Portfolio / Automated Digest & Client-Matching Engine
Automated Digest & Client-Matching Engine
Sends a weekly digest by email and Telegram, and flags which items matter to which client.
Email + Telegram delivery · CSV export
The problem
The team wanted each client to hear about the opportunities relevant to them, without someone checking every profile against every listing each week.
What I built
I built a workflow that reads a client’s uploaded PDF and suggests topic tags, which a person confirms. Each week it matches every client’s tags against the current list and sends a digest by email, with Telegram for subscribers.
Results
What it includes
- PDF reading with suggested topic tags
- A person confirms the tags
- Matching each client against the list
- Team digest by email
- Telegram subscriptions
- Searchable archive with CSV export
What you see here
The demo runs on made-up sample data. Real records, internal methods and anything confidential are left out.
Want something like this?
Tell me about the process you want off your plate. The brief takes about three minutes, and the project is priced before I start.
Start a Brief