Portfolio · inbound ops

Review the work before anything leaves the machine.

Six independent concept demos show how an operator would classify mail, score leads, read invoices, follow up tasks, watch a pipeline, and map a migration. Keyword rules and filled templates do the thinking. Connectors stay simulated. Every name in the sample set is fictional.

Open Inbox Triage Open Lead Score CRM

Concept demo · sample data

Workbench entry · static preview

Basalt Ops Local only

Inbox

Keyword route

Leads

Score A / B / C

Invoices

Regex fields

6 Live project URLs

0 Outbound sends

Rules No live model call

Local Board and ledger stay here

Classify

Mail with explicit rules

Filter a sample inbox, apply documented keywords, and fill a bilingual template. The draft stays editable inside that project.

Score

Leads onto a local board

Weights for keywords, budget, and title produce an A/B/C tier. Cards move across stages without a CRM write.

Read

Invoice text, then a ledger

pdf.js reads sample or uploaded text PDFs. Regex fills fields. Approval records a local row only.

Projects

Open a workbench

Each card is its own URL. The consoles, drafts, and tables live there.

Live

Inbox Triage

Sample B2B mail, keyword classification, English and Chinese template drafts, and a local decision log.

Rules demo — not a live LLM call

Open project

Live

Lead Score CRM

Fictional leads, a visible score breakdown, notes, and a board for New, Qualified, Won-local, and Disqualified.

Simulated CRM connector

Open project

Live

Invoice Extract

Text from sample PDFs or your own text-based PDF, editable regex fields, validation, and a local ledger.

Simulated accounting connector

Open project

Live

Task Follow-up

Sample tasks, a demo clock, reminder queue, and a daily digest. Status changes stay in this browser.

Rules demo — not a live LLM call

Open project

Live

Workflow Monitor

A local pipeline canvas with node detail, run history, and an audit log. Stages advance only in the page.

Local pipeline simulator — not a live n8n execution

Open project

Live

Migration Demo

Zapier and Make samples become an n8n workflow skeleton, with field mapping, a checklist, and a local export.

Offline migration planner — no account connection

Open project

What runs for real

Static HTML, CSS, and JavaScript. No build step.
Routes: inbox-triage/, lead-crm/, invoice-extract/, task-followup/, workflow-monitor/, migration-demo/.
Decisions, the CRM board, and the ledger stay in the browser.

What is simulated

Companies, people, mailboxes, leads, and invoice parties are sample data.
Scores and extraction are documented rules, not a live model.
No mailbox send, n8n run, webhook, HubSpot, Salesforce, or QuickBooks write.

Concept demo · sample data