Fernando D.

AI Implementation Specialist | OpenAI, RAG Chatbots & Automations

I help businesses implement AI into the work they already do: reviewing documents, answering internal questions, qualifying leads, updating CRMs, summarizing messages, extracting data, and automating repetitive admin tasks. The projects I work on are usually practical business problems like these: A team has hundreds of PDFs, contracts, HUDs, forms, SOPs, Slack messages, Discord messages, or internal documents, but employees waste too much time searching for answers. A business receives leads through forms, ads, email, or CRM entries, but the follow-up process is slow, inconsistent, or too dependent on manual work. A manager wants cleaner reporting, but the data is scattered across Google Sheets, CRMs, email, call notes, and different tools. A company wants to use AI, but they do not need a research project. They need a working tool that helps the team save time, reduce mistakes, and make better decisions. I can help with AI tools and automations such as: * Internal knowledge base chatbots using company documents, SOPs, Slack/Discord history, PDFs, and FAQs * RAG-based Q&A assistants that retrieve answers from your own files instead of giving generic responses * Document review workflows for contracts, HUDs, applications, forms, reports, and client paperwork * AI data extraction from PDFs, emails, spreadsheets, forms, and notes * Lead qualification workflows that summarize the lead, score urgency, update the CRM, and create the next follow-up step * AI-assisted email or SMS follow-up drafts based on lead status, conversation history, or internal rules * CRM and pipeline automations using tools like HubSpot, Airtable, Google Sheets, Zapier, Make, and n8n * Slack or Discord bots that answer team questions from internal knowledge and previous conversations * Reporting workflows that turn messy activity data into usable dashboards or tracking sheets The tools I work with include OpenAI, ChatGPT, Zapier, Make, n8n, Google Sheets, Airtable, HubSpot, Slack, Discord, forms, email, CRMs, PDFs, and internal knowledge bases. My background is in real estate operations, acquisitions, CRM management, lead tracking, reporting, and marketing workflows. That matters because many AI projects fail before the technology starts. The real issue is usually a messy process: unclear inputs, scattered information, no defined handoff, poor documentation, or no reliable place where the team can see what happened. My process is straightforward. First, I define the business workflow: what information comes in, where it lives, who needs it, what needs to happen next, and what output the team expects. Then I map the automation, choose the right tools, build the workflow, test it with real examples, and document how the team should use it. The final deliverable can be an internal AI chatbot, a document review workflow, a lead qualification system, a CRM automation, a Slack/Discord Q&A bot, a reporting workflow, or a custom AI assistant for a specific business process. I am best for businesses that already have useful information but are losing time because that information is buried in documents, messages, spreadsheets, CRMs, or manual processes.