Workflow automation consultant
Workflow automation that still keeps a person in charge.
I help owner-led businesses use AI to draft the work, route it to the right person, and keep a record of what happened inside the tools they already use.
Leak points
Where the work usually slips
- Leads, orders, customer records, invoices, or inventory updates are getting missed.
- Your team copies the same details between email, calendar, spreadsheets, CRM, QuickBooks, Shopify, Amazon, or Airtable.
- Reporting takes too long and still misses the decisions the owner actually needs.
- A Zapier-style setup worked for a while. Now it is brittle, hard to trace, and nobody trusts it.
Method
Starting without overbuilding
- Map how the work actually moves today. Exceptions included.
- Pick one workflow or operating system we can measure, not a vague "process."
- Build the smallest useful version with drafts, review rules, and logs.
- Test each action once with no real change before enabling it, one at a time.
Common first builds
Where projects can start
The first useful build is usually Inbox-to-Action, Owner Weekly Digest, Operations Exception Board, or Invoice/Payment Drafting. The point is not to automate everything. It is to prepare the work so people can move faster without giving up control.
Numbers we'd watch
- Manual work hours per week
- Percent of tasks handled within the target window
- Manual data-entry time
- Missed or stale task count
Start with a fixed-fee diagnostic
If the process is still fuzzy, I start by mapping it. The diagnostic hands back the bottleneck, build options, and a measurement plan before anyone touches a tool.
Start with a fixed-fee diagnostic