RASHEAN GRAHAM
Automation engineer
I design and implement automation systems that connect people, data, and technology. From CRM architecture to AI-driven workflows, my work centers on making complex operations simpler, more reliable, and easier to scale.
AI & Workflow Automation
AI & Workflow Automation uses software and artificial intelligence to run business processes automatically—from lead handling and scheduling to data syncing and follow-ups—replacing manual work with reliable, scalable systems that reduce errors.
What does it all mean?
Workflow automation is the practice of designing systems that move information, trigger actions, and coordinate tools automatically—without constant human involvement. At its core, a workflow defines what should happen, when it should happen, and which system is responsible. For example, when a form is submitted, a lead can be created in a CRM, an email sent, a task assigned, and a calendar event booked—all without manual steps. To manage this coordination, businesses rely on orchestration tools that act as a control layer between applications, handling timing, conditions, logic, and error handling so processes run reliably even as complexity increases.
These systems are made possible through APIs (Application Programming Interfaces), which allow software platforms to communicate with one another in a structured way—sending and receiving data, requesting information in real time, and triggering actions such as creating records or updating statuses. The real power emerges when AI is given tools on top of this foundation. Modern AI systems can be configured to call external APIs, trigger existing automations, update live system records, route tasks, generate content, escalate decisions, and even choose which workflow to run based on context. In this model, AI doesn’t replace workflows—it controls and enhances them, making automation adaptive instead of brittle and capable of responding dynamically to real-world inputs rather than breaking on edge cases.
Recent Projects
I designed an event-driven automation that turns a simple Jotform submission into a structured, production-ready API request for procurement data retrieval. When a user submits the form, the Make.com workflow instantly captures the submission via webhook, extracts key parameters—such as procurement type, result limits, date ranges, NAICS codes, and pagination controls—and packages them into a clean JSON payload.
That payload is then sent to a downstream webhook that initiates the actual procurement search logic (e.g., querying external government data sources), with built-in error handling and response parsing to ensure reliability. This system allows non-technical users to trigger complex, parameterized data queries through a simple form interface while maintaining a scalable, decoupled backend architecture.
This system transforms procurement research from a manual, time-consuming task into an automated, repeatable workflow. It gives users real-time visibility into active procurement opportunities, automatically captures key decision-maker contact information, and feeds those contacts directly into a CRM. The result is faster response to new opportunities, consistent lead nurturing for future contracts, and a scalable business-development pipeline that operates continuously with minimal manual effort.
I designed an end-to-end, AI-powered lead generation system that transforms structured request inputs into enriched, actionable opportunities delivered into downstream systems. The workflow standardizes how leads are submitted, validated, and executed while orchestrating multiple backend actions, reducing manual handoffs and ensuring consistency and scalability. By automating data retrieval, enrichment, and routing, the system enables faster lead acquisition, cleaner CRM data, and a repeatable foundation for ongoing outreach and pipeline growth.
The system integrates the OpenAI API to extract and classify incoming request data, allowing it to accurately determine lead intent and context. This AI-derived insight is used to query an internal database of in-network vendors, and when a match is identified with greater than 85% confidence, the opportunity is immediately routed as a prioritized “hot lead” to the most relevant vendors. Through automated interpretation, matching, and distribution, the platform transformed a 70,000-member community into an active, AI-driven lead generation network delivering high-intent opportunities at scale.
I designed and implemented two tightly integrated automation workflows for Hamilton Piano Company that standardized job scheduling and post-service documentation from end to end. The first workflow uses Jotform as a controlled scheduling interface, ensuring all appointment data—customer details, service type, technician assignment, date, time window, price, and scheduler identity—is captured in a uniform, normalized format. This data is automatically validated, logged, and preserved in the CRM and calendar, eliminating booking inconsistencies, preventing scheduling errors, and creating a complete audit trail of who booked each appointment and when.
Together, these workflows transformed scheduling and service fulfillment into a reliable, system-driven process. Appointments are consistently created in the correct technician calendars with standardized naming, preserved notes, and traceable metadata, while downstream systems receive clean, structured records in real time. The result is fewer operational errors, clearer accountability, improved technician coordination, and a CRM that accurately reflects the full lifecycle of every job—from scheduling through completion—without manual re-entry or data loss.
My Tech Stack
These are a few of the tools I like the most
The Feedback
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