SM
Sheby M
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Finance · Automation, AI Agent, Web App
Capital Atlas – AI Underwriting Platform
A funding analysis application that evaluates clients against lender criteria and produces lender sequences and branded financial documents.
Stack and focus areas
Automationn8n/MakeFull StackAISoftrAirtableMake.comClaudeGoHighLevelGoogle DocsLender DatabaseCRM
Project description
Agents worked with client records and a database of more than 30,000 lenders but manually prepared funding analyses, letters, plans, and document checklists.
I developed a Softr application embedded inside GoHighLevel. It loads client data from Airtable and triggers Make and Claude workflows to generate branded outputs from approved templates, with downloads and follow-up chat.
