Diamond Blade Analytics

We automate and optimize business workflows that are manual, outdated, inefficient, or repetitive, for every business size in any industry.

Each solution below is custom-built from scratch to solve a specific task with precision and purpose.

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The case study presented below is based on fictional data and use cases. They are provided exclusively for illustrative purposes to demonstrate the capabilities and services of Diamond Blade Analytics.

Power Automate Report Sync System

Brief Overview:
This Power Automate workflow is a fully automated document handling system that routes PDF reports from email to the correct Google Drive folder, based on custom ID matching — and notifies the team in Microsoft Teams. It removes all manual steps like sorting, renaming, uploading, and messaging. Built for field teams and admin staff, it guarantees reliable, zero-touch report organization.

❗ The Problem

A field services company was dealing with:

Dozens of daily emails with report attachments
Manual renaming and sorting of PDF files
Upload mistakes, missing folders, and version mix-ups
Zero visibility into which reports had been received or uploaded
Engineers waiting on files that were buried or forgotten
Disorganized folders and no alerts when something went wrong

The process was slow, stressful, and prone to human error.

✅ The Solution

Diamond Blade Analytics – Automated Report Sync System

Detects incoming emails with report attachments
Extracts a unique identifier directly from the subject line
Searches Google Drive for a folder that matches the identifier
If the folder exists:
- Checks for an existing file
- If it’s there, it updates it with the new version
- If it’s not, it creates the file automatically
Posts a message to Microsoft Teams confirming the update or creation
If no matching folder is found, it alerts the team instantly

No more dragging files, switching tabs, or wondering what got missed.

✨ The Result

Saved 4 hours per week on admin and uploads, $10,000+ in cost savings
100% of reports now land in the right place
Instant notifications remove the guesswork
Clean, organized folders with no duplicates
Zero reports lost or forgotten
Fully automated — no human intervention needed

The team now has a hands-free system that just works. No chaos. No confusion. Just accurate, reliable file management that runs 24/7.

N8N AI Lead Research Assistant

Brief Overview:
This automation turns any list of company websites in Google Sheets into polished, HTML-formatted business summaries, workflow audits, and automation proposals — all in seconds. Built in n8n, it combines HTTP requests, OpenAI, custom JavaScript, and live web scraping to give agencies, consultants, and sales teams instant, actionable insights. Just update your Sheet, click run, and get professional breakdowns for every lead — no manual effort.

❗ The Problem

A B2B sales consultant was tired of wasting time doing cold lead research by hand:

Googling each company manually
Skimming websites trying to figure out what they even do
Copy/pasting notes into emails
Writing repetitive summaries from scratch
Missing key pain points due to rushed skims
Manually assembling emails, over and over

They needed a way to understand leads fast, and email them even faster, without all the copy-paste chaos.

✅ The Solution

Diamond Blade Analytics – AI Lead Research Assistant

Pulls lead lists directly from Google Sheets
Scrapes any business website in real-time using an HTTP Request
Extracts readable content via custom JavaScript code
Passes the content to OpenAI in n8n for instant summarization
Auto-generates a 3-part business analysis:
- What the company does
- Where workflow inefficiencies likely exist
- How automation can solve them
Batch processes any amount of leads from Google Sheets in one click
Sends the AI summary to your inbox instantly
No code deployments, no browser extensions, just one click
Easily extendable with CRM integrations, lead tracking, or Google Sheets

Now the team can qualify, research, and follow up with leads in seconds — not hours.

✨ The Result

Saved 10+ hours weekly in research time, $25,000+ in cost savings
Emails automatically include industry-specific automation insights
Lead response time improved by 80%
New client deals closed using insights pulled directly from each site
Reusable for any niche — SaaS, consulting, logistics, local service, etc.

Now the consultant runs research like a machine. Every outreach message is tailored, strategic, and backed by website data with N8N

CRM & Revenue Management System

Brief Overview:
This tool is a full-suite client and revenue tracking system custom-built for agencies managing multiple clients, services, and payment cycles. Built using automation tools and a sleek front-end interface, it centralizes client records, payment tracking, lead status, and financial data—all in one simple dashboard.

❗ The Problem

A digital marketing agency was juggling:

Spreadsheets for tracking payments
Google Docs for managing leads
Manual emails and notes to follow up with clients
Zero centralized place to view total revenue, due dates, or client status
Payment status tracking done by memory or separate invoices
Missed follow-ups and late payments due to poor visibility
Unclear accountability across the team

It was chaotic, scattered, and error-prone. The team needed a unified way to manage everything.

✅ The Solution

Diamond Blade Analytics – CRM System

Instantly shows revenue this month, client count, pending payments, and active leads
Stores client names, phone, email, services, and status in one place
Tracks amounts, payment frequency, due dates, and payment status
Captures lead interest, notes (like budget concerns), and follow-up status
“Active,” “Paid,” “New Lead” labels make the data instantly scannable
All tabs fully editable for adding, updating, or deleting data in real-time
Local + secure, runs in your environment with zero dependencies on 3rd-party CRMs

Now the team has one system to manage everything—from prospects to payments.

✨ The Result

Saved 5+ hours weekly on admin tasks, $7,500+ in cost savings
100% payment visibility—no more missed invoices
Clean dashboard with real-time reporting
Leads now get follow-ups based on status, not guesswork
Organized client database with phone, email, service info at-a-glance
Zero data silos. Everything in one tool.

Now the agency is fully in control of its revenue, client data, and lead pipeline—without relying on cluttered spreadsheets or disconnected tools.

Appt. Scheduling Automation Tool

Brief Overview:
This tool automates an entire appointment scheduling and notification workflow using Make automations. It integrates with Google Calendar and email systems to monitor new bookings, send instant notifications, and deliver timely follow-up reminders without any manual intervention.

❗ The Problem

Sarah, a business consultant, had to:

Manually check her calendar multiple times daily for new client bookings
Copy appointment details and send confirmation emails by hand
Remember to send follow-up reminders 24 hours before meetings
Risk missing important bookings during busy periods
Spend valuable time on repetitive administrative tasks
Deal with clients who felt uncertain about booking confirmations

It was time-consuming, error-prone, and outdated.

✅ The Solution

The Calendar Notification Process Automation Tool via Make.com

Monitors Google Calendar continuously for new or updated events
Instantly captures all appointment details (title, time, location, description)
Sends immediate notification emails with complete booking information
Automatically schedules and delivers follow-up reminder emails
Works 24/7 without any manual oversight required

Now clients can manage their own appointments, and the system handles all scheduling and communications automatically.

✨ The Result

3+ hours saved weekly on administrative tasks, $3,500+ in cost savings
100% booking confirmation rate
Zero missed follow-up reminders
Professional, consistent client communications
Reduced client anxiety about booking status
Complete automation with reliable delivery

Now Sarah can focus entirely on serving her clients instead of managing appointment logistics and email communications.

Affiliate Link: Make.com (Click Here)

Options Pricing Automation Tool

Brief Overview:
This tool automates an entire options pricing workflow. It integrates with Outlook and Excel to collect financial data, calculate prices using the Black-Scholes model, and generate an email-ready report in a few clicks.

❗ The Problem

Marlin, a derivatives analyst at a bank, had to:

Download relevant emails every day (Holdings, Economics, and Stock Prices)
Spend significant time cleaning messy data in Excel
Run pricing formulas by hand
Confirm prices against third party system
Format and save the final price file
Create and send the report via email

It was repetitive, slow, and error-prone.

✅ The Solution

The Options Pricing Process Automation Tool:

Connects to Outlook and grabs the attachments by date
Merges all data intelligently
Calculates option prices using the Black-Scholes Model
Saves a clean Excel report
Drafts an Outlook email with the report attached — ready to send

Now Marlin just opens the tool, picks a date and directories, and clicks a few buttons.

✨ The Result

5+ hours saved weekly, $10,000+ in cost savings
Accurate, clean reports every time
Less stress, no repetitive work
Scalable and repeatable process
Error rate significantly reduced

Now Marlin can focus her time on responding to price confirmation requests instead of manually processing the prices.

QuerySync: SQL + Database Studio

Brief Overview:
This all-in-one database tool empowers analysts to convert Excel files into Microsoft Access databases, run advanced SQL queries, append or update tables, preview data, and export clean results — all through a modern UI.

❗ The Problem

Cristian, a data analyst at a consulting firm, used to:

Manually convert Excel reports into Access databases
Struggle with inconsistent column names and datatype issues
Use complex tools that bury the basics under layers of noise
Append data by hand with mismatched fields and dirty formats
Export, rename, save, reformat, and copy-paste everything manually

It was slow, messy, and prone to error.

✅ The Solution

QuerySync: SQL IDE + Database Studio solves it with:

One-click Excel-to-Access conversion
Smart column sanitization and table creation
A modern SQL editor with syntax highlighting and formatting
Live query previews with export to Excel
Data append options for QA testing, reconciliation, and updates
Robust logging and table previews for full transparency

Cristian just imports a file, clicks a few buttons, runs a query, and exports his results.

✨ The Result

6–10 hours saved per week, $20,000+ in cost savings
Cleaner, more reliable database workflows
No more copy-pasting across Access, Excel, and SQL tools
Easier QA and faster client deliverables
Non-technical teams can now run and validate their own queries

Whether he was migrating data, validating tables, or debugging messy spreadsheets, Cristian finally had a precision tool built for how analysts really work.

The case studies presented below are based on fictional data and use cases. They are provided exclusively for illustrative purposes to demonstrate the capabilities and services of Diamond Blade Analytics.

DomainCheck Pro Tool

Brief Overview:
DomainCheck Pro is an intelligent domain name ideation and validation tool. It helps entrepreneurs and digital asset investors brainstorm high-quality domain names based on their business ideas, then checks their availability — all in one streamlined desktop app.

❗ The Problem

Sam, a digital asset investor, needed domain names for multiple investment projects. He struggled with:

Wasting hours brainstorming names manually
Checking each domain’s availability one-by-one
Jumping between tools and tabs
Repeating the same tedious task for every new idea
Losing name ideas due to lack of tracking and storage

It was frustrating, unscalable, and constantly broke his creative flow.

✅ The Solution

DomainCheck Pro turned this painful process into a 2-minute task:

Uses GPT‑4o to instantly generate domains based on Sam’s custom themes
Offers built-in controls for number of suggestions and extensions (.com, .ai, .io)
Saves AI responses and prompts to local files for documentation
Automatically checks each name’s availability using WHOIS API
Presents clean, organized results and saves final outputs

Everything is done inside a single interface — no coding or tab-hopping required.

✨ The Result

8+ hours of manual work reduced to minutes, with over $30,000 in cost savings
Endless, high-quality domain ideas from AI
Verified domains saved and logged automatically
Can reuse the tool for any niche or client
Clear, repeatable workflow for launching new brands

Sam now generates and checks dozens of domains per week — with zero burnout.

File Search Automation Tool

Brief Overview:
This desktop utility scans entire folders and subfolders for keywords across multiple file types — including PDF, Word, Excel, PowerPoint, CSV, and plain text files. It’s designed for speed, accuracy, and simplicity when searching massive directories of documents.

❗ The Problem

Jessica, a compliance manager, needed to track down every document mentioning “DBA File Search Keyword” across an entire company archive. She struggled with:

Searching one file at a time manually
Flipping between file types and different applications
Missing mentions buried deep in PowerPoint slides or Excel sheets
Slow, repetitive searching that killed productivity

It was chaotic, stressful, and took hours for every audit.

✅ The Solution

The File Search Automation Tool gave her superpowers:

Scans inside all file types — PDF, Word, Excel, PowerPoint, TXT, and CSV
Displays every match in real time with full path and context
Handles nested folders and large document libraries
Supports case-insensitive searching and wildcards
Automatically locates matches in specific pages, slides, or sheets

Jessica simply picks a folder, types a keyword, and clicks “Start Search.”

✨ The Result

Saved 8–10 hours during the last document review, with over $12,000+ in cost savings
All keyword matches found in seconds
Works across thousands of files and folders
Compatible with audits, records, legal, and research teams
Easy for non-technical users to operate

Now, document investigations are fast, accurate, and hassle-free.

Interest Rate Swap Pricing Template

Brief Overview:
This Excel-based tool automates the end-to-end workflow for pricing an interest rate swap (IRS) portfolio. It consolidates inputs from multiple source files, applies valuation logic, checks for tolerance breaches, and generates a final output file — including an email-ready pricing summary.

❗ The Problem

Lena, a fixed-income analyst, had to manage IRS portfolios daily. Her manual workflow looked like this:

Gather data from Holdings, Economics, and Rates files
Calculate fixed/floating leg values by hand
Apply swap curve rates manually
Check tolerance thresholds row by row
Format results and send reports via email

This process was time-consuming, error-prone, and frustrating under time pressure.

✅ The Solution

The Interest Rate Swap Pricing Template transformed the process into a button-click workflow:

Imports all relevant files into one dynamic dashboard
Auto-calculates fixed leg, floating leg, and present values
Computes the net deal price and portfolio value
Flags any out-of-tolerance trades
Generates a summary report with pass/fail checks
Preps a formatted email with subject, body, and attachment — ready to send

Lena just updates the valuation date, clicks through each step, and lets Excel do the heavy lifting.

✨ The Result

Reduced pricing time from 1 hour to under 5 minutes, saving over $9,000
50+ trades auto-priced with zero manual effort
Email generation built-in with editable message
Fully auditable — each input and calculation is traceable
No more stress during evening valuation cycles

The tool helped Lena spend more time analyzing and less time formatting.

MarketScope – Strategic Financial News Sentiment & Impact Evaluation Tool

Brief Overview:
MarketScope is a financial news intelligence platform that pulls live headlines about any company and evaluates them automatically. It categorizes the news into positive or negative sections and analyzes short-, medium-, and long-term market impacts — delivering a comprehensive investment summary in under a minute.

❗ The Problem

Ethan, an equity analyst, spent hours each morning:

Scraping through financial news sites
Manually copying headlines into documents
Evaluating sentiment and market implications by hand
Writing long-form investment commentary
Risking missed headlines and biased analysis

The process was time-consuming, inconsistent, and couldn’t keep up with real-time markets.

✅ The Solution

MarketScope turned headline chaos into structured insights:

Pulls the latest financial news for any company using live RSS feeds
Uses GPT-4o to automatically analyze and sort news into 5 clear sections
Saves analysis to a final report file
Displays results in an easy-to-read format, instantly sharable

All Ethan has to do is type in a company name, link up a few files, and press 2 buttons.

✨ The Result

Saving an entire market research analyst salary of $75,000+
20–30 headlines processed and evaluated in seconds
Clean separation of short- vs. long-term stock impact
Final summary ready to use in investment reports
90%+ time savings vs. manual headline reviews
More consistent, objective, and high-quality commentary

MarketScope now powers Ethan’s daily market prep — fast, scalable, and always up to date.

Data Comparison Testing Tool

Brief Overview:
This tool streamlines parallel testing by letting users directly compare two datasets — typically “test” and “production” — side by side. Just paste your data into each window, run the comparison, and instantly spot discrepancies at the row and column level.

❗ The Problem

Jasmine, a QA analyst, had to:

Manually open multiple Excel files
Compare columns row by row using formulas or filters
Track mismatches with screenshots and spreadsheets
Explain column mismatches to devs and business stakeholders
Export results with context and formatting

This repetitive process was error-prone, exhausting, and impossible to scale across multiple datasets or formats.

✅ The Solution

The Data Comparison Tool makes QA painless:

Paste tabular data from Excel, databases, or CSVs
The tool automatically parses and aligns columns
Click “Compare” to generate a full discrepancy report
View side-by-side mismatches directly in the app
Export clean Excel sheets with Test, Prod, and Discrepancy tabs
Use in UAT, audits, automation validation, and version rollouts

Jasmine gets precision-level testing in seconds — no formulas, no pivot tables, no stress.

✨ The Result

Comparison time reduced by 80–90%, saving over $17,500+
Clear column-level mismatches highlighted in-app
Supports large datasets with copy-paste input
Excel export makes reporting and documentation simple
No more manual hunting — faster parallel sign-off

Whether she was reviewing vendor data or validating internal systems, Jasmine finally had a precision tool built for how QA really works.

Invoice Generator + Tracker App

Brief Overview:
This tool optimizes an end-to-end invoice generation process for client-facing businesses. It allows users to add clients, create detailed invoices with line items, generate PDF previews, track status (draft/sent/paid), and manage everything from a clean, central dashboard — without ever opening Excel.

❗ The Problem

An administrative assistant managing multiple client projects had to:

Manually create new invoices for each client in Excel
Calculate line item totals and final amounts
Copy/paste data from old files to new ones
Format, save, and email PDF invoices
Keep track of paid vs. unpaid invoices in a separate file

It was tedious, messy, and prone to errors — especially when working fast or juggling lots of clients.

✅ The Solution

The Invoice Generator + Tracker App:

Lets users add clients with saved contact details
Builds invoices dynamically from line items, rates, and quantities
Auto-calculates totals in real-time
Previews invoices in a polished PDF format
Tracks invoice status (Draft, Sent, Paid)
Saves all invoice records and client info in local storage
Allows quick edits, PDF downloads, and simple status updates

Now, the user just picks a client, enters items, clicks “Create,” and the invoice is ready to go — PDF and all.

✨ The Result

4+ hours saved weekly, $5,000+ in cost savings
Immediate, professional invoices sent out faster — fewer delays in payments
No more tracking invoice statuses manually in a spreadsheet
Easier reporting and end-of-month summaries
Error rate reduced significantly from manual entry

Now this user can stay focused on their actual work — not on formatting and following up on invoices.