Ramon Vallejera Jr.AI Automation Engineer · MBAFor finance and operations teams: I connect your tools so work moves on its own. Built by a former accountant.
The problem
Invoices to key in, leads to call back, a report due in the morning. The business grew; the admin grew faster.
The system
Email, AI, accounting and team chat connected into one workflow. Every step checked, every unusual case handed to a person.
The outcome
The same work still gets done, without the late nights. That is the job: time back for the people running the business.
7 systemsbuilt to hand that time back
See examplesThe problem
Invoices to key in, leads to call back, a report due in the morning. The business grew; the admin grew faster.
The system
Email, AI, accounting and team chat connected into one workflow. Every step checked, every unusual case handed to a person.
Gmail → n8n → Claude → QuickBooks → Slack
The outcome
The same work still gets done, without the late nights. That is the job: time back for the people running the business.
7 systems built to hand that time back
See examplesAI Automation Engineer for finance & operations teams
Career so far
I spent a decade inside the work I now automate.
Supplier invoices and tax filings, project cost checks, a 10-person month-end close, then forecasting: I did that work by hand for over ten years. It taught me where work really slows down, and which checks cannot be skipped.
Now I connect the tools a business already uses so requests, follow-ups, paperwork and reporting move on their own, with human review where it matters, failure alerts and a clear handover.
Open to new projectsPhilippines, working across time zones
Each role handed me a process to run by hand: invoices and supplier payments, project cost records, month-end accounts, then forecasting. That is why the workflows I build match how a business actually runs, rather than how a process diagram says it should.
HOW I WORK
Build company valuation models and forecasts for US stock portfolios
Claude and AI tooling carry the research, market-data analysis and structured reporting around that work. The habit of handing repeatable analysis to a machine started here.
Led a 10-person accounting team closing the books every month and year
Ran and documented the month-end close, account checks and approvals for supplier bills, customer payments and payouts: the same step-by-step mapping that automation depends on.
Checked multi-million project costs against the books, with automated reports
Compared planned and actual costs for a major real estate developer, checked material, labour and overhead costs against the records, and built reports that ran on a schedule.
Ran supplier invoices from receipt to payment and kept every tax filing on time
Oversaw invoice processing, overdue supplier balances and payment approvals, and managed the tax filing calendar: high-volume, rule-based work that is ideal for automation.
Every system on this page began as something on that list. See examples
SELECTED WORK
Each one starts with what a team was doing by hand, and ends with what runs instead. Pick a project to see both.
01HR & Recruitment
0Hiring stages automatedreal build
Screen every applicant against the job, send tailored questions and invites, and book interviews automatically.
n8n, Airtable, Gmail
02Appointments & Voice AI
24/7Booking line openreal build
Let callers book, move or cancel appointments with an AI voice agent, at any hour.
n8n, VAPI, Google Calendar
03Sales Prospecting · Sample client
0Emails sent without reviewby design
Find, score and research new prospects, with a draft first email ready for the team to approve.
n8n, Apollo, Pipedrive
04Commercial Solar Sales · Sample client
15 minFollow-up deadlineby design
Reply to every enquiry instantly, score it, assign a rep and escalate if nobody follows up in 15 minutes.
n8n, Airtable, Gmail
05Hospitality HR · Sample client
0Days followed upby design
Set up each new hire from one form, then follow up tasks, documents and check-ins for 30 days.
n8n, Airtable, Google Drive
06Staffing & Collections · Sample client
0Reminders during a disputeby design
Chase unpaid invoices by policy, read every reply, and stop all reminders the moment a customer disputes.
n8n, Xero, Pipedrive
07Construction Finance · Sample client
3-wayInvoice, PO & delivery matchby design
Check every invoice against its PO and delivery record, approve it in Slack and post it to QuickBooks.
n8n, QuickBooks, Gmail
Five practical ways to remove repetitive work: from intake and follow-up to approvals, reporting and customer response. Every build is documented so your team can run it without me.
Routine work handled automatically
Move information, prepare recurring reports and carry multi-step office work forward without someone checking every screen.
See how it worksSmoother onboarding and approvals
Turn forms, checks, approvals, folders and handoffs into one reliable process that keeps everyone informed.
See how it worksAnswers from your company documents
Find information across policies, contracts and internal files, with links back to the source so every answer can be checked.
See how it worksYour everyday tools kept in sync
Keep customer details, orders and updates consistent across spreadsheets, databases, inboxes and team channels.
See how it worksCalls and customer questions answered 24/7
Respond to common questions, collect the right details and book confirmed appointments even when your team is unavailable.
See how it worksNot sure which you need?
Describe the process that eats your week and I will tell you where it fits.
WHERE I BUILD IT
CONNECTS WITH
Your CRM, inbox, spreadsheets, accounting tools and team channels can keep working together after handover.
You will always know what is happening, what comes next and what I need from you.
Audit · Day 1
Start with the work, not the software.
We talk through the outcome you need, who touches the process today and where repetitive work, delays or errors are costing you time.
WORKING TOGETHER
Most clients start with the audit, build what it finds, and keep it running on a retainer. Start wherever you are.
1 week
Fixed feequoted on the free call
You know something is eating the week, but not what to automate first.
You leave withA prioritised plan and which tool to build it on.
Book the audit1 to 4 weeks
Fixed quoteper workflow, agreed before work starts
You know exactly which process, and want it built and handed over.
You leave withA tested workflow running in your accounts, documented.
Request a quoteMonthly
Flat monthly feescope agreed up front
You already have workflows running and need them to keep running.
You leave withWorkflows that keep working as your tools change.
Request a quoteEvery engagement starts with a free 30-minute call. What is included and the price are agreed in writing before any build starts.
Clear answers about access, ownership, reliability and what happens after handover.
Yes. The 30-minute call is free: you walk me through the process and I tell you whether it is worth automating, on which platform, and roughly what it would take. The Automation Audit is a separate, paid week of work that maps everything in detail and gives you a prioritised plan. You can skip the audit and go straight to a build.
Still have a question? The assistant can walk you through the services and how a project runs.
No charge, no deck. Bring the process that eats your week and I will tell you whether it is worth automating, and on which platform.
Any open weekday slot below.
Walk me through the process that eats your week.
Whether it is worth automating, on which platform, and a fixed quote, or the audit first if it needs mapping.
Calls run Monday to Friday, 9:00-11:00 and 13:00-17:00 Manila time.
AI Automation Engineer · MBA
LOCATION
Philippines
Working across time zones
AVAILABILITY
Open for new projects & custom builds
RESPONSE
Usually within one business day
Thirty minutes, free. All times Philippine time (UTC+8).
Available times
Pick a weekday to see what is open.
Ask about automation
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Hi, I'm Ramon's assistant. Ask me about automation, the platforms I build on, or how an engagement works.
