{"skill":{"slug":"ahc-automator","displayName":"Ahc Automator","summary":"Custom automation workflows for Alan Harper Composites. Automates email → ClickUp → Pipedrive chains, client onboarding, and project completion sequences. Us...","description":"---\nname: ahc-automator\ndescription: Custom automation workflows for Alan Harper Composites. Automates email → ClickUp → Pipedrive chains, client onboarding, and project completion sequences. Use for AHC-specific workflows, client management automation, and composites manufacturing business processes. Trigger on \"AHC workflow\", \"automate AHC\", \"client onboarding\", \"project completion\", \"email automation AHC\".\ncompatibility: Requires ClickUp API, Pipedrive API, WhatsApp integration, and email monitoring\nmetadata:\n  author: Andre Antunes  \n  version: \"1.0\"\n  company: Alan Harper Composites\n  created: \"2026-02-08\"\n---\n\n# AHC-Automator: Alan Harper Composites Workflow Automation\n\nCustom automation suite specifically designed for Alan Harper Composites manufacturing workflows, integrating ClickUp project management, Pipedrive CRM, and client communication systems.\n\n## Overview\n\nThe AHC-Automator skill provides three core automation workflows:\n\n1. **Email → ClickUp → Pipedrive Chain**: Automated workflow from email monitoring to task creation and deal management\n2. **Client Onboarding Workflow**: Structured onboarding process with templates and automated setups\n3. **Project Completion Sequence**: End-to-end project closure with reporting and invoicing triggers\n\n---\n\n## Quick Start\n\n### Prerequisites\n- ClickUp Team ID: `90132745943`\n- Pipedrive API access configured\n- WhatsApp integration for notifications\n- Email monitoring active (Ian/Ronaldo)\n\n### Run Workflows\n\n```bash\n# Email → ClickUp → Pipedrive Chain\npython scripts/email_to_clickup_pipedrive.py\n\n# Client Onboarding\npython scripts/client_onboarding.py --client \"Cliente Novo\" --email \"cliente@empresa.com\"\n\n# Project Completion\npython scripts/project_completion.py --project-id 123456\n```\n\n---\n\n## Workflow 1: Email → ClickUp → Pipedrive Chain\n\nMonitors specific emails from Ian/Ronaldo and automatically creates tasks in ClickUp and deals in Pipedrive.\n\n### How It Works\n\n```\n📧 Email received from Ian/Ronaldo\n   ↓\n🔍 Parse email content for keywords\n   ↓\n✅ Create ClickUp task with structured data\n   ↓\n💼 Create/update Pipedrive deal\n   ↓\n📱 Send WhatsApp notification\n```\n\n### Keywords Monitored\n\n**ClickUp Keywords:**\n- \"adicionar tarefa\", \"atualizar ClickUp\", \"nova tarefa\"\n- \"lista de convidados\", \"clickup\"\n\n**Pipedrive Keywords:**\n- \"criar deal\", \"add deal\", \"nova oportunidade\"\n- \"pipedrive\", \"adicionar contato\", \"create lead\"\n- \"update pipeline\", \"add person\", \"nova atividade\"\n\n### Configuration\n\nEmail monitoring is handled by existing cron jobs:\n- **Ian**: `ian@alanharpercomposites.com.br` (Every 5 minutes)\n- **Ronaldo**: `ronaldoaibot@gmail.com` (Every 5 minutes)\n\n### Custom Implementation\n\n```python\n# Example usage in scripts/email_to_clickup_pipedrive.py\nfrom ahc_automator import EmailProcessor, ClickUpClient, PipedriveClient\n\nprocessor = EmailProcessor()\nemail_data = processor.parse_latest_emails(['ian@alanharpercomposites.com.br'])\n\nfor email in email_data:\n    if processor.contains_keywords(email, 'clickup'):\n        clickup = ClickUpClient()\n        task_result = clickup.create_task_from_email(email)\n        \n    if processor.contains_keywords(email, 'pipedrive'):\n        pipedrive = PipedriveClient()\n        deal_result = pipedrive.create_deal_from_email(email)\n```\n\n---\n\n## Workflow 2: Client Onboarding Workflow\n\nAutomated client onboarding process that creates structured projects, folders, and templates.\n\n### How It Works\n\n```\n👤 New client identified\n   ↓\n📂 Create ClickUp project with structured folders\n   ↓\n📋 Generate template tasks based on client type\n   ↓\n📧 Send welcome email sequence\n   ↓\n📅 Schedule follow-up activities\n```\n\n### Project Structure Created\n\n```\n📁 [CLIENT_NAME] - Composite Manufacturing Project\n├── 📂 01 - Design & Engineering\n│   ├── Task: Initial requirements gathering\n│   ├── Task: Technical specifications review\n│   └── Task: Design approval\n├── 📂 02 - Material Planning\n│   ├── Task: Material cost estimation\n│   ├── Task: Supplier quotes\n│   └── Task: Material ordering\n├── 📂 03 - Manufacturing\n│   ├── Task: Production planning\n│   ├── Task: Quality control setup\n│   └── Task: Manufacturing execution\n├── 📂 04 - Quality & Testing\n│   ├── Task: Quality testing protocols\n│   ├── Task: Final inspection\n│   └── Task: Test results documentation\n└── 📂 05 - Delivery & Closure\n    ├── Task: Delivery coordination\n    ├── Task: Client handover\n    └── Task: Project closure documentation\n```\n\n### Templates Available\n\n- **Standard Composite Project**: Basic composite manufacturing\n- **Aerospace Grade**: High-precision aerospace components\n- **Custom Engineering**: Bespoke design and manufacturing\n- **Repair & Maintenance**: Component repair workflows\n\n### Usage\n\n```bash\n# Standard onboarding\npython scripts/client_onboarding.py \\\n    --client \"Aerospace Corp\" \\\n    --email \"contact@aerospace.com\" \\\n    --template \"aerospace\" \\\n    --value \"50000\" \\\n    --currency \"EUR\"\n\n# Quick onboarding\npython scripts/client_onboarding.py --quick --client \"Quick Client\"\n```\n\n---\n\n## Workflow 3: Project Completion Sequence\n\nAutomated project closure workflow with reporting, invoicing, and client satisfaction tracking.\n\n### How It Works\n\n```\n✅ Task marked complete in ClickUp\n   ↓\n📊 Generate project delivery report\n   ↓\n💰 Trigger invoice generation\n   ↓\n📋 Send client satisfaction survey\n   ↓\n📱 Update stakeholders via WhatsApp\n```\n\n### Completion Triggers\n\n- All tasks in project marked as complete\n- Manual trigger via completion script\n- ClickUp automation webhook (if configured)\n\n### Generated Reports\n\n1. **Project Delivery Report**\n   - Timeline overview\n   - Quality metrics\n   - Material usage\n   - Cost analysis\n\n2. **Client Handover Document**\n   - Deliverable specifications\n   - Maintenance guidelines\n   - Warranty information\n   - Contact details for support\n\n3. **Internal Project Review**\n   - Lessons learned\n   - Process improvements\n   - Resource utilization\n   - Client feedback summary\n\n### Invoice Integration\n\nConnects with existing accounting system to:\n- Generate final invoice\n- Update payment status\n- Schedule payment reminders\n- Track payment completion\n\n---\n\n## Scripts Directory\n\n### Core Scripts\n\n1. **`scripts/email_to_clickup_pipedrive.py`**\n   - Email monitoring and parsing\n   - ClickUp task creation\n   - Pipedrive deal management\n\n2. **`scripts/client_onboarding.py`**\n   - New client project setup\n   - Template application\n   - Welcome email automation\n\n3. **`scripts/project_completion.py`**\n   - Completion sequence trigger\n   - Report generation\n   - Invoice processing\n\n4. **`scripts/whatsapp_notifier.py`**\n   - WhatsApp notification sender\n   - Message formatting\n   - Group notifications\n\n### Utility Scripts\n\n1. **`scripts/ahc_utils.py`**\n   - Common utilities and helpers\n   - API clients and wrappers\n   - Configuration management\n\n2. **`scripts/email_parser.py`**\n   - Email content analysis\n   - Keyword extraction\n   - Structured data parsing\n\n3. **`scripts/report_generator.py`**\n   - Project report creation\n   - Template rendering\n   - PDF generation\n\n---\n\n## Configuration Files\n\n### `configs/ahc_config.json`\n\n```json\n{\n  \"clickup\": {\n    \"team_id\": \"90132745943\",\n    \"default_space\": \"AHC Projects\",\n    \"templates\": {\n      \"standard\": \"901322408351\",\n      \"aerospace\": \"901322408352\",\n      \"custom\": \"901322408353\"\n    }\n  },\n  \"pipedrive\": {\n    \"api_token\": \"env:PIPEDRIVE_API_TOKEN\",\n    \"default_pipeline\": \"AHC Manufacturing\",\n    \"default_stage\": \"New Opportunity\"\n  },\n  \"email\": {\n    \"monitor_accounts\": [\n      \"ian@alanharpercomposites.com.br\",\n      \"ronaldoaibot@gmail.com\"\n    ],\n    \"keywords\": {\n      \"clickup\": [\"adicionar tarefa\", \"nova tarefa\", \"clickup\", \"lista de convidados\"],\n      \"pipedrive\": [\"criar deal\", \"nova oportunidade\", \"pipedrive\", \"add person\"]\n    }\n  },\n  \"whatsapp\": {\n    \"notification_groups\": [\"AHC Team\", \"Management\"],\n    \"individual_contacts\": [\"Ian\", \"Ronaldo\", \"Alan\"]\n  }\n}\n```\n\n### `configs/email_templates.json`\n\nClient communication templates for different stages of the workflow.\n\n---\n\n## Integration Points\n\n### ClickUp Integration\n- Uses existing ClickUp team: `90132745943`\n- Connects to Aniversário Alan project: `901322408351`\n- Leverages existing task template structure\n\n### Pipedrive Integration\n- Uses direct API integration via `pipedrive_client.py`\n- Creates deals, persons, and activities\n- Maintains sync between ClickUp projects and Pipedrive deals\n\n### Email Monitoring\n- Leverages existing cron jobs for Ian and Ronaldo\n- Extends current keyword detection\n- Processes Apple Mail via osascript integration\n\n### WhatsApp Integration\n- Notification system for workflow status\n- Group and individual messaging\n- Customizable message templates\n\n---\n\n## Monitoring and Maintenance\n\n### Workflow Logs\n\nAll workflows log to `/Users/andreantunes/.openclaw/workspace/logs/ahc-automator/`:\n- `email_processing.log`: Email monitoring and parsing\n- `clickup_operations.log`: ClickUp API interactions\n- `pipedrive_operations.log`: Pipedrive CRM operations\n- `notifications.log`: WhatsApp and email notifications\n\n### Health Checks\n\n```bash\n# Check all workflow health\npython scripts/health_check.py\n\n# Specific workflow check\npython scripts/health_check.py --workflow email_to_clickup\n```\n\n### Error Recovery\n\nAutomated error recovery for common issues:\n- API rate limiting: Automatic retry with exponential backoff\n- Network failures: Queue operations for retry\n- Invalid data: Log errors and notify admin\n- Permission issues: Alert for manual intervention\n\n---\n\n## Troubleshooting\n\n### Common Issues\n\n1. **Email not processing**\n   - Check cron job status: `crontab -l`\n   - Verify email account access\n   - Review keyword matching in logs\n\n2. **ClickUp task creation fails**\n   - Verify Team ID and space permissions\n   - Check API token validity\n   - Review rate limiting in logs\n\n3. **Pipedrive sync issues**\n   - Verify API token in environment\n   - Check deal/person creation permissions\n   - Review API response codes in logs\n\n4. **WhatsApp notifications not sent**\n   - Check WhatsApp integration status\n   - Verify contact/group IDs\n   - Review notification queue\n\n### Debug Mode\n\nEnable debug logging:\n\n```bash\nexport AHC_DEBUG=true\npython scripts/email_to_clickup_pipedrive.py --debug\n```\n\n### Support\n\nFor AHC-specific automation issues:\n1. Check logs in `/Users/andreantunes/.openclaw/workspace/logs/ahc-automator/`\n2. Run health check script\n3. Contact system administrator with log details\n\n---\n\n## ROI and Metrics\n\n### Time Savings Calculation\n\n**Email → ClickUp → Pipedrive Chain:**\n- Manual process: 15 minutes per email\n- Automated process: 30 seconds\n- Average: 20 emails per week\n- **Weekly savings: 4.8 hours**\n\n**Client Onboarding:**\n- Manual setup: 2 hours per client\n- Automated setup: 10 minutes\n- Average: 2 new clients per month\n- **Monthly savings: 3.7 hours**\n\n**Project Completion:**\n- Manual closure: 1.5 hours per project\n- Automated closure: 15 minutes\n- Average: 4 projects per month\n- **Monthly savings: 5 hours**\n\n### Total Monthly ROI\n- **Time saved: 24+ hours per month**\n- **Value: $1,200+ per month (at $50/hour)**\n- **Setup cost: 8 hours initial setup**\n- **Payback period: 2 weeks**\n\n---\n\n## Future Enhancements\n\n### Planned Features\n\n1. **AI-Powered Email Classification**\n   - Smart categorization of client emails\n   - Automatic priority assignment\n   - Intelligent task description generation\n\n2. **Advanced Reporting Dashboard**\n   - Real-time workflow metrics\n   - Client satisfaction tracking\n   - Resource utilization analysis\n\n3. **Mobile Notifications**\n   - Push notifications for critical tasks\n   - Mobile approval workflows\n   - Emergency escalation paths\n\n4. **Integration Expansions**\n   - Accounting software integration\n   - Inventory management sync\n   - Quality control system integration\n\n### Technical Improvements\n\n1. **Enhanced Error Handling**\n   - Intelligent retry mechanisms\n   - Automatic failover systems\n   - Predictive maintenance alerts\n\n2. **Performance Optimization**\n   - Batch processing capabilities\n   - Caching layers for API calls\n   - Asynchronous processing\n\n3. **Security Enhancements**\n   - OAuth 2.0 implementation\n   - Encrypted configuration storage\n   - Audit trail logging\n\n---\n\nThis skill provides the foundation for scalable automation at Alan Harper Composites, reducing manual work while improving consistency and client satisfaction.","topics":["Workflow Automation","Email"],"tags":{"latest":"1.0.0"},"stats":{"comments":0,"downloads":346,"installsAllTime":13,"installsCurrent":2,"stars":0,"versions":1},"createdAt":1771631335958,"updatedAt":1778991985231},"latestVersion":{"version":"1.0.0","createdAt":1771631335958,"changelog":"ahc-automator 1.0.0 – Initial Release\n\n- Introduces AHC-specific workflow automation for composites manufacturing.\n- Automates chains from email monitoring to ClickUp task and Pipedrive deal creation.\n- Provides structured, template-based client onboarding with ClickUp project setup.\n- Adds automated project completion workflow with reporting, invoicing, and client surveys.\n- Integrates WhatsApp notifications for team and client updates.\n- Includes modular scripts and configuration files for easy adaptation to AHC business processes.","license":null},"metadata":null,"owner":{"handle":"jamesbot-agnt","userId":"s170tjk8xygn232arbd5w3gbn58856gs","displayName":"JAMESBOT-AGNT","image":"https://avatars.githubusercontent.com/u/259971675?v=4"},"moderation":{"isSuspicious":false,"isMalwareBlocked":false,"verdict":"clean","reasonCodes":["review.llm_review"],"summary":"Review: review.llm_review","engineVersion":"v2.4.24","updatedAt":1779943537048}}