ALL WORK / ariane-ai-system

Ariane Client Management & AI Meeting Assistant

This is a comprehensive AI-powered client management system for Ariane that automates the entire client lifecycle.

ROLE
Lead Automation Architect
PLATFORM
n8n + Zoom API + OpenAI + SMTP
IMPACT
Automated client lifecycle & meeting intelligence
KEY METRICS
4 Core Stages
Stages
Sentiment & Intent
AI Analysis
Zoom, SMTP, Airtable, AI
Integrations
ARCHITECTURE

Four-Stage Lifecycle Automation

Ariane AI Ecosystem
├── Stage 1: Meeting Intelligence & Data Capture
├── Stage 2: Proposal Generation & Internal Approval
├── Stage 3: Client Response Tracking & CRM Updates
└── Stage 4: Payment Monitoring & Intelligent Follow-ups
SCREENSHOTS · 3 IMAGES
Ariane Client Management & AI Meeting Assistant — screenshot 1
Ariane Client Management & AI Meeting Assistant — screenshot 2
Ariane Client Management & AI Meeting Assistant — screenshot 3

Workflow breakdown

PHASE 01

Stage 1: Meeting Intelligence

Capturing and analyzing client meetings automatically

  • Zoom Trigger: Automated retrieval of meeting metadata and transcripts
  • AI Processing: Extraction of key discussion points, requirements, and pain points
  • Structured Output: Generation of HTML summaries and sentiment analysis
  • Task Automation: ClickUp and Outlook integration for action items
PHASE 02

Stage 2: Proposal Engine

Automated proposal generation and approval routing

  • Dynamic Drafting: AI-generated proposals based on extracted client needs
  • Approval Workflow: Multi-stage routing for internal Ariane sign-off
  • Client Delivery: PDF generation and secure tracking link delivery
  • Version Control: Automated handling of change requests and revisions
PHASE 03

Stage 3: Response Tracking

Intelligent monitoring of client engagement

  • Email Parsing: AI classification of client replies (Accepted, Negotiating, Questions)
  • Engagement Scoring: Link tracking to monitor proposal view time and focus
  • CRM Sync: Real-time probability updates based on sentiment and behavior
PHASE 04

Stage 4: Payment & Follow-up

Closing the loop with automated financial tracking

  • Payment Monitoring: Stripe/Bank webhook integration for invoice tracking
  • Nurture Loops: Automated reminder sequences based on engagement scoring
  • Outcome Analysis: Logging loss reasons or kickoff scheduling on success

Technical highlights

AI Analysis Prompting

  • Multimodal extraction of budget, timeline, and decision-makers
  • Speaker identification mapping for conversational clarity
  • Sentiment-driven automated response drafting

Why this matters

01

Replaces manual client management with intelligent agents

02

Ensures zero-drop in client follow-ups

03

Provides data-driven sales insights for leadership

04

Scales professional proposal delivery without overhead

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