Automation is how work ships
Most “capacity problems” are really manual‑workflow problems. Teams lose hours moving data between tools, chasing status updates, and re‑doing the same admin steps that software can quietly handle in the background
Reliable Every Time
I replace “remember to do it” with reliable workflows, so outcomes don’t depend on who’s on shift, how busy the team is, or who happens to notice something is stuck
No more copy-paste
I connect CRMs, inboxes, forms, and spreadsheets so information moves automatically between tools instead of being re‑typed by hand
Automatic Next Steps
I turn real‑world processes into automations: when something happens (a form is submitted, a ticket is created, a payment lands), the right follow‑up is triggered in the right place
Featured Workflow Automation Projects
Automated Customer Data Sync
Single‑entry customer data that stays consistent across all tools
Make.com
Zapier
Helpdesk
CRM
GDPR & HIPAA Compliant
Results
Implemented end-to-end RevOps strategy aligning sales, marketing, and customer success teams.
Use validation and smart error handling so edge cases are flagged for review instead of silently breaking flows
Maintain a single “source of truth” record so updates happen in one place and propagate everywhere they’re needed
Involve AI or humans only when something doesn’t match the rules, keeping performance high without hiding problems
Automated Document Creation with Tracking
Operational documents created through workflows, not manual templates
Make.com
Zapier
Office 365
CRM
GDPR & HIPAA Compliant
Results
Implemented end-to-end RevOps strategy aligning sales, marketing, and customer success teams.
Assign every document a unique ID that records who created it, when, and for which customer, making it easy to verify authenticity and spot alterations
Apply consistent layouts, wording, and branding even for “blank” documents, reducing one‑off variations and accidental deviations from policy
Link documents back to customers and staff in the internal system, giving a full audit trail that supports GDPR and HIPAA compliance while unlocking better operational insight
Automated Customer Data Sync
Proactive, non‑spammy communication across Email, WhatsApp, and RCS
Make.com
Zapier
WhatsApp API
Twilio
GDPR & HIPAA Compliant
Results
Send confirmations automatically when key events happen, like payments, intake forms, or bookings, so customers always know what’s going on
Use embedded WhatsApp feedback flows to collect input from both happy and unhappy customers, reducing bias from only extreme reviews
Deliver invoices, documents, and follow‑up information straight to email or WhatsApp when key events happen, so customers get what they need immediately without staff remembering each send
Design workflows so messages stay clearly transactional , while still embedding lightweight feedback prompts that gather insight without turning the interaction into marketing
My Approach
Design for humans
Keep communication transactional and service‑first, while still creating natural feedback moments
Turn processes into clear triggers, actions, and rules people can understand at a glance
Shape forms, interfaces, and touchpoints so the next step is always obvious
Test, Learn, Optimize
Treat every change (campaigns, pricing, operations) as an experiment with clear success metrics and timelines
Use data to shift resources toward high-intent, high-ROI channels and away from low-yield efforts
Simplify processes so improvements hold under real conditions, not just in ideal scenarios
Diagnosis & Insight
Focus on metrics tied to revenue, efficiency, and customer value, not vanity KPIs that don’t drive decisions
Map the full funnel (audience → website/app → leads → revenue) to understand where value is actually created
Translate data into a small set of actionable questions the team can use, instead of complex dashboards
Areas of Expertise
Workflow Automation Design
Turning messy processes into reliable, tool‑driven workflows.
- Map real‑world steps across teams, tools, and channels before touching automation
- Design triggers, actions, and fallbacks that match how people actually work, not how tools want them to
- Standardize how data is created, updated, and archived so it stays trustworthy over time
- Document flows so others can understand, maintain, and extend them without starting from scratch
AI-Aware Process Integration
Slotting AI into existing workflows without breaking them.
- Identify where AI adds leverage (classification, drafting, summarizing) instead of forcing it into every step
- Wrap AI calls in clear guardrails, validations, and escalation rules so results are predictable
- Connect AI outputs to downstream tools (CRMs, tickets, docs) instead of leaving them in chat windows
- Monitor usage and edge cases to iteratively adjust prompts, thresholds, and fallbacks
Service-First Communication Systems
Transactional messaging that keeps customers informed, not marketed at.
- Design event‑based confirmations and updates across email, SMS, and WhatsApp
- Separate essential service messages from marketing so compliance and expectations stay clear
- Embed feedback prompts into natural touchpoints to gather insight without extra friction
- Make sure no critical update depends on someone “remembering to send an email”
Data & Documentation Governance
Keeping information structured, traceable, and compliant.
- Define a single source of truth for key records and keep other tools in sync with it
- Use IDs, metadata, and access rules so every document is traceable to a person, time, and customer
- Build lightweight controls that support GDPR/HIPAA needs without blocking day‑to‑day work
- Turn operational data into something that can be audited and analyzed, not just stored
Tools & Technologies
Workflow Automation Stack
Make.com
Zapier
n8n
APIs
Product & Interface Stack
CRM Integration
Twilio
WhatsApp API
Forms
Data & Reporting Stack
BigQuery
Looker Studio
Excel
GA4
AI & Decision Support
OpenAI API
Anthropic API
Zapier AI Steps
How does UX & UI play a role in this...?
Most workflow problems are UX problems. Automations break down when: people don’t understand what a form is asking, there are no clear constraints on what they can submit, or they can’t see what the system did or what they’re supposed to do next.
Combining workflow automation with UX & UI lets me design and implement:
- Interfaces that make the next step obvious and constrain input to what the workflow can safely handle, instead of open‑ended, error‑prone forms.
- Flows that connect screens, messages, and automations into a clear path, with smart data clean‑up and validation built in so bad data doesn’t quietly spread across systems.
- States and feedback that show what happened, what’s pending, and what needs human attention, so people trust the system and don’t feel the need to work around it.
