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Custom automation workflows for Alan Harper Composites. Automates email → ClickUp → Pipedrive chains, client onboarding, and project completion sequences. Us...
---
name: ahc-automator
description: 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".
compatibility: Requires ClickUp API, Pipedrive API, WhatsApp integration, and email monitoring
metadata:
author: Andre Antunes
version: "1.0"
company: Alan Harper Composites
created: "2026-02-08"
---
# 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
```bash
# 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
```python
# 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
```bash
# 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`
```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
```bash
# 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:
```bash
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.don't have the plugin yet? install it then click "run inline in claude" again.