A Slack chatbot with retrieval-augmented generation over thousands of deal documents stored in Dropbox — OCR preprocessing pipeline, vector store ingestion, and grounded answers with source citations. Built for a team that needed to search years of deal memos, term sheets, and diligence reports in seconds.
n8n automations wired into Salesforce for contact and opportunity sync, task generation from email triggers, and automated follow-up sequencing. Custom MCP integrations and a suite of purpose-built AI skills that turn week-long compliance document reviews — contract redlines, signature tracking, regulatory filing status — into minutes.
Also shipped: a custom client document-upload portal with role-based access and investor reporting pipelines. References on request.