Workflow Automation Services
How much time does your team spend on repetitive tasks? Data entry, report generation, moving information between systems, sending follow-up emails. These tasks eat hours every week - hours that should go toward work that actually requires human judgment.
What I Automate
Data Entry & Sync - New lead in your CRM? Automatically create records in your accounting system, project management tool, and email list.
Notifications & Alerts - Get Slack messages when important events happen. Email summaries of daily activity. Alerts when something needs attention.
Report Generation - Automated daily/weekly reports pulled from your systems, formatted, and delivered where you need them.
Document Processing - Extract data from forms, invoices, or emails. Route to the right people. Update your systems.
Approval Workflows - Multi-step approval processes that route correctly, remind when stalled, and track everything.
Tools I Work With
No-Code Platforms
- Zapier - Great for simple, reliable automations
- Make (Integromat) - More complex logic, better pricing at scale
- n8n - Self-hosted option, full control, no per-task fees
Custom Development
- Direct API integrations when no-code won't work
- Custom scripts for complex transformations
- Database triggers and scheduled jobs
My Process
- Map Current Workflows - Understand exactly what happens today
- Identify Automation Opportunities - Find the high-impact, low-risk wins
- Design & Build - Create the automation with proper error handling
- Test Thoroughly - Edge cases, failure scenarios, load testing
- Document & Train - Your team knows how it works
- Monitor & Support - Ongoing visibility into automation health
Real Results
Typical outcomes from automation projects:
- 10-20 hours/week saved on data entry
- Response times cut from hours to minutes
- Zero manual errors in automated processes
- Team focuses on high-value work
Get Started
Tell me about a process that frustrates your team. I'll give you an honest assessment of whether automation makes sense and what it would take.