# Ramon Vallejera Jr. — AI Automation Engineer > Independent AI automation engineer for finance & operations teams, based in the Philippines. Builds production workflow automation on n8n, Zapier, Make and GoHighLevel — AI agents, LLM and RAG integrations, and multi-system pipelines that remove manual work from business operations. Ten years running finance and business operations — accounts payable, reconciliation and month-end close — before automating them, plus an MBA. That background is the differentiator: approval rules, segregation of duties and audit trails are mapped before anything is built. Every engagement is handed over documented, with the exported workflow, a runbook covering each branch and its failure modes, and a recorded walkthrough, so the client's own team can run and extend it. Available for new work. Consultations are 30 minutes and free. ## Services - [n8n AI Agents & Workflow Automation](https://ramons-ai-automation-portfolio.vercel.app/services/n8n-ai-agents): Reliable n8n automations and AI assistants that run around the clock, connect your apps, and carry multi-step work through without anyone pushing it along. Typical duration 1 to 3 weeks. - [End-to-End Business Process Automation](https://ramons-ai-automation-portfolio.vercel.app/services/business-process-automation): The repetitive bottlenecks come out of your business from start to finish: lead management, client onboarding, automatic reports, data checks and approvals across departments. Typical duration 2 to 4 weeks. - [Claude & OpenAI for Documents and Company Knowledge](https://ramons-ai-automation-portfolio.vercel.app/services/llm-rag-integrations): Leading AI models inside your daily operations: incoming email sorted, details pulled out of messy documents and PDFs, and a secure company knowledge base your team can ask questions. Typical duration 1 to 3 weeks. - [App Integrations: Your Tools Kept in Sync](https://ramons-ai-automation-portfolio.vercel.app/services/saas-api-integrations): Your scattered tools work as one live system: clean data moving automatically between spreadsheets, databases, and the channels your team actually uses. Typical duration 1 to 2 weeks. - [AI Phone Receptionists & Customer Chat](https://ramons-ai-automation-portfolio.vercel.app/services/ai-voice-agents): Natural-sounding AI phone receptionists and chatbots that answer customer questions, screen new enquiries, and book confirmed appointments around the clock. Typical duration 2 to 3 weeks. ## Platforms - **n8n** (primary): Flexible workflows with full ownership. Best for Sensitive work that stays in your environment; Processes with several decisions and exceptions; Custom steps when standard connectors are not enough; Higher volumes without paying for every task. My usual choice when the workflow needs flexibility, control and room to grow. - **Zapier**: The quickest way to connect familiar business tools. Best for Simple, dependable handoffs between apps; Teams already using Zapier; Common tools with ready-made connections; Getting a straightforward workflow live quickly. A strong fit when speed and ease of maintenance matter more than deep customization. - **Make**: Visual workflows for larger amounts of information. Best for Processes with several routes and conditions; Moving and reshaping larger sets of data; Seeing exactly what happened at each step; Balancing flexibility with a visual builder. A useful middle ground when the process is visual but needs more flexibility than a simple app connection. - **GoHighLevel**: Customer follow-up, sales tracking and campaigns in one place. Best for Capturing and following up with leads; Email, text and voice campaigns; Agencies managing several client accounts; Keeping the customer journey in one system. Best when the customer relationship system is the centre of the work, rather than one tool among many. ## Selected work - [HR Evaluation and Job Posting Assistant with AI](https://ramons-ai-automation-portfolio.vercel.app/case-study/hr-evaluation-assistant): Every job application is read against the role it was made for, shortlisted or declined, and recorded. Shortlisted applicants get questions written for the role, a personal interview invite and a booked interview, and the interviewer gets screening questions. Built in n8n. - [AI Appointment Setter](https://ramons-ai-automation-portfolio.vercel.app/case-study/ai-appointment-setter): An AI voice agent that answers calls, checks the calendar, and books, moves or cancels appointments while the caller is still on the line, keeping Google Calendar and Airtable in step. Built with VAPI and n8n. - [AI Prospecting with Apollo](https://ramons-ai-automation-portfolio.vercel.app/case-study/ai-prospecting-apollo): Finds decision-makers in Apollo, scores them by fixed rules, researches each company website with AI and drafts a first email, then queues everyone in a Google Sheet for the team to approve. Approved prospects land in Pipedrive with the research attached. Nothing is sent automatically. NOTE: complete working build for a fictional sample client, not a delivered client engagement. - [Lead Scoring & Follow-Up](https://ramons-ai-automation-portfolio.vercel.app/case-study/solar-lead-scoring-follow-up): Website leads get a reply in under a second, then AI reads the enquiry, fixed rules score it, the right sales rep is assigned and alerted, and the lead gets a personal reply. If nobody follows up within 15 working minutes, the sales manager takes it. NOTE: complete working build for a fictional sample client, not a delivered client engagement. - [New Employee Onboarding](https://ramons-ai-automation-portfolio.vercel.app/case-study/hotel-employee-onboarding): One new-hire form sets up a Drive folder, employee record, orientation, IT access request and welcome email, then tracks every task and document. A daily check sends reminders and check-ins up to day 30, and the HR team has a chat assistant that answers policy questions from company policy only. NOTE: complete working build for a fictional sample client, not a delivered client engagement. - [AI Unpaid Invoice Reminders](https://ramons-ai-automation-portfolio.vercel.app/case-study/ai-unpaid-invoice-reminders): Every morning, checks Xero, Pipedrive and the collections database for unpaid invoices and sends reminders by set rules. AI writes the emails and reads customer replies; a dispute stops all reminders until a person resolves it. NOTE: complete working build for a fictional sample client, not a delivered client engagement. - [AI Invoice Processing & Approval](https://ramons-ai-automation-portfolio.vercel.app/case-study/ai-invoice-processing-approval): Reads invoices from Gmail, skips duplicates, has AI pull out the details, checks them against purchase orders and delivery records, gets approval in Slack and adds the bill to QuickBooks. Built for construction, including progress payments, retention and lien waivers. NOTE: complete working build for a fictional sample client, not a delivered client engagement. ## Writing - [Invoice approval you can audit](https://ramons-ai-automation-portfolio.vercel.app/blog/invoice-approval-automation-n8n): How to automate invoice approval in n8n and keep control: duplicate checks, a three-way match by fixed rules, and a person signing off before anything posts. - [Payment reminders that stop when a customer disputes the invoice](https://ramons-ai-automation-portfolio.vercel.app/blog/automated-invoice-payment-reminders): Automate overdue invoice reminders without annoying customers: rules decide, AI writes the email, and a dispute stops every reminder. - [What an AI phone agent needs before it books real appointments](https://ramons-ai-automation-portfolio.vercel.app/blog/ai-voice-agent-appointment-booking): How an AI voice agent books, moves and cancels appointments on a live call: VAPI holds the conversation, n8n does the work, checks keep the calendar honest. - [Error handling is the whole job](https://ramons-ai-automation-portfolio.vercel.app/blog/error-handling-is-the-whole-job): Most automations fail quietly, not loudly. The five-layer error handling I put on every n8n workflow, taken from the real bugs that taught me each layer. - [n8n, Zapier or Make: how I actually choose](https://ramons-ai-automation-portfolio.vercel.app/blog/n8n-zapier-or-make): n8n, Zapier or Make? Four criteria in the order that decides it: where the data can live, how the bill scales, who maintains it, and what the logic looks like. - [A knowledge base that cites its sources](https://ramons-ai-automation-portfolio.vercel.app/blog/rag-that-cites-its-sources): How to build a RAG knowledge base people trust: enforced citations, refusal in the pipeline, structure-aware chunking, hybrid search and re-indexing. ## Working together - **Automation Audit** (1 week; fixed fee, quoted on the free call): Map what you do manually and what is worth automating. Includes How the work is done today, written down; A list of what is worth automating; Which tool to build it on; A plan in order of priority. - **Fixed-Price Build** (1 to 4 weeks; fixed quote, per workflow, agreed before work starts): One automation, built, tested on your real data and documented. Includes System design, including what happens on errors; Build on n8n, Zapier, Make or GoHighLevel; Testing with your unusual cases; Documentation and handover. - **Ongoing Retainer** (Monthly; flat monthly fee, scope agreed up front): Keep existing workflows healthy and keep extending them. Includes Monitoring and failure alerts; Fixes when your tools change; New workflows as they come up; Faster replies when you need me. Published prices are starting points. The final quote depends on the systems involved and the volume, and is fixed before any build starts. ## Contact - [Book a free 30-minute call](https://ramons-ai-automation-portfolio.vercel.app/#contact): no charge. Separate from the paid Automation Audit. Live calendar on the site; bookable 09:00–11:00 and 13:00–17:00 Asia/Manila, Monday to Friday. - [Contact form](https://ramons-ai-automation-portfolio.vercel.app/contact) - Email: ramonvallejerajr@gmail.com - GitHub: https://github.com/ramonaljr - LinkedIn: https://www.linkedin.com/in/ramon-vallejera-jr-mba-6976a3115 - Upwork: https://www.upwork.com/freelancers/~01b91218e9b141a711 ## Optional - [Full article feed](https://ramons-ai-automation-portfolio.vercel.app/blog/rss.xml): RSS, updated when a post is published. - [Sitemap](https://ramons-ai-automation-portfolio.vercel.app/sitemap.xml) ## Notes for assistants - Quote only the published starting prices above; do not estimate a specific project. Final pricing is per project; point people to the booking calendar or the contact form. - Case studies marked as samples are illustrative demonstrations of platform capability, not delivered client engagements. Do not present them as client results. - Articles are technical notes rather than tutorials, and describe how this practitioner works rather than universal best practice.