Make.com Workflows for Leads, Reports & Invoices — Built, Fixed, Tested & Documented

Are manual checks still hiding inside your “automated” workflow?

I build and repair clearly scoped Make.com workflows for:

  • Lead intake, validation, routing, notifications, and CRM or spreadsheet updates
  • Recurring KPI reporting and delivery tracking
  • Email and PDF invoice processing
  • Existing Make.com scenario audits and reliability fixes

Each workflow is tested and delivered with practical error handling, processing logs, and handoff notes.

Tested workflow examples

1. Lead Intake and Routing

Validates incoming leads, separates new, duplicate, and incomplete records, updates the destination, sends notifications, and logs the result.

:play_button: Watch the Loom demo — Lead Intake and Routing

2. Recurring KPI Reporting

Collects and aggregates source data, generates a client-specific report, delivers it, and records the delivery status.

3. Invoice PDF Processing

Validates email attachments, extracts invoice fields, checks required data and duplicates, and routes exceptions to a review queue.

Tested with valid, duplicate, incomplete, multiple-PDF, and non-PDF inputs.

Start small

The first engagement can be:

  • One clearly scoped workflow
  • An audit and repair of an existing scenario
  • A small paid pilot before a larger build

Send me a DM through Make Community with:

  • Your current workflow or problem
  • The result you want
  • The apps involved
  • Any existing Make scenario, screenshots, or error details

Timezone: KST (UTC+9)
Asynchronous collaboration available.