AI automation & tools
Build useful automation around the work you already do.
I help scope and implement workflows and tools that connect existing systems. We start with the task, the information involved and the decisions that need your control, then build toward a maintainable handoff.
For founders, publishers and small teams with a repeated task or a focused software problem.
01
Workflow automation
Connect recurring work so information moves through a defined process. A form can create a CRM record, an order can notify the team and a scheduled report can replace another manual spreadsheet export.
- Form → CRM or spreadsheet; cross-tool data sync and webhooks
- Scheduled reports, operational alerts and exception handling
- Zapier, Make, n8n or direct APIs and scripts, chosen for the existing setup
- Testing, failure reporting, documented ownership and optional ongoing maintenance
02
Email and CRM workflows
Organize inbox-related work, prepare follow-up drafts and connect customer information with appropriate review steps. We agree which actions need approval before anything sends or changes customer records.
- Classify and route inquiries, attachments and follow-up tasks
- Prepare context-aware email drafts from an inquiry and its history
- Keep CRM records and next actions in sync with the agreed workflow
- Explicit sending rules, audit trails and useful failure notifications
03
Apps and internal tools
Develop focused dashboards, internal applications and lightweight tools with AI-assisted development. This can be a new workflow, an integration or help bringing a half-built project to a stable handoff.
- Dashboards and internal tools with the data and views your team needs
- API integrations, AI-assisted content systems and focused application features
- Clear scope and acceptance criteria before coding; review of architecture and edge cases
- QA, deployment planning, rollback documentation and ownership of code and accounts
04
Setup and training
Get hands-on help configuring AI tools and using them for your own projects. Sessions start from your actual workflow and experience level, with live setup and practical examples.
- Codex, Claude Code and Cursor configuration for your projects
- Project instructions, permissions and shared team conventions
- Scoping requests, providing context, reviewing output and knowing when to step in
- A written setup guide and handoff, with follow-up needs agreed in the proposal
What you leave with
- A scoped workflow and acceptance criteria
- A tested implementation in your systems
- Documentation and a walkthrough
Each engagement is scoped to the project. Deliverables, access, timing, pricing and follow-up support are agreed before work starts.
Relevant work
Automation & systems
Social Posts Dashboard
How a human-approved social publishing dashboard uses a durable ledger, careful recovery, and channel controls to prevent duplicate public posts.
Read the case studyAutomation & systems
Draft-Only AI Email Responder Case Study
How a draft-only Gmail responder gives teams faster customer-reply drafts while a human always reviews and sends every message.
Read the case studyAutomation & systems
Financial Portfolio Dashboard Case Study
A client-facing portfolio dashboard that brings accounts, options, market data, research, and safeguards into one dependable workspace. Built for reliable use.
Read the case studyTell me what needs to work better.
Share your current process and the outcome you want. We will map the constraints, choose a useful first step and agree how to judge the result.
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