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Ahc Automator

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".

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Install

openclaw skills install ahc-automator

AHC-Automator: Alan Harper Composites Workflow Automation

Custom automation suite specifically designed for Alan Harper Composites manufacturing workflows, integrating ClickUp project management, Pipedrive CRM, and client communication systems.

Overview

The AHC-Automator skill provides three core automation workflows:

  1. Email → ClickUp → Pipedrive Chain: Automated workflow from email monitoring to task creation and deal management
  2. Client Onboarding Workflow: Structured onboarding process with templates and automated setups
  3. Project Completion Sequence: End-to-end project closure with reporting and invoicing triggers

Quick Start

Prerequisites

  • ClickUp Team ID: 90132745943
  • Pipedrive API access configured
  • WhatsApp integration for notifications
  • Email monitoring active (Ian/Ronaldo)

Run Workflows

# Email → ClickUp → Pipedrive Chain
python scripts/email_to_clickup_pipedrive.py

# Client Onboarding
python scripts/client_onboarding.py --client "Cliente Novo" --email "cliente@empresa.com"

# Project Completion
python scripts/project_completion.py --project-id 123456

Workflow 1: Email → ClickUp → Pipedrive Chain

Monitors specific emails from Ian/Ronaldo and automatically creates tasks in ClickUp and deals in Pipedrive.

How It Works

📧 Email received from Ian/Ronaldo
   ↓
🔍 Parse email content for keywords
   ↓
✅ Create ClickUp task with structured data
   ↓
💼 Create/update Pipedrive deal
   ↓
📱 Send WhatsApp notification

Keywords Monitored

ClickUp Keywords:

  • "adicionar tarefa", "atualizar ClickUp", "nova tarefa"
  • "lista de convidados", "clickup"

Pipedrive Keywords:

  • "criar deal", "add deal", "nova oportunidade"
  • "pipedrive", "adicionar contato", "create lead"
  • "update pipeline", "add person", "nova atividade"

Configuration

Email monitoring is handled by existing cron jobs:

  • Ian: ian@alanharpercomposites.com.br (Every 5 minutes)
  • Ronaldo: ronaldoaibot@gmail.com (Every 5 minutes)

Custom Implementation

# Example usage in scripts/email_to_clickup_pipedrive.py
from ahc_automator import EmailProcessor, ClickUpClient, PipedriveClient

processor = EmailProcessor()
email_data = processor.parse_latest_emails(['ian@alanharpercomposites.com.br'])

for email in email_data:
    if processor.contains_keywords(email, 'clickup'):
        clickup = ClickUpClient()
        task_result = clickup.create_task_from_email(email)
        
    if processor.contains_keywords(email, 'pipedrive'):
        pipedrive = PipedriveClient()
        deal_result = pipedrive.create_deal_from_email(email)

Workflow 2: Client Onboarding Workflow

Automated client onboarding process that creates structured projects, folders, and templates.

How It Works

👤 New client identified
   ↓
📂 Create ClickUp project with structured folders
   ↓
📋 Generate template tasks based on client type
   ↓
📧 Send welcome email sequence
   ↓
📅 Schedule follow-up activities

Project Structure Created

📁 [CLIENT_NAME] - Composite Manufacturing Project
├── 📂 01 - Design & Engineering
│   ├── Task: Initial requirements gathering
│   ├── Task: Technical specifications review
│   └── Task: Design approval
├── 📂 02 - Material Planning
│   ├── Task: Material cost estimation
│   ├── Task: Supplier quotes
│   └── Task: Material ordering
├── 📂 03 - Manufacturing
│   ├── Task: Production planning
│   ├── Task: Quality control setup
│   └── Task: Manufacturing execution
├── 📂 04 - Quality & Testing
│   ├── Task: Quality testing protocols
│   ├── Task: Final inspection
│   └── Task: Test results documentation
└── 📂 05 - Delivery & Closure
    ├── Task: Delivery coordination
    ├── Task: Client handover
    └── Task: Project closure documentation

Templates Available

  • Standard Composite Project: Basic composite manufacturing
  • Aerospace Grade: High-precision aerospace components
  • Custom Engineering: Bespoke design and manufacturing
  • Repair & Maintenance: Component repair workflows

Usage

# Standard onboarding
python scripts/client_onboarding.py \
    --client "Aerospace Corp" \
    --email "contact@aerospace.com" \
    --template "aerospace" \
    --value "50000" \
    --currency "EUR"

# Quick onboarding
python scripts/client_onboarding.py --quick --client "Quick Client"

Workflow 3: Project Completion Sequence

Automated project closure workflow with reporting, invoicing, and client satisfaction tracking.

How It Works

✅ Task marked complete in ClickUp
   ↓
📊 Generate project delivery report
   ↓
💰 Trigger invoice generation
   ↓
📋 Send client satisfaction survey
   ↓
📱 Update stakeholders via WhatsApp

Completion Triggers

  • All tasks in project marked as complete
  • Manual trigger via completion script
  • ClickUp automation webhook (if configured)

Generated Reports

  1. Project Delivery Report

    • Timeline overview
    • Quality metrics
    • Material usage
    • Cost analysis

  2. Client Handover Document

    • Deliverable specifications
    • Maintenance guidelines
    • Warranty information
    • Contact details for support

  3. Internal Project Review

    • Lessons learned
    • Process improvements
    • Resource utilization
    • Client feedback summary

Invoice Integration

Connects with existing accounting system to:

  • Generate final invoice
  • Update payment status
  • Schedule payment reminders
  • Track payment completion

Scripts Directory

Core Scripts

  1. scripts/email_to_clickup_pipedrive.py

    • Email monitoring and parsing
    • ClickUp task creation
    • Pipedrive deal management

  2. scripts/client_onboarding.py

    • New client project setup
    • Template application
    • Welcome email automation

  3. scripts/project_completion.py

    • Completion sequence trigger
    • Report generation
    • Invoice processing

  4. scripts/whatsapp_notifier.py

    • WhatsApp notification sender
    • Message formatting
    • Group notifications

Utility Scripts

  1. scripts/ahc_utils.py

    • Common utilities and helpers
    • API clients and wrappers
    • Configuration management

  2. scripts/email_parser.py

    • Email content analysis
    • Keyword extraction
    • Structured data parsing

  3. scripts/report_generator.py

    • Project report creation
    • Template rendering
    • PDF generation

Configuration Files

configs/ahc_config.json

{
  "clickup": {
    "team_id": "90132745943",
    "default_space": "AHC Projects",
    "templates": {
      "standard": "901322408351",
      "aerospace": "901322408352",
      "custom": "901322408353"
    }
  },
  "pipedrive": {
    "api_token": "env:PIPEDRIVE_API_TOKEN",
    "default_pipeline": "AHC Manufacturing",
    "default_stage": "New Opportunity"
  },
  "email": {
    "monitor_accounts": [
      "ian@alanharpercomposites.com.br",
      "ronaldoaibot@gmail.com"
    ],
    "keywords": {
      "clickup": ["adicionar tarefa", "nova tarefa", "clickup", "lista de convidados"],
      "pipedrive": ["criar deal", "nova oportunidade", "pipedrive", "add person"]
    }
  },
  "whatsapp": {
    "notification_groups": ["AHC Team", "Management"],
    "individual_contacts": ["Ian", "Ronaldo", "Alan"]
  }
}

configs/email_templates.json

Client communication templates for different stages of the workflow.

Integration Points

ClickUp Integration

  • Uses existing ClickUp team: 90132745943
  • Connects to Aniversário Alan project: 901322408351
  • Leverages existing task template structure

Pipedrive Integration

  • Uses direct API integration via pipedrive_client.py
  • Creates deals, persons, and activities
  • Maintains sync between ClickUp projects and Pipedrive deals

Email Monitoring

  • Leverages existing cron jobs for Ian and Ronaldo
  • Extends current keyword detection
  • Processes Apple Mail via osascript integration

WhatsApp Integration

  • Notification system for workflow status
  • Group and individual messaging
  • Customizable message templates

Monitoring and Maintenance

Workflow Logs

All workflows log to /Users/andreantunes/.openclaw/workspace/logs/ahc-automator/:

  • email_processing.log: Email monitoring and parsing
  • clickup_operations.log: ClickUp API interactions
  • pipedrive_operations.log: Pipedrive CRM operations
  • notifications.log: WhatsApp and email notifications

Health Checks

# Check all workflow health
python scripts/health_check.py

# Specific workflow check
python scripts/health_check.py --workflow email_to_clickup

Error Recovery

Automated error recovery for common issues:

  • API rate limiting: Automatic retry with exponential backoff
  • Network failures: Queue operations for retry
  • Invalid data: Log errors and notify admin
  • Permission issues: Alert for manual intervention

Troubleshooting

Common Issues

  1. Email not processing

    • Check cron job status: crontab -l
    • Verify email account access
    • Review keyword matching in logs

  2. ClickUp task creation fails

    • Verify Team ID and space permissions
    • Check API token validity
    • Review rate limiting in logs

  3. Pipedrive sync issues

    • Verify API token in environment
    • Check deal/person creation permissions
    • Review API response codes in logs

  4. WhatsApp notifications not sent

    • Check WhatsApp integration status
    • Verify contact/group IDs
    • Review notification queue

Debug Mode

Enable debug logging:

export AHC_DEBUG=true
python scripts/email_to_clickup_pipedrive.py --debug

Support

For AHC-specific automation issues:

  1. Check logs in /Users/andreantunes/.openclaw/workspace/logs/ahc-automator/
  2. Run health check script
  3. Contact system administrator with log details

ROI and Metrics

Time Savings Calculation

Email → ClickUp → Pipedrive Chain:

  • Manual process: 15 minutes per email
  • Automated process: 30 seconds
  • Average: 20 emails per week
  • Weekly savings: 4.8 hours

Client Onboarding:

  • Manual setup: 2 hours per client
  • Automated setup: 10 minutes
  • Average: 2 new clients per month
  • Monthly savings: 3.7 hours

Project Completion:

  • Manual closure: 1.5 hours per project
  • Automated closure: 15 minutes
  • Average: 4 projects per month
  • Monthly savings: 5 hours

Total Monthly ROI

  • Time saved: 24+ hours per month
  • Value: $1,200+ per month (at $50/hour)
  • Setup cost: 8 hours initial setup
  • Payback period: 2 weeks

Future Enhancements

Planned Features

  1. AI-Powered Email Classification

    • Smart categorization of client emails
    • Automatic priority assignment
    • Intelligent task description generation

  2. Advanced Reporting Dashboard

    • Real-time workflow metrics
    • Client satisfaction tracking
    • Resource utilization analysis

  3. Mobile Notifications

    • Push notifications for critical tasks
    • Mobile approval workflows
    • Emergency escalation paths

  4. Integration Expansions

    • Accounting software integration
    • Inventory management sync
    • Quality control system integration

Technical Improvements

  1. Enhanced Error Handling

    • Intelligent retry mechanisms
    • Automatic failover systems
    • Predictive maintenance alerts

  2. Performance Optimization

    • Batch processing capabilities
    • Caching layers for API calls
    • Asynchronous processing

  3. Security Enhancements

    • OAuth 2.0 implementation
    • Encrypted configuration storage
    • Audit trail logging

This skill provides the foundation for scalable automation at Alan Harper Composites, reducing manual work while improving consistency and client satisfaction.