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SolarBuddy Automation

Each address is geocoded, stored with coordinates, or flagged with a failure reason.

Automated pipeline processes property data, calculates solar potential, and tracks API costs with zero manual effort.

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No Lead Intake Drops Silently

SolarBuddy automates data validation, solar potential calculations, and API cost tracking, ensuring verified records and reducing manual work.

The Impact

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Streamlined Delivery
Automates data ingestion to deliver personalized, downloadable solar reports directly to users.
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Cost Transparency
Tracks per-API costs across OpenAI tokens, Make.com operations, and free-tier calls.
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Data Validation
Automatically audits incoming data and isolates incomplete records to ensure ingestion quality.

How We Thought

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arrowFocused on transforming raw property submissions into calculated estimates instantly, ensuring no processing delays or hidden execution costs stall system tracking.

1.  Webhook Ingestion

The Entry Point

The workflow triggers instantly on multi-step lead intake form submissions, capturing contact information, energy metrics, and roof image uploads.

2.  Forward Geocoding & Solar Analysis

The API Execution

Data coordinates pass to third-party geocoding and solar endpoints to retrieve regional irradiance, tariff structures, and production estimates.

3.  Result Routing & Deduplication

The Logic Gate

The automation checks database histories for identical property addresses before execution to prevent duplicate API spend.

4.  Dual Destinations

The Output Split

Clean transactions generate an assessment report and write to the Leads table; failed requests route directly into an error view.

5.  Error Classification

The Safety Net

A scheduling scenario scans recently added leads for missing fields and creates specific issue tags for administrator review.

Architecture Snapshot

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An event-driven pipeline uses webhooks to trigger workflows instantly, combining data ingestion, API execution, validation, and parallel CRM logging into one automated stream that eliminates processing delays.
architecture snapshot

The Stack

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Vercel, Make.com, OpenAI, and Airtable power automated solar analysis, reporting, routing, and cost tracking.
Make.com
Make.com
Vercel
Vercel
Open AI
Open AI
Airtable
Airtable

Systems Delivered

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Multi-Step Lead
Intake Webform
Multi-Step Lead
Intake Webform
Per-API Cost Tracking Module
Per-API Cost Tracking Module
Make.com Automated
Calculation Backend
Make.com Automated
Calculation Backend
APITemplate.io PDF
Generation Engine
APITemplate.io PDF
Generation Engine
Authenticated Dashboard User Interface
Authenticated Dashboard User Interface
upgrades

What Changed

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  • Inbound data moves from submission to structured PDF reports in seconds.
  • Administrative teams waste zero time cross-referencing manual solar grids or layout formats.
  • Pipeline spend leaks dropped because every software operation logs an audit cost trace.
  • Dedicated integrity views guarantee swift visibility for records needing manual adjustment.
  • The entire lead processing and report delivery ecosystem runs continuously 24 hours a day.
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Curious how we approach complex builds like this?
arrowSee How We Work
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CIZO helped us turn a complex solar assessment process into a simple, automated workflow. The system saves our team time and gives us better visibility across the entire process.
- JonathanAutomation | USA
Most ideas never reach this stage. Execution is where ideas earn their value.

More Work Like This

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Speak Directly With the People Who Build

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locationD 908 - PNTC, Times Of India Press Rd, Prahlad Nagar, Ahmedabad, Gujarat - 380015, India
locationLangenthalstrasse 8A, 4912 Lotzwil, Switzerland.
location1204 Al Manara Tower, Business Bay Dubai, United Arab Emirates
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arrowBuilt with enterprise standards for security, data handling, and delivery.
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