What I run today
Delivered through an agency partner, these automations run every day for real client businesses. I build them, monitor them, and keep making them faster, cheaper to run and harder to break. Client names stay private — the work doesn't.
The kind of work
Form, email and ad leads captured once, cleaned, de-duplicated, created in the CRM and assigned to the right person — with an alert if anything is missing.
Records kept consistent across CRM, spreadsheets, databases and billing tools, so nobody re-types the same information twice.
Weekly and monthly reports assembled automatically from several sources and delivered to the people who need them.
Requests routed to the right team, with reminders and escalations so nothing sits unanswered.
AI reads and sorts incoming documents and messages, extracts the key fields, and flags anything unclear for a person to review.
Error catching on every workflow, alerts when something fails, and fixes shipped when a connected app changes.
Ongoing optimization
Redundant steps and duplicate workflows merged, so there's less to break.
Fewer wasted tasks and operations in Zapier and Make.
Failures get caught and reported instead of disappearing silently.
Every workflow written down, so it never depends on memory.
Want to see real examples? On a fit call I'll walk you through anonymized workflows similar to yours.
Book a fit call