I already have a working scenario in Make.com that receives a PDF mortgage report by email, analyzes it, and sends it to Zoho CRM. But I want to make it more reliable and add automatic creation of an Excel file.
What needs to be done:
Improve the existing process so that each PDF report goes through a double quality check. My idea is to use the Claude API for the main analysis and the ChatGPT API for verification and assessment of the reliability of the result. But I am open to other solutions if you have better ideas.
The output should be an Excel file with three sheets (detailed table, clean data, summary) and automatically create a task in Zoho CRM with attached files and an accuracy assessment of the analysis in the description.
Important points:
Reports in Hebrew from Israeli banks. RTL support and working with Hebrew is required.
I have a detailed document with analysis instructions - I will pass it to the selected specialist.
There are already accounts in Make.com and Zoho CRM, access to AI APIs.
What I expect from you:
First, propose your solution with an explanation of the approach and an estimate of the development and operational costs.
Then develop a complete working scenario with error handling.
Finally, provide documentation and conduct a short training session.
I need a specialist with experience in Make.com (mandatory), integration of AI APIs, Zoho CRM, and creating complex Excel files. Experience in the financial sector will be a plus.