → Watch New Rows Automatically detects every new row added to the lead tracking spreadsheet.
Lead Data Extraction
Captures the following fields:
First Name
Last Name
Company Name
Company Size
Email
Lead Source
Intelligent Routing & Notification
Router with conditional paths based on Lead Source value:
If Lead Source = "Web Form" → sends formatted message to dedicated #make-webform channel
If Lead Source = "Other" → sends formatted message to dedicated #make-other channel
Default path → sends notification to main project channel (#make-project-1)
Slack Delivery
Creates clean, readable Slack messages containing all essential lead details
Uses consistent formatting for quick readability by sales/marketing teams
Workflow Info
An automated lead routing system that monitors new entries in a Google Sheet (lead capture/CRM export), extracts key lead information, and instantly delivers formatted notifications to the appropriate Slack channels based on the lead source.
Key Benefits
Instant visibility of new leads in the right Slack channel — no manual forwarding
Clear team ownership based on lead source (Web Form vs Other)
Significantly reduced noise in main project channels
Zero-touch automation — team members receive leads exactly where they expect them
Reliable, production-ready setup with retry handling and clean error management
Excellent example of conditional routing + multi-destination notifications in Make.com
Workflow Info
An automated content repurposing pipeline that watches for new video files uploaded to a specific Google Drive folder, uses Google Gemini AI to analyze the video and generate a complete, ready-to-post blog-style post (including title), then automatically publishes it as a new post on a Facebook Page.
Key Benefits
Turns raw video content into polished social media posts with zero manual writing
Fully automated from upload → AI generation → Facebook publishing
Consistent, professional-looking posts every time a new video is added
Saves hours of manual transcription, summarization, and copywriting
Great for content creators, agencies, coaches, brands, and educators who produce videos regularly
Reliable batch-style automation with error handling and retries
Perfect showcase of: file watching + multimodal AI (video understanding) + social media publishing in Make.com
Workflow Steps
Video Upload Detection
Trigger: Google Drive → Watch Files in Folder Detects every new video file (MP4) added to the designated "Make-Project 3" folder.
Video Processing & AI Analysis
Uploads the detected MP4 video to Google Gemini AI
Uses Gemini 2.5 Flash model to watch/analyze the full video content
Prompt instructs Gemini to create a clean, simple blog post + title based purely on the video (no hashtags, no markdown symbols)
Content Generation
Receives the complete generated post text (title + body) from Gemini
Handles video file upload and temporary URI management automatically
Automatic Publishing
Creates a new post on the selected Facebook Page
Posts the full AI-generated text directly as the Facebook post content
Workflow Info
A fully automated financial data archiving system that extracts all bank transactions for a specific year (2025) from Xero, appends them to a Google Sheet for live viewing/analysis, generates a complete CSV backup, attaches it to an Asana task for permanent storage, and resets the sheet for future use—all triggered manually or on schedule.
Workflow Steps
Trigger & Data Retrieval 📅 Manual/Scheduled Activation
Monitors an Asana project for newly completed tasks (serves as a reliable trigger).
🔗 Xero Data Pull
Executes a custom API call to Xero’s BankTransactions endpoint.
Filters and retrieves only transactions dated within the calendar year 2025.
Parallel Processing Branches
Path A: Live Google Sheets Append 📊 Iterative Row Addition
Loops through each bank transaction.
Appends a new row to a dedicated Google Sheet (“Make-Project 1 Bank Transactions”).
Maps 16 key fields (ID, account details, type, contact, date, amounts, currency, reference, etc.) into columns A–P with proper formatting.
Path B: Year-End CSV Export & Archiving ⏲ Brief Delay (60 seconds)
Ensures all rows are fully written to the sheet before export.
📖 Sheet Data Retrieval
Reads the entire populated range (A1:Z1000) from the Google Sheet.
📄 CSV Generation
Aggregates the sheet data into properly formatted CSV text (comma-separated, line-separated rows).
📎 Asana Attachment Upload
Uploads the generated CSV as “Record.csv”.
Attaches it directly to a designated task in the Asana project for easy access and archiving.
🧹 Sheet Cleanup
Clears all data rows (A2:Z1000) while preserving headers, resetting the sheet for the next run.
Key Benefits
Fully automated year-end export — trigger once, get both a live sheet view and a permanent CSV archive without manual intervention.
Dual output — real-time appendable Google Sheet for ongoing monitoring plus downloadable CSV in Asana for audits, backups, or offline use.
Clean reset — automatically prepares the sheet for future years by clearing old data after export.
Reliable & scalable — easy to adapt for different years by updating the Xero date filter, with built-in delays and parallel execution for efficiency.
Workflow Steps
Email Monitoring & Trigger 📧 New Email Detection
Watches Gmail for new unread emails (processes one at a time).
Captures all attachments from the incoming message.
Attachment Processing Pipeline
📎 Attachment Iteration
Loops through each attachment in the email.
🤖 AI File Analysis & Naming
Uploads the attachment to Gemini AI.
Prompts Gemini 2.5 Flash: “Create a file name based on the content of the attached file. Just give me the file name and nothing else. Include a file extension as well.”
Receives a context-aware, descriptive new file name.
💾 Google Drive Storage
Uploads the original file data with the AI-generated name to a specific folder (“My Drive Attachments”).
📊 Logging & Tracking
Adds a new row to a Google Sheet with: – Timestamp – Original file name – New AI-generated file name – File type (MIME) – Direct download link
📬 Confirmation Reply
Aggregates all renamed files as attachments.
Sends an automatic reply to the original sender with: – Polite confirmation message – All processed files attached (now with smart names)
Workflow Info
A smart automation that monitors incoming emails, detects attachments, uses Gemini AI to analyze their content and generate descriptive file names, saves the renamed files to a dedicated Google Drive folder, logs everything in a Google Sheet, and sends a confirmation reply with the new files attached.
Key Benefits
Hands-free organization — attachments are automatically renamed meaningfully using AI instead of generic names like “image.jpg” or “document.pdf”.
Central storage & tracking — all files land in one Drive folder with full audit log in Google Sheets.
Instant feedback — sender receives confirmation and gets back cleanly named files.
Time-saving & professional — perfect for client submissions, invoices, reports, or any workflow involving emailed files.
Workflow Info
An upgraded intelligent automation that detects new emails with attachments, uses Gemini AI to generate clean, descriptive, and duplicate-aware file names (without numbers), saves the renamed files to a dedicated Google Drive folder, logs all details in a Google Sheet, and sends a professional summary notification—all fully hands-free.
Workflow Steps
Email Monitoring & Trigger 📧 New Email Detection
Triggers on new unread emails in Gmail (processes one email at a time).
Extracts all attachments from the incoming message.
Attachment Processing Pipeline
📎 Attachment Iteration
Loops through each individual attachment.
🤖 Advanced AI Naming
Uploads the attachment to Gemini 2.5 Flash for content analysis.
Improved prompt: Generates a meaningful filename with correct extension, avoids numbers, and checks existing names to prevent duplicates across multiple attachments.
Returns only the clean filename (no extra text).
💾 Google Drive Storage
Uploads the original file with the new AI-generated name to a specific folder (“Make-Project 2”).
📊 Comprehensive Logging
Adds a new row to a Google Sheet (“Make-Project 2 Test”) including: – Current timestamp – Original filename – New AI-generated filename – File MIME type – Direct view link to the saved file
📬 Professional Summary Notification
Aggregates all processed data from the email.
Sends a polished confirmation email (subject: “Make-Project 2 Summary”) with: – Friendly message confirming files have been saved – Branded signature promoting further automation services – No attachments in reply (focus on clean notification)
Key Benefits
Smarter file naming — AI creates descriptive, professional names without generic numbers or duplicates, even with multiple attachments.
Better organization — all files automatically saved to one central Drive folder with full audit trail in Google Sheets.
Professional communication — clean, branded confirmation emails build trust and open doors for more work.
Fully automated & reliable — perfect upgrade for managing client deliverables, invoices, designs, or any emailed documents with zero manual renaming or filing.