KATE AUBREY GALANG GOZUM

AI Automation Specialist for Service Businesses

Workflow automation for service businesses

I build practical automation systems that reduce repetitive admin, organize inquiries, improve follow-ups, and solve everyday workflow bottlenecks.

My growing portfolio began with veterinary clinic automations, but the systems I build can be adapted to other service businesses facing similar operational challenges.

View Selected Work Discuss Your Workflow
Kate Gozum professional portrait

Selected Automation Projects

Workflow prototypes built around real operational bottlenecks.

Selected projects show how I map workflow problems, connect the right tools, test the logic, and keep limitations clear.

VETERINARY OPERATIONS

Veterinary Client Intake & Priority Routing

Problem: Clinic inquiries can arrive with mixed urgency, incomplete context, and scattered pet-owner information.

System: A structured intake workflow captures submitted details, uses AI-assisted administrative classification, routes requests by priority, notifies staff, and keeps a review record.

Intake form → Make.com capture → AI-assisted classification → Priority router → Staff alert + record log
  • Make.com
  • Google Forms
  • Claude AI
  • Gmail
  • Google Sheets

Designed to reduce repetitive intake checking, scattered information, and delays in reviewing important inquiries.

View Case Study

INVENTORY OPERATIONS

Inventory Monitoring & Selective Restock System

Problem: Inventory teams may need to repeatedly check variants, group low-stock alerts, and update only selected records.

System: A two-part workflow searches persistent inventory data, filters low-stock variants, sends a grouped warning, accepts restock requests, and updates matching records.

Inventory records → Stock check → Grouped warning → Restock webhook → Match variants → Update records
  • Make.com
  • Webhooks
  • Data Store
  • Iterator
  • Array Aggregator

Designed to reduce repetitive stock checking, manual alert preparation, and update mistakes across product variants.

View Case Study

LEAD MANAGEMENT

Lead Follow-Up & Task Automation

Problem: New leads can sit inactive in spreadsheets when follow-up tasks are created manually or inconsistently.

System: A workflow watches new spreadsheet rows, maps lead details, sends an authenticated HTTP request, and creates a scheduled Asana follow-up task.

Google Sheets row → Make.com trigger → Lead mapping → HTTP POST → Asana task with due date
  • Google Sheets
  • Make.com
  • Asana API
  • HTTP Request
  • OAuth 2.0

Designed to reduce repetitive task creation, manual copying, and inconsistent follow-up scheduling.

View Case Study
Cravings to Go chatbot prototype interface with greeting and quick inquiry prompts

FOOD BUSINESS AUTOMATION

LIVE PROTOTYPE · Portfolio chatbot demo

Cravings to Go Customer Inquiry & Order Support Chatbot

Problem: Small food businesses may repeatedly answer the same delivery, payment, party-tray, and ordering questions across separate conversations.

System: A structured chatbot prototype organizes business information into a knowledge-base prompt, answers routine inquiries, and directs custom or order-specific requests to a person for confirmation.

Explore the Cravings to Go website and test how the chatbot handles common menu, delivery, payment, party-tray, and ordering inquiries.

Customer question → Knowledge-base prompt → Scoped AI response → Human confirmation for custom requests
  • HTML
  • CSS
  • JavaScript
  • Vercel Function
  • Gemini API
  • Knowledge Base

Designed to reduce repetitive customer replies, inconsistent business information, and delays in answering common pre-order questions.

Try Live Demo View Case Study
Make.com document intake workflow with Telegram, Google Drive, Google Sheets, and reply modules

DOCUMENT INTAKE

Telegram Document Intake & Record Logging

Problem: Files received in chat can stay scattered and hard to trace.

System: A Telegram workflow downloads submitted images, stores them in Google Drive, logs the record in Google Sheets, and confirms receipt.

Telegram upload → File download → Drive storage → Sheet record → Telegram confirmation
  • Telegram
  • Make.com
  • Google Drive
  • Google Sheets

Designed to reduce manual file downloading and inconsistent document records.

View Case Study
Telegram conversation showing clinic FAQ responses and medical safety guardrails

AI FAQ ASSISTANT

AI-Powered Clinic FAQ Assistant with Safety Guardrails

Problem: Routine clinic questions can take staff time, while unsafe chatbot answers can create trust and safety issues.

System: A guardrailed Telegram assistant answers routine administrative questions and redirects medical or emergency concerns to professionals.

Telegram question → Make.com → Gemini API → Scope check → Safe Telegram reply
  • Telegram
  • Make.com
  • Gemini API
  • HTTP
  • Guardrails

Designed to reduce repetitive FAQ replies while preserving professional boundaries.

View Case Study

How I Work

I start with the workflow, not the tool.

A useful automation begins with understanding how the work is currently done, where it slows down, and which decisions should remain with people.

01

Map the bottleneck

Identify repetitive steps, delays, duplicate work, and disconnected information.

02

Design the workflow

Define triggers, decisions, actions, safeguards, and human review points.

03

Build and test

Connect the appropriate tools, test sample cases, and troubleshoot edge cases.

04

Document and improve

Create clear documentation and identify practical improvements after testing.

Tools & Technical Capabilities

Tools selected around the workflow.

I use automation, AI, business, and documentation tools based on what the process requires. My primary build platform is Make.com, while I continue expanding my workflow-development skills in n8n.

Automation

  • Make.com — primary platform
  • n8n — currently expanding
  • Routers and filters
  • Conditional processing
  • Iterators
  • Array Aggregators
  • Data Stores
  • Multi-record processing

AI Assistance

  • Claude AI
  • Google Gemini
  • AI-assisted classification
  • System instructions and guardrails
  • Structured prompt design
  • Generated-response mapping

API and Integration

  • HTTP requests
  • REST APIs
  • Webhooks
  • OAuth 2.0
  • JSON data mapping
  • API response handling

Data and Communication

  • Google Sheets
  • Google Forms
  • Google Drive
  • Gmail
  • Asana
  • Telegram
  • Date and formatting functions
  • File and metadata handling

Documentation and Organization

  • Notion
  • GitHub
  • Workflow mapping
  • Process documentation
  • Testing notes
  • Known-limitations documentation

Content and Brand Support

  • Canva
  • Social media content planning
  • Promotional graphics
  • Instagram feed organization
  • Brand consistency
  • Website content structuring
  • Notion content calendars

How I choose the tools

The objective is not to use every available application. I select tools based on the business’s current process, existing platforms, data requirements, and the people who will use the workflow.

About

Practical automation, built with clear thinking.

I’m an AI Automation Specialist based in Batangas, Philippines. My portfolio began with veterinary automation prototypes because they involve many workflow problems I wanted to understand deeply: intake, follow-ups, document handling, inventory monitoring, and information moving between tools.

Working through these systems taught me that effective automation is not about connecting as many apps as possible. It is about identifying the right trigger, mapping the data carefully, keeping judgment with people, and documenting what the system can and cannot do.

InstaVet is my focused veterinary automation initiative, but the workflow structures I build can be adapted to other service businesses with similar administrative bottlenecks.

Kate Gozum professional portrait for the about section

Credentials

Verified training that supports the work.

Selected training in automation, AI workflows, integrations, and digital operations.

Integrations: APIs & Connected Workflows

Issuer: n8n

Verified badgeView Credential

AI Fluency for Small Businesses

Issuer: Anthropic Education

Verified certificateView Credential

Additional Digital Work

Also experienced in content and brand support.

Beyond workflow automation, I also create digital content and brand materials that help businesses communicate their offers clearly and maintain a more consistent online presence.

InstaVet AI Solutions

Automation Brand Website & Social Content

Website content, visual communication, and brand-focused messaging

A self-initiated niche brand developed to explore how practical veterinary workflow automation can be presented through a clear website, consistent messaging, and educational social content.

  • Brand positioning and messaging
  • Website content organization
  • Automation service presentation
  • Educational social media content
  • Promotional graphics
  • Calls to action for veterinary clinic owners
Visit the InstaVet Website View Social Content
Desktop screenshot of the InstaVet AI Solutions website homepage
Live websiteClear niche positioning for veterinary workflow automation.
InstaVet social media profile overview
Social presenceNiche positioning and consistent educational messaging.
InstaVet social post about guardrails, logic, and routing
Selected postExplains guardrails, logic, and routing in client-friendly language.

House of Treats

Social Media Content and Visual Direction

Warm product content for a local dessert business

A social media content project created to present products through a cohesive and recognizable feed. The content combines product-focused visuals with promotional announcements, menu information, availability updates, and branded lifestyle posts.

  • Instagram feed planning
  • Social media post design
  • Product-focused promotional graphics
  • Menu and pricing content
  • Sold-out and availability announcements
  • Visual brand consistency
View Social Content
House of Treats Instagram profile overview
Profile overviewWarm brown, cream, and orange brand direction.
House of Treats clean Instagram grid
Feed gridProduct posts, menu information, and promotional updates.
House of Treats menu design
Menu designProduct and pricing information presented in the same visual system.

Contact

Make the repetitive parts easier to manage.

Tell me how the process currently works, where it slows down, and which tools your business already uses. I can help map the workflow and identify whether practical automation would be a good fit.

What to include

  • The process you want to improve
  • Which steps are currently done manually
  • The tools or platforms involved
  • Where delays or mistakes usually happen
  • What a better result would look like

This opens your email app with the workflow details prepared. No message is sent directly through the website.