My workCase study / Marketing Automation Engineer

HDL Automation

AI-powered digital transformation · Freelance → Full-time

AI-powered digital transformation - Odoo ERP, MCP-based AI agents, WhatsApp automation and live executive dashboards.

OdooERP Platform
MCPAI Architecture
LiveDashboards
24/7Automation

Overview

Design and build the automation layer that connects marketing, sales and operations - turning manual workflows into AI-assisted systems with real-time visibility.

The challenge

Manual, disconnected workflows capped growth and slowed lead response; the business needed end-to-end automation and a single source of truth.

The strategy

Centralize operations in Odoo ERP, integrate AI via the Model Context Protocol, and automate lead distribution and customer engagement through WhatsApp and CRM workflows.

Execution

  • Centralized operations inside Odoo ERP with custom development and API integrations
  • Integrated AI automation via the Model Context Protocol (MCP)
  • Built a WhatsApp Business API chatbot with automated lead-distribution workflows
  • Delivered live business dashboards for real-time executive visibility

Results

  • End-to-end automation across departments with centralized Odoo operations
  • Faster lead response through automated distribution
  • Real-time executive visibility via live dashboards
  • AI integrated into daily operations and WhatsApp customer engagement

What I learned

Automation compounds on a clean data model. Getting ERP structure and MCP integration right first made messaging, lead routing and reporting dramatically simpler and more reliable.

Original screenshots are watermarked and private details are removed. Each report has its own period and attribution settings; store totals are not automatically campaign revenue, and ROAS is not profit.

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