What was built
Ongoing Support covers the continuous operation and evolution of Derek Rose's Make.com automation stack from 2024 through present. The work spans three main areas: regular break recovery on the queue-based inventory import system (bi-weekly cycle triggered by new data files), feature development for new capabilities, and monthly support management.
Major features delivered within support: a customer lifecycle tracking system in Pipedrive with AI-powered scoring (OpenAI) and segmentation, an Apollo automation workflow to generate Pipedrive leads from web visitor lists, a partner feedback form integration with personalized Pipedrive links, a JotForm agent monthly update workflow adding notes and updating next-due dates, duplicate person detection and cleanup automation, and a full migration of Make scenarios from API v1 to v2. Each bi-weekly import cycle involves monitoring the queue run, diagnosing any breaks, and deploying fixes within the same session.
The project runs on a monthly billing structure ([M01]–[M12] support milestones) and involves both Nikolai and Alona as delivery resources, with regular Barny Edis work sessions for direct client collaboration.
Project stats: 180 tasks, 55 client meetings, ~88h direct work logged
Recently touched
- 2026-04-21 Impromptu Google Meet Meeting Done
- 2026-04-20 [Pipedrive v2] Update make scenarios In Progress
- 2026-04-20 Pipedrive v2 update of the bigest scenario to Giga v2 + add code module to simplify arrays mess In Progress
- 2026-04-18 [Breaks] when loading queue 2026-04-10-01-11-19 - Data.xlsx Done
- 2026-04-17 Barny Edis / Nikolai Sokolov - Work Session Done
Other projects in this case study
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We ran a scoped evaluation of JotForm's built-in AI agent feature to determine whether it could replace or reduce manual data collation work inside Derek Rose's existing Pipedrive and Make.com stack.
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