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Faaz KhanGTM & AI Automation · Cognivio AIRemote · US Eastern hours

Make room for the workthat matters.

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I build GTM and AI automation systems: Clay tables, outbound infrastructure and client reporting, so your team stops doing the same work by hand.

Strategy, systems & the work betweenPersonal portfolio

§ I Selected work

Five systems, start to finish.

Each one shown the same way: what it does, how it moves, what it is built from, and what it looks like running.

Emailify

Built & operated by me

My own cold outreach platform. The interface, the sending engine, the follow-up logic and the reply handling are all things I built and run.

Fig. 1 — What happens after a campaign starts
1Campaign builtProspects imported, fields mapped, a multi-step sequence written.
2Engine sendsScheduled jobs check the sending window, the mailbox limits and the queue before anything goes out.
3Thread heldFollow-ups keep the original mailbox and stay in the same Gmail conversation.
4Reply handledA reply stops the sequence. Deterministic rules run first, before any model does.
5

An unmatched reply has to pass a confidence and evidence check before a permitted template is even offered. Ambiguous ones come to me. Negative and unsubscribe replies get no automatic answer at all.

The problem

An outreach campaign has too many moving parts to run out of a spreadsheet: prospect data, sequences, mailbox connections, sending limits, follow-up timing, replies. I wanted the logic behind all of it to be mine.

What it does

  • Runs the interface and the sending engine as separate services, so scheduled work does not need an open browser
  • Enforces per-campaign sending limits and queue priority
  • Keeps sender and thread consistent across every follow-up step
  • Routes uncertain and sensitive replies to a person

Built with

  • React
  • Vite
  • Tailwind
  • Python / FastAPI
  • Modal
  • Supabase
  • Gmail API / OAuth
The Emailify dashboard showing active campaigns, total prospects, connected mailboxes and emails sent
Specimen — the Emailify console. Live operating figures from my own sending.

Clay signal table

Sample build to a real brief

A Clay table that grades every account, researches only the ones worth the credits, and hands the rep a short list of hot accounts with contacts attached.

Fig. 2 — From a raw account list to graded, researched accounts in the CRM
1Accounts imported25 US health systems from a public federal dataset, with hospitals, beds and teaching status.
2Graded A, B or CA formula column grades each account on its size before any credits are spent.
3A accounts researchedClaygent looks for a recent signal and returns a summary, the type, the date and the source. A run condition keeps it off B and C rows.
4Contacts foundPeople on title filters, then a work email waterfall with Findymail validation. It runs only where the grade and a found name justify the credits.
5

An A account with a fresh signal is flagged hot. The grades and signals are written to the company record in HubSpot, matched on domain, so a second run updates the same records and creates nothing new.

The problem

An account list with no order to it burns the credit budget and the rep’s week. Claygent charges the same to research a dead account as a live one, and the rep still has to guess where to start.

What it does

  • Grades every account by formula before a credit is spent
  • Runs research only on the accounts that earned it
  • Validates each work email before it counts
  • Writes the grade and the signal to the CRM record

Built with

  • Clay
  • Claygent
  • Work email waterfall
  • Findymail
  • Python
  • HubSpot API
  • CMS public API
A Clay table of US health systems sorted by grade, with the signal, summary, signal type, date and hot columns filled on the A rows and Run condition not met on the B rows
Specimen — the table in Clay, sorted by grade. Claygent researched the 8 A accounts and skipped the rest. The 5 with a fresh signal are flagged hot. Public data, not a client result.

Research

Documented process

A repeatable way to find something real about a company, check that it holds up, and turn it into an opening worth reading.

Fig. 3 — From public source to a message worth sending
1Read the sourceThe company’s own site and public material, not a data vendor’s summary of it.
2Keep the evidenceThe useful detail is stored with where it came from, so it can be checked later.
3Check the fitDoes the evidence actually support the claim? Weak matches stay flagged rather than quietly passing.
4Write the openingThe first line traces back to something the company actually said or did.
5

Uncertainty stays visible. A match that does not hold up is surfaced for review instead of being silently accepted, because a wrong specific is worse than a generic opener.

The problem

A personalised message needs a reason to exist. A name and a company field are easy to fill. Finding a detail that actually matters takes research, and then it takes judgment about whether that detail holds.

What it does

  • Pulls facts from a company’s own public material
  • Stores each fact with its source
  • Separates supported matches from weak ones
  • Produces a draft opening for review, never an auto-send

Built with

  • Public source research
  • Site extraction
  • Structured data
  • AI assistance
  • Human review

CRM build

Test build on sample data

Emailify’s prospects, campaigns and replies synced into HubSpot and Salesforce, with the pipeline and the reply automation set up in each CRM.

Fig. 4 — From a reply in Emailify to a deal in the CRM
1Emailify records itThe prospect, the campaign they are in, and every reply, classified by type.
2Sync writes the factsCompanies matched on domain with their parent company, then contacts, campaigns and replies. Running it twice creates nothing new.
3CRM rule firesA positive reply opens a deal with the contact, the company and a follow-up task linked to it.
4Deal is workedPositive reply, call booked, call held, proposal sent, then won or lost.
5

A bounce or an unsubscribe goes the other way: the contact is marked unqualified, and an unsubscribe is opted out of email. A guard stops a contact who already has an open deal from getting a second one.

The problem

The outreach tool holds the conversation and the CRM holds the pipeline. Without a bridge, someone copies replies across by hand, and every deal starts from whatever they remembered to paste.

What it does

  • Syncs prospects, companies, campaigns and replies into both CRMs
  • Keeps the parent and child company hierarchy
  • Opens one linked deal and a follow-up task on a positive reply
  • Closes out bounced and unsubscribed contacts

Built with

  • HubSpot
  • Salesforce
  • Python
  • HubSpot CRM API
  • Salesforce REST & Metadata API
  • Supabase
The Outbound deal pipeline in HubSpot, with deals in the Positive reply, Call booked, Call held, Proposal sent and Closed Lost stages
Specimen — the Outbound pipeline in a HubSpot test account. Sample data: invented companies, not a client result.

ReportOps

Working demonstration

A client reporting workflow. It assembles the report, puts it in the account manager’s inbox for approval, and answers the questions that come back.

Fig. 5 — The reporting workflow, end to end
1Client sheetCadence, due date and the account manager who owns each client.
2Draft assembledA scheduled job finds what is due and writes the report from that client’s metrics.
3Account manager approvesThe draft lands in their normal inbox. They approve it or ask for changes.
4Client receives itOnly an approved report goes out.
5

When the client replies with a question, routine ones are answered from the report’s own numbers. Anything touchy, a bad month or a budget question, goes to a person instead.

The problem

Reporting is not the document. Someone tracks what is due, pulls the numbers together, checks the draft, sends it, and then handles every question that comes back. The document is the small part.

What it does

  • Knows which client reports are due and when
  • Writes the draft from that client’s own metrics
  • Holds delivery until a human approves
  • Answers routine follow-ups and escalates the rest

Built with

  • Google Sheets
  • Gmail API
  • Python
  • Scheduled jobs
  • AI drafting
A drafted monthly PPC performance report open in Gmail, with an executive summary and a campaign metrics table
Specimen — a drafted report waiting for review in Gmail. Example client, example metrics. Not a client result.

§ II Where I can help

The work between your tools.

Five kinds of problem I take on. Most engagements start with one of them and stay narrow on purpose.

I

Business workflows

The same task keeps landing on someone’s plate.

I map the steps that repeat, connect the tools that already hold the information, and put the review step exactly where a person needs to make the call.

  • Collect the input
  • Prepare the work
  • Review & deliver
II

White-label GTM builds

Clients sign faster than your build queue clears.

I build Clay tables, enrichment waterfalls and outbound infrastructure for agencies, under your name. Your client gets the work on time and never hears from me.

  • Take the brief
  • Build & test
  • Hand over under your name
III

Connected systems

Your tools have the information. Someone still moves it by hand.

I connect inboxes, spreadsheets and applications so the right information reaches the next step without a person copying it across.

  • Read the source
  • Map the fields
  • Update the destination
IV

Research & AI assistance

Useful research takes more than filling in a name field.

I build evidence gathering and drafting workflows that keep sources attached and send the uncertain cases to a person instead of guessing.

  • Gather evidence
  • Check the context
  • Prepare a draft
V

Care after the build

A workflow has to keep working as the business changes.

I document the system, trace problems when they appear, and update the parts that need to change once your team is actually using it.

  • Understand the issue
  • Fix & verify
  • Document the change

§ III On the workbench

Smaller builds, same approach.

Workflows built for a specific job. Less documented than the five above, still running.

The lead qualification chatbot workflow
Conversation / Qualification

Lead qualification chatbot

A real estate conversation flow that gathers requirements, checks intent and timing, then routes the lead to the right next step.

The newsletter automation workflow
Content / Recurring delivery

Newsletter automation

A scheduled workflow that gathers AI news, turns it into a readable summary, and delivers the structured output to a chat.

The job-based prospecting enrichment workflow
Research / Enrichment

Job-based prospecting

Hiring signals drive company research, contact enrichment, verification, and the preparation of a personalised opening.

§ IV About

The person behind the systems.

Founder of Cognivio AI. I work US Eastern hours with founders and small teams who have outgrown doing it by hand.

Faaz Khan
Faaz Khan
Founder, Cognivio AI

I like making useful things.

Most of what I build starts the same way. Someone on a team is doing a task by hand for the fourth time that week, and nobody has stopped to ask whether it needs a person at all.

So I start with how the work actually happens. Where it repeats, where it gets stuck, and where somebody genuinely has to make the call. Then I build around that, rather than around whichever tool is fashionable this month.

What I have built so far: my own outreach platform, a Clay table that grades accounts before it spends a credit, a reporting workflow with human approval in the middle of it, and a research process built on evidence that stays attached to its source. I also build lead lists white-label for a UK appointment-setting agency, and I have worked on SEO, website delivery and reporting at Obsidian Logic.

The part I care about is the handoff. A system should take the repetition and hand back the judgment, not the other way around.

Faaz.

§ V How we would work

Start with the problem. Build what helps.

One system at a time, with a clear definition of done agreed before anything gets built.

Map the work

We walk through the process, the tools, and the places where work gets stuck.

You leave withA clear picture of the workflow and the problem worth solving.

Scope one system

We agree on the inputs, the boundaries, the review steps, and what a good result looks like.

We agree onA focused scope and acceptance criteria before the build starts.

Build & test

I connect the steps and test both the expected path and what happens when something fails.

You reviewA working demonstration against the process we mapped.

Hand over & support

We walk through the system together and agree on the care it needs after handover.

You receiveThe working system, documentation, and a walkthrough.

§ VI Get in touch

Bring the process.We’ll find the possibility.

Tell me what keeps landing on your team’s plate. We will talk through what could work better, and you will get a clear picture of it either way.

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